| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 686 | 1,436,086 | IWD, BND, IWF, VEA | 13F-HR | 4/24/2025 | 000114036125015315 |
| Q4 2024 | 629 | 1,453,769 | IWF, IWD, BND, IJR | 13F-HR | 1/27/2025 | 000114036125002072 |
| Q3 2024 | 668 | 1,442,765 | IWD, IWF, BND, IJR | 13F-HR | 10/21/2024 | 000114036124043787 |
| Q2 2024 | 721 | 1,368,423 | IWF, IWD, BND, VEA | 13F-HR | 7/19/2024 | 000114036124033542 |
| Q1 2024 | 683 | 1,328,181 | IWD, IWF, BND, VEA | 13F-HR | 4/22/2024 | 000114036124020960 |
| Q4 2023 | 679 | 1,247,058 | IWF, IWD, BND, VEA | 13F-HR | 1/30/2024 | 000114036124004621 |
| Q3 2023 | 599 | 1,099,922 | IWF, IWD, AGG, VEA | 13F-HR | 10/31/2023 | 000114036123050463 |
| Q2 2023 | 631 | 1,176,894 | IWF, IWD, AGG, VEA | 13F-HR | 7/28/2023 | 000114036123036714 |
| Q1 2023 | 586 | 1,118,226 | IWD, IWF, IWR, AGG | 13F-HR | 5/2/2023 | 000114036123022337 |
| Q4 2022 | 572 | 1,042,174 | IWD, IWF, IWR, AGG | 13F-HR | 2/3/2023 | 000114036123004444 |
| Q3 2022 | 572 | 904,275 | IWD, IWF, IWR, OEF | 13F-HR | 10/31/2022 | 000114036122039104 |
| Q2 2022 | 562 | 994,251 | IWD, IWF, IWR, OEF | 13F-HR | 8/5/2022 | 000156761922015030 |
| Q1 2022 | 548 | 1,160,909 | IWD, IWF, IWR, OEF | 13F-HR | 4/11/2022 | 000156761922008356 |
| Q4 2021 | 592 | 1,176,070 | IWF, IWD, IWR, OEF | 13F-HR | 2/7/2022 | 000156761922002620 |
| Q3 2021 | 576 | 1,035,165 | IWF, IWD, IWR, OEF | 13F-HR | 11/9/2021 | 000156761921019601 |
| Q2 2021 | 589 | 1,003,417 | IWF, IWD, IWR, OEF | 13F-HR | 7/20/2021 | 000156761921013688 |
| Q1 2021 | 584 | 880,394 | IWF, IWD, IWR, VCSH | 13F-HR | 4/30/2021 | 000156761921008784 |
| Q4 2020 | 597 | 771,976 | IWF, IWD, VCSH, IWR | 13F-HR | 2/12/2021 | 000156761921003384 |
| Q3 2020 | 599 | 616,690 | IWF, IWD, VCSH, OEF | 13F-HR | 11/9/2020 | 000156761920018916 |
| Q2 2020 | 587 | 556,666 | IWF, IWD, VCSH, OEF | 13F-HR | 8/11/2020 | 000156761920014702 |
| Q1 2020 | 560 | 425,650 | IWF, IWD, OEF, SPY | 13F-HR | 5/7/2020 | 000156761920009190 |
| Q4 2019 | 570 | 569,706 | IWF, IEFA, IWD, OEF | 13F-HR | 1/31/2020 | 000156761920001788 |
| Q3 2019 | 594 | 515,628 | IWF, IEFA, IWD, OEF | 13F-HR | 11/13/2019 | 000156761919021141 |
| Q2 2019 | 655 | 524,798 | IWF, IEFA, IWD, OEF | 13F-HR | 8/2/2019 | 000156761919015709 |
| Q1 2019 | 602 | 488,325 | IWF, IEFA, IWD, OEF | 13F-HR | 5/6/2019 | 000156761919009811 |
| Q4 2018 | 598 | 438,948 | IEFA, IWF, IWD, OEF | 13F-HR | 2/13/2019 | 000156761919003642 |
| Q3 2018 | 615 | 500,152 | IWF, IEFA, IWD, OEF | 13F-HR | 10/25/2018 | 000156761918004516 |
| Q2 2018 | 644 | 481,843 | IEFA, IWF, IWD, OAKWORTH CAPITAL CASH SWEEP CASH SWEEP - P | 13F-HR | 8/7/2018 | 000114036118035701 |
| Q1 2018 | 618 | 418,560 | IEFA, IWF, IWD, OEF | 13F-HR | 5/9/2018 | 000114036118022444 |
| Q4 2017 | 643 | 424,976 | IEFA, IWF, IWD, OEF | 13F-HR | 1/22/2018 | 000114036118002662 |
| Q3 2017 | 666 | 389,349 | IEFA, IWF, IWD, OEF | 13F-HR | 11/8/2017 | 000114036117041583 |
| Q2 2017 | 660 | 365,175 | IEFA, IWF, IWD, OEF | 13F-HR | 7/31/2017 | 000114036117029258 |
| Q1 2017 | 662 | 345,397 | IEFA, IWF, IWD, OEF | 13F-HR | 4/26/2017 | 000114036117016844 |
| Q4 2016 | 668 | 304,132 | IEFA, IWD, IWF, OEF | 13F-HR | 1/30/2017 | 000114036117003246 |
| Q3 2016 | 647 | 288,672 | IEFA, IWF, IWD, OEF | 13F-HR | 10/24/2016 | 000114036116083357 |
| Q2 2016 | 639 | 267,294 | IEFA, IWF, IWD, OEF | 13F-HR | 7/21/2016 | 000114036116072931 |
| Q1 2016 | 624 | 250,362 | IWF, IWD, OEF, IEFA | 13F-HR | 5/13/2016 | 000114036116065097 |
| Q4 2015 | 608 | 240,382 | IWF, IWD, OEF, IEFA | 13F-HR | 1/26/2016 | 000114036116048746 |
| Q3 2015 | 509 | 189,962 | IWF, EFA, IWD, OEF | 13F-HR | 10/29/2015 | 000114036115038960 |
| Q2 2015 | 508 | 211,276 | EFA, OEF, IWF, IWD | RESTATEMENT | 8/14/2015 | 000114036115031945 |
| Q1 2015 | 575 | 216,469 | EFA, OEF, IWF, IWD | 13F-HR | 5/12/2015 | 000114036115019034 |
| Q4 2014 | 572 | 193,281 | OEF, IWF, IWD, EFA | 13F-HR | 2/24/2015 | 000114036115008564 |
| Q3 2014 | 543 | 170,406 | OEF, IWF, IWD, EFA | 13F-HR | 10/9/2014 | 000114036114037719 |
| Q2 2014 | 548 | 164,453 | OEF, IWF, IWD, EFA | 13F-HR | 7/14/2014 | 000114036114028351 |
| Q1 2014 | 547 | 152,760 | IWF, IWD, OEF, EFA | 13F-HR | 4/10/2014 | 000114036114016305 |
| Q4 2013 | 532 | 141,502 | IWF, IWD, OEF, EFA | 13F-HR | 1/27/2014 | 000114036114003280 |