| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 55 | 263,714 | IVV, SPTI, LQD, IEFA | 13F-HR | 10/24/2025 | 000106299325016282 |
| Q2 2025 | 53 | 253,406 | IVV, SPTI, IEFA, LQD | 13F-HR | 7/14/2025 | 000106299325012849 |
| Q1 2025 | 52 | 236,896 | IVV, SPTI, LQD, IEFA | 13F-HR | 4/14/2025 | 000106299325007421 |
| Q4 2024 | 53 | 232,005 | WFC, SPTI, LQD, IEFA | 13F-HR | 1/13/2025 | 000106299325000723 |
| Q3 2024 | 52 | 229,375 | IVV, SPTI, LQD, IEFA | 13F-HR | 10/17/2024 | 000106299324017762 |
| Q2 2024 | 50 | 214,661 | IVV, SPTI, LQD, IEFA | 13F-HR | 7/12/2024 | 000164432924000002 |
| Q1 2024 | 50 | 211,583 | IVV, SPTI, LQD, IEFA | 13F-HR | 4/15/2024 | 000158273224000005 |
| Q4 2023 | 49 | 186,205 | IVV, SPTI, LQD, IJH | 13F-HR | 1/5/2024 | 000158273224000002 |
| Q3 2023 | 45 | 167,285 | IVV, SPTI, IEFA, IJH | 13F-HR | 10/16/2023 | 000158273223000007 |
| Q2 2023 | 40 | 129,998 | SPTI, LQD, IEFA, BND | 13F-HR | 7/11/2023 | 000164432923000003 |
| Q1 2023 | 46 | 186,785 | IVV, SPTI, LQD, IEFA | 13F-HR | 4/10/2023 | 000158273223000004 |
| Q4 2022 | 45 | 178,026 | IVV, SPTI, LQD, IEFA | 13F-HR | 1/5/2023 | 000164432923000001 |
| Q3 2022 | 45 | 147,720 | IVV, LQD, IEFA, BND | 13F-HR | 10/7/2022 | 000164432922000004 |
| Q2 2022 | 45 | 170,427 | IVV, SPTI, LQD, IEFA | 13F-HR | 7/6/2022 | 000158273222000006 |
| Q1 2022 | 47 | 194,709 | IVV, SPTI, IEFA, LQD | 13F-HR | 4/13/2022 | 000164432922000002 |
| Q4 2021 | 44 | 202,344 | IVV, SPTI, LQD, IJH | 13F-HR | 1/10/2022 | 000164432922000001 |
| Q3 2021 | 44 | 191,726 | IVV, SPTI, LQD, IJH | 13F-HR | 10/13/2021 | 000158273221000006 |
| Q2 2021 | 44 | 246,913 | BSV, IVV, SPTI, LQD | 13F-HR | 7/19/2021 | 000164432921000005 |
| Q1 2021 | 44 | 185,989 | IVV, SPTI, LQD, IJH | 13F-HR | 4/26/2021 | 000164432921000004 |
| Q4 2020 | 40 | 173,649 | IVV, SPTI, LQD, IJR | 13F-HR | 1/21/2021 | 000164432921000001 |
| Q3 2020 | 41 | 156,989 | IVV, SPTI, LQD, IJH | 13F-HR | 10/29/2020 | 000164432920000006 |
| Q2 2020 | 36 | 157,183 | IVV, SPTI, LQD, IJH | 13F-HR | 7/20/2020 | 000158273220000004 |
| Q1 2020 | 33 | 137,942 | IVV, SPTI, LQD, IJH | 13F-HR | 4/13/2020 | 000164432920000004 |
| Q4 2019 | 36 | 169,103 | IVV, SPTI, LQD, IEFA | 13F-HR | 1/21/2020 | 000164432920000001 |
| Q3 2019 | 34 | 161,919 | IVV, SPTI, LQD, VNQ | 13F-HR | 10/28/2019 | 000164432919000004 |
| Q2 2019 | 32 | 157,635 | IVV, LQD, HYG, IEFA | 13F-HR | 7/18/2019 | 000164432919000003 |
| Q1 2019 | 33 | 150,075 | IVV, LQD, HYG, IEFA | 13F-HR | 4/24/2019 | 000164432919000002 |
| Q4 2018 | 32 | 132,599 | IVV, VCSH, SJNK, IEFA | 13F-HR | 1/29/2019 | 000164432919000001 |
| Q3 2018 | 32 | 141,859 | IVV, IEFA, VCSH, SJNK | 13F-HR | 10/22/2018 | 000164432918000007 |
| Q2 2018 | 29 | 134,248 | IVV, VCSH, SJNK, IEFA | 13F-HR | 7/17/2018 | 000164432918000005 |
| Q1 2018 | 33 | 124,887 | IVV, VCSH, SJNK, IEFA | 13F-HR | 4/25/2018 | 000164432918000004 |
| Q4 2017 | 34 | 127,049 | IVV, IEFA, SJNK, VCSH | 13F-HR | 1/18/2018 | 000164432918000001 |
| Q3 2017 | 32 | 106,486 | IVV, SJNK, VCSH, BSV | 13F-HR | 10/20/2017 | 000164432917000005 |
| Q2 2017 | 32 | 109,035 | IVV, EFA, SPSB, SJNK | 13F-HR | 7/17/2017 | 000170043717000002 |
| Q1 2017 | 31 | 101,996 | IVV, SPSB, SJNK, EFA | 13F-HR | 4/26/2017 | 000164432917000002 |