| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 177 | 496,710 | BND, VTV, VEA, SCHG | 13F-HR | 2/9/2024 | 000108514624001007 |
| Q3 2023 | 162 | 444,999 | BND, VTV, VEA, SCHG | 13F-HR | 11/14/2023 | 000108514623004523 |
| Q4 2022 | 129 | 377,643 | BND, VTV, VEA, VUG | 13F-HR | 2/2/2023 | 000108514623000568 |
| Q3 2022 | 115 | 338,406 | BND, VTV, VUG, VEA | 13F-HR | 11/14/2022 | 000108514622004114 |
| Q2 2022 | 119 | 357,740 | BND, VTV, VUG, VEA | 13F-HR | 8/3/2022 | 000108514622002749 |
| Q1 2022 | 126 | 406,154 | BND, VTV, VUG, VEA | 13F-HR | 5/13/2022 | 000108514622002059 |
| Q4 2021 | 143 | 444,551 | BND, VTV, VUG, VEA | 13F-HR | 2/11/2022 | 000108514622000891 |
| Q3 2021 | 150 | 434,161 | BND, VTV, VUG, VWO | 13F-HR | 12/27/2021 | 000108514621003442 |
| Q2 2021 | 120 | 339,115 | BND, VTV, VUG, VWO | 13F-HR | 8/13/2021 | 000108514621002470 |
| Q1 2021 | 111 | 309,699 | BND, VTV, VWO, VEA | 13F-HR | 5/14/2021 | 000108514621001678 |
| Q4 2020 | 115 | 291,052 | BND, VTV, VUG, VEA | 13F-HR | 2/11/2021 | 000108514621000623 |
| Q3 2020 | 110 | 255,389 | BND, VTV, VUG, VEA | 13F-HR | 11/13/2020 | 000108514620002910 |
| Q2 2020 | 107 | 245,298 | BND, VTV, VUG, GILD | 13F-HR | 8/11/2020 | 000108514620002125 |
| Q1 2020 | 99 | 209,639 | BND, VTV, VUG, GILD | 13F-HR | 5/11/2020 | 000108514620001409 |
| Q4 2019 | 110 | 218,437 | BND, VTV, VUG, GILD | 13F-HR | 2/13/2020 | 000108514620000659 |
| Q3 2019 | 108 | 195,380 | BND, VTV, VUG, GILD | 13F-HR | 11/12/2019 | 000108514619002837 |
| Q2 2019 | 105 | 186,000 | BND, VTV, VUG, GILD | 13F-HR | 8/9/2019 | 000108514619002168 |
| Q1 2019 | 97 | 172,556 | BND, VTV, VUG, GILD | 13F-HR | 6/4/2019 | 000108514619001746 |
| Q4 2018 | 95 | 160,661 | BND, VUG, VTV, GILD | 13F-HR | 2/14/2019 | 000108514619000884 |
| Q2 2018 | 86 | 165,581 | BND, VUG, VTV, GILD | 13F-HR | 8/14/2018 | 000108514618002054 |
| Q4 2017 | 95 | 148,076 | BND, VUG, VTV, GILD | 13F-HR | 2/7/2018 | 000108514618000395 |
| Q3 2017 | 91 | 126,347 | BND, VUG, VTV, BNDX | 13F-HR | 11/15/2017 | 000108514617002491 |
| Q2 2017 | 91 | 120,505 | BND, VUG, VTV, BNDX | 13F-HR | 8/4/2017 | 000108514617001635 |
| Q1 2017 | 89 | 115,541 | BND, VUG, VTV, BNDX | 13F-HR | 5/17/2017 | 000108514617001395 |
| Q4 2016 | 534 | 117,476 | BND, VTV, VUG, BNDX | 13F-HR | 2/13/2017 | 000108514617000578 |