| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 165 | 1,442,178 | IVV, DFIC, JCPB, FBND | 13F-HR | 10/14/2026 | 000117266126004530 |
| Q2 2026 | 173 | 1,424,547 | DFIC, IVV, JCPB, FBND | 13F-HR | 7/24/2026 | 000117266126002788 |
| Q1 2026 | 170 | 1,268,961 | DFIC, JCPB, IVV, FBND | 13F-HR | 5/1/2026 | 000117266126001585 |
| Q4 2025 | 166 | 1,216,859 | DFIC, JCPB, IVV, FBND | 13F-HR | 1/27/2026 | 000117266126000321 |
| Q3 2025 | 158 | 1,166,525 | DFIC, JCPB, IVV, FBND | 13F-HR | 10/22/2025 | 000117266125004368 |
| Q2 2025 | 155 | 1,080,532 | DFIC, JCPB, FBND, SCHB | 13F-HR | 7/17/2025 | 000117266125002643 |
| Q1 2025 | 149 | 991,512 | DFIC, JCPB, FBND, SCHB | 13F-HR | 5/12/2025 | 000117266125001645 |
| Q4 2024 | 148 | 906,035 | DFIC, SCHB, FBND, IVV | 13F-HR | 1/22/2025 | 000117266125000296 |
| Q3 2024 | 149 | 888,340 | DFIC, SCHB, FBND, IVV | 13F-HR | 10/16/2024 | 000117266124004280 |
| Q2 2024 | 147 | 804,147 | DFIC, SCHB, IVV, FBND | 13F-HR | 7/19/2024 | 000117266124002847 |
| Q1 2024 | 150 | 716,947 | DFIC, SCHB, IVV, SCHM | 13F-HR | 5/9/2024 | 000117266124002097 |
| Q4 2023 | 142 | 654,443 | DFIC, SCHB, IVV, SCHM | 13F-HR | 2/13/2024 | 000117266124000779 |
| Q3 2023 | 129 | 524,917 | DFIC, SCHB, IVV, SCHM | 13F-HR | 10/24/2023 | 000117266123003483 |
| Q2 2023 | 126 | 536,167 | DFIC, SCHB, IVV, SCHM | 13F-HR | 7/21/2023 | 000117266123002585 |
| Q1 2023 | 124 | 507,608 | DFIC, SCHB, IVV, SCHM | 13F-HR | 4/21/2023 | 000117266123001742 |
| Q4 2022 | 122 | 464,444 | DFIC, SCHB, IVV, SCHM | 13F-HR | 1/20/2023 | 000117266123000247 |
| Q3 2022 | 118 | 421,193 | SCHB, DFIC, IVV, IJH | 13F-HR | 10/21/2022 | 000117266122002224 |
| Q2 2022 | 119 | 427,094 | SCHB, IVV, IJH, EFV | 13F-HR | 7/25/2022 | 000117266122001653 |
| Q1 2022 | 121 | 496,824 | SCHB, IVV, IJH, SCHF | 13F-HR | 5/4/2022 | 000117266122001170 |
| Q4 2021 | 125 | 518,066 | SCHB, IVV, IJH, VBK | 13F-HR | 2/3/2022 | 000117266122000232 |
| Q3 2021 | 119 | 481,586 | IVV, SCHB, VBK, IJH | 13F-HR | 11/10/2021 | 000117266121002141 |
| Q2 2021 | 116 | 471,912 | IVV, SCHB, VBK, IJH | 13F-HR | 8/11/2021 | 000117266121001625 |
| Q1 2021 | 64 | 279,411 | IVV, SCHB, IJH, SCHF | 13F-HR | 5/11/2021 | 000117266121001076 |
| Q4 2020 | 82 | 291,037 | IVV, SCHB, VBK, IJH | 13F-HR | 2/5/2021 | 000117266121000259 |
| Q3 2020 | 73 | 245,455 | IVV, SCHB, VBK, IJH | 13F-HR | 11/16/2020 | 000117266120002273 |
| Q2 2020 | 68 | 224,942 | IVV, SCHB, VBK, IJH | 13F-HR | 7/31/2020 | 000117266120001570 |
| Q1 2020 | 57 | 184,381 | IVV, SCHB, VBK, IJH | 13F-HR | 5/11/2020 | 000117266120001178 |
| Q4 2019 | 60 | 204,426 | SCHB, IVV, IJH, SCHM | 13F-HR | 2/11/2020 | 000117266120000395 |
| Q3 2019 | 59 | 208,075 | IVV, SCHB, VBK, IJH | 13F-HR | 11/14/2019 | 000117266119002216 |
| Q2 2019 | 58 | 205,992 | IVV, SCHB, VBK, IJH | 13F-HR | 8/8/2019 | 000117266119001650 |
| Q1 2019 | 58 | 197,074 | IVV, SCHB, VBK, IJH | 13F-HR | 5/14/2019 | 000117266119001201 |
| Q4 2018 | 57 | 178,308 | IVV, SCHB, VBK, IJH | 13F-HR | 2/6/2019 | 000117266119000324 |
| Q3 2018 | 60 | 219,334 | IVV, SCHB, VTIP, VBK | 13F-HR | 11/9/2018 | 000117266118001978 |
| Q2 2018 | 56 | 205,799 | IVV, SCHB, VTIP, VBK | 13F-HR | 8/6/2018 | 000117266118001459 |
| Q1 2018 | 54 | 193,085 | IVV, SCHB, VTIP, VBK | 13F-HR | 5/14/2018 | 000117266118001059 |
| Q4 2017 | 55 | 191,066 | IVV, SCHB, VTIP, VBK | 13F-HR | 1/29/2018 | 000117266118000213 |
| Q3 2017 | 51 | 173,322 | IVV, SCHB, VTIP, VBK | 13F-HR | 11/9/2017 | 000117266117001915 |
| Q2 2017 | 53 | 165,829 | IVV, SCHB, VTIP, IJH | 13F-HR | 8/1/2017 | 000117266117001453 |
| Q1 2017 | 39 | 136,637 | IVV, SCHB, IJH, VBK | 13F-HR | 5/15/2017 | 000117266117001153 |
| Q4 2016 | 42 | 146,271 | IVV, VTIP, SCHB, IJH | 13F-HR | 2/8/2017 | 000117266117000289 |
| Q3 2016 | 44 | 142,565 | IVV, VTIP, IJH, SCHB | 13F-HR | 11/10/2016 | 000117266116004145 |
| Q2 2016 | 42 | 134,733 | IVV, IJH, VTIP, VBK | 13F-HR | 7/27/2016 | 000117266116003624 |
| Q1 2016 | 44 | 136,623 | IVV, IJH, VTIP, VBK | 13F-HR | 5/9/2016 | 000117266116003206 |
| Q4 2015 | 45 | 128,523 | IVV, VTIP, IJH, VBK | 13F-HR | 2/1/2016 | 000117266116002375 |
| Q3 2015 | 45 | 120,482 | IVV, VTIP, IJH, VBK | 13F-HR | 11/3/2015 | 000117266115001861 |
| Q2 2015 | 43 | 128,244 | IVV, IJH, VBK, VTIP | 13F-HR | 8/6/2015 | 000117266115001438 |
| Q1 2015 | 42 | 124,135 | IVV, IJH, VBK, VTIP | 13F-HR | 5/14/2015 | 000117266115001063 |
| Q4 2014 | 40 | 123,502 | IVV, IJH, VBK, IJR | 13F-HR | 2/13/2015 | 000117266115000387 |