| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 871 | 3,510,187 | SPLG, SPTM, SPY, VTI | 13F-HR | 11/4/2024 | 000195175724001166 |
| Q2 2024 | 821 | 3,200,725 | SPLG, SPTM, VTI, SPY | 13F-HR | 8/12/2024 | 000195175724000733 |
| Q1 2024 | 798 | 3,049,678 | SPLG, SPTM, VTI, SPY | 13F-HR | 4/15/2024 | 000195175724000301 |
| Q4 2023 | 745 | 2,514,916 | SPLG, SPTM, VTI, STIP | 13F-HR | 2/6/2024 | 000195175724000226 |
| Q3 2023 | 697 | 2,177,384 | SPLG, SPTM, VTI, STIP | 13F-HR | 10/12/2023 | 000195175723000558 |
| Q2 2023 | 717 | 2,235,939 | SPLG, SPTM, VTI, STIP | 13F-HR | 7/17/2023 | 000195175723000373 |
| Q1 2023 | 693 | 2,326,963 | SPLG, SPTM, VTI, SPSM | 13F-HR | 5/4/2023 | 000195175723000265 |
| Q4 2022 | 692 | 2,092,933 | SPLG, SPTM, VTI, SPSM | 13F-HR | 2/13/2023 | 000168305923000001 |
| Q3 2022 | 603 | 1,752,993 | SPLG, SPTM, VTI, MUB | 13F-HR | 11/14/2022 | 000168305922000005 |
| Q2 2022 | 562 | 1,652,711 | SPLG, SPTM, VTI, SPSM | 13F-HR | 8/15/2022 | 000168305922000004 |
| Q1 2022 | 540 | 1,646,637 | SPLG, SPTM, IEF, VTI | 13F-HR | 4/15/2022 | 000168305922000003 |
| Q4 2021 | 573 | 1,672,132 | SPLG, SPTM, IEF, VTI | 13F-HR | 2/11/2022 | 000168305922000002 |
| Q3 2021 | 545 | 1,529,430 | SPLG, SPTM, VTI, SPSM | 13F-HR | 11/15/2021 | 000168305921000005 |
| Q2 2021 | 554 | 1,494,173 | SPLG, SPTM, SPSM, VTI | 13F-HR | 8/16/2021 | 000168305921000004 |
| Q1 2021 | 2,129 | 1,380,557 | SPLG, SPTM, MUB, SPSM | 13F-HR | 4/29/2021 | 000168305921000003 |
| Q4 2020 | 438 | 1,125,797 | SPLG, SPTM, SPSM, IJH | 13F-HR | 2/12/2021 | 000168305921000002 |
| Q3 2020 | 363 | 911,872 | SPLG, IJH, SPSM, MUB | 13F-HR | 10/29/2020 | 000168305920000007 |
| Q2 2020 | 321 | 802,329 | SPLG, SPSM, IJH, MUB | 13F-HR | 7/29/2020 | 000168305920000005 |
| Q1 2020 | 1,547 | 682,199 | SPLG, SPTM, MUB, IJH | 13F-HR | 4/29/2020 | 000168305920000004 |
| Q4 2019 | 1,441 | 786,639 | VOO, VTI, AGG, SPY | 13F-HR | 1/29/2020 | 000168305920000001 |
| Q3 2019 | 1,398 | 689,128 | VOO, VTI, AGG, SPY | 13F-HR | 10/17/2019 | 000168305919000004 |
| Q2 2019 | 1,361 | 631,231 | VOO, AGG, VTI, SPY | 13F-HR | 7/30/2019 | 000168305919000003 |
| Q1 2019 | 1,278 | 586,305 | VOO, AGG, SPY, VTI | 13F-HR | 5/13/2019 | 000168305919000002 |
| Q4 2018 | 1,271 | 515,319 | SPY, AGG, MUB, VTI | 13F-HR | 2/14/2019 | 000168305919000001 |
| Q3 2018 | 1,289 | 544,599 | SPY, AGG, VTI, MUB | 13F-HR | 11/14/2018 | 000168305918000004 |
| Q2 2018 | 1,284 | 510,130 | SPY, AGG, VTI, IEF | 13F-HR | 8/14/2018 | 000168305918000003 |
| Q1 2018 | 1,152 | 442,575 | SPY, AGG, VTI, IEF | 13F-HR | 5/15/2018 | 000168305918000002 |
| Q4 2017 | 1,213 | 388,865 | SPY, AGG, VTI, TFI | 13F-HR | 2/14/2018 | 000168305918000001 |
| Q3 2017 | 964 | 336,563 | SPY, AGG, VTI, TFI | 13F-HR | 11/15/2017 | 000168305917000003 |
| Q2 2017 | 145 | 205,824 | SPY, AGG, VTI, TFI | 13F-HR | 8/29/2017 | 000168305917000002 |
| Q1 2017 | 145 | 183,206 | SPY, AGG, VTI, TFI | 13F-HR | 4/11/2017 | 000168305917000001 |
| Q4 2016 | 139 | 169,059 | SPY, AGG, VTI, TFI | 13F-HR | 1/12/2017 | 000151645017000002 |
| Q3 2016 | 119 | 153,993 | SPY, AGG, VTI, TFI | 13F-HR | 10/14/2016 | 000168305916000004 |
| Q2 2016 | 149 | 142,024 | SPY, AGG, VTI, TFI | 13F-HR | 8/25/2016 | 000168305916000001 |