| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 272 | 71,025 | IVV, GPK, IJH, VNQ | 13F-HR | 2/12/2024 | 000163552324000001 |
| Q3 2023 | 205 | 57,677 | GPK, IVV, IJH, VNQ | 13F-HR | 11/7/2023 | 000163552323000004 |
| Q2 2023 | 199 | 59,641 | GPK, IVV, IJH, VNQ | 13F-HR | 8/9/2023 | 000163552323000003 |
| Q1 2023 | 189 | 57,121 | GPK, IVV, IJH, VNQ | 13F-HR | 5/9/2023 | 000163552323000002 |
| Q4 2022 | 184 | 51,635 | GPK, IVV, IJH, VNQ | 13F-HR | 2/10/2023 | 000163552323000001 |
| Q3 2022 | 172 | 47,459 | GPK, IVV, IJH, VNQ | 13F-HR | 11/1/2022 | 000163552322000004 |
| Q2 2022 | 148 | 45,246 | IVV, IJH, VNQ, IEFA | 13F-HR | 8/5/2022 | 000163552322000003 |
| Q1 2022 | 152 | 51,053 | IVV, IJH, VNQ, IEFA | 13F-HR | 5/2/2022 | 000163552322000002 |
| Q4 2021 | 153 | 65,246 | IJH, IVV, HYG, IEMG | 13F-HR | 1/24/2022 | 000163552322000001 |
| Q3 2021 | 152 | 61,729 | IJH, IVV, HYG, IEMG | 13F-HR | 11/1/2021 | 000163552321000004 |
| Q2 2021 | 152 | 59,884 | HYG, IJH, IVV, IEMG | 13F-HR | 7/29/2021 | 000163552321000003 |
| Q1 2021 | 136 | 55,326 | HYG, IJH, IVV, IEMG | 13F-HR | 5/5/2021 | 000163552321000002 |
| Q4 2020 | 128 | 55,336 | HYG, IJH, IVV, IEMG | 13F-HR | 2/10/2021 | 000163552321000001 |
| Q3 2020 | 119 | 49,346 | HYG, IJH, IVV, IJR | 13F-HR | 11/4/2020 | 000163552320000008 |
| Q2 2020 | 121 | 46,649 | HYG, IJH, IVV, IJR | 13F-HR | 7/27/2020 | 000163552320000005 |
| Q1 2020 | 124 | 41,119 | HYG, IVV, IJH, IEFA | 13F-HR | 5/5/2020 | 000163552320000004 |
| Q4 2019 | 123 | 48,422 | HYG, IVV, IJH, IEFA | 13F-HR | 2/4/2020 | 000163552320000003 |
| Q3 2019 | 451 | 46,651 | HYG, IJH, IVV, IEFA | 13F-HR | 10/15/2019 | 000163552319000004 |
| Q2 2019 | 455 | 61,066 | HYG, IJR, IJH, TIP | 13F-HR | 8/5/2019 | 000163552319000003 |
| Q1 2019 | 451 | 64,025 | HYG, IJR, IJH, IEMG | 13F-HR | 5/6/2019 | 000163552319000002 |
| Q4 2018 | 452 | 61,899 | HYG, NEAR, IJR, IJH | 13F-HR | 2/7/2019 | 000163552319000001 |
| Q3 2018 | 457 | 69,106 | HYG, NEAR, IJR, IJH | 13F-HR | 11/14/2018 | 000163552318000004 |
| Q2 2018 | 60 | 152,785 | IJH, IVV, AGG, HYG | 13F-HR | 7/26/2018 | 000163552318000003 |
| Q1 2018 | 60 | 152,785 | IJH, IVV, AGG, HYG | 13F-HR | 4/18/2018 | 000163552318000002 |
| Q4 2017 | 53 | 151,021 | IJH, IVV, AGG, HYG | 13F-HR | 1/22/2018 | 000163552318000001 |
| Q3 2017 | 57 | 147,312 | IJH, IVV, AGG, HYG | 13F-HR | 10/30/2017 | 000163552317000006 |
| Q2 2017 | 56 | 131,114 | AGG, IJH, IVV, HYG | 13F-HR | 7/26/2017 | 000163552317000004 |
| Q1 2017 | 47 | 139,234 | IJH, AGG, IVV, HYG | 13F-HR | 4/20/2017 | 000163552317000002 |
| Q4 2016 | 31 | 129,660 | IJH, AGG, IVV, HYG | 13F-HR | 1/12/2017 | 000163552317000001 |
| Q3 2016 | 30 | 126,133 | AGG, IJH, IVV, HYG | 13F-HR | 10/18/2016 | 000163552316000009 |
| Q2 2016 | 31 | 95,705 | AGG, IJH, BSV, HYG | 13F-HR | 7/21/2016 | 000163552316000008 |
| Q1 2016 | 28 | 122,106 | IJH, AGG, IEFA, HYG | 13F-HR | 5/17/2016 | 000163552316000007 |
| Q4 2015 | 26 | 117,347 | IJH, AGG, IEFA, HYG | 13F-HR | 2/2/2016 | 000163552316000005 |
| Q3 2015 | 24 | 107,931 | IJH, AGG, HYG, IEFA | 13F-HR | 11/2/2015 | 000163552315000004 |
| Q2 2015 | 27 | 112,398 | IJH, AGG, HYG, IEFA | 13F-HR | 8/5/2015 | 000163552315000003 |
| Q1 2015 | 27 | 110,494 | IJH, AGG, HYG, IEFA | 13F-HR | 5/12/2015 | 000163552315000002 |