| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3,449 | 13,078,981 | VTI, BND, SPDW, SPYV | 13F-HR | 1/24/2024 | 000114036124003687 |
| Q3 2023 | 3,432 | 11,670,214 | VTI, BND, SPDW, BSV | 13F-HR | 10/31/2023 | 000114036123050411 |
| Q2 2023 | 3,249 | 11,792,903 | VTI, BND, BSV, SPDW | 13F-HR | 7/18/2023 | 000114036123035024 |
| Q1 2023 | 3,181 | 9,961,055 | VTI, BND, SPDW, BSV | 13F-HR | 4/18/2023 | 000114036123018840 |
| Q4 2022 | 2,982 | 9,027,336 | VTI, BND, SPDW, BSV | 13F-HR | 1/13/2023 | 000114036123001571 |
| Q3 2022 | 3,037 | 7,917,056 | VTI, BND, BSV, FLOT | RESTATEMENT | 11/14/2022 | 000114036122041323 |
| Q2 2022 | 2,828 | 7,306,060 | VTI, BND, BSV, FLOT | 13F-HR | 7/13/2022 | 000156761922013941 |
| Q1 2022 | 2,368 | 7,841,166 | VTI, BND, FLOT, SPDW | 13F-HR | 4/22/2022 | 000156761922008837 |
| Q4 2021 | 2,080 | 7,054,297 | VTI, BND, BSV, AGG | 13F-HR | 1/21/2022 | 000156761922001428 |
| Q3 2021 | 1,986 | 5,993,538 | VTI, BND, BSV, AGG | 13F-HR | 11/2/2021 | 000156761921019152 |
| Q2 2021 | 1,605 | 5,410,356 | VTI, BND, BSV, AGG | 13F-HR | 8/2/2021 | 000156761921014255 |
| Q1 2021 | 1,556 | 4,868,737 | VTI, BND, BSV, AGG | 13F-HR | 4/29/2021 | 000156761921008721 |
| Q4 2020 | 1,437 | 3,812,295 | VTI, BND, SPDW, SPYV | 13F-HR | 1/26/2021 | 000156761921001531 |
| Q3 2020 | 1,243 | 3,320,673 | VTI, BND, QUAL, JPST | 13F-HR | 11/3/2020 | 000156761920018564 |
| Q2 2020 | 1,252 | 3,242,568 | VTI, BND, QUAL, JPST | 13F-HR | 7/24/2020 | 000156761920013668 |
| Q1 2020 | 1,338 | 3,009,277 | VTI, BND, QUAL, JPST | 13F-HR | 4/17/2020 | 000156761920008085 |
| Q4 2019 | 1,112 | 2,846,139 | SPTM, SPAB, QUAL, JPST | 13F-HR | 1/16/2020 | 000156761920001190 |
| Q3 2019 | 1,018 | 2,620,433 | SPTM, SPAB, QUAL, JPST | 13F-HR | 10/9/2019 | 000156761919019414 |
| Q2 2019 | 1,012 | 2,563,135 | SPTM, SPAB, QUAL, JPST | 13F-HR | 7/25/2019 | 000156761919015157 |
| Q1 2019 | 1,028 | 2,308,060 | SPTM, SPAB, JPST, QUAL | 13F-HR | 5/7/2019 | 000156761919009961 |
| Q4 2018 | 908 | 2,025,175 | SPTM, SPAB, JPST, QUAL | 13F-HR | 2/11/2019 | 000156761919003005 |
| Q3 2018 | 926 | 2,208,154 | SPTM, SPAB, JPST, VTI | 13F-HR | 10/30/2018 | 000156761918004725 |
| Q2 2018 | 972 | 2,090,274 | SPTM, SPAB, JPST, VTI | 13F-HR | 8/8/2018 | 000156761918000045 |
| Q1 2018 | 896 | 1,298,202 | VTI, AGG, QUAL, ITOT | 13F-HR | 5/2/2018 | 000114036118020895 |
| Q4 2017 | 820 | 1,282,457 | VTI, AGG, VYM, ITOT | 13F-HR | 2/22/2018 | 000114036118009459 |
| Q3 2017 | 774 | 1,213,078 | VTI, AGG, VYM, ITOT | 13F-HR | 10/12/2017 | 000114036117038534 |
| Q2 2017 | 773 | 1,132,181 | VTI, AGG, VYM, ITOT | 13F-HR | 8/7/2017 | 000114036117030370 |
| Q1 2017 | 797 | 1,062,539 | AGG, VTI, VYM, ITOT | 13F-HR | 5/9/2017 | 000114036117019145 |
| Q4 2016 | 720 | 987,122 | AGG, VTI, VYM, USMV | 13F-HR | 2/2/2017 | 000114036117004133 |
| Q3 2016 | 742 | 950,730 | AGG, VTI, VYM, USMV | 13F-HR | 2/7/2017 | 000114036117004740 |
| Q2 2016 | 685 | 892,238 | AGG, VTI, VYM, USMV | 13F-HR | 8/23/2016 | 000114036116077477 |
| Q1 2016 | 657 | 799,368 | AGG, VTI, VEA, VYM | 13F-HR | 5/16/2016 | 000114036116065581 |
| Q4 2015 | 673 | 553,387 | VTI, AGG, VEA, VYM | 13F-HR | 2/16/2016 | 000114036116053071 |
| Q3 2015 | 669 | 281,088 | VTI, AGG, VWO, VEA | 13F-HR | 10/30/2015 | 000114036115038987 |
| Q2 2015 | 639 | 280,249 | VTI, VWO, AGG, VEA | 13F-HR | 8/6/2015 | 000114036115030045 |
| Q1 2015 | 636 | 268,914 | VTI, VWO, AGG, FDL | 13F-HR | 6/1/2015 | 000114036115022557 |
| Q4 2014 | 122 | 264,355 | VTI, VWO, AGG, VOO | RESTATEMENT | 3/9/2015 | 000114036115010967 |
| Q3 2014 | 96 | 257,188 | VTI, VWO, AGG, FDL | RESTATEMENT | 3/9/2015 | 000114036115010959 |
| Q2 2014 | 93 | 221,736 | VTI, VWO, FDL, INTC | RESTATEMENT | 3/9/2015 | 000114036115010953 |
| Q1 2014 | 77 | 228,315 | VTI, VWO, SPY, IDV | 13F-HR | 4/4/2014 | 000114036114015828 |
| Q4 2013 | 68 | 202,108 | VTI, VWO, FDL, IDV | 13F-HR | 2/14/2014 | 000114036114008094 |