| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 65 | 340,826 | LOW, ITOT, SPY, IEFA | 13F-HR | 5/7/2025 | 000161513525000003 |
| Q4 2024 | 68 | 348,732 | LOW, SPY, ITOT, IEFA | 13F-HR | 2/10/2025 | 000161513525000001 |
| Q3 2024 | 74 | 343,810 | LOW, ITOT, SPY, IEFA | 13F-HR | 10/31/2024 | 000161513524000004 |
| Q2 2024 | 64 | 300,518 | LOW, ITOT, SPY, IEFA | 13F-HR | 8/14/2024 | 000161513524000003 |
| Q1 2024 | 93 | 291,907 | LOW, ITOT, SPY, IEFA | 13F-HR | 5/10/2024 | 000161513524000002 |
| Q4 2023 | 82 | 230,637 | LOW, ITOT, SPY, VO | 13F-HR | 2/12/2024 | 000161513524000001 |
| Q3 2023 | 89 | 219,670 | LOW, SPY, ITOT, VO | 13F-HR | 11/1/2023 | 000161513523000004 |
| Q2 2023 | 94 | 235,459 | LOW, SPY, ITOT, VO | 13F-HR | 8/14/2023 | 000161513523000003 |
| Q1 2023 | 90 | 219,975 | LOW, SPY, ITOT, VO | 13F-HR | 5/11/2023 | 000161513523000002 |
| Q4 2022 | 89 | 218,000 | LOW, SPY, ITOT, VO | 13F-HR | 2/3/2023 | 000161513523000001 |
| Q3 2022 | 85 | 221,776 | LOW, ITOT, SPY, VTI | 13F-HR | 11/4/2022 | 000161513522000004 |
| Q2 2022 | 98 | 264,515 | LOW, ITOT, IEFA, SPY | 13F-HR | 8/9/2022 | 000161513522000003 |
| Q1 2022 | 101 | 327,524 | LOW, ITOT, IEFA, SPY | 13F-HR | 5/12/2022 | 000161513522000002 |
| Q4 2021 | 91 | 362,305 | LOW, ITOT, IEFA, SPY | 13F-HR | 2/4/2022 | 000161513522000001 |
| Q3 2021 | 95 | 317,006 | LOW, ITOT, IEFA, SPY | 13F-HR | 11/15/2021 | 000161513521000004 |
| Q2 2021 | 100 | 335,899 | LOW, ITOT, IEFA, SPY | 13F-HR | 8/6/2021 | 000161513521000003 |
| Q1 2021 | 92 | 321,882 | LOW, ITOT, IEFA, SPY | 13F-HR | 5/7/2021 | 000161513521000002 |
| Q4 2020 | 82 | 317,209 | LOW, ITOT, IEFA, SPY | 13F-HR | 2/10/2021 | 000161513521000001 |
| Q3 2020 | 74 | 315,885 | LOW, IEFA, ITOT, SPY | 13F-HR | 11/10/2020 | 000161513520000004 |
| Q2 2020 | 79 | 303,145 | LOW, ITOT, CWI, SPY | 13F-HR | 8/7/2020 | 000161513520000003 |
| Q1 2020 | 69 | 164,348 | LOW, ITOT, VYM, VO | 13F-HR | 5/11/2020 | 000161513520000002 |
| Q4 2019 | 93 | 319,979 | LOW, IEFA, ITOT, SPY | 13F-HR | 1/21/2020 | 000161513520000001 |
| Q3 2019 | 95 | 300,277 | LOW, IEFA, ITOT, SPY | 13F-HR | 11/7/2019 | 000161513519000004 |
| Q2 2019 | 93 | 298,124 | LOW, IEFA, ITOT, SPY | 13F-HR | 8/1/2019 | 000161513519000003 |
| Q1 2019 | 93 | 305,317 | LOW, IEFA, ITOT, SPY | 13F-HR | 5/8/2019 | 000161513519000002 |
| Q4 2018 | 84 | 275,483 | LOW, IEFA, ITOT, SPY | 13F-HR | 2/13/2019 | 000161513519000001 |
| Q3 2018 | 102 | 330,755 | LOW, SCHF, SPY, VYM | 13F-HR | 11/13/2018 | 000161513518000006 |
| Q2 2018 | 97 | 292,152 | LOW, IEFA, SPY, VYM | RESTATEMENT | 7/12/2018 | 000161513518000004 |
| Q1 2018 | 87 | 260,891 | LOW, SPY, VYM, FNDF | 13F-HR | 5/4/2018 | 000161513518000002 |
| Q4 2017 | 87 | 258,144 | LOW, VYM, SPY, RSP.MX | 13F-HR | 2/14/2018 | 000161513518000001 |
| Q3 2017 | 86 | 243,492 | LOW, VYM, SPY, VCSH | 13F-HR | 11/7/2017 | 000161513517000006 |
| Q2 2017 | 86 | 230,733 | LOW, VYM, SPY, RSP.MX | 13F-HR | 8/7/2017 | 000161513517000003 |
| Q1 2017 | 75 | 228,361 | LOW, VYM, SPY, RSP.MX | 13F-HR | 5/10/2017 | 000161513517000002 |
| Q4 2016 | 146 | 366,227 | LOW, VYM, SPY, RSP.MX | 13F-HR | 2/14/2017 | 000161513517000001 |
| Q3 2016 | 158 | 369,553 | LOW, VYM, SPY, RSP.MX | 13F-HR | 11/14/2016 | 000161513516000010 |
| Q2 2016 | 113 | 292,868 | LOW, VYM, SPY, RSP.MX | RESTATEMENT | 10/3/2017 | 000161513517000004 |
| Q2 2016 | 33 | 34,167 | PM, MO, BMY, MDLZ | NEW HOLDINGS | 10/3/2017 | 000161513517000005 |
| Q1 2016 | 192 | 400,765 | LOW, SPY, VYM, RSP.MX | 13F-HR | 5/4/2016 | 000161513516000008 |
| Q4 2015 | 153 | 374,217 | LOW, VYM, RSP.MX, SPY | 13F-HR | 2/9/2016 | 000161513516000007 |
| Q3 2015 | 154 | 357,601 | LOW, VYM, RSP.MX, SPY | 13F-HR | 11/6/2015 | 000161513515000006 |
| Q2 2015 | 149 | 352,399 | LOW, VYM, RSP.MX, SPY | 13F-HR | 8/7/2015 | 000161513515000005 |
| Q1 2015 | 149 | 368,859 | LOW, VYM, RSP.MX, SPY | 13F-HR | 4/20/2015 | 000161513515000004 |
| Q4 2014 | 154 | 364,009 | LOW, VYM, RSP.MX, SPY | 13F-HR | 2/11/2015 | 000161513515000003 |
| Q3 2014 | 163 | 345,137 | LOW, VYM, RSP.MX, VIG | RESTATEMENT | 2/11/2015 | 000161513515000002 |
| Q2 2014 | 168 | 344,974 | LOW, RSP.MX, VYM, VIG | RESTATEMENT | 2/11/2015 | 000161513515000001 |