| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 103 | 639,339 | IWB, PRF, VEA, TFLO | 13F-HR | 1/29/2024 | 000159007324000002 |
| Q3 2023 | 101 | 572,459 | IWB, PRF, VEA, TFLO | 13F-HR | 10/23/2023 | 000159007323000005 |
| Q2 2023 | 105 | 567,641 | IWB, PRF, VEA, TFLO | 13F-HR | 8/7/2023 | 000159007323000004 |
| Q1 2023 | 105 | 543,173 | IWB, PRF, VEA, TFLO | 13F-HR | 4/21/2023 | 000159007323000002 |
| Q4 2022 | 102 | 488,433 | IWB, PRF, VEA, EFA | 13F-HR | 1/26/2023 | 000159007323000001 |
| Q3 2022 | 84 | 413,271 | IWB, PRF, VEA, VWO | 13F-HR | 10/31/2022 | 000159007322000004 |
| Q2 2022 | 104 | 467,159 | IWB, PRF, VEA, EFA | 13F-HR | 7/28/2022 | 000159007322000003 |
| Q1 2022 | 117 | 524,089 | IWB, PRF, VEA, EFA | 13F-HR | 4/20/2022 | 000159007322000002 |
| Q4 2021 | 111 | 535,012 | IWB, PRF, VEA, EFA | 13F-HR | 1/20/2022 | 000159007322000001 |
| Q3 2021 | 103 | 496,394 | IWB, PRF, VEA, EFA | 13F-HR | 10/21/2021 | 000159007321000004 |
| Q2 2021 | 105 | 473,859 | IWB, PRF, VEA, EFA | 13F-HR | 7/20/2021 | 000159007321000003 |
| Q1 2021 | 99 | 445,036 | IWB, PRF, VEA, EFA | 13F-HR | 4/14/2021 | 000159007321000002 |
| Q4 2020 | 95 | 436,333 | IWB, PRF, VEA, EFA | 13F-HR | 1/15/2021 | 000159007321000001 |
| Q3 2020 | 88 | 382,952 | IWB, PRF, VEA, EFA | 13F-HR | 10/27/2020 | 000159007320000004 |
| Q2 2020 | 82 | 362,892 | IWB, PRF, VEA, EFA | 13F-HR | 7/13/2020 | 000159007320000003 |
| Q1 2020 | 74 | 302,571 | IWB, PRF, TFLO, VEA | 13F-HR | 4/20/2020 | 000159007320000002 |
| Q4 2019 | 87 | 354,612 | PRF, IWB, VEA, TFLO | 13F-HR | 1/14/2020 | 000159007320000001 |
| Q3 2019 | 81 | 329,079 | PRF, IWB, TFLO, VEA | 13F-HR | 10/21/2019 | 000159007319000004 |
| Q2 2019 | 77 | 319,515 | PRF, IWB, TFLO, VEA | 13F-HR | 7/11/2019 | 000159007319000003 |
| Q1 2019 | 73 | 313,817 | PRF, TFLO, IWB, VEA | 13F-HR | 4/15/2019 | 000159007319000002 |
| Q4 2018 | 55 | 274,420 | PRF, TFLO, IWB, VEA | 13F-HR | 1/15/2019 | 000159007319000001 |
| Q3 2018 | 58 | 269,135 | PRF, IWB, VEA, EFA | 13F-HR | 10/11/2018 | 000159007318000004 |
| Q2 2018 | 50 | 253,244 | PRF, IWB, VEA, EFA | 13F-HR | 7/11/2018 | 000159007318000003 |
| Q1 2018 | 44 | 239,422 | PRF, IWB, VEA, EFA | 13F-HR | 4/13/2018 | 000159007318000002 |
| Q4 2017 | 46 | 229,090 | PRF, IWB, EFA, VEA | 13F-HR | 1/10/2018 | 000159007318000001 |
| Q3 2017 | 41 | 213,868 | PRF, IWB, EFA, VEA | 13F-HR | 10/11/2017 | 000159007317000004 |
| Q2 2017 | 40 | 202,615 | PRF, IWB, EFA, VEA | 13F-HR | 7/11/2017 | 000159007317000003 |
| Q1 2017 | 38 | 195,448 | PRF, IWB, EFA, VEA | 13F-HR | 4/18/2017 | 000159007317000002 |
| Q4 2016 | 41 | 185,978 | PRF, IWB, EFA, VEA | 13F-HR | 1/13/2017 | 000159007317000001 |
| Q3 2016 | 43 | 182,778 | PRF, IWB, EFA, VEA | 13F-HR | 10/19/2016 | 000159007316000008 |
| Q2 2016 | 46 | 174,250 | PRF, IWB, EFA, VEA | 13F-HR | 7/14/2016 | 000159007316000007 |
| Q1 2016 | 39 | 166,341 | PRF, IWB, VEA, EFA | 13F-HR | 4/18/2016 | 000159007316000006 |
| Q4 2015 | 42 | 167,234 | PRF, EFA, IWB, VEA | 13F-HR | 1/21/2016 | 000159007316000005 |
| Q3 2015 | 38 | 158,993 | PRF, EFA, IWB, VEA | 13F-HR | 10/23/2015 | 000159007315000004 |
| Q2 2015 | 43 | 178,567 | PRF, EFA, IWB, VEA | 13F-HR | 7/13/2015 | 000159007315000003 |
| Q1 2015 | 45 | 180,194 | PRF, EFA, IWB, VEA | 13F-HR | 4/10/2015 | 000159007315000002 |
| Q4 2014 | 47 | 177,346 | PRF, EFA, IWB, VEA | 13F-HR | 1/22/2015 | 000159007315000001 |
| Q3 2014 | 45 | 178,445 | PRF, EFA, IWB, VEA | 13F-HR | 10/16/2014 | 000159007314000012 |
| Q2 2014 | 55 | 187,591 | PRF, EFA, IWB, VEA | 13F-HR | 7/21/2014 | 000159007314000011 |
| Q1 2014 | 55 | 174,722 | PRF, EFA, IWB, VEA | 13F-HR | 4/14/2014 | 000159007314000010 |
| Q4 2013 | 40 | 166,048 | PRF, EFA, IWB, VEA | 13F-HR | 1/30/2014 | 000159007314000006 |
| Q4 2012 | 39 | 129,247 | EFA, IWB, PRF, EEM | 13F-HR | 1/30/2014 | 000159007314000009 |
| Q3 2012 | 40 | 128,689 | IWB, EFA, PRF, EEM | 13F-HR | 1/30/2014 | 000159007314000008 |
| Q4 2011 | 38 | 107,043 | IWB, PRF, EFA, STPZ | 13F-HR | 1/10/2014 | 000159007314000001 |
| Q3 2011 | 40 | 96,308 | IWB, EFA, PRF, STPZ | 13F-HR | 1/10/2014 | 000159007314000002 |
| Q2 2011 | 44 | 116,729 | IWB, EFA, PRF, EEM | 13F-HR | 1/10/2014 | 000159007314000003 |
| Q1 2011 | 43 | 114,895 | IWB, EFA, PRF, EEM | 13F-HR | 1/10/2014 | 000159007314000004 |
| Q4 2010 | 37 | 106,341 | IWB, EFA, PRF, EEM | 13F-HR | 1/30/2014 | 000159007314000007 |