| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | 451,233 | IEFA, DFGX, IVV, IEMG | 13F-HR | 7/30/2026 | 000110465926088417 |
| Q1 2026 | 47 | 348,704 | IEFA, VGLT, IEMG, IVV | 13F-HR | 4/23/2026 | 000110465926047829 |
| Q4 2025 | 47 | 340,128 | IEFA, VGLT, IEMG, IVV | 13F-HR | 2/2/2026 | 000110465926009141 |
| Q3 2025 | 41 | 298,414 | IEFA, VGLT, IEMG, IEF | 13F-HR | 10/27/2025 | 000110465925102445 |
| Q2 2025 | 42 | 273,955 | IEFA, VGLT, IEF, IVV | 13F-HR | 8/6/2025 | 000110465925074685 |
| Q1 2025 | 42 | 325,783 | IEFA, VGLT, IEF, IVV | 13F-HR | 4/25/2025 | 000110465925039345 |
| Q4 2024 | 45 | 322,346 | IEFA, VGLT, IEF, IVV | 13F-HR | 2/4/2025 | 000110465925009009 |
| Q3 2024 | 44 | 332,339 | VGLT, IEFA, IEF, IVV | 13F-HR | 10/8/2024 | 000110465924106964 |
| Q2 2024 | 44 | 306,269 | VGLT, IEFA, IEF, IVV | 13F-HR | 8/8/2024 | 000110465924087097 |
| Q1 2024 | 44 | 308,411 | IEFA, VGLT, IEF, IVV | 13F-HR | 4/17/2024 | 000110465924048270 |
| Q4 2023 | 44 | 299,710 | VGLT, IEFA, IEF, IVV | 13F-HR | 1/29/2024 | 000110465924007644 |
| Q3 2023 | 46 | 245,105 | IEFA, IEF, IVV, IEMG | 13F-HR | 10/26/2023 | 000110465923111653 |
| Q2 2023 | 42 | 268,628 | IVV, IEFA, IEF, IEMG | 13F-HR | 8/7/2023 | 000110465923088480 |
| Q1 2023 | 45 | 253,347 | IVV, IEFA, IEF, IEMG | 13F-HR | 4/27/2023 | 000110465923050933 |
| Q4 2022 | 46 | 239,499 | IEFA, IVV, IEF, IEMG | 13F-HR | 2/14/2023 | 000110465923021996 |
| Q3 2022 | 54 | 223,563 | IEFA, IVV, IEF, BSCO | 13F-HR | 11/18/2022 | 000110465922120324 |
| Q2 2022 | 54 | 223,563 | IEFA, IVV, IEF, BSCO | 13F-HR | 7/21/2022 | 000110465922081646 |
| Q1 2022 | 55 | 243,434 | IEFA, IVV, SGOV, BSCO | 13F-HR | 5/11/2022 | 000110465922058884 |
| Q4 2021 | 52 | 229,286 | IEFA, IVV, SGOV, IEMG | 13F-HR | 2/1/2022 | 000110465922010262 |
| Q3 2021 | 51 | 212,431 | IEFA, SGOV, IVV, IEMG | RESTATEMENT | 10/20/2021 | 000110465921128219 |
| Q3 2021 | 51 | 173,438 | IEFA, IVV, BSCM, IEMG | 13F-HR | 10/12/2021 | 000110465921124755 |
| Q2 2021 | 51 | 173,438 | IEFA, IVV, BSCM, IEMG | 13F-HR | 7/28/2021 | 000110465921096759 |
| Q1 2021 | 49 | 155,967 | IEFA, IVV, BSCL, IEMG | 13F-HR | 4/8/2021 | 000110465921048036 |
| Q4 2020 | 50 | 160,903 | IEFA, IVV, IEMG, BSJL | 13F-HR | 2/10/2021 | 000110465921019729 |
| Q3 2020 | 44 | 134,935 | IEFA, BSCK, IVV, IEMG | 13F-HR | 11/17/2020 | 000110465920126017 |
| Q2 2020 | 44 | 134,935 | IEFA, BSCK, IVV, IEMG | 13F-HR | 7/28/2020 | 000110465920087262 |
| Q1 2020 | 51 | 119,368 | BSCK, IEFA, IVV, IEMG | 13F-HR | 5/15/2020 | 000110465920062529 |
| Q4 2019 | 51 | 143,335 | BSCK, IVV, IEFA, SCHX | 13F-HR | 2/20/2020 | 000110465920023244 |
| Q3 2019 | 54 | 134,052 | BSCK, SCHX, SCHF, SCHE | 13F-HR | 10/4/2019 | 000114420419047306 |
| Q2 2019 | 57 | 130,659 | BSCK, SCHX, SCHF, SCHE | 13F-HR | 8/14/2019 | 000114420419039900 |
| Q1 2019 | 55 | 117,245 | BSCK, SCHF, BSJK, SCHX | 13F-HR | 5/10/2019 | 000114420419025002 |
| Q4 2018 | 55 | 103,762 | BSCJ, SCHF, BSJJ, SCHX | 13F-HR | 2/13/2019 | 000114420419007102 |
| Q3 2018 | 58 | 113,221 | BSCJ, SCHF, BSJJ, SCHX | 13F-HR | 10/9/2018 | 000114420418052853 |
| Q2 2018 | 58 | 106,651 | BSCJ, SCHF, BSJJ, SCHX | 13F-HR | 8/13/2018 | 000114420418043937 |
| Q3 2017 | 90 | 106,911 | BSCI, BSJJ, SCHX, SCHF | 13F-HR | 2/7/2018 | 000114420418006338 |