| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 309 | 3,526,782 | AVDE, AVUS, JAAA, VGLT | 13F-HR | 4/10/2025 | 000108514625002042 |
| Q4 2024 | 311 | 3,318,852 | AVUS, AVDE, VGLT, JQUA | 13F-HR | 1/16/2025 | 000108514625000240 |
| Q3 2024 | 286 | 3,125,754 | AVDE, AVUS, USFR, AVEM | 13F-HR | 10/10/2024 | 000108514624004836 |
| Q2 2024 | 283 | 2,839,524 | AVDE, AVUS, TLT, JQUA | 13F-HR | 7/12/2024 | 000108514624002868 |
| Q1 2024 | 285 | 2,815,706 | AVUS, JQUA, TLH, VIG | 13F-HR | 4/12/2024 | 000108514624001754 |
| Q4 2023 | 266 | 2,395,973 | TLT, COWZ, AVUS, IQLT | 13F-HR | 2/13/2024 | 000108514624001177 |
| Q3 2023 | 254 | 1,652,729 | IJR, TLT, VTI, AVEM | 13F-HR | 10/31/2023 | 000108514623004009 |
| Q2 2023 | 250 | 1,801,740 | VTI, IJR, COWZ, AVUV | 13F-HR | 7/24/2023 | 000108514623002848 |
| Q1 2023 | 243 | 1,865,913 | VTI, VB, COWZ, VGT | 13F-HR | 4/27/2023 | 000108514623001937 |
| Q4 2022 | 252 | 1,775,034 | VTI, VB, COWZ, AVUV | 13F-HR | 1/30/2023 | 000108514623000451 |
| Q3 2022 | 238 | 1,483,438 | VB, COWZ, VTI, VGT | 13F-HR | 10/24/2022 | 000108514622003567 |
| Q2 2022 | 256 | 1,384,826 | VTI, VB, VGT, SPTM | 13F-HR | 7/26/2022 | 000108514622002612 |
| Q1 2022 | 250 | 1,366,882 | VTI, VGT, SPTM, VB | 13F-HR | 4/12/2022 | 000108514622001379 |
| Q4 2021 | 250 | 1,459,091 | VTI, VGT, SPTM, IYG | 13F-HR | 1/31/2022 | 000108514622000386 |
| Q3 2021 | 213 | 1,222,444 | VTI, IYG, SPTM, VGT | 13F-HR | 10/18/2021 | 000108514621002808 |
| Q2 2021 | 218 | 1,233,555 | VTI, SPTM, VGT, IYG | 13F-HR | 7/29/2021 | 000108514621002130 |
| Q1 2021 | 202 | 1,038,797 | SPTM, VGT, VTI, SPSM | 13F-HR | 4/21/2021 | 000108514621001274 |
| Q4 2020 | 193 | 1,021,227 | SPTM, VGT, VTI, XLV | 13F-HR | 1/28/2021 | 000108514621000289 |
| Q3 2020 | 137 | 784,463 | SPTM, VGT, XLV, VTI | 13F-HR | 10/23/2020 | 000108514620002631 |
| Q2 2020 | 123 | 717,243 | SPTM, VGT, XLV, VTI | 13F-HR | 7/21/2020 | 000108514620001846 |
| Q1 2020 | 123 | 706,216 | SPTM, SH, VGT, VTI | 13F-HR | 4/22/2020 | 000108514620001176 |
| Q4 2019 | 132 | 825,301 | SPTM, VTI, VGT, RSP | RESTATEMENT | 2/13/2020 | 000108514620000646 |
| Q3 2019 | 124 | 744,270 | SPTM, VTI, VGT, RSP | 13F-HR | 11/14/2019 | 000108514619002972 |
| Q2 2019 | 119 | 710,261 | VTI, SPTM, VGT, RSP | 13F-HR | 7/18/2019 | 000108514619001924 |
| Q1 2019 | 132 | 667,263 | VTI, SPTM, RSP, VGT | 13F-HR | 5/15/2019 | 000106299319002246 |
| Q4 2018 | 129 | 634,334 | VTI, RSP, SPTM, VGT | 13F-HR | 2/12/2019 | 000106299319000683 |
| Q3 2018 | 134 | 647,085 | VTI, VGT, RSP, XLY | 13F-HR | 11/13/2018 | 000106299318004547 |
| Q2 2018 | 129 | 586,732 | VTI, RSP, VGT, XLY | 13F-HR | 8/13/2018 | 000106299318003294 |
| Q1 2018 | 129 | 549,768 | VTI, RSP.MX, VGT, VB | 13F-HR | 5/3/2018 | 000106299318001897 |
| Q4 2017 | 122 | 528,982 | VTI, VB, RSP.MX, VGT | 13F-HR | 2/13/2018 | 000106299318000691 |
| Q3 2017 | 124 | 488,028 | VTI, VB, RSP.MX, VGT | 13F-HR | 11/2/2017 | 000106299317004634 |
| Q2 2017 | 125 | 450,417 | VTI, VGT, RSP.MX, VB | 13F-HR | 8/4/2017 | 000106299317003522 |
| Q1 2017 | 119 | 402,470 | VTI, VGT, RSP.MX, XLY | 13F-HR | 5/15/2017 | 000106299317002510 |
| Q4 2016 | 110 | 411,842 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 2/14/2017 | 000106299317000822 |
| Q3 2016 | 111 | 384,413 | VTI, BNDX, VGT, RSP.MX | 13F-HR | 11/14/2016 | 000106299316012253 |
| Q2 2016 | 115 | 369,100 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 8/11/2016 | 000106299316010981 |
| Q1 2016 | 114 | 352,437 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 5/2/2016 | 000106299316009326 |
| Q4 2015 | 113 | 341,267 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 2/1/2016 | 000106299316007378 |
| Q3 2015 | 115 | 307,578 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 11/16/2015 | 000106299315006183 |
| Q2 2015 | 114 | 312,012 | VTI, BNDX, RSP.MX, XLV | 13F-HR | 8/12/2015 | 000106299315004341 |
| Q1 2015 | 117 | 310,762 | VTI, BNDX, RSP.MX, VGT | 13F-HR | 5/12/2015 | 000106299315002579 |
| Q4 2014 | 97 | 320,709 | VTI, BNDX, VNQ, RSP.MX | 13F-HR | 2/6/2015 | 000106299315000525 |
| Q3 2014 | 86 | 295,617 | VTI, BNDX, RSP.MX, VNQ | 13F-HR | 11/13/2014 | 000106299314006549 |
| Q2 2014 | 82 | 292,792 | VTI, BNDX, VNQ, RSP.MX | 13F-HR | 8/14/2014 | 000106299314004892 |
| Q1 2014 | 87 | 268,968 | VTI, BNDX, RSP.MX, VNQ | 13F-HR | 5/15/2014 | 000106299314002974 |
| Q4 2013 | 92 | 260,475 | VTI, BNDX, RSP.MX, VNQ | 13F-HR | 2/12/2014 | 000106299314000717 |