| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,536 | 4,339,932 | SPYM, IVV, FBND, IEFA | 13F-HR | 8/5/2026 | 000162475826000011 |
| Q1 2026 | 1,537 | 3,805,497 | SPYM, FBND, IVV, IEFA | 13F-HR | 5/14/2026 | 000162475826000005 |
| Q4 2025 | 1,364 | 3,503,180 | SPYM, IVV, FBND, IEFA | RESTATEMENT | 5/15/2026 | 000162475826000008 |
| Q4 2025 | 225 | 110,741 | PVAL, FBCG, VTI, VOT | NEW HOLDINGS | 5/15/2026 | 000162475826000009 |
| Q3 2025 | 1,427 | 3,426,960 | SPYM, IVV, FBND, IEFA | 13F-HR | 11/14/2025 | 000162475825000011 |
| Q2 2025 | 1,383 | 3,000,847 | SPYM, IVV, FBND, IEFA | 13F-HR | 8/13/2025 | 000162475825000006 |
| Q1 2025 | 1,360 | 2,680,908 | SPYM, IVV, IEFA, FBND | 13F-HR | 5/14/2025 | 000162475825000004 |
| Q4 2024 | 1,296 | 2,490,664 | SPYM, IVV, IEFA, FBND | 13F-HR | 2/14/2025 | 000162475825000002 |
| Q3 2024 | 1,309 | 2,453,716 | SPYM, IVV, IEFA, FBND | 13F-HR | 11/13/2024 | 000162475824000014 |
| Q2 2024 | 1,197 | 2,262,005 | SPYM, IVV, IEFA, FBND | 13F-HR | 8/14/2024 | 000162475824000008 |
| Q1 2024 | 1,108 | 2,142,327 | SPYM, IVV, IEFA, FBND | 13F-HR | 5/14/2024 | 000162475824000006 |
| Q4 2023 | 1,088 | 1,986,248 | SPYM, IEFA, IVV, FBND | 13F-HR | 1/30/2024 | 000162475824000003 |
| Q3 2023 | 1,163 | 1,797,357 | SPYM, IEFA, IVV, FBND | 13F-HR | 11/13/2023 | 000162475823000009 |
| Q2 2023 | 996 | 1,799,666 | SPYM, IEFA, IVV, FBND | 13F-HR | 8/11/2023 | 000162475823000006 |
| Q1 2023 | 966 | 1,748,264 | SPYM, IVV, IEFA, FBND | 13F-HR | 5/5/2023 | 000162475823000004 |
| Q4 2022 | 1,053 | 1,638,481 | IVV, SPYM, FBND, STIP | 13F-HR | 2/8/2023 | 000162475823000002 |
| Q3 2022 | 1,090 | 1,451,207 | IVV, SPYM, FBND, TIPX | 13F-HR | 11/14/2022 | 000162475822000012 |
| Q2 2022 | 1,008 | 1,438,333 | IVV, SPYM, IEFA, FBND | 13F-HR | 8/12/2022 | 000162475822000009 |
| Q1 2022 | 926 | 1,579,352 | IVV, SPYM, IEFA, TIPX | 13F-HR | 5/12/2022 | 000162475822000007 |
| Q4 2021 | 1,001 | 1,648,240 | IVV, SPYM, IEFA, AGG | 13F-HR | 2/10/2022 | 000162475822000002 |
| Q3 2021 | 981 | 1,524,071 | IVV, SPYM, IEFA, AGG | 13F-HR | 11/4/2021 | 000162475821000008 |
| Q2 2021 | 937 | 1,489,079 | IVV, SPYM, IEFA, AGG | RESTATEMENT | 11/15/2021 | 000162475821000010 |
| Q1 2021 | 1,063 | 1,447,129 | IVV, SPYM, IEFA, AGG | 13F-HR | 5/17/2021 | 000162475821000004 |
| Q4 2020 | 740 | 1,139,091 | IVV, SPYM, AGG, IEFA | 13F-HR | 2/16/2021 | 000162475821000002 |
| Q3 2020 | 757 | 1,052,457 | IVV, SPYM, AGG, ITOT | 13F-HR | 11/12/2020 | 000162475820000008 |
| Q2 2020 | 701 | 951,758 | IVV, SPYM, AGG, ITOT | 13F-HR | 8/7/2020 | 000162475820000006 |
| Q1 2020 | 679 | 814,820 | IVV, AGG, ITOT, IEFA | 13F-HR | 5/8/2020 | 000162475820000004 |
| Q4 2019 | 720 | 1,011,734 | IVV, IEFA, ITOT, AGG | 13F-HR | 2/12/2020 | 000162475820000002 |
| Q3 2019 | 694 | 946,246 | IVV, IEFA, AGG, ITOT | 13F-HR | 11/12/2019 | 000162475819000008 |
| Q2 2019 | 686 | 918,086 | IVV, IEFA, AGG, RSP | 13F-HR | 8/13/2019 | 000162475819000006 |
| Q1 2019 | 656 | 865,169 | IVV, IEFA, AGG, ITOT | 13F-HR | 5/13/2019 | 000162475819000004 |
| Q4 2018 | 598 | 761,197 | IVV, IEFA, AGG, ITOT | 13F-HR | 2/13/2019 | 000162475819000002 |
| Q3 2018 | 565 | 877,144 | IVV, IEFA, AGG, ITOT | RESTATEMENT | 11/7/2018 | 000162475818000009 |
| Q2 2018 | 566 | 840,162 | IVV, IEFA, AGG, ITOT | RESTATEMENT | 11/8/2018 | 000162475818000010 |
| Q1 2018 | 559 | 809,153 | IVV, IEFA, AGG, ITOT | 13F-HR | 5/14/2018 | 000162475818000005 |
| Q4 2017 | 439 | 798,052 | IVV, IEFA, AGG, ITOT | RESTATEMENT | 2/14/2018 | 000162475818000003 |
| Q3 2017 | 449 | 745,894 | IVV, IEFA, AGG, ITOT | 13F-HR | 11/6/2017 | 000162475817000009 |
| Q2 2017 | 374 | 700,907 | IVV, IEFA, AGG, ITOT | 13F-HR | 8/8/2017 | 000162475817000007 |
| Q1 2017 | 335 | 634,126 | IVV, IEFA, AGG, ITOT | 13F-HR | 5/5/2017 | 000162475817000005 |
| Q4 2016 | 344 | 571,131 | IVE, IGIB, EFA, VCSH | 13F-HR | 2/10/2017 | 000162475817000003 |
| Q3 2016 | 381 | 532,965 | IGIB, IVE, EFA, IGSB | 13F-HR | 11/14/2016 | 000162475816000012 |
| Q2 2016 | 327 | 496,874 | IGIB, IVE, EFA, IGSB | RESTATEMENT | 7/14/2016 | 000162475816000010 |
| Q1 2016 | 383 | 498,027 | IGIB, EFA, IWV, IVW | 13F-HR | 5/13/2016 | 000162475816000008 |
| Q4 2015 | 379 | 492,127 | EFA, IWV, IGIB, IVW | 13F-HR | 2/16/2016 | 000162475816000006 |
| Q3 2015 | 355 | 523,178 | IGIB, IWV, EFA, IGSB | 13F-HR | 11/13/2015 | 000162475815000005 |
| Q2 2015 | 372 | 489,025 | IWV, EFA, IGIB, IGSB | 13F-HR | 8/14/2015 | 000162475815000004 |
| Q1 2015 | 382 | 480,110 | IWV, EFA, IVW, IVE | 13F-HR | 4/30/2015 | 000162475815000002 |
| Q4 2014 | 392 | 455,122 | IWV, EFA, IVE, IVW | 13F-HR | 2/13/2015 | 000162475815000001 |
| Q3 2014 | 387 | 426,098 | IWV, EFA, BOND, IVW | 13F-HR | 11/12/2014 | 000162475814000001 |
| Q2 2014 | 381 | 410,359 | IWV, EFA, BOND, IVW | 13F-HR | 11/12/2014 | 000162475814000002 |
| Q1 2014 | 354 | 382,232 | IWV, EFA, BOND, IVE | 13F-HR | 11/12/2014 | 000162475814000003 |
| Q4 2013 | 325 | 367,591 | IWV, EFA, IVW, IVE | 13F-HR | 11/12/2014 | 000162475814000004 |
| Q3 2013 | 305 | 333,963,302 | IWV, EFA, BOND, IVW | 13F-HR | 11/12/2014 | 000162475814000005 |
| Q2 2013 | 292 | 316,673,174 | IWV, EFA, BOND, IGSB | 13F-HR | 11/12/2014 | 000162475814000006 |
| Q1 2013 | 291 | 298,057,724 | IWV, EFA, AGG, VWO | 13F-HR | 11/12/2014 | 000162475814000007 |
| Q4 2012 | 289 | 248,228,205 | IWV, TIP, EFA, AGG | 13F-HR | 11/12/2014 | 000162475814000008 |