| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2018 | 73 | 129,699 | SCHF, IVV, VWO, BSV | 13F-HR | 1/14/2019 | 000139834419000611 |
| Q3 2018 | 75 | 146,580 | SCHF, EMB, VB, IVV | 13F-HR | 10/5/2018 | 000139834418014560 |
| Q2 2018 | 73 | 138,112 | SCHF, EMB, VWO, VB | 13F-HR | 7/9/2018 | 000139834418009859 |
| Q1 2018 | 77 | 133,124 | SCHF, EMB, VWO, IVV | 13F-HR | 4/5/2018 | 000139834418005248 |
| Q4 2017 | 77 | 130,863 | SCHF, IVV, VWO, EMB | 13F-HR | 1/16/2018 | 000139834418000594 |
| Q3 2017 | 77 | 116,394 | SCHF, EMB, IVV, VWO | 13F-HR | 10/13/2017 | 000139834417013074 |
| Q2 2017 | 82 | 116,685 | SCHF, EMB, IVV, VWO | 13F-HR | 7/12/2017 | 000139834417008588 |
| Q1 2017 | 82 | 109,167 | SCHF, IVV, VWO, AAPL | 13F-HR | 4/6/2017 | 000139834417004596 |
| Q4 2016 | 89 | 101,889 | SCHF, AAPL, IVV, VWO | 13F-HR | 1/13/2017 | 000139834417000519 |
| Q3 2016 | 84 | 101,920 | SCHF, AAPL, VWO, AGG | 13F-HR | 10/6/2016 | 000139834416019446 |
| Q2 2016 | 86 | 98,333 | SCHF, AGG, IVV, HD | 13F-HR | 7/11/2016 | 000139834416015033 |
| Q1 2016 | 88 | 99,694 | SCHF, AGG, AAPL, HD | 13F-HR | 4/11/2016 | 000139834416011849 |
| Q4 2015 | 93 | 95,517 | SCHF, AGG, AAPL, HD | 13F-HR | 1/14/2016 | 000139834416009007 |
| Q3 2015 | 103 | 96,361 | EFV, AGG, AAPL, XOM | 13F-HR | 10/14/2015 | 000139834415006876 |
| Q2 2015 | 327 | 134,060 | EFV, AGG, XOM, TFC | 13F-HR | 7/8/2015 | 000139834415004365 |
| Q1 2015 | 346 | 139,522 | EFV, AGG, AAPL, XOM | 13F-HR | 4/14/2015 | 000139834415002513 |
| Q4 2014 | 386 | 149,182 | EFV, AGG, XOM, RWM | 13F-HR | 1/29/2015 | 000139834415000421 |
| Q3 2014 | 406 | 149,665 | EFV, XOM, RWM, TFC | 13F-HR | 10/8/2014 | 000139834414005224 |
| Q2 2014 | 133 | 149,877 | EFV, XOM, RWM, XLU | 13F-HR | 7/10/2014 | 000139834414003547 |
| Q1 2014 | 132 | 146,793 | EFV, XOM, TFC, XLU | 13F-HR | 4/21/2014 | 000139834414002250 |
| Q4 2013 | 130 | 146,624 | EFV, XOM, TFC, RWM | 13F-HR | 2/10/2014 | 000139834414000717 |