| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 345 | 1,256,680 | VTI, SCHX, VEU, PDP | 13F-HR | 11/4/2024 | 000154698924000005 |
| Q2 2024 | 366 | 1,161,640 | VTI, SCHX, VEU, SPY | 13F-HR | 7/23/2024 | 000154698924000003 |
| Q1 2024 | 463 | 1,129,435 | VTI, SCHX, VEU, SPY | 13F-HR | 5/8/2024 | 000154698924000002 |
| Q4 2023 | 493 | 1,047,329 | VTI, SCHX, VEU, SPY | 13F-HR | 2/1/2024 | 000154698924000001 |
| Q3 2023 | 603 | 946,247 | VTI, SCHX, SPY, PDP | 13F-HR | 11/3/2023 | 000154698923000004 |
| Q2 2023 | 865 | 961,862 | VTI, SCHX, SPY, IGSB | 13F-HR | 8/3/2023 | 000154698923000003 |
| Q1 2023 | 900 | 846,072 | VTI, IGSB, SPY, SCHX | 13F-HR | 5/1/2023 | 000154698923000002 |
| Q4 2022 | 844 | 801,543 | VTI, IGSB, SPY, SCHX | 13F-HR | 2/6/2023 | 000154698923000001 |
| Q3 2022 | 470 | 799,980 | VTI, IGSB, SPY, SPLV | 13F-HR | 10/25/2022 | 000154698922000004 |
| Q2 2022 | 512 | 780,682 | VTI, SPY, IGSB, BND | 13F-HR | 7/26/2022 | 000154698922000003 |
| Q1 2022 | 415 | 943,025 | VTI, SPY, IGSB, SPLV | 13F-HR | 5/10/2022 | 000154698922000002 |
| Q4 2021 | 387 | 943,923 | VTI, PDP, SPLV, SPY | 13F-HR | 1/26/2022 | 000154698922000001 |
| Q3 2021 | 382 | 855,363 | VTI, SPY, PDP, IGSB | 13F-HR | 11/8/2021 | 000154698921000004 |
| Q2 2021 | 366 | 844,119 | VTI, SPY, PDP, SPLV | 13F-HR | 7/28/2021 | 000154698921000003 |
| Q1 2021 | 344 | 763,195 | SPY, PDP, VTI, SPLV | 13F-HR | 5/10/2021 | 000154698921000002 |
| Q4 2020 | 350 | 714,374 | PDP, SPY, SPLV, VTI | 13F-HR | 2/4/2021 | 000154698921000001 |
| Q3 2020 | 367 | 622,704 | PDP, SPLV, SPY, IGSB | 13F-HR | 11/4/2020 | 000154698920000004 |
| Q2 2020 | 394 | 585,881 | BIL, AGG, SPY, IGSB | 13F-HR | 8/5/2020 | 000154698920000003 |
| Q1 2020 | 369 | 540,203 | AGG, BIL, SPIP, SPAB | 13F-HR | 5/8/2020 | 000154698920000002 |
| Q4 2019 | 368 | 604,130 | PDP, SPLV, SPY, QTEC | 13F-HR | 1/10/2020 | 000154698920000001 |
| Q3 2019 | 300 | 551,994 | SPLV, PDP, SPY, QTEC | 13F-HR | 10/15/2019 | 000154698919000004 |
| Q2 2019 | 357 | 547,798 | PDP, SPLV, SPY, FDN | 13F-HR | 8/20/2019 | 000154698919000003 |
| Q1 2019 | 336 | 524,384 | PDP, SPLV, SPY, FDN | 13F-HR | 4/25/2019 | 000154698919000002 |
| Q4 2018 | 339 | 473,316 | SPLV, PDP, SPY, FDN | 13F-HR | 1/22/2019 | 000154698919000001 |
| Q3 2018 | 326 | 526,838 | PDP, SPLV, SPY, IGIB | 13F-HR | 10/19/2018 | 000154698918000005 |
| Q2 2018 | 309 | 491,800 | PDP, SPLV, IGIB, SPY | 13F-HR | 7/23/2018 | 000154698918000004 |
| Q1 2018 | 332 | 459,567 | AGG, PDP, SPLV, SPY | 13F-HR | 4/24/2018 | 000154698918000002 |
| Q4 2017 | 349 | 437,491 | AGG, PDP, SPLV, SPY | 13F-HR | 1/29/2018 | 000154698918000001 |
| Q3 2017 | 337 | 418,004 | AGG, PDP, SPLV, SPY | 13F-HR | 11/7/2017 | 000154698917000004 |
| Q2 2017 | 317 | 411,996 | AGG, PDP, SPLV, SPY | 13F-HR | 8/3/2017 | 000154698917000003 |
| Q1 2017 | 333 | 419,492 | AGG, PDP, SPLV, SPY | 13F-HR | 4/19/2017 | 000154698917000002 |
| Q4 2016 | 348 | 400,694 | AGG, SPLV, PDP, SPY | 13F-HR | 2/1/2017 | 000154698917000001 |
| Q3 2016 | 472 | 435,326 | AGG, PDP, SPLV, FDN | 13F-HR | 11/2/2016 | 000154698916000010 |
| Q2 2016 | 342 | 420,320 | AGG, BWX, EBND, PSK | 13F-HR | 7/25/2016 | 000154698916000009 |
| Q1 2016 | 397 | 349,008 | AGG, SPTL, TFI, SPIB | 13F-HR | 4/27/2016 | 000154698916000008 |
| Q4 2015 | 353 | 356,980 | AGG, SPLV, PDP, FDN | 13F-HR | 1/21/2016 | 000154698916000007 |
| Q3 2015 | 342 | 339,104 | AGG, SPLV, PDP, FXD | 13F-HR | 10/20/2015 | 000154698915000006 |
| Q2 2015 | 358 | 337,224 | AGG, PDP, SPLV, FBT | 13F-HR | 7/21/2015 | 000154698915000005 |
| Q1 2015 | 333 | 325,547 | AGG, PDP, SPLV, SPTL | 13F-HR | 4/7/2015 | 000154698915000003 |
| Q4 2014 | 336 | 297,213 | AGG, SPTL, PDP, SPLV | 13F-HR | 1/13/2015 | 000154698915000001 |
| Q3 2014 | 332 | 281,212 | AGG, SPTL, SRLN, IBCE | 13F-HR | 10/6/2014 | 000154698914000006 |
| Q2 2014 | 297 | 278,914 | AGG, SRLN, SPTL, IBCE | 13F-HR | 7/8/2014 | 000154698914000004 |
| Q1 2014 | 242 | 248,404 | SRLN, AGG, FLOT, VTI | 13F-HR | 4/8/2014 | 000154698914000002 |
| Q4 2013 | 240 | 206,595 | FLOT, SRLN, AGG, GUGGENHEIM ETF BOND | 13F-HR | 1/6/2014 | 000154698914000001 |