| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 3,582 | 102,833,456 | IVV, BND, VEA, SPMD | 13F-HR | 2/14/2025 | 000154023525000002 |
| Q3 2024 | 3,184 | 101,004,354 | IVV, VEA, BND, IEMG | 13F-HR | 10/11/2024 | 000154023524000006 |
| Q2 2024 | 3,064 | 93,667,207 | IVV, VEA, BND, IEMG | 13F-HR | 8/15/2024 | 000154023524000004 |
| Q1 2024 | 2,915 | 90,216,875 | IVV, VEA, BND, IEMG | 13F-HR | 5/13/2024 | 000154023524000003 |
| Q4 2023 | 2,743 | 53,924,348 | VO, VTI, VCIT, SPDW | 13F-HR | 2/14/2024 | 000154023524000002 |
| Q3 2023 | 2,902 | 74,941,949 | IVV, VEA, BND, IEMG | 13F-HR | 11/16/2023 | 000158064223006235 |
| Q2 2023 | 2,646 | 75,067,879 | IVV, VEA, BND, IEMG | 13F-HR | 7/21/2023 | 000158064223003749 |
| Q1 2023 | 2,647 | 69,427,549 | IVV, VEA, BND, IEMG | 13F-HR | 5/15/2023 | 000158064223002722 |
| Q4 2022 | 2,492 | 66,497,520 | IVV, VEA, BND, IEMG | 13F-HR | 2/10/2023 | 000158064223000807 |
| Q3 2022 | 2,342 | 57,822,468 | IVV, VEA, BND, IEMG | 13F-HR | 11/3/2022 | 000158064222005553 |
| Q2 2022 | 2,306 | 60,706,322 | IVV, VEA, IEMG, BND | 13F-HR | 8/15/2022 | 000158064222004115 |
| Q1 2022 | 2,394 | 64,569,588 | IVV, VEA, BND, IEMG | 13F-HR | 5/16/2022 | 000158064222002777 |
| Q4 2021 | 2,078 | 62,248,247 | IVV, VEA, BND, IEMG | 13F-HR | 2/11/2022 | 000158064222000806 |
| Q3 2021 | 2,124 | 56,364,077 | IVV, VEA, BND, IEMG | 13F-HR | 11/10/2021 | 000158064221005383 |
| Q2 2021 | 2,064 | 56,322,312 | IVV, VEA, BND, IEMG | 13F-HR | 8/4/2021 | 000158064221003538 |
| Q1 2021 | 2,680 | 49,634,772 | IVV, VEA, IEMG, VCIT | 13F-HR | 4/30/2021 | 000158064221001976 |
| Q4 2020 | 2,432 | 45,456,644 | IVV, VEA, IEMG, VCIT | 13F-HR | 1/29/2021 | 000158064221000379 |
| Q3 2020 | 2,237 | 38,304,919 | IVV, VEA, VCIT, IEMG | 13F-HR | 11/5/2020 | 000158064220004071 |
| Q2 2020 | 2,051 | 34,561,330 | IVV, VEA, VCIT, AGG | 13F-HR | 7/23/2020 | 000158064220002702 |
| Q1 2020 | 1,908 | 28,197,878 | IVV, VEA, VCIT, AGG | 13F-HR | 5/5/2020 | 000158064220001998 |
| Q4 2019 | 2,081 | 33,314,058 | VEA, AGG, IVV, VCIT | 13F-HR | 1/30/2020 | 000158064220000445 |
| Q3 2019 | 2,081 | 30,711,361 | VEA, AGG, VCIT, IVV | 13F-HR | 11/1/2019 | 000158064219004915 |
| Q2 2019 | 2,098 | 29,723,279 | VEA, VCIT, AGG, IVV | 13F-HR | 7/26/2019 | 000158064219003351 |
| Q1 2019 | 2,072 | 27,753,508 | VEA, VCIT, IVV, AGG | 13F-HR | 4/24/2019 | 000158064219002070 |
| Q4 2018 | 2,019 | 24,392,278 | VEA, VCIT, AGG, IVV | RESTATEMENT | 2/12/2019 | 000158064219000760 |
| Q3 2018 | 2,115 | 26,955,153 | VEA, IVV, VCIT, IEMG | 13F-HR | 10/25/2018 | 000158064218004992 |
| Q2 2018 | 2,068 | 25,464,079 | VEA, IVV, VCIT, IEMG | 13F-HR | 7/20/2018 | 000158064218003439 |
| Q1 2018 | 2,080 | 24,565,801 | VEA, IVV, IEMG, VCIT | 13F-HR | 4/18/2018 | 000158064218002117 |
| Q4 2017 | 1,908 | 23,205,305 | VEA, IVV, VCIT, VO | 13F-HR | 1/17/2018 | 000158064218000265 |
| Q3 2017 | 1,881 | 21,531,252 | VEA, IVV, VCIT, VO | 13F-HR | 10/17/2017 | 000158064217005568 |
| Q2 2017 | 4,845 | 19,757,569 | VEA, IVV, VCIT, VO | 13F-HR | 7/12/2017 | 000158064217003871 |
| Q1 2017 | 4,860 | 18,307,521 | VEA, IVV, VCIT, VO | 13F-HR | 4/7/2017 | 000158064217002214 |
| Q4 2016 | 4,877 | 16,418,229 | VEA, VCIT, IVV, VO | 13F-HR | 1/9/2017 | 000158064217000125 |
| Q3 2016 | 4,786 | 15,704,875 | VEA, VCIT, IVV, AGG | 13F-HR | 10/12/2016 | 000158064216011512 |
| Q2 2016 | 4,557 | 13,812,074 | VEA, VCIT, IVV, VO | 13F-HR | 7/12/2016 | 000158064216009717 |
| Q1 2016 | 4,520 | 12,826,272 | VEA, VCIT, IVV, VO | 13F-HR | 4/8/2016 | 000158064216008021 |
| Q4 2015 | 4,617 | 12,159,612 | VEA, VCIT, IVV, AGG | 13F-HR | 1/11/2016 | 000158064216006237 |
| Q3 2015 | 4,491 | 11,324,244 | VEA, VCIT, AGG, IVV | 13F-HR | 10/9/2015 | 000158064215004643 |
| Q2 2015 | 1,109 | 11,021,170 | VCIT, VO, VEA, AGG | 13F-HR | 7/9/2015 | 000158064215002938 |
| Q1 2015 | 4,392 | 10,640,682 | VO, VEA, VCIT, SJNK | 13F-HR | 4/13/2015 | 000158064215001666 |
| Q4 2014 | 4,326 | 9,614,678 | VO, VCIT, VEA, IVV | 13F-HR | 1/29/2015 | 000158064215000402 |
| Q3 2014 | 4,180 | 8,621,098 | VO, VCIT, VEA, VV | 13F-HR | 10/10/2014 | 000091047214004539 |
| Q2 2014 | 3,941 | 7,711,993 | VEA, VO, VV, VWO | 13F-HR | 8/20/2014 | 000091047214003507 |
| Q1 2014 | 3,777 | 6,645,718 | VV, VEA, VO, VWO | 13F-HR | 4/11/2014 | 000091047214001635 |
| Q4 2013 | 3,445 | 5,857,497 | VV, VEA, VO, VWO | 13F-HR | 1/6/2014 | 000091047214000014 |