| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 169 | 1,314,265 | AAPL, IGIB, IWF, IVE | 13F-HR | 10/11/2023 | 000154457623000006 |
| Q2 2023 | 138 | 1,318,516 | IWF, IVE, WMT, AAPL | 13F-HR | 8/7/2023 | 000158296823000007 |
| Q1 2023 | 173 | 1,356,098 | AAPL, IGIB, LQD, BKLN | 13F-HR | 5/3/2023 | 000158296823000005 |
| Q4 2022 | 173 | 1,342,246 | HYG, AAPL, ABBV, WMT | 13F-HR | 1/19/2023 | 000158296823000001 |
| Q3 2022 | 159 | 1,202,030 | AAPL, TGT, CVS, ABBV | 13F-HR | 10/12/2022 | 000158296822000002 |
| Q2 2022 | 134 | 1,250,971 | AAPL, CMCSA, ABBV, IEI | 13F-HR | 7/12/2022 | 000158296822000001 |
| Q1 2022 | 157 | 1,497,359 | CSX, BKLN, ZBH, GPN | 13F-HR | 4/19/2022 | 000110465922047179 |
| Q4 2021 | 173 | 1,741,791 | BKLN, HYG, IEF, TLT | 13F-HR | 1/26/2022 | 000110465922007802 |
| Q3 2021 | 167 | 1,670,919 | LQD, HYG, CWB, TLT | 13F-HR | 10/18/2021 | 000110465921127089 |
| Q2 2021 | 170 | 1,683,378 | TLT, LQD, AAPL, CWB | 13F-HR | 7/22/2021 | 000110465921095077 |
| Q1 2021 | 169 | 1,560,177 | BKLN, HYG, AAPL, CWB | 13F-HR | 4/19/2021 | 000110465921051492 |
| Q4 2020 | 177 | 1,339,038 | BKLN, HYG, AAPL, CWB | 13F-HR | 1/25/2021 | 000110465921007099 |
| Q3 2020 | 154 | 1,063,712 | IEI, BKLN, IEF, CWB | 13F-HR | 10/15/2020 | 000110465920115249 |
| Q2 2020 | 145 | 1,264,625 | IGIB, LQD, CWB, BKLN | 13F-HR | 7/13/2020 | 000110465920083080 |
| Q1 2020 | 120 | 920,192 | IEF, IEI, TIP, AGG | 13F-HR | 4/9/2020 | 000110465920044977 |
| Q4 2019 | 152 | 1,498,430 | HYG, TIP, IWF, PFF | 13F-HR | 1/29/2020 | 000110465920007975 |
| Q3 2019 | 146 | 1,224,845 | IEF, BNDX, IWF, MSFT | 13F-HR | 10/9/2019 | 000114420419047758 |
| Q2 2019 | 140 | 1,318,988 | IEF, BNDX, JPST, IWF | 13F-HR | 7/25/2019 | 000114420419035983 |
| Q1 2019 | 151 | 1,331,575 | BNDX, CWB, JPST, IWP | 13F-HR | 4/9/2019 | 000114420419018795 |
| Q4 2018 | 143 | 1,063,038 | BNDX, JPST, CWB, DHR | 13F-HR | 1/17/2019 | 000114420419001962 |
| Q3 2018 | 519 | 1,450,325 | BNDX, CWB, SRLN, IVE | 13F-HR | 10/19/2018 | 000114420418054508 |
| Q2 2018 | 253 | 1,184,062 | IWP, CWB, EMB, SRLN | 13F-HR | 7/9/2018 | 000114420418037668 |
| Q1 2018 | 466 | 1,226,011 | IWP, CWB, EMB, SRLN | 13F-HR | 4/9/2018 | 000114420418019767 |
| Q4 2017 | 143 | 1,218,090 | IWP, EMB, CWB, SRLN | 13F-HR | 2/13/2018 | 000114420418007875 |
| Q3 2017 | 145 | 1,136,286 | TOTL, IWP, CWB, SRLN | 13F-HR | 11/1/2017 | 000114420417055249 |
| Q2 2017 | 121 | 878,783 | TOTL, BNDX, CWB, IWP | 13F-HR | 8/9/2017 | 000114420417041717 |
| Q1 2017 | 105 | 916,513 | BNDX, AGG, CWB, IWP | 13F-HR | 4/26/2017 | 000114420417022052 |
| Q4 2016 | 114 | 862,984 | BNDX, AGG, SRLN, CWB | 13F-HR | 1/19/2017 | 000114420417002785 |
| Q3 2016 | 109 | 836,988 | BNDX, AGG, VNQ, BIV | 13F-HR | 11/2/2016 | 000114420416131191 |
| Q2 2016 | 103 | 644,064 | BNDX, AGG, VNQ, BIV | 13F-HR | 8/2/2016 | 000114420416115895 |
| Q1 2016 | 105 | 639,686 | VEU, BNDX, AGG, IWP | 13F-HR | 4/29/2016 | 000114420416097257 |
| Q4 2015 | 140 | 619,552 | IWP, BNDX, AGG, PFF | 13F-HR | 2/12/2016 | 000114420416081563 |
| Q3 2015 | 67 | 488,902 | BNDX, AGG, IVE, SHY | 13F-HR | 11/10/2015 | 000114420415064200 |
| Q2 2015 | 68 | 503,146 | IWP, IVE, ACWX, BNDX | 13F-HR | 8/11/2015 | 000114420415048047 |
| Q1 2015 | 76 | 550,200 | IWP, IVE, AGG, BNDX | 13F-HR | 5/11/2015 | 000114420415029153 |
| Q4 2014 | 75 | 486,616 | IWP, IVE, IWS, IWF | 13F-HR | 2/13/2015 | 000114420415009120 |
| Q3 2014 | 67 | 445,486 | IVE, IWS, IWF, AGG | 13F-HR | 10/30/2014 | 000114420414063911 |
| Q2 2014 | 72 | 449,125 | IWS, IVE, IJS, IWP | 13F-HR | 8/5/2014 | 000114420414047000 |
| Q1 2014 | 162 | 427,250 | IWP, IWF, IWO, IWS | 13F-HR | 4/28/2014 | 000114420414025012 |
| Q4 2013 | 189 | 406,601 | IWP, IWF, IWO, IWS | 13F-HR | 2/24/2014 | 000114420414011222 |