| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2022 | 13 | 522,532 | IJH, IJR, VTV, IVV | 13F-HR | 4/7/2022 | 000158179322000003 |
| Q4 2021 | 13 | 556,198 | IJH, IJR, VTV, IVV | 13F-HR | 1/12/2022 | 000158179322000001 |
| Q3 2021 | 13 | 483,920 | IJH, IJR, VTV, IVV | 13F-HR | 10/7/2021 | 000158179321000005 |
| Q2 2021 | 13 | 474,458 | IJH, IJR, VTV, IVV | 13F-HR | 7/14/2021 | 000158179321000004 |
| Q1 2021 | 13 | 441,581 | IJH, IJR, VTV, IVV | 13F-HR | 4/28/2021 | 000158179321000003 |
| Q4 2020 | 12 | 386,072 | IJH, IJR, VTV, IVV | 13F-HR | 1/21/2021 | 000158179321000001 |
| Q3 2020 | 12 | 305,349 | IJH, IJR, VTV, IVW | 13F-HR | 10/21/2020 | 000158179320000005 |
| Q2 2020 | 12 | 242,066 | IJH, VTV, IVV, EFA | 13F-HR | 7/14/2020 | 000158179320000003 |
| Q1 2020 | 15 | 255,261 | IJH, PRFZ, VTV, IVV | 13F-HR | 5/18/2020 | 000158179320000002 |
| Q4 2019 | 14 | 387,235 | IJH, PRFZ, VTV, IVV | 13F-HR | 1/15/2020 | 000158179320000001 |
| Q3 2019 | 14 | 362,589 | IJH, PRFZ, VTV, IVV | 13F-HR | 10/4/2019 | 000158179319000004 |
| Q2 2019 | 14 | 362,147 | IJH, PRFZ, VTV, IVV | 13F-HR | 7/9/2019 | 000158179319000003 |
| Q1 2019 | 14 | 342,218 | IJH, PRFZ, VTV, VWO | 13F-HR | 4/17/2019 | 000158179319000002 |
| Q4 2018 | 14 | 269,710 | IJH, PRFZ, VTV, VWO | 13F-HR | 1/10/2019 | 000158179319000001 |
| Q3 2018 | 11 | 145,994 | PRFZ, IEFA, VTV, VIG | 13F-HR | 10/29/2018 | 000158179318000005 |
| Q2 2018 | 23 | 222,693 | PRFZ, VNQI, VTV, IEMG | 13F-HR | 7/16/2018 | 000158179318000004 |
| Q1 2018 | 24 | 210,364 | VNQI, PRFZ, VTV, EZM | 13F-HR | 4/19/2018 | 000158179318000003 |
| Q4 2017 | 23 | 358,647 | VTV, PRFZ, VNQI, IVV | 13F-HR | 1/17/2018 | 000158179318000001 |
| Q3 2017 | 24 | 198,768 | PRFZ, VNQI, VTV, IVV | 13F-HR | 10/17/2017 | 000158179317000005 |
| Q2 2017 | 24 | 181,519 | PRFZ, VNQI, VTV, IVV | 13F-HR | 7/21/2017 | 000158179317000004 |
| Q1 2017 | 23 | 174,174 | PRFZ, VNQI, VTV, IVV | 13F-HR | 4/26/2017 | 000158179317000003 |
| Q4 2016 | 24 | 162,778 | PRFZ, VNQI, VTV, IVV | 13F-HR | 1/13/2017 | 000158179317000001 |
| Q3 2016 | 24 | 162,135 | PRFZ, VNQI, VTV, IVV | 13F-HR | 10/24/2016 | 000158179316000011 |
| Q2 2016 | 24 | 152,993 | VNQI, PRFZ, VTV, IVV | 13F-HR | 7/7/2016 | 000158179316000010 |
| Q1 2016 | 25 | 150,123 | VNQI, PRFZ, VTV, IVV | 13F-HR | 5/2/2016 | 000158179316000009 |
| Q4 2015 | 74 | 426,428 | KRE, VEA, VNQI, PRFZ | 13F-HR | 2/8/2016 | 000158179316000008 |
| Q3 2015 | 24 | 218,775 | KRE, VNQI, IJH, EEM | 13F-HR | 10/20/2015 | 000158179315000006 |
| Q2 2015 | 16 | 192,968 | KRE, VNQI, TDIV, IVV | 13F-HR | 7/16/2015 | 000158179315000005 |
| Q1 2015 | 16 | 245,845 | KRE, VNQI, TDIV, IDV | 13F-HR | 4/17/2015 | 000158179315000004 |
| Q4 2014 | 15 | 217,884 | KRE, TDIV, IDV, VTV | 13F-HR | 1/8/2015 | 000158179315000001 |
| Q3 2014 | 15 | 266,057 | KRE, XOP, VTV, IDV | 13F-HR | 10/9/2014 | 000158179314000005 |
| Q2 2014 | 10 | 297,311 | KRE, VTV, IVV, EZM | 13F-HR | 7/29/2014 | 000158179314000004 |
| Q1 2014 | 10 | 292,685 | KRE, VTV, IVV, EZM | 13F-HR | 5/5/2014 | 000158179314000003 |
| Q4 2013 | 11 | 282,044 | KRE, VTV, IVV, VIG | 13F-HR | 1/27/2014 | 000158179314000001 |