| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 32 | 303,489 | IWB, EFA, IWM, IAU | 13F-HR | 11/7/2022 | 000108514622003820 |
| Q2 2022 | 33 | 332,158 | IWB, EFA, IAU, VEA | 13F-HR | 8/9/2022 | 000108514622002924 |
| Q1 2022 | 36 | 385,756 | IWB, EFA, IWM, VEA | 13F-HR | 5/9/2022 | 000108514622001905 |
| Q4 2021 | 33 | 396,739 | IWB, EFA, IWM, VEA | 13F-HR | 2/7/2022 | 000108514622000611 |
| Q3 2021 | 33 | 372,712 | IWB, EFA, IWM, VEA | 13F-HR | 11/12/2021 | 000108514621003166 |
| Q2 2021 | 33 | 379,140 | IWB, EFA, IWM, VEA | 13F-HR | 7/13/2021 | 000108514621001955 |
| Q1 2021 | 34 | 358,039 | IWB, EFA, IWM, VEA | 13F-HR | 4/27/2021 | 000108514621001323 |
| Q4 2020 | 39 | 338,731 | IWB, EFA, IWM, IAU | 13F-HR | 2/10/2021 | 000108514621000568 |
| Q3 2020 | 38 | 297,612 | IWB, EFA, IAU, VEA | 13F-HR | 11/10/2020 | 000108514620002838 |
| Q2 2020 | 38 | 265,214 | IWB, EFA, IAU, IWM | 13F-HR | 8/12/2020 | 000108514620002136 |
| Q1 2020 | 36 | 202,967 | IWB, IAU, EFA, IWM | 13F-HR | 4/29/2020 | 000108514620001237 |
| Q4 2019 | 33 | 244,723 | IWB, IWM, IAU, EFA | 13F-HR | 2/10/2020 | 000108514620000476 |
| Q3 2019 | 33 | 226,800 | IWB, IWM, IAU, EFA | 13F-HR | 11/8/2019 | 000108514619002763 |
| Q2 2019 | 33 | 229,034 | IWB, IWM, IAU, EFA | 13F-HR | 8/2/2019 | 000108514619002046 |
| Q1 2019 | 35 | 229,066 | IWB, IWM, IAU, EFA | 13F-HR | 5/2/2019 | 000108514619001312 |
| Q4 2018 | 34 | 203,959 | IWB, IWM, IAU, EFA | 13F-HR | 2/8/2019 | 000108514619000430 |
| Q3 2018 | 36 | 236,047 | IWB, IWM, IAU, IWF | 13F-HR | 10/25/2018 | 000108514618002384 |
| Q2 2018 | 35 | 236,918 | IWB, IWM, IAU, MUB | 13F-HR | 7/24/2018 | 000108514618001747 |
| Q1 2018 | 36 | 232,297 | IWB, IWM, IAU, EFA | 13F-HR | 5/1/2018 | 000108514618001184 |
| Q4 2017 | 36 | 233,572 | IWB, IWM, IAU, IWF | 13F-HR | 2/7/2018 | 000108514618000380 |
| Q3 2017 | 35 | 223,266 | IWB, IWM, IAU, MUB | 13F-HR | 11/1/2017 | 000108514617002167 |
| Q2 2017 | 34 | 217,341 | IWB, IWM, IAU, MUB | 13F-HR | 7/25/2017 | 000108514617001560 |
| Q1 2017 | 40 | 227,494 | IWB, IWM, IAU, MUB | 13F-HR | 4/19/2017 | 000108514617000989 |
| Q4 2016 | 37 | 224,505 | IWB, IWM, MUB, IAU | 13F-HR | 1/19/2017 | 000108514617000144 |
| Q3 2016 | 31 | 219,248 | IWB, IWM, MUB, IAU | 13F-HR | 10/18/2016 | 000108514616004506 |
| Q2 2016 | 32 | 216,694 | IWB, IWM, MUB, IAU | 13F-HR | 7/21/2016 | 000108514616004009 |
| Q1 2016 | 32 | 230,371 | IWB, MUB, IWM, IAU | 13F-HR | 4/19/2016 | 000108514616003472 |
| Q4 2015 | 31 | 225,508 | IWB, MUB, EFA, IWM | 13F-HR | 1/25/2016 | 000108514616002652 |
| Q3 2015 | 33 | 220,067 | IWB, MUB, EFA, IWM | 13F-HR | 11/3/2015 | 000108514615002136 |
| Q2 2015 | 32 | 230,783 | IWB, MUB, IWM, EFA | 13F-HR | 8/4/2015 | 000108514615001583 |
| Q1 2015 | 30 | 234,278 | IWB, MUB, IWM, EFA | 13F-HR | 4/13/2015 | 000108514615000919 |
| Q4 2014 | 33 | 237,374 | IWB, MUB, IWM, VYM | 13F-HR | 2/3/2015 | 000108514615000223 |
| Q3 2014 | 31 | 242,127 | IWB, MUB, VYM, IWM | 13F-HR | 10/23/2014 | 000108514614001953 |
| Q2 2014 | 30 | 246,915 | IWB, MUB, VYM, IWM | 13F-HR | 8/7/2014 | 000108514614001550 |
| Q1 2014 | 24 | 217,175 | IWB, MUB, VYM, IWM | 13F-HR | 5/14/2014 | 000108514614001105 |
| Q4 2013 | 30 | 238,829 | IWB, VYM, MUB, IWM | 13F-HR | 8/7/2014 | 000108514614001549 |
| Q3 2013 | 31 | 256,560 | IWB, VYM, MUB, VWO | 13F-HR | 8/7/2014 | 000108514614001548 |
| Q2 2013 | 30 | 267,181 | IWB, VYM, MUB, VWO | 13F-HR | 8/7/2014 | 000108514614001547 |
| Q1 2013 | 31 | 268,589 | IWB, VYM, MUB, VWO | 13F-HR | 8/1/2014 | 000108514614001483 |
| Q4 2012 | 30 | 254,244 | IWB, VYM, VWO, MUB | 13F-HR | 8/1/2014 | 000108514614001482 |
| Q3 2012 | 33 | 259,158 | IWB, MUB, VYM, INTC | 13F-HR | 7/31/2014 | 000108514614001467 |
| Q2 2012 | 33 | 246,873 | IWB, MUB, INTC, VYM | 13F-HR | 7/31/2014 | 000108514614001466 |
| Q1 2012 | 34 | 246,641 | IWB, MUB, INTC, VYM | 13F-HR | 7/31/2014 | 000108514614001465 |
| Q4 2011 | 31 | 210,949 | IWB, MUB, INTC, EFA | 13F-HR | 7/31/2014 | 000108514614001464 |
| Q3 2011 | 30 | 180,775 | IWB, MUB, EFA, IAU | 13F-HR | 7/22/2014 | 000108514614001376 |
| Q2 2011 | 29 | 194,221 | IWB, EFA, EEM, IAU | 13F-HR | 7/22/2014 | 000108514614001375 |
| Q1 2011 | 31 | 187,835 | IWB, EFA, EEM, IAU | 13F-HR | 7/15/2014 | 000108514614001337 |
| Q4 2010 | 31 | 183,497 | IWB, EFA, EEM, INTC | 13F-HR | 6/27/2014 | 000108514614001278 |
| Q3 2010 | 30 | 171,326 | IWB, MUB, EFA, EEM | 13F-HR | 6/23/2014 | 000108514614001273 |
| Q2 2010 | 27 | 139,335 | IWB, MUB, EFA, INTC | 13F-HR | 6/23/2014 | 000108514614001272 |
| Q1 2010 | 26 | 152,137 | IWB, EFA, INTC, IWF | 13F-HR | 6/12/2014 | 000108514614001270 |
| Q4 2009 | 25 | 155,014 | IWB, EFA, INTC, IWF | 13F-HR | 6/9/2014 | 000108514614001267 |