| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 76 | 123,499 | IVV, IJH, VEA, VWO | 13F-HR | 2/13/2024 | 000161977924000001 |
| Q3 2023 | 76 | 113,762 | IVV, IJH, VEA, AGG | 13F-HR | 11/14/2023 | 000161977923000004 |
| Q2 2023 | 75 | 112,179 | IVV, IJH, VEA, VWO | 13F-HR | 8/11/2023 | 000161977923000003 |
| Q1 2023 | 74 | 108,732 | IVV, IJH, VEA, VWO | 13F-HR | 5/12/2023 | 000161977923000002 |
| Q4 2022 | 76 | 108,715 | IVV, IJH, VEA, VWO | 13F-HR | 2/9/2023 | 000161977923000001 |
| Q2 2022 | 76 | 107,862 | IVV, IJH, VEA, VWO | 13F-HR | 8/12/2022 | 000161977922000003 |
| Q1 2022 | 83 | 132,534 | IVV, IJH, VEA, VWO | 13F-HR | 5/11/2022 | 000161977922000002 |
| Q4 2021 | 80 | 138,028 | IVV, IJH, VEA, VWO | 13F-HR | 2/9/2022 | 000161977922000001 |
| Q3 2021 | 80 | 127,981 | IVV, IJH, VEA, VWO | 13F-HR | 11/15/2021 | 000161977921000005 |
| Q2 2021 | 79 | 129,320 | IVV, IJH, VEA, VWO | 13F-HR | 8/12/2021 | 000161977921000004 |
| Q1 2021 | 79 | 122,990 | IVV, IJH, VEA, VWO | 13F-HR | 5/14/2021 | 000161977921000003 |
| Q4 2020 | 73 | 117,889 | IVV, IJH, VWO, VEA | 13F-HR | 1/19/2021 | 000161977921000002 |
| Q3 2020 | 68 | 104,664 | IVV, IJH, AGG, EFA | 13F-HR | 11/12/2020 | 000161977920000006 |
| Q2 2020 | 66 | 97,766 | IVV, AGG, IJH, EFA | 13F-HR | 8/13/2020 | 000161977920000005 |
| Q1 2020 | 58 | 93,945 | IVV, AGG, EFA, IJH | 13F-HR | 5/15/2020 | 000161977920000004 |
| Q4 2019 | 62 | 115,956 | IVV, EFA, IJH, AGG | 13F-HR | 2/18/2020 | 000161977920000003 |
| Q3 2019 | 64 | 111,920 | IVV, EFA, IJH, AGG | 13F-HR | 11/7/2019 | 000161977919000006 |
| Q2 2019 | 64 | 111,945 | IVV, EFA, IJH, AGG | 13F-HR | 8/13/2019 | 000161977919000005 |
| Q1 2019 | 62 | 110,574 | IVV, EFA, IJH, AGG | 13F-HR | 5/10/2019 | 000161977919000004 |
| Q4 2018 | 37 | 118,334 | IVV, BSV, JPIN, BIV | 13F-HR | 2/13/2019 | 000161977919000003 |
| Q3 2018 | 68 | 117,774 | IVV, EFA, IJH, AGG | 13F-HR | 11/13/2018 | 000161977918000007 |
| Q2 2018 | 68 | 114,893 | IVV, EFA, AGG, IJH | 13F-HR | 8/14/2018 | 000161977918000006 |
| Q1 2018 | 80 | 125,497 | IVV, AGG, EFA, IJH | 13F-HR | 5/10/2018 | 000161977918000005 |
| Q4 2017 | 70 | 121,863 | IVV, AGG, EFA, SHM | 13F-HR | 2/12/2018 | 000161977918000004 |