| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 595 | 232,261 | LQD, IWF, IVV, VUG | 13F-HR | 10/30/2020 | 000158064220003932 |
| Q2 2020 | 596 | 219,361 | LQD, IWF, IVV, BNDX | 13F-HR | 7/30/2020 | 000158064220002777 |
| Q1 2020 | 576 | 184,672 | GOVT, BNDX, IWF, VGIT | 13F-HR | 4/6/2020 | 000158064220001515 |
| Q4 2019 | 577 | 224,755 | IWF, GOVT, IJS, VEA | 13F-HR | 1/9/2020 | 000158064220000152 |
| Q3 2019 | 563 | 212,490 | GOVT, LQD, IWF, BNDX | 13F-HR | 10/15/2019 | 000158064219004712 |
| Q2 2019 | 560 | 207,472 | LQD, GOVT, IWF, IJS | 13F-HR | 7/15/2019 | 000158064219003212 |
| Q1 2019 | 564 | 187,537 | IWF, VEA, IJS, VUG | 13F-HR | 4/8/2019 | 000158064219001793 |
| Q4 2018 | 551 | 160,193 | IWF, VEA, RSP, IJS | RESTATEMENT | 1/11/2019 | 000158064219000161 |
| Q3 2018 | 551 | 184,851 | IWF, IJS, VEA, RSP | 13F-HR | 10/9/2018 | 000158064218004865 |
| Q2 2018 | 533 | 179,019 | RSP, IWF, IJS, VEA | 13F-HR | 7/25/2018 | 000158064218003491 |
| Q1 2018 | 529 | 171,470 | RSP.MX, IWF, VEA, IJS | 13F-HR | 4/11/2018 | 000158064218001998 |
| Q4 2017 | 109 | 157,088 | RSP.MX, IWF, VEA, IJS | 13F-HR | 2/22/2018 | 000158064218000978 |
| Q3 2017 | 109 | 157,088 | RSP.MX, IWF, VEA, IJS | 13F-HR | 11/14/2017 | 000158064217006104 |
| Q2 2017 | 107 | 146,023 | RSP.MX, IWF, VEA, IJS | 13F-HR | 7/28/2017 | 000158064217004050 |
| Q1 2017 | 109 | 144,080 | RSP.MX, IWF, VEA, IJS | 13F-HR | 4/6/2017 | 000158064217002186 |
| Q4 2016 | 115 | 142,184 | RSP.MX, IWF, IJS, VEA | 13F-HR | 1/10/2017 | 000158064217000146 |
| Q3 2016 | 109 | 145,698 | RSP.MX, IWF, IJS, VEA | 13F-HR | 10/5/2016 | 000158064216011446 |
| Q2 2016 | 99 | 145,597 | RSP.MX, IEF, TLT, IWF | 13F-HR | 7/7/2016 | 000158064216009653 |
| Q1 2016 | 97 | 140,758 | RSP.MX, IEF, PIZ, IWF | 13F-HR | 4/12/2016 | 000158064216008067 |
| Q4 2015 | 90 | 140,779 | RSP.MX, PIZ, FDN, LQD | 13F-HR | 1/14/2016 | 000158064216006287 |
| Q3 2015 | 87 | 137,653 | RSP.MX, PIZ, LQD, FDN | 13F-HR | 10/14/2015 | 000158064215004669 |
| Q2 2015 | 95 | 149,071 | RSP.MX, IWF, PIZ, IWD | 13F-HR | 8/18/2015 | 000158064215003580 |
| Q1 2015 | 79 | 150,423 | IWF, VEA, IWD, IJS | 13F-HR | 4/14/2015 | 000158064215001668 |
| Q4 2014 | 82 | 150,788 | IWF, VEA, IWD, IJS | 13F-HR | 1/20/2015 | 000158064215000264 |
| Q3 2014 | 68 | 118,144 | IWF, IWD, JNK, LQD | 13F-HR | 10/8/2014 | 000091047214004513 |
| Q2 2014 | 65 | 140,339 | VEA, IWD, IWF, IJS | 13F-HR | 7/3/2014 | 000091047214002879 |
| Q1 2014 | 280 | 125,912 | IWD, IWF, JNK, GUNR | 13F-HR | 4/3/2014 | 000091047214001520 |
| Q4 2013 | 260 | 146,651 | VEA, IWO, IWF, IWD | 13F-HR | 2/3/2014 | 000091047214000358 |