| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 24 | 529,837 | BND, IVV, IJH, VB | 13F-HR | 10/31/2024 | 000166501824000009 |
| Q2 2024 | 24 | 493,485 | BND, IVV, IJH, VB | 13F-HR | 8/12/2024 | 000166501824000007 |
| Q1 2024 | 24 | 493,289 | BND, IVV, IJH, VB | 13F-HR | 5/14/2024 | 000166501824000006 |
| Q4 2023 | 26 | 434,577 | BND, IJH, IVV, VB | 13F-HR | 2/14/2024 | 000138925624000012 |
| Q3 2023 | 23 | 412,137 | BND, IJH, IVV, VB | 13F-HR | 11/13/2023 | 000199567423000010 |
| Q2 2023 | 23 | 381,340 | BND, IJH, IVV, VEA | 13F-HR | 7/19/2023 | 000166501823000004 |
| Q1 2023 | 23 | 421,311 | BND, IJH, IVV, VB | 13F-HR | 5/8/2023 | 000158179423000007 |
| Q4 2022 | 22 | 347,053 | BND, IVV, VB, IJH | 13F-HR | 1/26/2023 | 000174407323000004 |
| Q3 2022 | 28 | 347,368 | BND, IVV, VB, IJH | 13F-HR | 10/13/2022 | 000166501822000006 |
| Q2 2022 | 25 | 353,780 | BND, IVV, VB, IJH | 13F-HR | 7/11/2022 | 000166501822000005 |
| Q1 2022 | 26 | 405,545 | IVV, BND, VB, IJH | 13F-HR | 4/26/2022 | 000166501822000003 |
| Q4 2021 | 29 | 427,724 | IVV, BND, VB, IJH | 13F-HR | 2/14/2022 | 000166501822000002 |
| Q3 2021 | 17 | 381,926 | IVV, VB, BND, IJH | 13F-HR | 11/12/2021 | 000166501821000006 |
| Q2 2021 | 17 | 382,863 | IVV, VB, BND, IJH | 13F-HR | 8/11/2021 | 000166501821000004 |
| Q1 2021 | 20 | 352,212 | IVV, VB, BND, IJH | 13F-HR | 5/13/2021 | 000166501821000003 |
| Q4 2020 | 20 | 323,500 | IVV, VB, BND, IJH | 13F-HR | 2/9/2021 | 000166501821000001 |
| Q3 2020 | 18 | 278,682 | IVV, VB, BND, IJH | 13F-HR | 10/9/2020 | 000166501820000016 |
| Q2 2020 | 17 | 229,772 | IVV, VB, IJH, BND | 13F-HR | 8/7/2020 | 000166501820000014 |
| Q1 2020 | 17 | 190,976 | VB, IVV, BND, VEA | 13F-HR | 7/1/2020 | 000166501820000011 |
| Q4 2019 | 17 | 240,893 | VB, IVV, VEA, IJH | 13F-HR | 7/1/2020 | 000166501820000010 |
| Q3 2019 | 17 | 222,220 | VB, IVV, VEA, IJH | 13F-HR | 7/1/2020 | 000166501820000009 |
| Q2 2019 | 17 | 160,185 | VB, IVV, BND, VEA | 13F-HR | 7/1/2020 | 000166501820000008 |
| Q1 2019 | 18 | 153,321 | VB, IVV, BND, IJH | 13F-HR | 7/1/2020 | 000166501820000013 |
| Q4 2018 | 19 | 145,887 | VB, IVV, IJH, BND | 13F-HR | 7/1/2020 | 000166501820000012 |
| Q3 2018 | 19 | 145,887 | VB, IVV, IJH, BND | 13F-HR | 6/30/2020 | 000166501820000005 |
| Q2 2018 | 16 | 113,792 | VB, IVV, IJH, VEA | 13F-HR | 6/30/2020 | 000166501820000004 |
| Q1 2018 | 31 | 115,256 | VB, IVV, IJH, VEA | 13F-HR | 6/30/2020 | 000166501820000003 |
| Q4 2017 | 20 | 113,538 | VB, IVV, IJH, VEA | 13F-HR | 6/30/2020 | 000166501820000002 |