| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,591 | 793,303 | VTI, SGOV, VEA, AVUS | 13F-HR | 7/27/2026 | 000121465926009032 |
| Q1 2026 | 1,518 | 640,280 | SGOV, VTI, VEA, BND | 13F-HR | 7/27/2026 | 000121465926009031 |
| Q4 2025 | 1,163 | 650,121 | SGOV, VTI, VEA, BND | 13F-HR | 7/27/2026 | 000121465926009030 |
| Q3 2025 | 1,172 | 556,646 | BND, SGOV, VTI, VEA | 13F-HR | 7/27/2026 | 000121465926009029 |
| Q2 2025 | 1,105 | 499,954 | BND, SGOV, VTI, VEA | 13F-HR | 7/27/2026 | 000121465926009028 |
| Q1 2025 | 1,079 | 439,428 | BND, SGOV, VEA, VTI | 13F-HR | 7/27/2026 | 000121465926009027 |
| Q4 2024 | 1,113 | 429,729 | BND, SGOV, VEA, VTI | 13F-HR | 7/27/2026 | 000121465926009037 |
| Q3 2024 | 1,082 | 414,280 | BND, SGOV, VEA, VTI | 13F-HR | 7/27/2026 | 000121465926009026 |
| Q2 2024 | 1,151 | 352,372 | BND, VEA, VTI, SGOV | 13F-HR | 7/27/2026 | 000121465926009025 |
| Q1 2024 | 1,128 | 335,706 | BND, VEA, VTI, DFAC | 13F-HR | 7/27/2026 | 000121465926009024 |
| Q4 2023 | 1,060 | 329,265 | BND, VEA, VTI, SGOV | 13F-HR | 7/27/2026 | 000121465926009023 |
| Q3 2023 | 1,063 | 294,018 | BND, VEA, VTI, SGOV | 13F-HR | 7/27/2026 | 000121465926009022 |
| Q2 2023 | 1,071 | 293,156 | BND, VEA, VTI, IWB | 13F-HR | 7/27/2026 | 000121465926009021 |
| Q1 2023 | 1,074 | 274,819 | BND, VEA, VTI, IWB | 13F-HR | 7/27/2026 | 000121465926009020 |
| Q4 2022 | 1,066 | 244,299 | BND, VEA, VTI, IWB | 13F-HR | 7/27/2026 | 000121465926009019 |
| Q3 2022 | 1,165 | 225,831 | BND, VEA, VTI, IWB | 13F-HR | 7/27/2026 | 000121465926009018 |
| Q2 2022 | 1,131 | 219,588 | BND, VEA, VTI, IWB | 13F-HR | 7/27/2026 | 000121465926009017 |
| Q1 2022 | 1,137 | 268,826 | BND, VEA, VWO, VTI | 13F-HR | 7/27/2026 | 000121465926009016 |
| Q4 2021 | 1,127 | 305,467 | BND, VEA, VWO, VTI | 13F-HR | 7/27/2026 | 000121465926009015 |
| Q3 2021 | 1,113 | 288,446 | BND, VEA, VWO, VTI | 13F-HR | 7/27/2026 | 000121465926009014 |
| Q2 2021 | 1,092 | 289,174 | BND, VEA, VWO, IWB | 13F-HR | 7/27/2026 | 000121465926009013 |
| Q1 2021 | 1,099 | 283,949 | BND, VEA, VWO, IWB | 13F-HR | 7/27/2026 | 000121465926009012 |
| Q4 2020 | 913 | 281,509 | BND, VEA, VWO, IWB | 13F-HR | 7/27/2026 | 000121465926009011 |
| Q3 2020 | 893 | 266,430 | BND, VEA, VWO, IWB | 13F-HR | 7/27/2026 | 000121465926009010 |
| Q2 2020 | 886 | 262,323 | BND, VEA, VWO, IWB | 13F-HR | 7/27/2026 | 000121465926009009 |
| Q1 2020 | 866 | 268,575 | BND, VEA, VWO, BIV | 13F-HR | 7/27/2026 | 000121465926009008 |
| Q4 2019 | 743 | 286,762 | BND, VEA, VWO, BIV | 13F-HR | 7/27/2026 | 000121465926009007 |
| Q3 2019 | 744 | 280,191 | BND, VEA, VWO, BIV | 13F-HR | 7/27/2026 | 000121465926009006 |
| Q2 2019 | 730 | 756,386 | DFEOX, VSGDX, Vanguard Total Bond Market Index Fund, Vanguard Total International Bond Index Fund | 13F-HR | 7/27/2026 | 000121465926009005 |
| Q1 2019 | 719 | 247,688 | BND, VEA, VWO, BIV | 13F-HR | 7/27/2026 | 000121465926009004 |
| Q4 2018 | 742 | 262,141 | BND, VEA, VWO, BIV | 13F-HR | 7/27/2026 | 000121465926009003 |
| Q3 2018 | 750 | 282,860 | BND, VEA, VWO, IWV | 13F-HR | 7/27/2026 | 000121465926009002 |
| Q2 2018 | 727 | 268,757 | BND, VEA, VWO, IWV | 13F-HR | 7/27/2026 | 000121465926009001 |
| Q1 2018 | 709 | 273,754 | BND, VEA, VWO, VTI | 13F-HR | 7/27/2026 | 000121465926009000 |
| Q4 2017 | 257 | 258,091 | BND, VEA, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008999 |
| Q3 2017 | 278 | 245,546 | BND, VEA, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008998 |
| Q2 2017 | 398 | 231,193 | BND, VEA, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008997 |
| Q1 2017 | 373 | 205,556 | BND, VEA, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008996 |
| Q4 2016 | 883 | 190,905 | BND, VEA, GVI, VEU | 13F-HR | 7/27/2026 | 000121465926008995 |
| Q3 2016 | 870 | 185,220 | BND, VEU, GVI, VEA | 13F-HR | 7/27/2026 | 000121465926008994 |
| Q2 2016 | 864 | 180,774 | BND, VEU, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008993 |
| Q1 2016 | 850 | 174,319 | BND, VEU, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008992 |
| Q4 2015 | 850 | 167,151 | BND, VEU, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008991 |
| Q3 2015 | 843 | 167,566 | BND, VEU, GVI, VWO | 13F-HR | 7/27/2026 | 000121465926008990 |
| Q2 2015 | 826 | 167,771 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008989 |
| Q1 2015 | 811 | 169,739 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008988 |
| Q4 2014 | 752 | 165,378 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008987 |
| Q3 2014 | 746 | 132,524 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008986 |
| Q2 2014 | 280 | 130,835 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008985 |
| Q1 2014 | 273 | 122,824 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008984 |
| Q4 2013 | 752 | 165,378 | BND, VEU, GVI, AGG | 13F-HR | 7/27/2026 | 000121465926008983 |