| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 152 | 348,759 | VTI, VEA, JQUA, AVUS | 13F-HR | 1/25/2024 | 000168893124000001 |
| Q3 2023 | 142 | 324,469 | VTI, VEA, JQUA, BSV | 13F-HR | 10/30/2023 | 000168893123000005 |
| Q2 2023 | 142 | 333,915 | VTI, VEA, JQUA, BSV | 13F-HR | 8/4/2023 | 000168893123000002 |
| Q1 2023 | 144 | 314,340 | VTI, JQUA, VEA, BSV | 13F-HR | 5/10/2023 | 000139834423009439 |
| Q4 2022 | 134 | 289,421 | VTI, JQUA, BSV, VEA | 13F-HR | 2/13/2023 | 000139834423002880 |
| Q3 2022 | 110 | 260,033 | VTI, JQUA, BSV, JPST | 13F-HR | 10/31/2022 | 000139834422020986 |
| Q2 2022 | 114 | 272,587 | VTI, JPST, JQUA, HYGV | 13F-HR | 7/29/2022 | 000139834422014307 |
| Q1 2022 | 123 | 336,748 | JPST, VTI, JQUA, HYGV | 13F-HR | 5/9/2022 | 000139834422009186 |
| Q4 2021 | 118 | 344,232 | JPST, VTI, JQUA, VNQ | 13F-HR | 2/7/2022 | 000139834422002254 |
| Q3 2021 | 114 | 314,415 | JPST, VTI, JQUA, VNQ | 13F-HR | 11/2/2021 | 000139834421020852 |
| Q2 2021 | 117 | 316,249 | JPST, VTI, JQUA, ARKK | 13F-HR | 7/30/2021 | 000139834421015183 |
| Q1 2021 | 110 | 297,815 | JPST, VTI, JQUA, ARKK | 13F-HR | 5/4/2021 | 000139834421009505 |
| Q4 2020 | 99 | 270,241 | JPST, VTI, ARKK, JQUA | 13F-HR | 2/8/2021 | 000139834421002593 |
| Q3 2020 | 88 | 237,803 | JPST, VTI, VNQ, ARKK | 13F-HR | 10/29/2020 | 000139834420021013 |
| Q2 2020 | 86 | 201,941 | JPST, VNQ, VTI, ARKK | 13F-HR | 8/5/2020 | 000139834420015029 |
| Q1 2020 | 74 | 159,228 | JPST, VNQ, XT, SPY | 13F-HR | 5/1/2020 | 000139834420009086 |
| Q4 2019 | 82 | 179,533 | JPST, VNQ, XT, RSP | 13F-HR | 2/5/2020 | 000139834420002179 |
| Q3 2019 | 84 | 170,113 | JPST, VNQ, XT, RSP | 13F-HR | 11/8/2019 | 000139834419019446 |
| Q2 2019 | 83 | 167,209 | JPST, VNQ, XT, RSP | 13F-HR | 8/9/2019 | 000139834419013903 |
| Q1 2019 | 87 | 162,958 | JPST, VNQ, XT, RSP | 13F-HR | 5/6/2019 | 000139834419007921 |
| Q4 2018 | 79 | 145,324 | JPST, VNQ, XT, RSP | 13F-HR | 2/8/2019 | 000139834419002303 |
| Q3 2018 | 84 | 150,880 | JPST, VNQ, XT, RSP | 13F-HR | 10/25/2018 | 000139834418015337 |
| Q2 2018 | 82 | 139,501 | BSV, VNQ, XT, RSP | 13F-HR | 8/3/2018 | 000139834418011185 |
| Q1 2018 | 82 | 134,132 | BSV, VNQ, XT, RSP.MX | 13F-HR | 5/4/2018 | 000139834418006840 |
| Q4 2017 | 85 | 128,783 | BSV, VNQ, XT, VO | 13F-HR | 2/5/2018 | 000139834418001573 |
| Q3 2017 | 81 | 120,772 | BSV, VNQ, VO, RSP.MX | 13F-HR | 10/24/2017 | 000139834417013481 |
| Q2 2017 | 72 | 102,204 | VNQ, BSV, VO, RSP.MX | 13F-HR | 7/31/2017 | 000139834417009323 |
| Q1 2017 | 71 | 98,272 | VNQ, BSV, VO, RSP.MX | 13F-HR | 4/24/2017 | 000139834417005150 |
| Q4 2016 | 71 | 88,485 | VNQ, BSV, VO, RSP.MX | 13F-HR | 1/25/2017 | 000139834417000760 |