| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 72 | 537,063 | SPLG, ITOT, DBEF, USMC | 13F-HR | 4/28/2025 | 000158064225002582 |
| Q4 2024 | 67 | 554,937 | ITOT, SPLG, USMC, DBEF | 13F-HR | 1/28/2025 | 000158064225000536 |
| Q3 2024 | 66 | 509,848 | ITOT, SPLG, DBEF, USMC | 13F-HR | 10/23/2024 | 000158064224006302 |
| Q2 2024 | 62 | 444,883 | SPLG, ITOT, DBEF, COWZ | 13F-HR | 7/22/2024 | 000158064224003756 |
| Q1 2024 | 66 | 432,367 | ITOT, DBEF, COWZ, VTI | 13F-HR | 4/18/2024 | 000158064224002188 |
| Q4 2023 | 62 | 383,026 | ITOT, DBEF, VTI, COWZ | 13F-HR | 1/25/2024 | 000158064224000471 |
| Q3 2023 | 56 | 348,622 | ITOT, DBEF, COWZ, VTI | 13F-HR | 10/24/2023 | 000158064223005672 |
| Q2 2023 | 57 | 339,740 | ITOT, DBEF, VTI, COWZ | 13F-HR | 8/7/2023 | 000158064223004062 |
| Q1 2023 | 56 | 317,278 | ITOT, DBEF, VTI, COWZ | 13F-HR | 5/8/2023 | 000158064223002608 |
| Q4 2022 | 57 | 251,829 | ITOT, DBEF, VTI, SPTI | 13F-HR | 2/10/2023 | 000158064223000804 |
| Q3 2022 | 57 | 237,678 | ITOT, VTI, DBEF, SPTL | 13F-HR | 11/14/2022 | 000158064222005762 |
| Q2 2022 | 64 | 239,402 | ITOT, VTI, DBEF, SPTL | 13F-HR | 7/22/2022 | 000158064222003634 |
| Q1 2022 | 54 | 251,990 | ITOT, EFAV, VTI, SPTL | 13F-HR | 5/10/2022 | 000158064222002733 |
| Q4 2021 | 55 | 288,204 | ITOT, EFAV, VTI, SPTL | 13F-HR | 2/9/2022 | 000158064222000752 |
| Q3 2021 | 46 | 286,226 | ITOT, EFAV, VTI, SPTI | 13F-HR | 10/7/2021 | 000158064221004817 |
| Q2 2021 | 44 | 302,318 | ITOT, EFAV, VTI, SPTI | 13F-HR | 7/12/2021 | 000158064221003119 |
| Q1 2021 | 42 | 301,829 | ITOT, EFAV, VTI, ACWI | 13F-HR | 4/13/2021 | 000158064221001712 |
| Q4 2020 | 37 | 276,751 | ITOT, EFAV, VTI, ACWI | 13F-HR | 1/11/2021 | 000158064221000093 |
| Q3 2020 | 36 | 244,776 | ITOT, EFAV, VTI, ACWI | 13F-HR | 10/9/2020 | 000158064220003711 |
| Q2 2020 | 30 | 240,141 | ITOT, VTI, EFAV, ACWI | 13F-HR | 7/10/2020 | 000158064220002615 |
| Q1 2020 | 29 | 178,023 | ITOT, EFAV, VTI, ACWI | 13F-HR | 4/3/2020 | 000158064220001491 |
| Q4 2019 | 44 | 139,986 | EFAV, VTI, IWV, IWF | 13F-HR | 1/7/2020 | 000158064220000085 |
| Q3 2019 | 36 | 127,327 | EFAV, VTI, IWV, IWF | 13F-HR | 10/4/2019 | 000158064219004596 |
| Q2 2019 | 38 | 136,709 | EFAV, VTI, IWV, IWF | 13F-HR | 7/8/2019 | 000158064219003104 |
| Q1 2019 | 38 | 141,463 | EFAV, VTI, IWV, IWF | 13F-HR | 4/5/2019 | 000158064219001775 |
| Q4 2018 | 43 | 146,090 | EFAV, VTI, IWV, VEA | 13F-HR | 1/17/2019 | 000158064219000241 |
| Q3 2018 | 223 | 153,941 | EFAV, VTI, IWV, IWF | 13F-HR | 10/9/2018 | 000158064218004848 |
| Q2 2018 | 92 | 134,077 | VTI, EFAV, IWV, VO | 13F-HR | 7/11/2018 | 000158064218003347 |
| Q1 2018 | 189 | 145,312 | VTI, EFAV, IWV, VO | 13F-HR | 4/11/2018 | 000158064218002014 |
| Q4 2017 | 31 | 158,455 | VTI, EFAV, IWV, VO | RESTATEMENT | 1/10/2018 | 000158064218000159 |
| Q3 2017 | 32 | 192,253 | VTI, BND, EFAV, IWV | 13F-HR | 10/12/2017 | 000158064217005497 |
| Q2 2017 | 33 | 189,426 | VTI, BND, EFAV, IWV | 13F-HR | 7/6/2017 | 000158064217003785 |
| Q1 2017 | 31 | 180,075 | VTI, BND, IWV, EFAV | 13F-HR | 5/25/2017 | 000158064217003097 |
| Q4 2016 | 31 | 167,193 | VTI, BND, IWV, VO | 13F-HR | 1/11/2017 | 000158064217000157 |
| Q3 2016 | 31 | 153,155 | VTI, IWV, EFAV, VO | 13F-HR | 11/14/2016 | 000158064216012027 |
| Q2 2016 | 31 | 143,373 | VTI, IWV, SDY, VO | 13F-HR | 11/14/2016 | 000158064216012026 |
| Q1 2016 | 30 | 128,684 | VTI, IWV, SDY, IWF | 13F-HR | 11/14/2016 | 000158064216012025 |
| Q4 2015 | 28 | 102,293 | VTI, SDY, IWF, VOE | 13F-HR | 11/14/2016 | 000158064216012024 |