| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 91 | 679,421 | IWM, IGSB, IVV, IEFA | 13F-HR | 4/16/2025 | 000137647425000345 |
| Q4 2024 | 94 | 667,029 | IWM, IVV, IGSB, IEFA | 13F-HR | 1/22/2025 | 000137647425000099 |
| Q3 2024 | 93 | 662,585 | IWM, IVV, IGSB, IEFA | 13F-HR | 10/15/2024 | 000137647424000598 |
| Q2 2024 | 90 | 633,828 | IWM, IVV, IGSB, IEFA | 13F-HR | 7/10/2024 | 000137647424000298 |
| Q1 2024 | 90 | 630,545 | IWM, IVV, JPST, IGSB | 13F-HR | 4/12/2024 | 000137647424000163 |
| Q4 2023 | 96 | 591,104 | IWM, IVV, IGSB, JPST | 13F-HR | 1/11/2024 | 000137647424000029 |
| Q3 2023 | 87 | 544,551 | IWM, IVV, JPST, AAPL | 13F-HR | 10/10/2023 | 000137647423000450 |
| Q2 2023 | 85 | 535,724 | IWM, IVV, IEF, MUB | 13F-HR | 7/7/2023 | 000137647423000355 |
| Q1 2023 | 93 | 531,023 | IWM, IVV, IAU, MUB | 13F-HR | 4/18/2023 | 000137647423000206 |
| Q4 2022 | 89 | 501,422 | IWM, IVV, IGSB, IAU | 13F-HR | 1/11/2023 | 000137647423000016 |
| Q3 2022 | 84 | 465,758 | IWM, IGSB, IVV, MUB | 13F-HR | 10/20/2022 | 000137647422000428 |
| Q2 2022 | 86 | 475,412 | IWM, IVV, IGSB, IAU | 13F-HR | 7/13/2022 | 000137647422000310 |
| Q1 2022 | 161 | 511,119 | IWM, IGSB, IVV, IAU | 13F-HR | 5/2/2022 | 000137647422000241 |
| Q4 2021 | 87 | 519,867 | IWM, IGSB, IVV, IAU | 13F-HR | 1/18/2022 | 000137647422000043 |
| Q3 2021 | 88 | 477,546 | IWM, IGSB, IVV, IAU | 13F-HR | 10/21/2021 | 000137647421000366 |
| Q2 2021 | 88 | 519,668 | IWM, IGSB, IVV, IAU | 13F-HR | 7/29/2021 | 000137647421000236 |
| Q1 2021 | 88 | 480,486 | IWM, IGSB, IVV, PTON | 13F-HR | 4/14/2021 | 000137647421000119 |
| Q4 2020 | 89 | 450,634 | IWM, PTON, IGSB, IAU | 13F-HR | 1/13/2021 | 000137647421000013 |
| Q3 2020 | 94 | 380,332 | IWM, IAU, IGSB, JPST | 13F-HR | 10/28/2020 | 000137647420000270 |
| Q2 2020 | 100 | 378,087 | IWM, PTON, IAU, JPST | 13F-HR | 7/23/2020 | 000137647420000161 |
| Q1 2020 | 99 | 302,722 | IWM, VWO, IEMG, IAU | 13F-HR | 4/21/2020 | 000137647420000091 |
| Q4 2019 | 113 | 411,708 | VWO, AMLP, IEFA, IWM | 13F-HR | 1/27/2020 | 000137647420000026 |
| Q3 2019 | 90 | 373,616 | VWO, IEFA, AMLP, IEMG | 13F-HR | 11/6/2019 | 000137647419000267 |
| Q2 2019 | 106 | 384,320 | VWO, TYG, IEMG, IEFA | 13F-HR | 8/2/2019 | 000137647419000196 |
| Q1 2019 | 109 | 366,724 | VWO, TYG, IEFA, AMLP | 13F-HR | 5/10/2019 | 000137647419000117 |
| Q4 2018 | 103 | 230,440 | VWO, TYG, VEA, SHM | 13F-HR | 2/4/2019 | 000137647419000029 |
| Q3 2018 | 155 | 211,636 | IWM, IEFA, IEMG, KYN | 13F-HR | 10/17/2018 | 000137647418000142 |
| Q2 2018 | 89 | 204,178 | IEFA, IWM, IEMG, KYN | 13F-HR | 8/9/2018 | 000095012318007812 |
| Q1 2018 | 88 | 192,212 | IEFA, IEMG, KYN, SHM | 13F-HR | 5/11/2018 | 000095012318004691 |
| Q4 2017 | 96 | 205,216 | IEMG, IEFA, ECON, IBB | 13F-HR | 2/7/2018 | 000095012318000917 |
| Q3 2017 | 87 | 173,426 | IEMG, IEFA, ECON, IBB | 13F-HR | 11/6/2017 | 000095012317009577 |
| Q2 2017 | 58 | 160,609 | IEMG, IEFA, ECON, IBB | 13F-HR | 8/3/2017 | 000095012317006596 |
| Q1 2017 | 53 | 141,681 | IEFA, IBB, IEMG, CME | 13F-HR | 5/10/2017 | 000095012317004276 |