| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 103 | 292,527 | IVV, IEF, VEA, AGG | 13F-HR | 10/30/2020 | 000160658720001160 |
| Q2 2020 | 102 | 282,813 | IEF, IVV, VEA, AGG | 13F-HR | 8/12/2020 | 000160658720000946 |
| Q1 2020 | 103 | 251,621 | IEF, IVV, BSV, VEA | 13F-HR | 5/11/2020 | 000160658720000648 |
| Q4 2019 | 120 | 325,300 | BSV, IVV, VEA, IEF | 13F-HR | 2/7/2020 | 000160658720000220 |
| Q3 2019 | 109 | 304,513 | BSV, IVV, IEF, VEA | 13F-HR | 11/8/2019 | 000160658719000992 |
| Q2 2019 | 107 | 290,338 | IVV, VEA, BSV, IEF | 13F-HR | 8/5/2019 | 000160658719000750 |
| Q1 2019 | 120 | 291,590 | IVV, VEA, BSV, IEF | 13F-HR | 5/15/2019 | 000160658719000552 |
| Q4 2018 | 120 | 281,014 | BSV, IVV, VEA, IJH | 13F-HR | 2/13/2019 | 000160658719000233 |
| Q3 2018 | 127 | 306,910 | VEA, IVV, BSV, IJH | 13F-HR | 11/13/2018 | 000160658718000870 |
| Q2 2018 | 130 | 287,714 | VEA, BSV, IVV, IJH | 13F-HR | 8/14/2018 | 000160658718000663 |
| Q1 2018 | 129 | 278,076 | VEA, BSV, IVV, IJH | 13F-HR | 5/14/2018 | 000160658718000437 |
| Q4 2017 | 125 | 264,145 | VEA, IVV, BSV, IJH | 13F-HR | 2/12/2018 | 000160658718000185 |
| Q3 2017 | 118 | 243,640 | VEA, IVV, BSV, IJH | 13F-HR | 11/13/2017 | 000160658717000672 |
| Q2 2017 | 119 | 237,815 | VEA, IVV, BSV, IJH | 13F-HR | 8/8/2017 | 000160658717000468 |
| Q1 2017 | 112 | 226,404 | VEA, IVV, BSV, IJH | 13F-HR | 5/12/2017 | 000160658717000328 |
| Q4 2016 | 106 | 206,543 | IVV, VEA, BSV, IJH | 13F-HR | 2/10/2017 | 000160658717000122 |
| Q3 2016 | 98 | 193,099 | VEA, BSV, IVV, IJH | 13F-HR | 11/9/2016 | 000160658716000842 |
| Q2 2016 | 94 | 185,457 | BSV, VEA, IVV, IJH | 13F-HR | 8/10/2016 | 000160658716000722 |
| Q1 2016 | 90 | 166,908 | VEA, IVV, IJH, BSV | 13F-HR | 5/11/2016 | 000160658716000608 |
| Q4 2015 | 85 | 145,296 | VEA, IVV, IJH, BSV | 13F-HR | 3/22/2016 | 000160658716000523 |