| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 114 | 204,161 | IVV, BNDX, EFA, MDY | 13F-HR | 10/26/2020 | 000160681020000009 |
| Q2 2020 | 103 | 211,992 | IVV, BNDX, QDF, MDY | 13F-HR | 8/11/2020 | 000160681020000007 |
| Q1 2020 | 102 | 179,414 | IVV, BNDX, MDY, QDF | 13F-HR | 5/12/2020 | 000160681020000005 |
| Q4 2019 | 116 | 216,066 | IVV, BNDX, EFA, MDY | RESTATEMENT | 2/7/2020 | 000160681020000004 |
| Q3 2019 | 114 | 204,161 | IVV, BNDX, EFA, MDY | 13F-HR | 11/8/2019 | 000160681019000008 |
| Q2 2019 | 116 | 204,846 | IVV, BNDX, EFA, MDY | 13F-HR | 8/9/2019 | 000160681019000005 |
| Q1 2019 | 115 | 201,351 | IVV, EFA, BNDX, MDY | 13F-HR | 5/13/2019 | 000160681019000003 |
| Q4 2018 | 114 | 178,901 | IVV, BNDX, MDY, EFA | 13F-HR | 2/12/2019 | 000160681019000002 |
| Q3 2018 | 117 | 192,905 | IVV, MDY, BNDX, SPY | 13F-HR | 10/23/2018 | 000160681018000005 |
| Q2 2018 | 121 | 188,811 | IVV, MDY, BNDX, SPY | 13F-HR | 7/20/2018 | 000160681018000004 |
| Q1 2018 | 120 | 195,627 | IVV, MDY, BNDX, AGG | 13F-HR | 4/25/2018 | 000160681018000003 |
| Q4 2017 | 124 | 210,775 | IVV, MDY, EFA, AGG | 13F-HR | 2/7/2018 | 000160681018000001 |
| Q3 2017 | 121 | 204,293 | IVV, MDY, EFA, AGG | 13F-HR | 11/14/2017 | 000160681017000008 |
| Q2 2017 | 128 | 209,160 | IVV, MDY, AGG, EFA | RESTATEMENT | 8/14/2017 | 000160681017000006 |
| Q1 2017 | 127 | 202,826 | MDY, IVV, AGG, EFA | 13F-HR | 5/2/2017 | 000160681017000004 |
| Q4 2016 | 135 | 199,833 | MDY, IVV, AGG, EFA | 13F-HR | 2/6/2017 | 000160681017000002 |
| Q3 2016 | 132 | 206,620 | MDY, IVV, AGG, SCHZ | 13F-HR | 11/14/2016 | 000160681016000012 |
| Q2 2016 | 131 | 203,082 | MDY, AGG, IVV, SCHZ | 13F-HR | 8/5/2016 | 000160681016000010 |
| Q1 2016 | 133 | 220,595 | MDY, IVV, AGG, EFA | 13F-HR | 4/29/2016 | 000160681016000008 |
| Q4 2015 | 128 | 205,261 | MDY, IVV, AGG, DBEF | 13F-HR | 2/8/2016 | 000160681016000007 |
| Q3 2015 | 116 | 185,194 | MDY, IVV, AGG, IWM | 13F-HR | 11/12/2015 | 000160681015000006 |
| Q2 2015 | 104 | 182,817 | MDY, IVV, AGG, IWM | 13F-HR | 8/10/2015 | 000160681015000004 |
| Q1 2015 | 102 | 172,341 | MDY, IVV, AGG, SPY | 13F-HR | 5/6/2015 | 000160681015000002 |
| Q4 2014 | 88 | 159,795 | MDY, IVV, VNQ, EFA | 13F-HR | 2/9/2015 | 000160681015000001 |
| Q3 2014 | 81 | 147,726 | MDY, EFA, IVV, VNQ | 13F-HR | 11/14/2014 | 000160681014000020 |
| Q2 2014 | 131 | 175,495 | MDY, EFA, IVV, VNQ | RESTATEMENT | 8/6/2014 | 000160681014000016 |
| Q1 2014 | 82 | 132,599 | MDY, EFA, IVV, VNQ | 13F-HR | 5/16/2014 | 000160681014000011 |