| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 467 | 332,761 | IVV, AGG, VEA, JPST | 13F-HR | 1/24/2024 | 000169566424000002 |
| Q3 2023 | 503 | 319,889 | IVV, AGG, JPST, VEA | 13F-HR | 10/13/2023 | 000169566423000006 |
| Q2 2023 | 482 | 326,272 | IVV, AGG, JPST, VEA | 13F-HR | 8/9/2023 | 000169566423000004 |
| Q1 2023 | 693 | 341,737 | IVV, JPST, VEA, IUSG | 13F-HR | 5/1/2023 | 000169566423000003 |
| Q4 2022 | 627 | 315,161 | IVV, JPST, IUSG, DVY | RESTATEMENT | 1/24/2023 | 000169566423000002 |
| Q3 2022 | 615 | 288,839 | IVV, JPST, IUSG, IGSB | 13F-HR | 10/18/2022 | 000169566422000007 |
| Q2 2022 | 624 | 292,655 | IVV, JPST, IUSG, IGSB | 13F-HR | 7/14/2022 | 000169566422000006 |
| Q1 2022 | 591 | 314,188 | IVV, IUSG, JPST, VEA | 13F-HR | 4/25/2022 | 000169566422000005 |
| Q4 2021 | 535 | 289,086 | IVV, IUSG, JPST, VEA | 13F-HR | 1/21/2022 | 000169566422000001 |
| Q3 2021 | 474 | 257,829 | IUSG, IVV, JPST, IGSB | 13F-HR | 10/6/2021 | 000169566421000006 |
| Q2 2021 | 102 | 233,928 | IUSG, IVV, JPST, IGSB | 13F-HR | 7/6/2021 | 000169566421000005 |
| Q1 2021 | 473 | 232,272 | IUSG, IVV, JPST, IGSB | 13F-HR | 4/26/2021 | 000169566421000004 |
| Q4 2020 | 92 | 199,920 | IUSG, AGG, USMV, JPST | 13F-HR | 1/26/2021 | 000169566421000003 |
| Q3 2019 | 78 | 158,657 | USMV, AGG, JPST, IUSG | 13F-HR | 11/21/2019 | 000169566419000004 |
| Q2 2019 | 391 | 159,715 | USMV, JPST, AGG, IUSG | 13F-HR | 7/29/2019 | 000169566419000003 |
| Q1 2019 | 400 | 149,048 | USMV, JPST, IUSG, AGG | 13F-HR | 4/23/2019 | 000169566419000002 |
| Q4 2018 | 379 | 131,014 | USMV, IUSG, JPST, SPSB | 13F-HR | 1/28/2019 | 000169566419000001 |
| Q3 2018 | 403 | 151,560 | USMV, IUSG, EFAV, JPST | 13F-HR | 11/8/2018 | 000169566418000004 |
| Q2 2018 | 401 | 142,044 | USMV, IUSG, JPGB, EFAV | 13F-HR | 8/13/2018 | 000169566418000003 |
| Q1 2018 | 380 | 151,708 | USMV, OSTK, IUSG, JPGB | 13F-HR | 4/24/2018 | 000169566418000002 |
| Q4 2017 | 377 | 162,316 | OSTK, USMV, IUSG, SPSB | 13F-HR | 2/5/2018 | 000169566418000001 |
| Q3 2017 | 416 | 149,769 | USMV, EFAV, OSTK, IUSG | 13F-HR | 11/7/2017 | 000169566417000005 |
| Q2 2017 | 421 | 148,256 | WTM, USMV, EFAV, IUSG | 13F-HR | 7/13/2017 | 000169566417000004 |
| Q1 2017 | 374 | 139,679 | WTM, USMV, EFAV, IVV | 13F-HR | 4/18/2017 | 000169566417000003 |
| Q4 2016 | 378 | 135,932 | WTM, USMV, IUSG, EFAV | 13F-HR | 1/30/2017 | 000169566417000002 |