| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 14 | 227,346 | AGG, SPY, ACWI, IVV | 13F-HR | 5/14/2025 | 000117266125001808 |
| Q4 2024 | 14 | 200,685 | AGG, SPY, ACWI, IVV | 13F-HR | 2/3/2025 | 000117266125000474 |
| Q3 2024 | 14 | 202,080 | AGG, SPY, ACWI, IVV | 13F-HR | 11/13/2024 | 000117266124004631 |
| Q2 2024 | 13 | 196,153 | ACWI, SPY, IVV, EFA | 13F-HR | 7/19/2024 | 000117266124002839 |
| Q1 2024 | 13 | 195,733 | IVV, SPY, ACWI, EFA | 13F-HR | 5/13/2024 | 000117266124002213 |
| Q4 2023 | 13 | 179,176 | IVV, ACWI, SPY, EFA | 13F-HR | 1/30/2024 | 000117266124000397 |
| Q3 2023 | 13 | 113,146 | IVV, ACWI, IXC, AGG | 13F-HR | 11/13/2023 | 000117266123003744 |
| Q2 2023 | 12 | 161,062 | IVV, EFA, ACWI, SPY | 13F-HR | 7/28/2023 | 000117266123002660 |
| Q1 2023 | 32 | 185,350 | IVV, EFA, ACWI, IXC | 13F-HR | 5/4/2023 | 000117266123001819 |
| Q4 2022 | 34 | 178,271 | IVV, EFA, IXC, ACWI | 13F-HR | 2/10/2023 | 000117266123000609 |
| Q3 2022 | 27 | 151,614 | IVV, EFA, ACWI, AGG | 13F-HR | 10/28/2022 | 000160658722002051 |
| Q2 2022 | 29 | 134,414 | IVV, EFA, AGG, ACWI | RESTATEMENT | 10/28/2022 | 000160658722002049 |
| Q1 2022 | 12 | 127,548 | IVV, EFA, ACWI, AGG | 13F-HR | 5/4/2022 | 000160658722000904 |
| Q4 2021 | 12 | 129,775 | IVV, EFA, ACWI, AGG | 13F-HR | 2/2/2022 | 000160658722000240 |
| Q3 2021 | 12 | 122,624 | IVV, EFA, AGG, ACWI | 13F-HR | 10/29/2021 | 000160658721001449 |
| Q2 2021 | 12 | 122,133 | IVV, AGG, EFA, ACWI | 13F-HR | 8/4/2021 | 000160658721001038 |
| Q1 2021 | 12 | 116,328 | IVV, AGG, EFA, ACWI | 13F-HR | 4/30/2021 | 000160658721000510 |
| Q4 2020 | 13 | 114,134 | IVV, AGG, EFA, ACWI | 13F-HR | 1/26/2021 | 000160658721000090 |
| Q3 2020 | 14 | 111,572 | IVV, AGG, ACWI, EFA | 13F-HR | 10/14/2020 | 000160658720001038 |
| Q2 2020 | 15 | 122,264 | IVV, AGG, ACWI, EFA | 13F-HR | 8/3/2020 | 000160658720000778 |
| Q1 2020 | 13 | 128,907 | IVV, AGG, SPY, EFA | 13F-HR | 5/5/2020 | 000160658720000577 |
| Q4 2019 | 13 | 204,159 | IVV, SPY, EFA, AGG | 13F-HR | 1/28/2020 | 000160658720000118 |
| Q3 2019 | 13 | 187,303 | IVV, SPY, EFA, AGG | 13F-HR | 11/4/2019 | 000160658719000958 |
| Q2 2019 | 13 | 188,537 | IVV, SPY, EFA, AGG | 13F-HR | 7/19/2019 | 000160658719000632 |
| Q1 2019 | 13 | 187,725 | IVV, SPY, EFA, AGG | 13F-HR | 5/7/2019 | 000095012319003973 |
| Q4 2018 | 13 | 182,676 | IVV, SPY, EFA, AGG | 13F-HR | 2/12/2019 | 000095012319001286 |
| Q3 2018 | 14 | 220,719 | IVV, EFA, SPY, AGG | 13F-HR | 11/14/2018 | 000095012318011577 |
| Q2 2018 | 13 | 251,697 | IVV, EFA, AGG, SPY | 13F-HR | 8/13/2018 | 000095012318008294 |
| Q1 2018 | 13 | 239,769 | IVV, EFA, AGG, SPY | 13F-HR | 5/9/2018 | 000095012318004467 |
| Q4 2017 | 14 | 256,372 | IVV, EFA, AGG, SPY | 13F-HR | 2/7/2018 | 000095012318000973 |
| Q3 2017 | 18 | 254,984 | IVV, EFA, AGG, SPY | 13F-HR | 11/9/2017 | 000095012317009930 |
| Q2 2017 | 14 | 229,921 | IVV, EFA, AGG, EEM | 13F-HR | 8/7/2017 | 000095012317006753 |
| Q1 2017 | 14 | 225,034 | IVV, EFA, AGG, AMLP | 13F-HR | 5/10/2017 | 000095012317004304 |
| Q4 2016 | 1 | 3,743 | TIP | NEW HOLDINGS | 2/14/2017 | 000095012317002398 |
| Q4 2016 | 15 | 221,773 | IVV, AGG, EFA, AMLP | 13F-HR | 2/8/2017 | 000095012317001061 |
| Q3 2016 | 15 | 223,956 | IVV, EFA, AGG, AMLP | 13F-HR | 11/10/2016 | 000095012316021637 |
| Q2 2016 | 14 | 239,964 | IVV, AGG, EFA, AMLP | 13F-HR | 8/5/2016 | 000095012316018908 |
| Q1 2016 | 12 | 218,520 | IVV, EFA, AGG, AMLP | 13F-HR | 5/10/2016 | 000095012316016469 |
| Q4 2015 | 11 | 196,054 | IVV, EFA, DXJ, EEM | 13F-HR | 2/12/2016 | 000095012316014299 |
| Q3 2015 | 11 | 181,302 | IVV, EFA, XOP, DXJ | 13F-HR | 11/16/2015 | 000095012315012057 |
| Q2 2015 | 9 | 204,039 | IVV, EFA, DXJ, EEM | 13F-HR | 8/11/2015 | 000095012315008466 |
| Q1 2015 | 7 | 207,992 | IVV, EFA, DXJ, XLE | 13F-HR | 5/14/2015 | 000095012315006054 |
| Q4 2014 | 8 | 151,003 | IVV, EFA, DXJ, XLE | 13F-HR | 2/17/2015 | 000095012315002367 |