| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 25 | 380,054 | VTI, VCLT, IGLB, SCHB | RESTATEMENT | 2/22/2024 | 000163390324000003 |
| Q3 2023 | 23 | 277,699 | VTI, SCHB, IGLB, VCLT | 13F-HR | 10/31/2023 | 000163390323000007 |
| Q2 2023 | 23 | 256 | VTI, SCHB, USMV, EFAV | 13F-HR | 7/7/2023 | 000163390323000004 |
| Q1 2023 | 22 | 226,134 | VTI, SCHB, USMV, EFAV | 13F-HR | 5/1/2023 | 000163390323000003 |
| Q4 2022 | 22 | 215,461 | VTI, SCHB, USMV, IWV | 13F-HR | 2/6/2023 | 000163390323000001 |
| Q3 2022 | 22 | 158,648 | SCHB, USMV, SHV, IWV | 13F-HR | 11/4/2022 | 000163390322000007 |
| Q2 2022 | 23 | 161,631 | SCHB, USMV, SHV, IWV | 13F-HR | 8/10/2022 | 000163390322000005 |
| Q1 2022 | 23 | 200,022 | SCHB, USMV, SHV, IWV | 13F-HR | 5/11/2022 | 000163390322000004 |
| Q4 2021 | 26 | 199,874 | SCHB, USMV, SHV, EFAV | 13F-HR | 2/8/2022 | 000163390322000001 |
| Q3 2021 | 27 | 201,165 | SCHB, USMV, IXUS, SHV | 13F-HR | 11/5/2021 | 000163390321000006 |
| Q2 2021 | 26 | 181,125 | SCHB, USMV, IXUS, EFAV | 13F-HR | 8/12/2021 | 000163390321000004 |
| Q1 2021 | 27 | 219,814 | SCHB, USMV, IXUS, ICSH | 13F-HR | 5/10/2021 | 000163390321000003 |
| Q4 2020 | 26 | 213,192 | SCHB, USMV, IXUS, ICSH | 13F-HR | 2/8/2021 | 000163390321000001 |
| Q3 2020 | 27 | 266,782 | SCHB, IXUS, USMV, IGLB | 13F-HR | 11/10/2020 | 000163390320000007 |
| Q2 2020 | 22 | 170,757 | SCHB, IUSB, IXUS, USMV | 13F-HR | 7/27/2020 | 000163390320000006 |
| Q1 2020 | 18 | 104,830 | SCHB, IXUS, IUSB, VCLT | 13F-HR | 5/1/2020 | 000163390320000004 |
| Q4 2019 | 20 | 187,508 | SCHB, IXUS, USMV, BND | 13F-HR | 2/4/2020 | 000163390320000001 |
| Q3 2019 | 20 | 146,488 | SCHB, IXUS, BND, SPY | 13F-HR | 11/12/2019 | 000163390319000005 |
| Q2 2019 | 21 | 133,954 | SCHB, IXUS, BND, IJR | 13F-HR | 7/25/2019 | 000163390319000004 |
| Q1 2019 | 21 | 117,471 | SCHB, IXUS, BND, IJR | 13F-HR | 5/2/2019 | 000163390319000003 |
| Q4 2018 | 20 | 96,501 | SCHB, IXUS, BND, IGLB | 13F-HR | 2/11/2019 | 000163390319000001 |
| Q3 2018 | 9 | 92,580 | SCHB, IXUS, BND, VTI | 13F-HR | 10/18/2018 | 000163390318000009 |
| Q2 2018 | 12 | 108,097 | SCHB, IXUS, BND, VTI | 13F-HR | 8/10/2018 | 000163390318000007 |
| Q1 2018 | 13 | 141,932 | SCHB, IXUS, BND, QUAL | 13F-HR | 5/1/2018 | 000163390318000006 |
| Q4 2017 | 17 | 161,336 | SCHB, IXUS, BND, VTI | 13F-HR | 2/7/2018 | 000163390318000003 |
| Q3 2017 | 16 | 150,743 | SCHB, IXUS, BND, VTI | 13F-HR | 11/7/2017 | 000163390317000006 |
| Q2 2017 | 19 | 313,651 | SCHB, IXUS, VTI, BSV | 13F-HR | 8/2/2017 | 000163390317000005 |
| Q1 2017 | 16 | 147,104 | SCHB, IXUS, BND, VTI | 13F-HR | 4/24/2017 | 000163390317000004 |
| Q4 2016 | 17 | 146,319 | SCHB, BND, IXUS, VTI | 13F-HR | 1/20/2017 | 000163390317000002 |
| Q3 2016 | 18 | 274,496 | SCHB, IXUS, VTI, BSV | 13F-HR | 10/26/2016 | 000163390316000014 |
| Q2 2016 | 17 | 139,807 | SCHB, IXUS, BND, DXJ | 13F-HR | 8/3/2016 | 000163390316000011 |
| Q1 2016 | 16 | 149,350 | SCHB, IXUS, BND, HEZU | 13F-HR | 4/19/2016 | 000163390316000010 |
| Q4 2015 | 15 | 115,583 | SCHB, IXUS, HEZU, DXJ | 13F-HR | 1/28/2016 | 000163390316000009 |
| Q3 2015 | 12 | 108,349 | SCHB, IXUS, DXJ, VCLT | 13F-HR | 10/21/2015 | 000163390315000006 |
| Q2 2015 | 13 | 120,606 | SCHB, IXUS, DXJ, VCLT | 13F-HR | 7/23/2015 | 000163390315000005 |
| Q1 2015 | 14 | 121,048 | SCHB, IXUS, DXJ, VCLT | 13F-HR | 5/4/2015 | 000163390315000004 |
| Q4 2014 | 12 | 110,528 | SCHB, IXUS, HEDJ, PXH | 13F-HR | 2/13/2015 | 000163390315000001 |