| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 282 | 1,962,174 | VV, AGG, IDEV, TFLO | 13F-HR | 4/9/2025 | 000194104025000196 |
| Q4 2024 | 309 | 2,031,003 | VV, AGG, IDEV, BIL | 13F-HR | 1/22/2025 | 000139834425000896 |
| Q3 2024 | 317 | 1,999,250 | VV, AGG, IDEV, BIL | 13F-HR | 10/17/2024 | 000139834424018961 |
| Q2 2024 | 314 | 1,844,540 | VV, AGG, IDEV, BIL | 13F-HR | 7/24/2024 | 000139834424012991 |
| Q1 2024 | 314 | 1,745,785 | VV, AGG, IDEV, COWZ | 13F-HR | 4/16/2024 | 000139834424007201 |
| Q4 2023 | 306 | 1,615,782 | VV, AGG, IDEV, COWZ | 13F-HR | 1/9/2024 | 000139834424000373 |
| Q3 2023 | 312 | 1,459,955 | VV, AGG, IDEV, COWZ | 13F-HR | 10/18/2023 | 000139834423019375 |
| Q2 2023 | 333 | 1,432,718 | VV, AGG, IDEV, COWZ | 13F-HR | 8/2/2023 | 000139834423013985 |
| Q1 2023 | 350 | 1,345,157 | VV, AGG, IDEV, COWZ | 13F-HR | 5/12/2023 | 000139834423009605 |
| Q4 2022 | 365 | 1,253,260 | VV, AGG, IDEV, COWZ | 13F-HR | 3/8/2023 | 000139834423005812 |
| Q3 2022 | 460 | 768,816 | VV, IDEV, IAU, VO | 13F-HR | 11/14/2022 | 000139834422021957 |
| Q2 2022 | 573 | 907,941 | IDEV, VV, AGG, IAU | 13F-HR | 8/11/2022 | 000139834422015255 |
| Q1 2022 | 566 | 940,116 | VV, AGG, IDEV, IAU | 13F-HR | 4/28/2022 | 000139834422008126 |
| Q4 2021 | 597 | 942,478 | VV, AGG, IDEV, IAU | 13F-HR | 2/4/2022 | 000139834422002093 |
| Q3 2021 | 707 | 898,072 | VV, AGG, IDEV, IAU | 13F-HR | 10/13/2021 | 000139834421019907 |
| Q2 2021 | 731 | 911,552 | VV, AGG, IDEV, IAU | 13F-HR | 8/6/2021 | 000139834421015661 |
| Q1 2021 | 693 | 670,618 | IAU, SDY, USMV, IJR | 13F-HR | 5/13/2021 | 000139834421010672 |
| Q4 2020 | 1,616 | 562,323 | IAU, SDY, VNQ, IJR | 13F-HR | 3/2/2021 | 000139834421005298 |
| Q3 2020 | 552 | 477,579 | IAU, SDY, VNQ, USMV | 13F-HR | 11/18/2020 | 000139834420022873 |
| Q2 2020 | 576 | 465,760 | IAU, VNQ, USMV, IJR | 13F-HR | 8/14/2020 | 000139834420015851 |
| Q1 2020 | 509 | 376,772 | IAU, VNQ, USMV, IJR | 13F-HR | 5/18/2020 | 000139834420010778 |
| Q4 2019 | 595 | 425,490 | VNQ, IAU, VWO, IJR | RESTATEMENT | 2/13/2020 | 000139834420003286 |
| Q3 2019 | 114 | 150,204 | VNQ, VWO, IJR, USMV | 13F-HR | 10/10/2019 | 000108514619002500 |
| Q2 2019 | 105 | 129,811 | VNQ, VWO, IJR, USMV | 13F-HR | 7/15/2019 | 000108514619001877 |
| Q1 2019 | 75 | 77,270 | VNQ, FVD, IGSB, FLOT | 13F-HR | 4/24/2019 | 000108514619001238 |
| Q4 2018 | 98 | 104,542 | VNQ, FVD, IGSB, FLOT | 13F-HR | 1/31/2019 | 000108514619000286 |
| Q3 2018 | 107 | 118,579 | VNQ, SPLV, IGSB, FLOT | 13F-HR | 1/31/2019 | 000108514619000285 |
| Q2 2018 | 101 | 110,934 | VNQ, SPLV, IGSB, FLOT | 13F-HR | 7/11/2018 | 000108514618001669 |
| Q1 2018 | 98 | 108,067 | VNQ, SPLV, IGSB, VBR | 13F-HR | 5/16/2018 | 000108514618001536 |
| Q4 2017 | 110 | 110,211 | VNQ, SPLV, IGSB, RSP.MX | 13F-HR | 1/11/2018 | 000108514618000105 |
| Q3 2017 | 108 | 110,342 | VNQ, SPLV, IGSB, VBR | 13F-HR | 10/30/2017 | 000108514617002145 |
| Q2 2017 | 127 | 155,716 | VNQ, AGG, IGSB, SPLV | 13F-HR | 7/10/2017 | 000108514617001455 |
| Q1 2017 | 93 | 138,375 | VNQ, CSM, AGG, SPLV | 13F-HR | 4/12/2017 | 000108514617000959 |
| Q4 2016 | 87 | 117,815 | VNQ, CSM, AGG, BIV | 13F-HR | 1/18/2017 | 000108514617000131 |
| Q3 2016 | 60 | 75,535 | VNQ, CSM, SPHQ, AAPL | 13F-HR | 10/11/2016 | 000108514616004462 |
| Q2 2016 | 64 | 75,893 | VNQ, CSM, SPHQ, CVX | 13F-HR | 7/11/2016 | 000108514616003945 |
| Q1 2016 | 76 | 91,750 | VNQ, CSM, CSIQ, BND | 13F-HR | 4/12/2016 | 000108514616003436 |
| Q4 2015 | 58 | 71,383 | VNQ, CSM, SPHQ, AAPL | 13F-HR | 2/11/2016 | 000108514616002968 |