| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 137 | 1,155,297 | IWV, ACWI, VOO, SCHB | 13F-HR | 2/5/2024 | 000091957424000676 |
| Q3 2023 | 113 | 776,838 | ACWI, IWV, SCHB, SPY | 13F-HR | 11/13/2023 | 000091957423006138 |
| Q2 2023 | 133 | 804,784 | ACWI, IWV, SCHB, SPY | 13F-HR | 8/2/2023 | 000091957423004282 |
| Q1 2023 | 126 | 805,365 | ACWI, IWV, SCHB, VTV | 13F-HR | 5/12/2023 | 000091957423003046 |
| Q4 2022 | 119 | 779,575 | ACWI, IWV, SPY, VTV | 13F-HR | 2/14/2023 | 000091957423001592 |
| Q3 2022 | 106 | 715,944 | ACWI, IWV, SPY, SCHB | 13F-HR | 11/9/2022 | 000091957422006315 |
| Q2 2022 | 50 | 897,831 | ACWI, SPY, IWV, VTV | 13F-HR | 8/12/2022 | 000091957422004803 |
| Q1 2022 | 59 | 1,046,495 | SPY, IWV, SCHB, ACWI | 13F-HR | 5/16/2022 | 000091957422003323 |
| Q4 2021 | 59 | 1,116,273 | SPY, IWV, SCHB, VTV | 13F-HR | 2/14/2022 | 000091957422001388 |
| Q3 2021 | 89 | 1,058,998 | SPY, IWV, SCHB, VTV | 13F-HR | 11/12/2021 | 000091957421006732 |
| Q2 2021 | 253 | 446,529 | SPY, IJH, IEFA, IVV | 13F-HR | 8/9/2021 | 000091957421004918 |
| Q1 2021 | 26 | 304,909 | SPY, IJH, IVV, IJR | 13F-HR | 5/4/2021 | 000091957421003201 |
| Q4 2020 | 25 | 290,702 | SPY, IJH, IVV, IJR | 13F-HR | 2/3/2021 | 000091957421000646 |
| Q3 2020 | 25 | 232,774 | SPY, IJH, IVV, IEFA | 13F-HR | 11/4/2020 | 000091957420006669 |
| Q2 2020 | 27 | 332,395 | IVV, IJH, SPY, IJR | 13F-HR | 8/10/2020 | 000091957420004926 |
| Q1 2020 | 32 | 340,977 | IVV, IJH, SPY, IJR | 13F-HR | 5/13/2020 | 000091957420003279 |
| Q4 2019 | 38 | 378,317 | SPY, IJH, IVV, VWO | 13F-HR | 2/14/2020 | 000091957420001462 |
| Q3 2019 | 28 | 331,984 | SPY, IJH, VWO, VNQ | 13F-HR | 11/14/2019 | 000091957419007230 |
| Q2 2019 | 27 | 262,743 | IJH, VWO, SPY, IJR | 13F-HR | 8/14/2019 | 000091957419005349 |
| Q1 2019 | 31 | 265,812 | IJH, VWO, SPY, IJR | 13F-HR | 5/15/2019 | 000091957419003441 |
| Q4 2018 | 32 | 229,340 | IJH, VWO, DBC, SPY | 13F-HR | 2/13/2019 | 000091957419001089 |
| Q3 2018 | 35 | 271,701 | SPY, IJH, VWO, EFA | 13F-HR | 11/14/2018 | 000091957418007316 |
| Q2 2018 | 34 | 270,079 | SPY, IJH, VWO, EFA | 13F-HR | 8/14/2018 | 000091957418005540 |
| Q1 2018 | 33 | 255,335 | SPY, VWO, IJH, EFA | 13F-HR | 5/8/2018 | 000091957418003326 |
| Q4 2017 | 32 | 260,740 | SPY, VWO, IJH, EFA | 13F-HR | 2/14/2018 | 000091957418001672 |
| Q3 2017 | 30 | 235,132 | SPY, VWO, IJH, EFA | 13F-HR | 11/14/2017 | 000091957417008008 |
| Q2 2017 | 91 | 313,002 | SPY, VWO, IJH, EFA | 13F-HR | 8/8/2017 | 000091957417005777 |
| Q1 2017 | 89 | 315,244 | SPY, PRF, VWO, IJH | 13F-HR | 5/10/2017 | 000091957417003864 |
| Q4 2016 | 84 | 433,549 | SPY, VWO, IJH, VOO | 13F-HR | 2/15/2017 | 000091957417002060 |
| Q3 2016 | 65 | 236,290 | SPY, VWO, IJH, AMJ | 13F-HR | 11/14/2016 | 000091957416016526 |
| Q2 2016 | 64 | 253,565 | SPY, IJH, VWO, AMJ | 13F-HR | 8/5/2016 | 000091957416014441 |
| Q1 2016 | 63 | 230,481 | SPY, IJH, VWO, AMJ | 13F-HR | 5/16/2016 | 000091957416013111 |
| Q4 2015 | 62 | 124,230 | IJH, VWO, SPY, POWERSHARES DB CMDTY IDX TRA | 13F-HR | 2/11/2016 | 000091957416010091 |