| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 50 | 294,037 | SCHB, EFA, EEM, VEA | 13F-HR | 1/23/2025 | 000139834425000946 |
| Q3 2024 | 51 | 282,570 | SCHB, EFA, VEA, EEM | 13F-HR | 10/23/2024 | 000139834424019210 |
| Q2 2024 | 50 | 282,932 | SCHB, EFA, EEM, VEA | 13F-HR | 7/24/2024 | 000139834424012985 |
| Q1 2024 | 49 | 276,189 | SCHB, EFA, EEM, VEA | 13F-HR | 4/18/2024 | 000139834424007324 |
| Q4 2023 | 51 | 250,879 | SCHB, EFA, EEM, VEA | 13F-HR | 1/18/2024 | 000139834424000729 |
| Q3 2023 | 50 | 334,670 | SCHB, EFA, VTEB, BNDX | 13F-HR | 10/16/2023 | 000139834423019288 |
| Q2 2023 | 51 | 347,314 | SCHB, EFA, VTEB, BNDX | 13F-HR | 7/12/2023 | 000139834423013067 |
| Q1 2023 | 52 | 338,632 | SCHB, EFA, VTEB, BNDX | 13F-HR | 4/26/2023 | 000139834423007794 |
| Q4 2022 | 45 | 304,339 | SCHB, EFA, VTEB, BNDX | 13F-HR | 1/26/2023 | 000139834423001046 |
| Q3 2022 | 45 | 234,174 | SCHB, VTEB, EFA, EEM | 13F-HR | 10/21/2022 | 000139834422020557 |
| Q2 2022 | 48 | 251,282 | SCHB, EFA, VTEB, EEM | 13F-HR | 7/19/2022 | 000139834422013489 |
| Q1 2022 | 51 | 324,564 | SCHB, EFA, BND, BNDX | 13F-HR | 4/12/2022 | 000139834422007269 |
| Q4 2021 | 50 | 342,154 | SCHB, EFA, BND, BNDX | 13F-HR | 1/19/2022 | 000139834422000767 |
| Q3 2021 | 49 | 327,152 | SCHB, EFA, BNDX, BSV | 13F-HR | 10/13/2021 | 000139834421019864 |
| Q2 2021 | 49 | 325,442 | SCHB, EFA, BNDX, BSV | 13F-HR | 7/21/2021 | 000139834421014640 |
| Q1 2021 | 47 | 302,704 | SCHB, EFA, BNDX, BSV | 13F-HR | 4/16/2021 | 000139834421008094 |
| Q4 2020 | 46 | 296,235 | SCHB, EFA, BNDX, BSV | 13F-HR | 1/13/2021 | 000139834421000707 |
| Q3 2020 | 35 | 263,386 | SCHB, EFA, BNDX, BSV | 13F-HR | 10/16/2020 | 000139834420020158 |
| Q2 2020 | 32 | 248,264 | SCHB, EFA, BNDX, BSV | 13F-HR | 7/14/2020 | 000139834420013712 |
| Q1 2020 | 29 | 217,829 | SCHB, EFA, BNDX, BSV | 13F-HR | 4/13/2020 | 000139834420007853 |
| Q4 2019 | 33 | 250,453 | SCHB, VEA, BNDX, BSV | 13F-HR | 1/15/2020 | 000139834420000803 |
| Q3 2019 | 30 | 237,576 | SCHB, VEA, BNDX, BSV | 13F-HR | 10/8/2019 | 000139834419017629 |
| Q2 2019 | 29 | 237,471 | SCHB, VEA, BNDX, BSV | 13F-HR | 7/9/2019 | 000139834419011694 |
| Q1 2019 | 27 | 230,510 | SCHB, VEA, BNDX, BSV | 13F-HR | 4/8/2019 | 000139834419006355 |
| Q4 2018 | 27 | 207,549 | SCHB, VEA, BNDX, BSV | 13F-HR | 1/11/2019 | 000139834419000584 |
| Q3 2018 | 24 | 251,450 | SCHB, VEA, BND, MUB | 13F-HR | 10/15/2018 | 000139834418014885 |
| Q2 2018 | 23 | 243,516 | SCHB, VEA, MUB, BNDX | 13F-HR | 7/18/2018 | 000139834418010186 |
| Q1 2018 | 23 | 243,818 | SCHB, VEA, MUB, BNDX | 13F-HR | 4/11/2018 | 000139834418005403 |
| Q4 2017 | 22 | 245,271 | SCHB, VEA, MUB, BNDX | 13F-HR | 1/11/2018 | 000139834418000467 |
| Q3 2017 | 22 | 227,136 | SCHB, VEA, BNDX, BSV | 13F-HR | 10/11/2017 | 000139834417012966 |
| Q2 2017 | 21 | 221,403 | SCHB, VEA, BNDX, BSV | 13F-HR | 7/7/2017 | 000139834417008339 |
| Q1 2017 | 22 | 216,601 | SCHB, VEA, BNDX, VWO | 13F-HR | 4/5/2017 | 000139834417004556 |
| Q4 2016 | 19 | 187,937 | SCHB, VEA, BNDX, VWO | 13F-HR | 1/12/2017 | 000139834417000468 |
| Q3 2016 | 19 | 174,216 | SCHB, VEA, BNDX, BSV | 13F-HR | 10/11/2016 | 000139834416019562 |
| Q2 2016 | 20 | 185,189 | SCHB, VEA, MUB, BNDX | 13F-HR | 7/13/2016 | 000139834416015109 |
| Q1 2016 | 21 | 172,089 | SCHB, VEA, MUB, BNDX | 13F-HR | 4/11/2016 | 000139834416011844 |
| Q4 2015 | 42 | 154,371 | SCHB, FNDX, SCHM, RSP.MX | 13F-HR | 1/15/2016 | 000139834416009042 |
| Q3 2015 | 33 | 149,768 | SHY, FNDX, SCHB, SCHM | 13F-HR | 10/9/2015 | 000139834415006838 |
| Q2 2015 | 43 | 183,290 | SCHX, SCHB, SCHM, FV | 13F-HR | 7/8/2015 | 000139834415004349 |
| Q1 2015 | 39 | 184,807 | SCHB, SCHX, SCHM, FV | 13F-HR | 4/22/2015 | 000139834415002633 |
| Q4 2014 | 36 | 158,606 | SCHB, VIG, JNJ, VCSH | 13F-HR | 1/21/2015 | 000139834415000295 |
| Q3 2014 | 30 | 197,489 | SCHB, VIG, XLP, XLF | 13F-HR | 10/23/2014 | 000139834414005401 |
| Q2 2014 | 33 | 191,534 | SCHB, VIG, JNJ, IYH | 13F-HR | 7/9/2014 | 000139834414003535 |
| Q1 2014 | 29 | 153,071 | SHV, SCHB, IYE, IYW | 13F-HR | 4/10/2014 | 000139834414002112 |
| Q4 2013 | 40 | 156,625 | SCHB, JNJ, IYJ, IYW | 13F-HR | 1/15/2014 | 000139834414000250 |