| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 34 | 120,912 | IVV, IJH, AGG, IWB | 13F-HR | 10/9/2026 | 000175496026000831 |
| Q2 2026 | 31 | 117,043 | IVV, IJH, AGG, IWB | 13F-HR | 7/14/2026 | 000175496026000500 |
| Q1 2026 | 28 | 101,621 | IVV, IJH, AGG, IWB | 13F-HR | 4/13/2026 | 000175496026000228 |
| Q4 2025 | 27 | 100,012 | IVV, IJH, AGG, IWB | 13F-HR | 1/12/2026 | 000175496026000020 |
| Q3 2025 | 26 | 100,371 | IVV, IJH, AGG, IWB | 13F-HR | 10/7/2025 | 000175496025000635 |
| Q2 2025 | 25 | 94,840 | IVV, IJH, AGG, IWB | 13F-HR | 7/10/2025 | 000175496025000352 |
| Q1 2025 | 25 | 88,370 | IVV, IJH, AGG, IWB | 13F-HR | 4/9/2025 | 000175496025000166 |
| Q4 2024 | 29 | 98,784 | IVV, IJR, AGG, MUB | 13F-HR | 2/4/2025 | 000175496025000100 |
| Q4 2021 | 34 | 73,073 | IVV, IJR, THRM, AGG | 13F-HR | 1/24/2022 | 000090572922000016 |
| Q3 2021 | 25 | 63,551 | IVV, IJR, AGG, THRM | 13F-HR | 10/8/2021 | 000090572921000197 |
| Q2 2021 | 22 | 62,555 | IVV, IJR, AGG, THRM | 13F-HR | 7/19/2021 | 000090572921000162 |
| Q1 2021 | 22 | 58,602 | IVV, IJR, AGG, THRM | 13F-HR | 4/6/2021 | 000090572921000092 |
| Q4 2020 | 24 | 62,401 | IVV, IJR, IAU, TIP | 13F-HR | 2/10/2021 | 000090572921000027 |
| Q3 2020 | 33 | 69,990 | IVV, IJR, USMV, IEF | 13F-HR | 10/29/2020 | 000090572920000223 |
| Q2 2020 | 31 | 79,199 | IVV, USMV, TLT, IJR | 13F-HR | 8/11/2020 | 000090572920000189 |
| Q1 2020 | 36 | 74,526 | TLT, DFND, USMV, DIVY | 13F-HR | 5/12/2020 | 000090572920000108 |
| Q4 2019 | 52 | 117,504 | DIVY, USMV, GARD, RING | 13F-HR | 2/6/2020 | 000090572920000034 |
| Q3 2019 | 47 | 96,250 | DIVY, USMV, RING, EFAV | 13F-HR | 11/6/2019 | 000090572919000211 |
| Q2 2019 | 220 | 112,147 | FCAU, DIVY, USMV, EFAV | 13F-HR | 7/19/2019 | 000090572919000147 |
| Q1 2019 | 193 | 99,001 | DIVY, USMV, EFAV, GARD | 13F-HR | 5/2/2019 | 000090572919000104 |
| Q4 2018 | 165 | 84,478 | IJR, IJH, DIVY, HAP | 13F-HR | 1/15/2019 | 000090572919000010 |