| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 158 | 1,625,711 | VTI, IWB, DFAC, NFRA | 13F-HR | 11/14/2024 | 000159921724000012 |
| Q2 2024 | 158 | 1,514,878 | VTI, IWB, DFAC, BND | 13F-HR | 8/13/2024 | 000159921724000008 |
| Q1 2024 | 151 | 1,488,306 | VTI, IWB, DFAC, BND | 13F-HR | 5/14/2024 | 000159921724000006 |
| Q4 2023 | 151 | 1,396,348 | VTI, IWB, DFAC, BND | 13F-HR | 2/13/2024 | 000159921724000004 |
| Q3 2023 | 146 | 1,267,387 | VTI, IWB, DFAC, BND | 13F-HR | 11/13/2023 | 000159921723000009 |
| Q2 2023 | 147 | 1,330,522 | VTI, IWB, DFAC, BND | 13F-HR | 8/14/2023 | 000159921723000007 |
| Q1 2023 | 140 | 1,264,928 | IWB, VTI, DFAC, BND | 13F-HR | 5/12/2023 | 000159921723000005 |
| Q4 2022 | 140 | 1,182,064 | IWB, VTI, DFAC, NFRA | 13F-HR | 2/15/2023 | 000159921723000003 |
| Q3 2022 | 141 | 1,084,184 | IWB, VTI, DFAC, BND | 13F-HR | 11/14/2022 | 000159921722000011 |
| Q2 2022 | 141 | 1,174,849 | IWB, VTI, DFAC, BND | 13F-HR | 9/2/2022 | 000159921722000009 |
| Q1 2022 | 143 | 1,377,577 | IWB, VTI, DFAC, BND | 13F-HR | 5/13/2022 | 000159921722000004 |
| Q4 2021 | 142 | 1,382,344 | IWB, VTI, DFAC, BND | 13F-HR | 2/11/2022 | 000159921722000002 |
| Q3 2021 | 142 | 1,276,461 | IWB, VTI, BND, DFAC | 13F-HR | 11/15/2021 | 000159921721000008 |
| Q2 2021 | 138 | 1,266,315 | IWB, VTI, BND, DFAC | 13F-HR | 8/16/2021 | 000159921721000006 |
| Q1 2021 | 130 | 1,127,751 | IWB, BND, BNDX, VTI | 13F-HR | 5/12/2021 | 000159921721000004 |
| Q4 2020 | 118 | 1,053,522 | IWB, BND, BNDX, VTI | 13F-HR | 2/16/2021 | 000159921721000002 |
| Q3 2020 | 112 | 945,734 | IWB, BND, BNDX, VTI | 13F-HR | 11/13/2020 | 000159921720000008 |
| Q2 2020 | 105 | 874,261 | IWB, BND, BNDX, VTI | 13F-HR | 8/14/2020 | 000159921720000006 |
| Q1 2020 | 96 | 766,031 | IWB, BND, VTI, BNDX | 13F-HR | 5/14/2020 | 000159921720000004 |
| Q4 2019 | 106 | 710,725 | VTI, BND, BNDX, VXUS | 13F-HR | 2/14/2020 | 000159921720000002 |
| Q3 2019 | 102 | 653,907 | VTI, BND, BNDX, VXUS | 13F-HR | 11/13/2019 | 000159921719000008 |
| Q2 2019 | 94 | 618,112 | VTI, BND, BNDX, VXUS | 13F-HR | 8/12/2019 | 000159921719000006 |
| Q1 2019 | 98 | 585,089 | VTI, BND, BNDX, VXUS | 13F-HR | 5/14/2019 | 000159921719000004 |
| Q4 2018 | 90 | 498,089 | VTI, BND, BNDX, VIG | 13F-HR | 2/14/2019 | 000159921719000002 |
| Q3 2018 | 88 | 402,486 | VTI, VIG, BND, MDY | 13F-HR | 11/20/2018 | 000159921718000009 |
| Q2 2018 | 85 | 333,183 | VTI, VIG, MDY, BND | 13F-HR | 8/15/2018 | 000159921718000006 |
| Q1 2018 | 94 | 303,118 | VTI, VIG, MDY, MCD | 13F-HR | 5/15/2018 | 000159921718000004 |
| Q4 2017 | 84 | 267,970 | VIG, VTI, MDY, MCD | 13F-HR | 2/14/2018 | 000159921718000002 |
| Q3 2017 | 85 | 224,932 | VIG, VTI, MDY, MCD | 13F-HR | 11/14/2017 | 000159921717000007 |
| Q2 2017 | 77 | 206,868 | VIG, VTI, MDY, MCD | 13F-HR | 8/14/2017 | 000159921717000005 |
| Q1 2017 | 74 | 197,193 | VIG, VTI, MDY, MCD | 13F-HR | 5/12/2017 | 000159921717000003 |
| Q4 2016 | 75 | 219,163 | VIG, VTI, MDY, AGG | 13F-HR | 2/14/2017 | 000159921717000001 |
| Q3 2016 | 75 | 188,379 | VIG, VTI, MDY, IWF | 13F-HR | 11/14/2016 | 000159921716000012 |
| Q2 2016 | 72 | 185,100 | VIG, VTI, MDY, IWF | 13F-HR | 8/12/2016 | 000159921716000010 |
| Q1 2016 | 71 | 252,603 | VIG, IWF, VTI, MDY | 13F-HR | 5/9/2016 | 000159921716000009 |
| Q4 2015 | 71 | 281,430 | VIG, IWF, VTI, MDY | 13F-HR | 2/10/2016 | 000159921716000007 |
| Q3 2015 | 71 | 225,622 | VIG, IWF, VTI, MDY | 13F-HR | 11/13/2015 | 000159921715000005 |
| Q2 2015 | 99 | 256,371 | VIG, IWF, VTI, MDY | 13F-HR | 8/13/2015 | 000159921715000004 |
| Q1 2015 | 96 | 260,283 | VIG, IWF, VTI, MDY | 13F-HR | 5/13/2015 | 000159921715000002 |
| Q4 2014 | 92 | 321,781 | VIG, IWF, VTI, MDY | 13F-HR | 2/13/2015 | 000159921715000001 |
| Q3 2014 | 79 | 164,301 | VIG, MDY, ELD, MCD | 13F-HR | 11/13/2014 | 000159921714000009 |
| Q2 2014 | 79 | 143,766 | VIG, MDY, MCD, AAPL | 13F-HR | 8/11/2014 | 000159921714000008 |
| Q1 2014 | 72 | 163,402 | VIG, MDY, ELD, MCD | RESTATEMENT | 5/14/2014 | 000159921714000007 |
| Q4 2013 | 72 | 155,150 | VIG, MDY, ELD, MCD | 13F-HR | 2/11/2014 | 000159921714000002 |