| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 81 | 415,340 | IWB, IWM, IEF, EFA | 13F-HR | 4/9/2025 | 000106299325007259 |
| Q4 2024 | 80 | 424,353 | IWB, IWM, IEF, EFA | 13F-HR | 1/13/2025 | 000106299325000714 |
| Q3 2024 | 82 | 421,152 | IWB, IWM, IEF, EFA | 13F-HR | 10/8/2024 | 000106299324017478 |
| Q2 2024 | 80 | 391,438 | IWB, IWM, IEF, EFA | 13F-HR | 7/9/2024 | 000106299324013585 |
| Q1 2024 | 87 | 388,568 | IWB, IWM, IEI, EFA | 13F-HR | 4/10/2024 | 000106299324008278 |
| Q4 2023 | 78 | 361,125 | IWB, IWM, IEI, AGG | 13F-HR | 1/8/2024 | 000106299324000616 |
| Q3 2023 | 79 | 321,866 | IWB, IWM, IEI, VMBS | 13F-HR | 10/10/2023 | 000106299323019154 |
| Q2 2023 | 75 | 322,841 | IWB, IEI, IWM, VMBS | 13F-HR | 7/10/2023 | 000106299323014780 |
| Q1 2023 | 76 | 302,134 | IWB, IEI, IWM, EFA | 13F-HR | 4/10/2023 | 000106299323008976 |
| Q4 2022 | 82 | 285,752 | IWB, IWM, EFA, VMBS | 13F-HR | 1/9/2023 | 000106299323000723 |
| Q3 2022 | 60 | 262,567 | IWB, EFA, IWM, IEI | 13F-HR | 10/11/2022 | 000106299322020706 |
| Q2 2022 | 64 | 276,938 | IWB, EFA, IWM, IEI | 13F-HR | 7/12/2022 | 000106299322016237 |
| Q1 2022 | 68 | 316,208 | IWB, EFA, IWM, IEI | 13F-HR | 4/13/2022 | 000106299322010180 |
| Q4 2021 | 72 | 329,763 | IWB, EFA, IWM, IEI | 13F-HR | 1/13/2022 | 000106299322001031 |
| Q3 2021 | 70 | 320,402 | IWB, EFA, IWM, IEI | 13F-HR | 10/12/2021 | 000106299321009436 |
| Q2 2021 | 70 | 313,701 | IWB, EFA, IWM, IEI | 13F-HR | 7/12/2021 | 000106299321006455 |
| Q1 2021 | 67 | 289,875 | IWB, IWM, EFA, IEI | 13F-HR | 4/9/2021 | 000106299321003540 |
| Q4 2020 | 69 | 266,798 | IWB, EFA, IWM, IEI | 13F-HR | 1/11/2021 | 000106299321000261 |
| Q3 2020 | 61 | 227,227 | IWB, EFA, IWM, IEI | 13F-HR | 10/6/2020 | 000106299320004800 |
| Q2 2020 | 60 | 214,887 | IWB, EFA, IWM, IEI | 13F-HR | 7/8/2020 | 000106299320003180 |
| Q1 2020 | 58 | 184,119 | IWB, EFA, IEI, IWM | 13F-HR | 4/7/2020 | 000106299320001673 |
| Q4 2019 | 71 | 223,635 | IWB, EFA, IWD, IWM | 13F-HR | 1/15/2020 | 000106299320000151 |
| Q3 2019 | 62 | 189,949 | IWB, IWD, EFA, AGG | 13F-HR | 10/9/2019 | 000106299319003858 |
| Q2 2019 | 61 | 181,148 | IWD, IWB, EFA, AGG | 13F-HR | 7/10/2019 | 000106299319002844 |
| Q1 2019 | 58 | 176,162 | IWD, IWB, EFA, AGG | 13F-HR | 4/11/2019 | 000106299319001666 |
| Q4 2018 | 60 | 163,586 | IWD, IWB, EFA, AGG | 13F-HR | 1/11/2019 | 000106299319000158 |
| Q3 2018 | 45 | 149,741 | IWB, IWD, EFA, AGG | 13F-HR | 10/11/2018 | 000106299318004037 |
| Q2 2018 | 41 | 141,304 | IWB, IWD, EFA, AGG | 13F-HR | 7/12/2018 | 000106299318002885 |
| Q1 2018 | 37 | 140,407 | IWB, IWD, EFA, AGG | 13F-HR | 4/10/2018 | 000106299318001567 |
| Q4 2017 | 36 | 142,159 | IWB, IWD, EFA, AGG | 13F-HR | 1/10/2018 | 000106299318000110 |
| Q3 2017 | 38 | 141,097 | IWD, IWB, EFA, EFV | 13F-HR | 10/10/2017 | 000106299317004369 |
| Q2 2017 | 38 | 140,427 | IWD, IWB, EFA, AGG | 13F-HR | 7/10/2017 | 000106299317003166 |
| Q1 2017 | 36 | 138,046 | IWD, IWB, EFA, EFV | 13F-HR | 4/7/2017 | 000106299317001776 |
| Q4 2016 | 28 | 132,468 | IWD, IWB, EFA, EFV | 13F-HR | 1/9/2017 | 000106299317000075 |
| Q3 2016 | 28 | 135,496 | IWD, IWB, EFA, EFV | 13F-HR | 10/7/2016 | 000106299316011665 |
| Q2 2016 | 28 | 141,370 | IWB, IWD, STPZ, AGG | 13F-HR | 7/7/2016 | 000106299316010442 |
| Q1 2016 | 33 | 142,949 | IWB, IWD, STPZ, AGG | 13F-HR | 4/7/2016 | 000106299316008809 |
| Q4 2015 | 30 | 134,676 | IWB, IWD, STPZ, AGG | 13F-HR | 1/8/2016 | 000106299316006968 |
| Q3 2015 | 30 | 134,900 | IWB, IWD, STPZ, AGG | 13F-HR | 10/7/2015 | 000106299315005320 |
| Q2 2015 | 31 | 146,155 | IWD, IWB, STPZ, AGG | 13F-HR | 7/7/2015 | 000106299315003739 |
| Q1 2015 | 30 | 144,956 | IWD, IWB, STPZ, EFA | 13F-HR | 4/7/2015 | 000106299315001801 |
| Q4 2014 | 33 | 138,522 | IWD, IWB, STPZ, EFA | 13F-HR | 1/8/2015 | 000106299315000065 |
| Q3 2014 | 32 | 136,455 | IWD, IWB, STPZ, EFA | 13F-HR | 10/6/2014 | 000106299314005817 |
| Q2 2014 | 31 | 140,238 | IWD, IWB, STPZ, EFA | 13F-HR | 7/9/2014 | 000106299314004120 |
| Q1 2014 | 30 | 130,292 | IWD, IWB, STPZ, EFA | 13F-HR | 4/8/2014 | 000106299314001997 |
| Q4 2013 | 29 | 122,283 | IWD, IWB, EFA, STPZ | 13F-HR | 1/9/2014 | 000106299314000113 |