| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2021 | 416 | 2,266,623 | SPY, VYM, VEA, VV | 13F-HR | 5/10/2021 | 000159990421000002 |
| Q4 2020 | 399 | 2,137,916 | SPY, VYM, VEA, VV | 13F-HR | 2/12/2021 | 000159990421000001 |
| Q3 2020 | 354 | 1,797,403 | SPY, VYM, VEA, VV | 13F-HR | 11/12/2020 | 000159990420000004 |
| Q2 2020 | 328 | 1,646,190 | SPY, VYM, VEA, VV | 13F-HR | 8/12/2020 | 000159990420000003 |
| Q1 2020 | 299 | 1,427,534 | SPY, VYM, BND, VV | 13F-HR | 5/5/2020 | 000159990420000002 |
| Q4 2019 | 347 | 1,796,575 | SPY, VYM, BND, VEA | 13F-HR | 2/13/2020 | 000159990420000001 |
| Q3 2019 | 332 | 1,674,875 | SPY, VYM, BND, VEA | 13F-HR | 11/14/2019 | 000159990419000006 |
| Q2 2019 | 236 | 1,656,914 | SPY, VYM, BND, VEA | 13F-HR | 8/5/2019 | 000159990419000005 |
| Q1 2019 | 213 | 1,637,375 | SPY, VYM, BND, VEA | 13F-HR | 5/8/2019 | 000159990419000003 |
| Q4 2018 | 193 | 1,460,500 | SPY, BND, VYM, VEA | 13F-HR | 2/7/2019 | 000159990419000001 |
| Q3 2018 | 170 | 1,102,798 | SPY, VYM, VV, VB | 13F-HR | 10/30/2018 | 000159990418000005 |
| Q2 2018 | 167 | 1,045,413 | SPY, VYM, VV, VB | 13F-HR | 8/10/2018 | 000159990418000004 |
| Q1 2018 | 164 | 1,024,573 | SPY, VYM, VV, VB | 13F-HR | 5/8/2018 | 000159990418000003 |
| Q4 2017 | 167 | 1,053,330 | SPY, VYM, VV, VB | 13F-HR | 2/13/2018 | 000159990418000001 |
| Q3 2017 | 162 | 1,010,578 | SPY, VYM, VV, VB | 13F-HR | 11/14/2017 | 000159990417000006 |
| Q2 2017 | 148 | 991,972 | SPY, VYM, VV, VB | 13F-HR | 8/8/2017 | 000159990417000005 |
| Q1 2017 | 146 | 1,004,254 | SPY, VYM, VV, VB | 13F-HR | 5/10/2017 | 000159990417000004 |
| Q4 2016 | 142 | 973,321 | SPY, VYM, VV, VB | 13F-HR | 2/3/2017 | 000159990417000003 |
| Q3 2016 | 140 | 992,853 | SPY, VYM, VV, VB | 13F-HR | 11/14/2016 | 000159990416000005 |
| Q2 2016 | 139 | 955,124 | SPY, VYM, VV, VB | 13F-HR | 8/11/2016 | 000159990416000004 |