| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 199 | 2,387,587 | VUG, AGG, VV, OMFL | 13F-HR | 5/5/2025 | 000139834425008628 |
| Q4 2024 | 181 | 2,463,372 | VUG, AGG, VV, OMFL | 13F-HR | 1/29/2025 | 000139834425001347 |
| Q3 2024 | 221 | 2,538,810 | VUG, AGG, VV, OMFL | 13F-HR | 10/30/2024 | 000139834424019665 |
| Q2 2024 | 189 | 2,199,969 | VUG, VV, OMFL, AGG | 13F-HR | 8/7/2024 | 000139834424014018 |
| Q1 2024 | 589 | 3,351,297 | VUG, SHY, OMFL, VV | 13F-HR | 5/15/2024 | 000139834424009695 |
| Q4 2023 | 577 | 3,134,915 | SHY, VUG, SPLV, AGG | 13F-HR | 2/9/2024 | 000139834424002405 |
| Q3 2023 | 556 | 2,993,349 | SHY, SPLV, VUG, AGG | 13F-HR | 11/13/2023 | 000139834423020462 |
| Q2 2023 | 566 | 3,013,899 | SHY, SPLV, VUG, AGG | 13F-HR | 8/14/2023 | 000139834423014775 |
| Q1 2023 | 602 | 2,969,327 | SHY, SPLV, AGG, EFAV | 13F-HR | 5/11/2023 | 000139834423009507 |
| Q4 2022 | 644 | 2,863,273 | SHY, SPLV, AGG, RPV | 13F-HR | 1/31/2023 | 000139834423001440 |
| Q3 2022 | 606 | 2,633,952 | SHY, SPLV, AGG, RPV | 13F-HR | 10/26/2022 | 000139834422020744 |
| Q2 2022 | 639 | 2,727,971 | MTUM, RPV, VONV, AGG | RESTATEMENT | 10/26/2022 | 000139834422020741 |
| Q1 2022 | 633 | 2,946,062 | VONV, RPV, AGG, IVV | RESTATEMENT | 10/26/2022 | 000139834422020739 |
| Q4 2021 | 431 | 2,840,170 | VONV, RPV, AGG, IVV | RESTATEMENT | 10/26/2022 | 000139834422020737 |
| Q3 2021 | 325 | 2,549,473 | VONV, RPV, AGG, IVV | 13F-HR | 11/15/2021 | 000139834421021494 |
| Q2 2021 | 225 | 2,515,042 | VONV, IEMG, RPV, AGG | 13F-HR | 8/16/2021 | 000139834421016214 |
| Q1 2021 | 208 | 2,329,233 | IWF, IEMG, AGG, IVV | 13F-HR | 5/10/2021 | 000139834421010029 |
| Q4 2020 | 179 | 2,208,797 | IWF, IEMG, AGG, IVV | 13F-HR | 2/8/2021 | 000139834421002624 |
| Q3 2020 | 149 | 1,988,883 | IWF, AGG, IUSV, IVV | 13F-HR | 11/2/2020 | 000139834420021200 |
| Q2 2020 | 941 | 1,795,446 | IWF, GLD, AGG, IVV | 13F-HR | 8/14/2020 | 000158667820000003 |
| Q1 2020 | 653 | 1,488,891 | IWF, AGG, IUSV, IUSG | 13F-HR | 5/18/2020 | 000158667820000002 |
| Q4 2019 | 601 | 1,778,381 | IWF, RWR, IUSV, AGG | 13F-HR | 9/2/2020 | 000158667820000004 |
| Q3 2019 | 728 | 1,673,161 | IWF, RWR, AGG, IUSV | 13F-HR | 11/15/2019 | 000158667819000005 |
| Q2 2019 | 756 | 1,659,592 | IWF, AGG, RWR, IUSV | 13F-HR | 8/14/2019 | 000158667819000004 |
| Q1 2019 | 434 | 1,439,433 | IWF, AGG, SPTM, IUSV | 13F-HR | 5/16/2019 | 000158667819000003 |
| Q4 2018 | 434 | 1,250,177 | IWF, AGG, SPTM, IUSV | 13F-HR | 2/13/2019 | 000158667819000001 |
| Q3 2018 | 366 | 1,428,612 | IWF, IUSV, IVV, XLE | 13F-HR | 11/14/2018 | 000164227418000004 |
| Q2 2018 | 120 | 1,138,949 | IWF, IEMG, IEFA, SCZ | 13F-HR | 8/14/2018 | 000158667818000005 |
| Q1 2018 | 57 | 1,144,303 | IEFA, IEMG, IWF, XLE | 13F-HR | 5/16/2018 | 000158667818000004 |
| Q4 2017 | 637 | 1,266,980 | IEFA, IEMG, IWF, XLE | RESTATEMENT | 2/15/2018 | 000158667818000003 |
| Q3 2017 | 655 | 1,198,594 | IEFA, IWF, IEMG, SCZ | 13F-HR | 11/15/2017 | 000158667817000005 |
| Q2 2017 | 615 | 1,096,228 | IEFA, IEMG, IWD, IWF | 13F-HR | 8/15/2017 | 000158667817000004 |
| Q1 2017 | 590 | 1,022,530 | IWD, IEMG, IWN, ADP | 13F-HR | 5/12/2017 | 000158667817000003 |
| Q4 2016 | 509 | 951,557 | IWD, IEMG, IWN, ADP | 13F-HR | 2/14/2017 | 000158667817000001 |
| Q3 2016 | 455 | 727,110 | IWD, IEMG, RWR, IAU | 13F-HR | 11/15/2016 | 000158667816000008 |
| Q2 2016 | 457 | 506,004 | IWF, DFJ, IAU, RWR | 13F-HR | 8/16/2016 | 000158667816000007 |
| Q1 2016 | 336 | 394,232 | IWF, DFJ, RWR, IAU | 13F-HR | 5/11/2016 | 000158667816000006 |
| Q4 2015 | 423 | 485,627 | IWF, VGK, RWR, DXJS | 13F-HR | 2/16/2016 | 000158667816000004 |
| Q3 2015 | 453 | 546,014 | IWF, VGK, RWR, DXJS | 13F-HR | 11/18/2015 | 000158667815000003 |
| Q2 2015 | 391 | 611,983 | IWF, DXJ, RWR, DXJS | 13F-HR | 8/14/2015 | 000158667815000002 |
| Q1 2015 | 342 | 529,407 | IWF, DXJ, RWR, DXJS | 13F-HR | 5/15/2015 | 000158667815000001 |