| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 862 | 1,585,012 | IWS, IVV, VTI, IWP | 13F-HR | 2/11/2025 | 000166675725000001 |
| Q3 2024 | 872 | 1,372,272 | IWS, IVV, VTI, IWP | 13F-HR | 11/6/2024 | 000166675724000009 |
| Q2 2024 | 924 | 1,248,747 | VTI, IWS, IWP, AGG | 13F-HR | 8/8/2024 | 000166675724000005 |
| Q1 2024 | 899 | 1,358,175 | VTI, IWS, IWP, AGG | 13F-HR | 5/14/2024 | 000166675724000003 |
| Q4 2023 | 907 | 1,454,163 | VTI, IWS, IWP, MUB | 13F-HR | 2/12/2024 | 000166675724000001 |
| Q3 2023 | 904 | 1,140,338 | VTI, IWS, IWP, AGG | 13F-HR | 11/7/2023 | 000166675723000004 |
| Q2 2023 | 898 | 1,183,300 | VTI, IWS, IWP, AGG | 13F-HR | 7/28/2023 | 000166675723000003 |
| Q1 2023 | 903 | 1,162,590 | VTI, IWS, IWP, AGG | 13F-HR | 5/10/2023 | 000166675723000002 |
| Q4 2022 | 1,061 | 1,265,466 | VTI, IWS, IWP, AGG | 13F-HR | 2/10/2023 | 000166675723000001 |
| Q3 2022 | 946 | 954,650 | VTI, IWS, IWP, AGG | 13F-HR | 11/8/2022 | 000166675722000006 |
| Q2 2022 | 1,090 | 998,521 | VTI, IWS, AGG, IWP | 13F-HR | 8/5/2022 | 000166675722000005 |
| Q1 2022 | 1,147 | 1,115,685 | VTI, IWS, IWP, AGG | 13F-HR | 5/13/2022 | 000166675722000003 |
| Q4 2021 | 1,020 | 1,131,404 | VTI, VEU, IWS, IWP | 13F-HR | 2/11/2022 | 000166675722000001 |
| Q3 2021 | 1,052 | 978,103 | VTI, VEU, IWS, IWP | 13F-HR | 11/10/2021 | 000166675721000004 |
| Q2 2021 | 1,001 | 1,001,955 | VTI, VIG, VEU, IWS | 13F-HR | 8/11/2021 | 000166675721000003 |
| Q1 2021 | 969 | 885,944 | VTI, VIG, VEU, IWS | 13F-HR | 5/13/2021 | 000166675721000002 |
| Q4 2020 | 960 | 794,063 | VTI, VIG, VEU, AGG | 13F-HR | 2/12/2021 | 000166675721000001 |
| Q3 2020 | 1,051 | 704,266 | VTI, VIG, VEU, IWP | 13F-HR | 11/13/2020 | 000166675720000004 |
| Q2 2020 | 951 | 688,211 | VTI, VIG, VEU, IWP | 13F-HR | 8/13/2020 | 000166675720000003 |
| Q1 2020 | 941 | 571,182 | VIG, VTI, VEU, AGG | 13F-HR | 5/15/2020 | 000166675720000002 |
| Q4 2019 | 997 | 700,670 | VIG, VTI, VEU, BSM | 13F-HR | 2/14/2020 | 000166675720000001 |
| Q3 2019 | 1,001 | 696,835 | VIG, VTI, BSM, VEU | 13F-HR | 11/13/2019 | 000166675719000005 |
| Q2 2019 | 937 | 682,995 | VIG, BSM, VTI, VEU | 13F-HR | 7/9/2019 | 000166675719000004 |
| Q1 2019 | 958 | 619,160 | VIG, VTI, VEU, BSM | 13F-HR | 5/10/2019 | 000166675719000003 |
| Q4 2018 | 484 | 136,740 | BSM, AMLP, JNK, VZ | 13F-HR | 2/13/2019 | 000166675719000001 |