| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,994 | 1,176,593 | DFAX, DFAC, DFUS, IWB | 13F-HR | 2/7/2024 | 000156806824000001 |
| Q3 2023 | 1,969 | 1,059,740 | DFAX, DFAC, DFUS, IWB | 13F-HR | 11/2/2023 | 000156806823000005 |
| Q2 2023 | 1,974 | 1,111,772 | DFAX, DFAC, DFUS, AGG | 13F-HR | 8/7/2023 | 000156806823000004 |
| Q1 2023 | 1,952 | 1,060,430 | DFAX, DFAC, DFUS, AGG | 13F-HR | 4/19/2023 | 000156806823000003 |
| Q4 2022 | 1,944 | 1,021,914 | DFAX, DFAC, DFUS, AGG | 13F-HR | 2/13/2023 | 000156806823000002 |
| Q3 2022 | 1,943 | 911,716 | DFAX, DFAC, DFUS, AGG | 13F-HR | 10/20/2022 | 000156806822000004 |
| Q2 2022 | 1,944 | 947,065 | DFAX, DFAC, DFUS, MUB | 13F-HR | 8/2/2022 | 000156806822000003 |
| Q1 2022 | 1,945 | 1,059,455 | DFAX, DFAC, DFUS, IWB | 13F-HR | 5/2/2022 | 000156806822000002 |
| Q4 2021 | 1,919 | 1,060,611 | DFAX, DFUS, DFAC, IWB | 13F-HR | 2/3/2022 | 000156806822000001 |
| Q3 2021 | 839 | 974,297 | DFAX, DFUS, DFAC, IWB | 13F-HR | 11/8/2021 | 000156806821000004 |
| Q2 2021 | 605 | 669,785 | DFUS, DFAC, IWB, AGG | 13F-HR | 8/4/2021 | 000156806821000003 |
| Q1 2021 | 600 | 490,225 | IWB, AGG, IJR, BRK-B | 13F-HR | 4/28/2021 | 000156806821000002 |
| Q4 2020 | 586 | 476,342 | IWB, AGG, IJR, BRK-B | 13F-HR | 2/1/2021 | 000156806821000001 |
| Q3 2020 | 578 | 420,593 | IWB, AGG, BRK-B, IJR | 13F-HR | 10/28/2020 | 000156806820000004 |
| Q2 2020 | 558 | 385,863 | IWB, AGG, IJR, BRK-B | 13F-HR | 8/5/2020 | 000156806820000003 |
| Q1 2020 | 526 | 333,524 | IWB, AGG, BRK-B, IJR | 13F-HR | 4/29/2020 | 000156806820000002 |
| Q4 2019 | 530 | 406,112 | IWB, IJR, AGG, BRK-B | 13F-HR | 2/3/2020 | 000156806820000001 |
| Q3 2019 | 533 | 392,079 | IWB, IJR, AGG, BRK-B | 13F-HR | 10/31/2019 | 000156806819000004 |
| Q2 2019 | 472 | 395,081 | IWB, IJR, BRK-B, AGG | 13F-HR | 8/6/2019 | 000156806819000003 |
| Q1 2019 | 475 | 383,516 | IWB, IJR, BRK-B, AGG | 13F-HR | 4/23/2019 | 000156806819000002 |
| Q4 2018 | 465 | 373,343 | IWB, IJR, BRK-B, AGG | 13F-HR | 1/28/2019 | 000156806819000001 |
| Q3 2018 | 538 | 388,380 | IWB, IJR, BRK-B, AGG | 13F-HR | 11/9/2018 | 000156806818000004 |
| Q2 2018 | 472 | 379,813 | IWB, IJR, BRK-B, IJH | 13F-HR | 7/26/2018 | 000156806818000003 |
| Q1 2018 | 547 | 378,896 | IJR, IWB, BRK-B, IJH | 13F-HR | 4/26/2018 | 000156806818000002 |
| Q4 2017 | 551 | 408,294 | IWB, IJR, BRK-B, IJH | 13F-HR | 1/31/2018 | 000156806818000001 |
| Q3 2017 | 455 | 387,063 | IWB, IJR, BRK-B, IJH | 13F-HR | 10/20/2017 | 000156806817000004 |
| Q2 2017 | 427 | 364,144 | IWB, IJR, BRK-B, AGG | 13F-HR | 7/28/2017 | 000156806817000003 |
| Q1 2017 | 450 | 369,268 | IJR, IWB, BRK-B, IJH | 13F-HR | 4/24/2017 | 000156806817000002 |
| Q4 2016 | 449 | 369,268 | IJR, IWB, BRK-B, IJH | 13F-HR | 1/30/2017 | 000156806817000001 |
| Q3 2016 | 491 | 349,907 | IJR, IWB, BRK-B, AGG | 13F-HR | 10/26/2016 | 000156806816000008 |
| Q2 2016 | 508 | 361,979 | IJR, IWB, BRK-B, AGG | 13F-HR | 7/25/2016 | 000156806816000007 |
| Q1 2016 | 649 | 339,325 | IJR, IWB, BRK-B, AGG | 13F-HR | 4/25/2016 | 000156806816000006 |
| Q4 2015 | 548 | 347,212 | IJR, IWB, BRK-B, AGG | 13F-HR | 2/3/2016 | 000156806816000005 |
| Q3 2015 | 488 | 227,146 | BRK-B, PRF, PRFZ, VTI | 13F-HR | 10/27/2015 | 000156806815000004 |
| Q2 2015 | 512 | 194,802 | PRF, PRFZ, VTI, DTD | 13F-HR | 7/31/2015 | 000156806815000003 |
| Q1 2015 | 515 | 213,217 | BRK-B, PRF, PRFZ, VTI | 13F-HR | 4/28/2015 | 000156806815000002 |
| Q4 2014 | 533 | 629,386 | BRK-A, BRK-B, PRF, PRFZ | 13F-HR | 1/23/2015 | 000156806815000001 |
| Q3 2014 | 495 | 572,100 | BRK-A, BRK-B, PRF, PRFZ | 13F-HR | 10/29/2014 | 000156806814000006 |
| Q2 2014 | 488 | 546,278 | BRK-A, BRK-B, PRF, PRFZ | 13F-HR | 7/29/2014 | 000156806814000005 |
| Q1 2014 | 112 | 180,504 | PRFZ, DTD, VTI, PRF | 13F-HR | 4/17/2014 | 000156806814000004 |
| Q4 2013 | 128 | 229,579 | VTI, DTD, BRK-B, PRFZ | 13F-HR | 1/14/2014 | 000156806814000001 |