| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 97 | 338,350 | IWB, IVV, EFA, SPTI | 13F-HR | 5/8/2025 | 000108514625002828 |
| Q4 2024 | 89 | 325,182 | IWB, IVV, EFA, VO | 13F-HR | 2/13/2025 | 000108514625001376 |
| Q3 2024 | 88 | 321,135 | IWB, IVV, EFA, VO | 13F-HR | 10/31/2024 | 000108514624005269 |
| Q2 2024 | 84 | 298,237 | IWB, IVV, EFA, VO | 13F-HR | 8/1/2024 | 000108514624003433 |
| Q1 2024 | 81 | 288,770 | IWB, IVV, EFA, VB | 13F-HR | 5/13/2024 | 000108514624002404 |
| Q4 2023 | 72 | 268,360 | IWB, IVV, EFA, VB | 13F-HR | 2/7/2024 | 000108514624000831 |
| Q3 2023 | 71 | 240,651 | IWB, IVV, EFA, VB | 13F-HR | 11/13/2023 | 000108514623004237 |
| Q2 2023 | 70 | 235,241 | IWB, IVV, SPTI, EFA | 13F-HR | 8/9/2023 | 000108514623003198 |
| Q1 2023 | 70 | 224,201 | IVV, IWB, SPTI, EFA | 13F-HR | 5/4/2023 | 000117266123001840 |
| Q4 2022 | 69 | 199,255 | IWB, IVV, SPTI, EFA | 13F-HR | 1/26/2023 | 000117266123000290 |
| Q3 2022 | 64 | 178,532 | IWB, IVV, EFA, VB | 13F-HR | 10/13/2022 | 000117266122002200 |
| Q2 2022 | 63 | 178,053 | IWB, IVV, EFA, VB | 13F-HR | 8/15/2022 | 000117266122001853 |
| Q1 2022 | 72 | 207,914 | IWB, IVV, EFA, IWF | 13F-HR | 5/13/2022 | 000181204622000064 |
| Q4 2021 | 78 | 219,569 | IWB, IVV, EFA, MOAT | 13F-HR | 2/14/2022 | 000181204622000036 |
| Q3 2021 | 69 | 201,978 | IWB, IVV, EFA, MOAT | 13F-HR | 10/26/2021 | 000181204621000093 |
| Q2 2021 | 77 | 204,983 | IWB, IVV, EFA, MOAT | 13F-HR | 8/10/2021 | 000181204621000078 |
| Q1 2021 | 143 | 360,207 | IWB, IVV, EFA, VB | 13F-HR | 4/30/2021 | 000164042021000004 |
| Q4 2020 | 130 | 331,559 | IWB, IVV, EFA, VB | 13F-HR | 2/18/2021 | 000164042021000002 |
| Q2 2016 | 47 | 49,804 | VO, VB, VFH, VAW | 13F-HR | 8/12/2016 | 000114420416118563 |
| Q1 2016 | 495 | 57,488 | VO, VB, VFH, VAW | 13F-HR | 5/5/2016 | 000114420416099223 |
| Q4 2015 | 640 | 105,381 | XLP, XLF, VO, XLI | 13F-HR | 2/16/2016 | 000114420416082033 |
| Q3 2015 | 587 | 60,166 | XLU, XLF, IYZ, VO | 13F-HR | 11/13/2015 | 000114420415065129 |
| Q2 2015 | 580 | 106,009 | XLP, XLY, XLF, XLV | RESTATEMENT | 8/20/2015 | 000114420415051023 |
| Q1 2015 | 388 | 110,061 | XLP, XLY, XLF, XLU | RESTATEMENT | 5/18/2015 | 000114036115020549 |
| Q4 2014 | 369 | 111,959 | XLP, XLF, XLU, XLY | RESTATEMENT | 5/18/2015 | 000114036115020546 |