| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 78 | 187,809 | JCPB, IJR, PYLD, IJH | 13F-HR | 4/23/2025 | 000165971825000005 |
| Q4 2024 | 81 | 174,293 | JCPB, PYLD, IJR, IEFA | 13F-HR | 1/27/2025 | 000165971825000003 |
| Q3 2024 | 69 | 178,767 | JPST, BIL, SGOV, FTSM | 13F-HR | 10/18/2024 | 000165971824000006 |
| Q2 2024 | 94 | 161,333 | AGG, IEFA, IJR, SPEM | 13F-HR | 8/12/2024 | 000165971824000003 |
| Q1 2024 | 83 | 161,053 | AGG, JPST, IJH, IEFA | 13F-HR | 5/15/2024 | 000165971824000002 |
| Q4 2023 | 68 | 142,090 | IEFA, SPLG, AGG, IJH | 13F-HR | 2/7/2024 | 000165971824000001 |
| Q3 2023 | 69 | 137,097 | IEFA, AGG, SPLG, IJH | 13F-HR | 11/9/2023 | 000165971823000007 |
| Q2 2023 | 85 | 141,562 | AGG, IJR, SHYG, IGLB | 13F-HR | 8/8/2023 | 000165971823000005 |
| Q1 2023 | 81 | 132,044 | AGG, IGLB, SHYG, TLT | 13F-HR | 4/21/2023 | 000165971823000004 |
| Q4 2022 | 55 | 98,668 | SCHZ, SPHY, SCHV, RSP | 13F-HR | 1/26/2023 | 000165971823000002 |
| Q3 2022 | 73 | 121,328 | SCHZ, SPHY, SCHV, BNDX | 13F-HR | 10/5/2022 | 000165971822000006 |
| Q2 2022 | 75 | 123,905 | URA, USHY, BNDX, SCHA | 13F-HR | 7/19/2022 | 000165971822000004 |
| Q1 2022 | 150 | 135,010 | PFFD, SCHZ, USHY, BNDX | 13F-HR | 4/22/2022 | 000165971822000003 |
| Q4 2021 | 184 | 135,596 | BSV, VCLT, VCIT, BNDX | 13F-HR | 1/26/2022 | 000165971822000001 |
| Q2 2019 | 66 | 72,241 | SCHF, RSP, SCHV, SCHM | 13F-HR | 8/8/2019 | 000165971819000004 |
| Q1 2019 | 63 | 66,920 | SCHF, ERIE, RSP, SCHV | 13F-HR | 5/8/2019 | 000165971819000003 |
| Q4 2018 | 71 | 65,654 | ERIE, FNDX, SCHM, SCHB | 13F-HR | 2/7/2019 | 000165971819000002 |