| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 148 | 761,968 | SDVY, IVE, IVW, DUHP | 13F-HR | 4/22/2025 | 000090572925000078 |
| Q4 2024 | 149 | 779,773 | SDVY, IVW, IVE, DUHP | 13F-HR | 2/6/2025 | 000090572925000026 |
| Q3 2024 | 149 | 781,610 | SDVY, IVW, IVE, DUHP | 13F-HR | 10/24/2024 | 000090572924000161 |
| Q2 2024 | 143 | 733,501 | IVW, SDVY, IVE, DUHP | 13F-HR | 7/24/2024 | 000090572924000110 |
| Q1 2024 | 144 | 735,350 | SDVY, IVW, IVE, IJH | 13F-HR | 4/17/2024 | 000090572924000071 |
| Q4 2023 | 142 | 707,941 | IJH, IVW, IVE, IJR | 13F-HR | 1/23/2024 | 000090572924000021 |
| Q3 2023 | 127 | 620,044 | IJH, IVW, IVE, IJR | 13F-HR | 11/8/2023 | 000090572923000159 |
| Q2 2023 | 147 | 717,566 | IJH, IVW, IVE, IJR | 13F-HR | 7/18/2023 | 000090572923000117 |
| Q1 2023 | 150 | 686,630 | IJH, IVE, IJR, DUHP | 13F-HR | 4/20/2023 | 000090572923000071 |
| Q4 2022 | 147 | 640,657 | IJH, IVE, IJR, DUHP | 13F-HR | 1/17/2023 | 000090572923000021 |
| Q3 2022 | 119 | 575,782 | IJH, IVE, IJR, FIXD | 13F-HR | 10/11/2022 | 000090572922000208 |
| Q2 2022 | 106 | 596,431 | IJH, IVE, IJR, FIXD | 13F-HR | 7/27/2022 | 000090572922000167 |
| Q1 2022 | 110 | 718,817 | IJH, IVE, IJR, IVW | 13F-HR | 4/19/2022 | 000090572922000108 |
| Q4 2021 | 107 | 748,113 | IJH, IVE, IJR, IVW | 13F-HR | 1/28/2022 | 000090572922000021 |
| Q3 2021 | 102 | 698,802 | IJH, IVE, IJR, IVW | 13F-HR | 10/27/2021 | 000090572921000200 |
| Q2 2021 | 107 | 679,554 | IJH, IVE, IJR, IVW | 13F-HR | 7/16/2021 | 000090572921000161 |
| Q1 2021 | 109 | 646,557 | IJH, IJR, IVE, IVW | 13F-HR | 4/8/2021 | 000090572921000094 |
| Q4 2020 | 100 | 597,979 | IJH, IJR, IVW, GSLC | 13F-HR | 2/10/2021 | 000090572921000028 |
| Q3 2020 | 36 | 14,522 | IVV, AAPL, AMZN, SPY | NEW HOLDINGS | 12/23/2020 | 000090572920000281 |
| Q3 2020 | 49 | 471,007 | IJH, GSLC, AGG, IVW | 13F-HR | 10/28/2020 | 000090572920000221 |
| Q2 2020 | 24 | 9,813 | SPY, MGK, AMZN, FXH | NEW HOLDINGS | 12/23/2020 | 000090572920000280 |
| Q2 2020 | 53 | 436,694 | IJH, GSLC, AGG, FIXD | 13F-HR | 7/13/2020 | 000090572920000175 |
| Q1 2020 | 22 | 9,143 | IVV, XAR, MGK, AMZN | NEW HOLDINGS | 12/23/2020 | 000090572920000279 |
| Q1 2020 | 45 | 400,232 | IJH, AGG, GSLC, FIXD | 13F-HR | 4/20/2020 | 000090572920000090 |
| Q4 2019 | 33 | 11,297 | STIP, JPM, QTEC, FAD | NEW HOLDINGS | 12/23/2020 | 000090572920000278 |
| Q4 2019 | 55 | 498,745 | IJH, IJR, GSLC, IVE | 13F-HR | 2/5/2020 | 000090572920000032 |
| Q3 2019 | 24 | 7,302 | FAD, JPM, WEC, QTEC | NEW HOLDINGS | 12/23/2020 | 000090572920000277 |
| Q3 2019 | 53 | 454,921 | IJH, IJR, AGG, GSLC | 13F-HR | 10/22/2019 | 000090572919000203 |
| Q2 2019 | 20 | 6,050 | STIP, JPM, WEC, AMZN | NEW HOLDINGS | 12/23/2020 | 000090572920000276 |
| Q2 2019 | 54 | 435,036 | IJH, FIXD, IJR, IVE | 13F-HR | 7/19/2019 | 000090572919000146 |
| Q1 2019 | 23 | 6,719 | FTEC, JPM, WEC, AMZN | NEW HOLDINGS | 12/23/2020 | 000090572920000275 |
| Q1 2019 | 51 | 421,027 | IJH, IVE, IJR, FIXD | 13F-HR | 4/25/2019 | 000090572919000102 |
| Q4 2018 | 27 | 8,302 | NEAR, FDT, HYG, FDVV | NEW HOLDINGS | 12/23/2020 | 000090572920000274 |
| Q4 2018 | 47 | 343,458 | IVW, IVE, GSLC, IEMG | 13F-HR | 1/18/2019 | 000090572919000011 |
| Q3 2018 | 27 | 9,033 | SLYG, JPM, HYG, FDVV | NEW HOLDINGS | 12/23/2020 | 000090572920000273 |
| Q3 2018 | 48 | 390,487 | IVW, IVE, GSLC, EFG | 13F-HR | 10/19/2018 | 000090572918000156 |
| Q2 2018 | 24 | 9,100 | IGIB, STIP, IWC, IVV | NEW HOLDINGS | 12/23/2020 | 000090572920000272 |
| Q2 2018 | 45 | 384,716 | IEFA, IVW, FBND, IEMG | 13F-HR | 8/2/2018 | 000090572918000139 |
| Q1 2018 | 22 | 6,836 | IGIB, JPM, MDYG, FNY | NEW HOLDINGS | 12/23/2020 | 000090572920000271 |
| Q1 2018 | 41 | 361,520 | IEFA, IVW, IEMG, FBND | 13F-HR | 4/25/2018 | 000090572918000090 |
| Q4 2017 | 31 | 11,351 | BIV, IGIB, IWF, VYM | NEW HOLDINGS | 12/23/2020 | 000090572920000270 |
| Q4 2017 | 39 | 326,467 | IEFA, IVW, IEMG, IVE | 13F-HR | 1/31/2018 | 000090572918000021 |
| Q3 2017 | 32 | 10,359 | IGIB, IWF, AMAT, JPM | NEW HOLDINGS | 12/23/2020 | 000090572920000269 |
| Q3 2017 | 35 | 300,586 | IEFA, IVW, IEMG, IVE | 13F-HR | 11/2/2017 | 000090572917000290 |
| Q2 2017 | 34 | 11,136 | IGIB, IWF, DON, JPM | NEW HOLDINGS | 12/23/2020 | 000090572920000268 |
| Q2 2017 | 34 | 277,613 | IEFA, IVW, GSLC, IVE | 13F-HR | 8/8/2017 | 000090572917000242 |
| Q1 2017 | 32 | 10,602 | IGIB, DON, ISTB, VYM | NEW HOLDINGS | 12/23/2020 | 000090572920000267 |
| Q1 2017 | 31 | 261,509 | IVE, IEFA, USMV, IVW | 13F-HR | 5/3/2017 | 000090572917000180 |
| Q4 2016 | 31 | 10,432 | IGIB, DON, FMB, SCHB | NEW HOLDINGS | 12/23/2020 | 000090572920000266 |
| Q4 2016 | 29 | 241,330 | IVE, NEAR, USMV, IJJ | 13F-HR | 1/27/2017 | 000090572917000030 |
| Q3 2016 | 33 | 10,265 | IGIB, DON, FMB, GNMA | NEW HOLDINGS | 12/22/2020 | 000090572920000265 |
| Q3 2016 | 29 | 233,274 | USMV, NEAR, IVE, FBND | 13F-HR | 11/1/2016 | 000090572916000738 |
| Q2 2016 | 30 | 9,175 | ISTB, DON, FMB, GNMA | NEW HOLDINGS | 12/22/2020 | 000090572920000264 |
| Q2 2016 | 29 | 215,785 | USMV, NEAR, IVE, IVW | 13F-HR | 8/3/2016 | 000090572916000633 |
| Q1 2016 | 27 | 8,240 | ISTB, DON, FMB, DTD | NEW HOLDINGS | 12/22/2020 | 000090572920000263 |
| Q1 2016 | 29 | 204,441 | USMV, NEAR, IVW, IVE | 13F-HR | 5/13/2016 | 000090572916000553 |
| Q4 2015 | 25 | 7,314 | ISTB, ITOT, DTD, FTSM | NEW HOLDINGS | 12/22/2020 | 000090572920000262 |
| Q4 2015 | 24 | 169,427 | NEAR, IJH, IVW, IVE | 13F-HR | 2/12/2016 | 000090572916000420 |
| Q3 2015 | 18 | 4,654 | ITOT, IJH, FYX, AAPL | NEW HOLDINGS | 12/22/2020 | 000090572920000259 |
| Q3 2015 | 25 | 150,332 | IVE, IVW, EFAV, IJK | 13F-HR | 10/20/2015 | 000090572915000301 |
| Q2 2015 | 16 | 4,249 | IJH, HYLD, JKD, FMB | NEW HOLDINGS | 12/22/2020 | 000090572920000261 |
| Q2 2015 | 25 | 175,669 | IVE, IVW, EFAV, HYG | 13F-HR | 7/29/2015 | 000090572915000243 |
| Q1 2015 | 17 | 4,323 | IJH, HYLD, JKD, FMB | NEW HOLDINGS | 12/18/2020 | 000090572920000257 |
| Q1 2015 | 23 | 167,658 | IVE, IVW, EFAV, HYG | 13F-HR | 4/23/2015 | 000090572915000150 |
| Q4 2014 | 8 | 1,941 | IWC, AAPL, WEC, COP | NEW HOLDINGS | 12/18/2020 | 000090572920000256 |
| Q4 2014 | 19 | 133,127 | IVE, IVW, HYG, EFAV | 13F-HR | 1/30/2015 | 000090572915000020 |
| Q3 2014 | 5 | 1,977 | STIP, COP, IWC, WEC | NEW HOLDINGS | 12/22/2020 | 000090572920000260 |
| Q3 2014 | 19 | 132,409 | FLOT, IVE, EFAV, IVW | 13F-HR | 10/24/2014 | 000090572914000292 |
| Q2 2014 | 6 | 1,453 | COP, IWC, WEC, CL | NEW HOLDINGS | 12/18/2020 | 000090572920000255 |
| Q2 2014 | 20 | 133,390 | FLOT, EFAV, IVE, HYG | 13F-HR | 7/24/2014 | 000090572914000224 |
| Q1 2014 | 5 | 1,191 | COP, WEC, USMV, JPM | NEW HOLDINGS | 12/18/2020 | 000090572920000258 |
| Q1 2014 | 19 | 123,701 | IJT, IJK, IVW, IVE | 13F-HR | 4/22/2014 | 000090572914000144 |
| Q4 2013 | 4 | 1,714 | STIP, COP, JPM, WEC | NEW HOLDINGS | 12/17/2020 | 000090572920000254 |
| Q4 2013 | 18 | 120,249 | IJJ, FLOT, IVW, IVE | 13F-HR | 1/17/2014 | 000090572914000037 |