| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,332 | 897,613 | IGSB, VTV, VUG, QQQ | 13F-HR | 2/6/2024 | 000158676724000002 |
| Q3 2023 | 1,318 | 802,886 | IGSB, VUG, SCHP, VTV | 13F-HR | 11/14/2023 | 000158676723000004 |
| Q2 2023 | 1,269 | 783,331 | SHV, IGSB, VTV, QQQM | 13F-HR | 8/14/2023 | 000158676723000003 |
| Q1 2023 | 1,270 | 755,365 | SHV, IGSB, VTV, SCHP | 13F-HR | 5/16/2023 | 000158676723000002 |
| Q4 2022 | 1,272 | 722,699 | IGSB, VTV, SCHP, IWD | 13F-HR | 2/24/2023 | 000158676723000001 |
| Q3 2022 | 1,205 | 633,846 | BIL, IGSB, VTV, IWD | 13F-HR | 11/3/2022 | 000158676722000005 |
| Q2 2022 | 1,154 | 660,392 | BIL, IGSB, IWN, IVW | 13F-HR | 8/22/2022 | 000158676722000004 |
| Q1 2022 | 1,148 | 750,580 | IJJ, IWO, IJS, IWF | 13F-HR | 5/12/2022 | 000158676722000003 |
| Q4 2021 | 1,134 | 788,611 | TIP, IWF, IWS, IWD | 13F-HR | 2/8/2022 | 000158676722000001 |
| Q3 2021 | 1,022 | 731,332 | IWF, IWN, IWS, IWD | 13F-HR | 11/5/2021 | 000158676721000004 |
| Q2 2021 | 945 | 733,691 | IWN, IWF, IWS, IWD | 13F-HR | 8/2/2021 | 000158676721000003 |
| Q4 2020 | 730 | 675,715 | IWO, IWP, IWF, IWN | 13F-HR | 2/3/2021 | 000158676721000001 |
| Q3 2020 | 689 | 592,994 | SHV, IWP, LQD, IWO | 13F-HR | 11/12/2020 | 000158676720000004 |
| Q2 2020 | 672 | 561,588 | IWF, IWP, IWO, TLH | 13F-HR | 8/6/2020 | 000158676720000003 |
| Q1 2020 | 672 | 433,881 | IGSB, IEF, SHV, IEI | 13F-HR | 5/13/2020 | 000158676720000002 |
| Q4 2019 | 586 | 348,389 | IGSB, SPTS, VO, MBB | 13F-HR | 2/7/2020 | 000158676720000001 |
| Q3 2019 | 587 | 331,531 | IGSB, SPTS, VO, MBB | 13F-HR | 11/1/2019 | 000158676719000003 |
| Q2 2019 | 587 | 300,419 | VO, IGSB, TIP, MBB | 13F-HR | 8/8/2019 | 000158676719000002 |
| Q4 2018 | 554 | 251,558 | IGSB, TIP, VO, MBB | 13F-HR | 2/6/2019 | 000158676719000001 |
| Q3 2018 | 615 | 248,135 | VO, IGSB, VTV, VEA | 13F-HR | 11/6/2018 | 000158676718000004 |
| Q2 2018 | 487 | 227,786 | VO, VEA, VTV, TIP | 13F-HR | 8/21/2018 | 000158676718000003 |
| Q1 2018 | 477 | 192,608 | VO, VEA, VTV, TIP | 13F-HR | 5/14/2018 | 000158676718000002 |
| Q4 2017 | 461 | 230,552 | VO, VEA, JNK, VTV | 13F-HR | 2/15/2018 | 000158676718000001 |
| Q3 2017 | 461 | 208,140 | VO, VEA, JNK, VTV | 13F-HR | 11/15/2017 | 000158676717000006 |
| Q2 2017 | 510 | 209,129 | VEA, VO, JNK, AGG | 13F-HR | 8/14/2017 | 000158676717000005 |
| Q1 2017 | 542 | 207,918 | AGG, VEA, VO, JNK | 13F-HR | 5/12/2017 | 000158676717000004 |
| Q4 2016 | 549 | 199,784 | AGG, VEA, VO, JNK | 13F-HR | 2/14/2017 | 000158676717000003 |