| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 66 | 1,594,123 | VBR, VTI, BND, VB | 13F-HR | 11/12/2024 | 000176538024000424 |
| Q2 2024 | 66 | 1,541,561 | VBR, VTI, BND, VB | 13F-HR | 8/5/2024 | 000176538024000272 |
| Q1 2024 | 68 | 1,558,861 | VBR, VTI, VB, VTV | 13F-HR | 5/9/2024 | 000176538024000203 |
| Q4 2023 | 65 | 1,480,968 | VBR, VTI, VB, BND | RESTATEMENT | 2/13/2024 | 000176538024000124 |
| Q3 2023 | 67 | 1,477,551 | BND, BIV, VBR, VTI | 13F-HR | 11/7/2023 | 000176538023000207 |
| Q2 2023 | 71 | 1,530,649 | VBR, BND, BIV, VTI | 13F-HR | 8/8/2023 | 000176538023000135 |
| Q1 2023 | 70 | 1,434,910 | BIV, BND, VBR, VB | 13F-HR | 5/9/2023 | 000176538023000116 |
| Q4 2022 | 65 | 983,930 | VBR, VB, VTV, VTI | 13F-HR | 2/8/2023 | 000176538023000035 |
| Q3 2022 | 64 | 1,147,905 | BIV, BND, VBR, VB | 13F-HR | 11/8/2022 | 000176538022000142 |
| Q2 2022 | 62 | 1,197,837 | BIV, BND, VBR, VB | 13F-HR | 8/5/2022 | 000176538022000106 |
| Q1 2022 | 60 | 1,310,300 | VBR, BIV, BND, VB | 13F-HR | 5/11/2022 | 000176538022000070 |
| Q4 2021 | 61 | 1,410,448 | VBR, BIV, BND, AGG | 13F-HR | 1/20/2022 | 000176538022000008 |
| Q3 2021 | 61 | 1,045,969 | AGG, VBR, VB, BSV | 13F-HR | 10/21/2021 | 000176538021000098 |
| Q2 2021 | 62 | 806,344 | AGG, VBR, BSV, VB | 13F-HR | 7/21/2021 | 000176538021000068 |
| Q1 2021 | 59 | 729,270 | AGG, VBR, BSV, VB | 13F-HR | 4/28/2021 | 000176538021000049 |
| Q4 2020 | 60 | 655,305 | AGG, VBR, BSV, DLS | 13F-HR | 2/2/2021 | 000176538021000010 |
| Q3 2020 | 48 | 544,654 | AGG, BSV, VBR, SHY | 13F-HR | 11/9/2020 | 000176538020000089 |
| Q2 2020 | 49 | 540,321 | AGG, BSV, VBR, SHY | 13F-HR | 8/7/2020 | 000176538020000066 |
| Q1 2020 | 50 | 478,149 | AGG, BSV, SHY, VBR | 13F-HR | 5/15/2020 | 000176538020000059 |
| Q4 2019 | 50 | 574,525 | AGG, BSV, VBR, DLS | 13F-HR | 1/27/2020 | 000176538020000007 |
| Q3 2019 | 50 | 547,113 | AGG, BSV, VBR, DLS | 13F-HR | 11/7/2019 | 000176538019000119 |
| Q2 2019 | 50 | 572,657 | AGG, BSV, DLS, VBR | 13F-HR | 8/7/2019 | 000176538019000082 |
| Q1 2019 | 49 | 572,018 | AGG, BSV, DLS, VBR | 13F-HR | 5/9/2019 | 000176538019000062 |
| Q4 2018 | 48 | 537,375 | AGG, BSV, DLS, VBR | 13F-HR | 1/29/2019 | 000154216419000001 |
| Q3 2018 | 45 | 584,137 | AGG, BSV, DLS, IVE | 13F-HR | 11/5/2018 | 000154216418000004 |
| Q2 2018 | 53 | 588,002 | AGG, BSV, DLS, VBR | 13F-HR | 8/20/2018 | 000154216418000003 |
| Q1 2018 | 52 | 592,947 | AGG, BSV, DLS, IVE | 13F-HR | 5/1/2018 | 000154216418000002 |
| Q4 2017 | 45 | 600,281 | AGG, BSV, DLS, IVE | 13F-HR | 2/14/2018 | 000154216418000001 |
| Q3 2017 | 45 | 581,915 | AGG, BSV, DLS, IVE | 13F-HR | 11/16/2017 | 000154216417000004 |
| Q2 2017 | 54 | 679,474 | AGG, TILT, BSV, DLS | 13F-HR | 7/31/2017 | 000154216417000003 |
| Q1 2017 | 54 | 714,725 | AGG, TILT, BSV, DLS | 13F-HR | 5/11/2017 | 000154216417000002 |
| Q4 2016 | 63 | 698,369 | AGG, TILT, BSV, DLS | 13F-HR | 2/15/2017 | 000154216417000001 |
| Q3 2016 | 74 | 680,088 | AGG, BSV, TILT, DLS | 13F-HR | 11/22/2016 | 000154216416000011 |
| Q2 2016 | 64 | 629,138 | AGG, BSV, DLS, IVE | 13F-HR | 7/25/2016 | 000154216416000009 |
| Q1 2016 | 58 | 555,837 | AGG, DLS, BSV, ISHARES U S ETF TR | 13F-HR | 6/2/2016 | 000154216416000008 |
| Q4 2015 | 43 | 458,413 | AGG, DLS, BSV, IVE | 13F-HR | 1/19/2016 | 000154216416000005 |
| Q3 2015 | 43 | 447,240 | AGG, DLS, BSV, SHY | 13F-HR | 11/12/2015 | 000154216415000004 |
| Q2 2015 | 42 | 479,040 | AGG, DLS, BSV, IVE | 13F-HR | 7/8/2015 | 000154216415000003 |
| Q1 2015 | 32 | 469,770 | AGG, DLS, BSV, IVE | 13F-HR | 5/6/2015 | 000154216415000002 |
| Q4 2014 | 29 | 437,125 | AGG, DLS, BSV, IVE | 13F-HR | 2/3/2015 | 000154216415000001 |
| Q3 2014 | 29 | 432,530 | AGG, DLS, BSV, IVE | 13F-HR | 10/21/2014 | 000154216414000004 |
| Q2 2014 | 29 | 438,599 | AGG, DLS, BSV, IVE | 13F-HR | 7/28/2014 | 000154216414000003 |
| Q1 2014 | 22 | 414,333 | AGG, DLS, BSV, IVE | 13F-HR | 5/8/2014 | 000154216414000002 |
| Q4 2013 | 20 | 413,167 | AGG, DLS, BSV, IVE | 13F-HR | 2/6/2014 | 000154216414000001 |