| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 317 | 885,289 | VTI, SPY, VIG, IWV | 13F-HR | 1/23/2024 | 000108514624000407 |
| Q3 2023 | 303 | 863,980 | VTI, SPY, SPTM, VIG | 13F-HR | 10/19/2023 | 000108514623003787 |
| Q2 2023 | 303 | 876,388 | VTI, SPY, VIG, SPTM | 13F-HR | 7/17/2023 | 000108514623002743 |
| Q1 2023 | 284 | 866,371 | ECL, VTI, SPY, VIG | 13F-HR | 4/19/2023 | 000108514623001759 |
| Q4 2022 | 277 | 863,053 | ECL, VTI, SPY, VIG | 13F-HR | 1/12/2023 | 000108514623000100 |
| Q3 2022 | 273 | 786,975 | ECL, VTI, VCSH, SPY | 13F-HR | 10/20/2022 | 000108514622003519 |
| Q2 2022 | 281 | 825,162 | ECL, VTI, SPY, IWV | 13F-HR | 7/26/2022 | 000108514622002606 |
| Q1 2022 | 294 | 920,895 | ECL, VTI, IWV, SPY | 13F-HR | 4/20/2022 | 000108514622001479 |
| Q4 2021 | 298 | 997,720 | ECL, VTI, IWV, SPY | 13F-HR | 2/3/2022 | 000108514622000506 |
| Q3 2021 | 220 | 502,819 | VIG, SPSB, IJH, JPST | 13F-HR | 11/2/2021 | 000108514621002990 |
| Q2 2021 | 218 | 506,312 | VIG, SPSB, IJH, JPST | 13F-HR | 8/2/2021 | 000108514621002189 |
| Q1 2021 | 210 | 475,507 | VIG, SPSB, IJH, JPST | 13F-HR | 5/3/2021 | 000108514621001418 |
| Q4 2020 | 204 | 446,782 | SPSB, VIG, JPST, IJH | 13F-HR | 1/29/2021 | 000108514621000324 |
| Q3 2020 | 191 | 398,846 | SPSB, VIG, JPST, IJH | 13F-HR | 11/2/2020 | 000108514620002710 |
| Q2 2020 | 185 | 371,030 | SPSB, VIG, JPST, SPAB | 13F-HR | 8/3/2020 | 000108514620001973 |
| Q1 2020 | 186 | 322,713 | VIG, SPAB, SPSB, JPST | 13F-HR | 5/5/2020 | 000122107320000084 |
| Q4 2019 | 202 | 387,650 | VIG, SPAB, IJH, SPDW | 13F-HR | 2/3/2020 | 000108514620000364 |
| Q3 2019 | 194 | 354,314 | SPAB, VIG, IJH, VEU | 13F-HR | 11/1/2019 | 000108514619002704 |
| Q2 2019 | 193 | 345,338 | SPAB, VIG, IJH, VEU | 13F-HR | 7/29/2019 | 000108514619001992 |
| Q1 2019 | 188 | 324,997 | IJH, SPAB, VIG, VEU | 13F-HR | 4/26/2019 | 000108514619001259 |
| Q4 2018 | 182 | 291,817 | IJH, SPAB, VIG, VEU | 13F-HR | 2/6/2019 | 000108514619000334 |
| Q3 2018 | 182 | 315,554 | IJH, VEU, VIG, SPAB | 13F-HR | 10/31/2018 | 000108514618002448 |
| Q2 2018 | 175 | 289,197 | SPAB, VEU, IJH, VIG | 13F-HR | 7/25/2018 | 000108514618001757 |
| Q1 2018 | 162 | 252,401 | VEU, SPAB, VIG, IJH | 13F-HR | 4/27/2018 | 000108514618001161 |
| Q4 2017 | 159 | 256,905 | VEU, SPAB, VIG, IJH | 13F-HR | 2/6/2018 | 000108514618000358 |
| Q3 2017 | 151 | 248,611 | VEU, VIG, BND, LQD | 13F-HR | 10/23/2017 | 000108514617002107 |
| Q2 2017 | 149 | 235,501 | VEU, VIG, LQD, BND | 13F-HR | 8/7/2017 | 000108514617001662 |
| Q1 2017 | 136 | 220,587 | VEU, VIG, BND, LQD | 13F-HR | 5/2/2017 | 000108514617001064 |
| Q4 2016 | 128 | 200,200 | VIG, VEU, BND, LQD | 13F-HR | 2/2/2017 | 000108514617000241 |
| Q3 2016 | 109 | 182,029 | VEU, VIG, LQD, BND | 13F-HR | 11/9/2016 | 000108514616004686 |
| Q2 2016 | 102 | 170,583 | VIG, VEU, LQD, BND | 13F-HR | 8/2/2016 | 000108514616004127 |
| Q1 2016 | 55 | 107,121 | VEU, LQD, BND, VIG | 13F-HR | 5/2/2016 | 000108514616003557 |
| Q4 2015 | 53 | 97,682 | VEU, VIG, LQD, BND | 13F-HR | 2/2/2016 | 000108514616002714 |