| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 627 | 1,233,546 | SPY, VEA, IJH, IVV | 13F-HR | 10/23/2024 | 000095012324009833 |
| Q2 2024 | 523 | 1,129,216 | SPY, VEA, IJH, GVI | 13F-HR | 7/24/2024 | 000095012324006762 |
| Q1 2024 | 468 | 988,668 | SPY, VEA, GVI, IJH | 13F-HR | 5/13/2024 | 000095012324004603 |
| Q4 2023 | 470 | 924,749 | SPY, VEA, GVI, IJH | 13F-HR | 1/31/2024 | 000095012324000541 |
| Q3 2023 | 465 | 824,950 | SPY, GVI, VEA, VEU | 13F-HR | 10/27/2023 | 000095012323009045 |
| Q2 2023 | 468 | 879,168 | SPY, GVI, VEA, VEU | 13F-HR | 8/28/2023 | 000095012323008404 |
| Q1 2023 | 471 | 824,976 | SPY, GVI, VEA, VEU | 13F-HR | 5/3/2023 | 000095012323003653 |
| Q4 2022 | 490 | 762,102 | SPY, GVI, VEA, IWB | 13F-HR | 1/31/2023 | 000095012323000532 |
| Q3 2022 | 468 | 611,350 | SPY, GVI, VEA, IWB | 13F-HR | 11/14/2022 | 000095012322011833 |
| Q2 2022 | 143 | 673,367 | SPY, GVI, VEA, IEFA | 13F-HR | 7/25/2022 | 000095012322007354 |
| Q1 2022 | 190 | 775,434 | SPY, GVI, VEA, IWB | 13F-HR | 5/9/2022 | 000095012322004815 |
| Q4 2021 | 132 | 768,598 | SPY, GVI, VEA, IWB | 13F-HR | 2/7/2022 | 000095012322001128 |
| Q3 2021 | 146 | 745,838 | SPY, GVI, VEA, MBB | 13F-HR | 10/13/2021 | 000095012321013075 |
| Q2 2021 | 119 | 722,824 | SPY, GVI, VEA, MBB | 13F-HR | 7/26/2021 | 000095012321009194 |
| Q1 2021 | 122 | 693,576 | SPY, GVI, VEA, MBB | 13F-HR | 5/6/2021 | 000095012321005441 |
| Q4 2020 | 115 | 628,122 | SPY, VEA, MBB, GVI | 13F-HR | 1/20/2021 | 000095012321000442 |
| Q3 2020 | 109 | 694,764 | SPY, VEA, MBB, GVI | 13F-HR | 10/29/2020 | 000095012320010581 |
| Q2 2020 | 116 | 805,931 | SPY, VEA, VUG, MBB | 13F-HR | 8/10/2020 | 000095012320008003 |
| Q1 2020 | 114 | 615,820 | SPY, VEA, SHY, MBB | 13F-HR | 5/8/2020 | 000095012320004170 |
| Q4 2019 | 154 | 1,090,621 | SPY, VEA, IJH, TOTL | 13F-HR | 1/28/2020 | 000095012320000546 |
| Q3 2019 | 73 | 771,893 | SPY, VEA, IJH, TOTL | 13F-HR | 11/5/2019 | 000095012319010084 |
| Q2 2019 | 73 | 720,936 | SPY, VEA, IJH, TOTL | 13F-HR | 7/30/2019 | 000095012319006726 |
| Q1 2019 | 61 | 710,605 | SPY, VEA, IJH, TOTL | 13F-HR | 4/30/2019 | 000095012319003670 |
| Q4 2018 | 70 | 625,427 | SPY, VEA, IJH, TOTL | 13F-HR | 1/30/2019 | 000095012319000442 |
| Q3 2018 | 72 | 698,662 | SPY, IJH, TOTL, IGSB | 13F-HR | 10/26/2018 | 000095012318010214 |
| Q2 2018 | 73 | 646,852 | SPY, TOTL, IGSB, IJH | 13F-HR | 7/25/2018 | 000095012318006981 |
| Q1 2018 | 81 | 644,379 | SPY, VEA, TOTL, AGG | 13F-HR | 5/4/2018 | 000095012318004153 |
| Q4 2017 | 88 | 631,301 | SPY, VEA, TOTL, AGG | 13F-HR | 1/30/2018 | 000095012318000503 |
| Q3 2017 | 88 | 595,981 | SPY, TOTL, AGG, IJH | 13F-HR | 11/7/2017 | 000095012317009656 |
| Q2 2017 | 67 | 518,800 | SPY, TOTL, IJH, AGG | 13F-HR | 7/27/2017 | 000095012317006355 |
| Q1 2017 | 64 | 443,275 | SPY, IJH, AGG, VEA | 13F-HR | 5/1/2017 | 000095012317003696 |
| Q4 2016 | 70 | 395,325 | SPY, IJH, AGG, IJR | 13F-HR | 1/30/2017 | 000095012317000563 |
| Q3 2016 | 71 | 389,814 | SPY, AGG, IJH, JNK | 13F-HR | 10/27/2016 | 000095012316020881 |
| Q2 2016 | 69 | 368,296 | SPY, AGG, IJH, JNK | 13F-HR | 7/29/2016 | 000095012316018604 |
| Q1 2016 | 67 | 353,144 | SPY, AGG, IJH, JNK | 13F-HR | 5/2/2016 | 000095012316016118 |
| Q4 2015 | 63 | 336,003 | SPY, AGG, IJH, JNK | 13F-HR | 1/29/2016 | 000095012316013180 |
| Q3 2015 | 62 | 322,598 | SPY, AGG, IJH, VEA | 13F-HR | 10/30/2015 | 000095012315010604 |
| Q2 2015 | 124 | 385,722 | SPY, AGG, IJH, VEA | 13F-HR | 7/29/2015 | 000095012315007804 |
| Q1 2015 | 56 | 330,035 | SPY, AGG, IJH, VEA | 13F-HR | 4/24/2015 | 000095012315004623 |
| Q4 2014 | 57 | 319,458 | SPY, AGG, IJH, JNK | 13F-HR | 1/28/2015 | 000095012315000563 |
| Q3 2014 | 85 | 308,091 | SPY, IJH, AGG, JNK | 13F-HR | 11/6/2014 | 000095012314011027 |
| Q2 2014 | 62 | 291,740 | SPY, IJH, AGG, JNK | 13F-HR | 8/4/2014 | 000095012314007698 |
| Q1 2014 | 56 | 252,922 | SPY, IJH, AGG, JNK | 13F-HR | 5/2/2014 | 000095012314004785 |
| Q4 2013 | 61 | 244,492 | SPY, IJH, AGG, IJR | 13F-HR | 1/28/2014 | 000095012314000712 |