| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 516 | 7,011,121 | VUG, VTV, VEA, VGIT | 13F-HR | 2/1/2024 | 000154457624000001 |
| Q3 2023 | 374 | 4,589,882 | VUG, VTV, VEA, VGIT | 13F-HR | 10/11/2023 | 000154457623000005 |
| Q2 2023 | 328 | 4,569,851 | VUG, VTV, VEA, VGIT | 13F-HR | 8/4/2023 | 000154457623000004 |
| Q1 2023 | 256 | 4,167,425 | VUG, VTV, VEA, VGIT | 13F-HR | 4/25/2023 | 000154457623000003 |
| Q4 2022 | 258 | 4,021,448 | VUG, VTV, VEA, VGIT | 13F-HR | 1/19/2023 | 000158296823000002 |
| Q3 2022 | 243 | 1,419,798 | BND, VFVA, VTEB, FBND | 13F-HR | 10/14/2022 | 000154457622000006 |
| Q2 2022 | 240 | 1,481,519 | BND, VFVA, VTEB, VSS | 13F-HR | 7/14/2022 | 000154457622000005 |
| Q1 2022 | 253 | 1,545,170 | BND, VTEB, IVV, VIG | 13F-HR | 5/4/2022 | 000154457622000003 |
| Q4 2021 | 249 | 1,489,767 | IVV, VIG, BND, VTEB | 13F-HR | 1/31/2022 | 000154457622000001 |
| Q3 2021 | 237 | 1,340,160 | VIG, IVV, VTEB, BND | 13F-HR | 11/5/2021 | 000154457621000006 |
| Q2 2021 | 242 | 1,340,168 | IVV, VIG, VTEB, BND | 13F-HR | 7/9/2021 | 000154457621000005 |
| Q1 2021 | 238 | 1,239,293 | IVV, VIG, VTEB, EFG | 13F-HR | 5/5/2021 | 000154457621000004 |
| Q4 2020 | 230 | 1,127,348 | IVV, FBND, VIG, VTEB | 13F-HR | 1/26/2021 | 000154457621000001 |
| Q3 2020 | 212 | 950,672 | IVV, FBND, VIG, VTEB | 13F-HR | 11/13/2020 | 000154457620000006 |
| Q2 2020 | 211 | 818,020 | IVV, VIG, FHLC, BSV | 13F-HR | 8/3/2020 | 000154457620000005 |
| Q1 2020 | 196 | 705,648 | BSV, VIG, IVV, FHLC | 13F-HR | 4/8/2020 | 000154457620000004 |
| Q4 2019 | 237 | 1,008,450 | IVV, BSV, EFG, FHLC | 13F-HR | 2/7/2020 | 000154457620000003 |
| Q3 2019 | 230 | 946,876 | IVV, BSV, EFG, FHLC | 13F-HR | 11/13/2019 | 000154457619000007 |
| Q2 2019 | 228 | 931,276 | IVV, BSV, EFG, FHLC | 13F-HR | 8/12/2019 | 000154457619000006 |
| Q1 2019 | 229 | 874,935 | IVV, BSV, EFG, HYS | 13F-HR | 5/7/2019 | 000154457619000005 |
| Q4 2018 | 217 | 760,220 | IVV, BSV, EFG, FHLC | 13F-HR | 1/25/2019 | 000154457619000003 |
| Q3 2018 | 228 | 893,143 | IVV, MUB, BSV, VCIT | 13F-HR | 11/14/2018 | 000154457618000005 |
| Q2 2018 | 820 | 896,152 | IVV, MUB, HYS, IJH | 13F-HR | 8/2/2018 | 000154457618000004 |
| Q1 2018 | 597 | 777,512 | IVV, MUB, IEFA, IJH | 13F-HR | 5/14/2018 | 000154457618000003 |
| Q4 2017 | 230 | 889,483 | IVV, MUB, IEFA, IJH | 13F-HR | 2/12/2018 | 000154457618000001 |
| Q3 2017 | 237 | 886,471 | IVV, MUB, IJH, IEFA | 13F-HR | 10/23/2017 | 000154457617000012 |
| Q2 2017 | 183 | 815,254 | IVV, MUB, IEFA, LQD | 13F-HR | 8/14/2017 | 000154457617000011 |
| Q1 2017 | 177 | 762,590 | IVV, MUB, IEFA, SPY | 13F-HR | 4/25/2017 | 000154457617000010 |
| Q4 2016 | 48 | 110,235 | MUB, MGC, GE, IVOV | 13F-HR | 2/13/2017 | 000154457617000005 |