| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 65 | 396,928 | IAU, SCHV, VUG, IEF | 13F-HR | 4/11/2024 | 000117266124001828 |
| Q4 2023 | 70 | 361,993 | IAU, SCHV, VUG, IEF | 13F-HR | 1/11/2024 | 000117266124000198 |
| Q3 2023 | 67 | 329,604 | IAU, SCHV, VUG, IEF | 13F-HR | 11/13/2023 | 000117266123003784 |
| Q2 2023 | 71 | 347,600 | IAU, VUG, SCHV, IEF | 13F-HR | 7/13/2023 | 000117266123002502 |
| Q1 2023 | 69 | 326,424 | IAU, SCHV, VUG, IEF | 13F-HR | 4/11/2023 | 000117266123001661 |
| Q4 2022 | 71 | 305,761 | IAU, SCHV, IEF, VUG | 13F-HR | 1/19/2023 | 000117266123000213 |
| Q3 2022 | 59 | 295,313 | SHY, IAU, SCHV, IEF | 13F-HR | 10/14/2022 | 000160658722001879 |
| Q2 2022 | 56 | 312,622 | SHY, SCHV, IEF, IAU | 13F-HR | 7/28/2022 | 000160658722001516 |
| Q1 2022 | 71 | 360,545 | SCHV, IEF, VUG, VOO | 13F-HR | 5/5/2022 | 000160658722000953 |
| Q4 2021 | 68 | 369,418 | SCHV, IEF, VUG, VOO | 13F-HR | 2/10/2022 | 000160658722000469 |
| Q3 2021 | 63 | 340,915 | IEF, SCHV, VUG, VOO | 13F-HR | 10/19/2021 | 000160658721001307 |
| Q2 2021 | 63 | 339,144 | IEF, SCHV, VUG, VOO | 13F-HR | 7/26/2021 | 000160658721000882 |
| Q1 2021 | 66 | 314,913 | IEF, SCHV, SHY, VUG | 13F-HR | 4/26/2021 | 000160658721000411 |
| Q4 2020 | 70 | 301,810 | IEF, SCHV, VUG, QQQ | 13F-HR | 1/14/2021 | 000160658721000030 |
| Q3 2020 | 67 | 276,547 | IEF, SCHV, VUG, QQQ | 13F-HR | 10/19/2020 | 000160658720001071 |
| Q2 2020 | 69 | 257,655 | IEF, QQQ, IVV, VUG | 13F-HR | 7/16/2020 | 000160658720000740 |
| Q1 2020 | 56 | 229,415 | SHV, BIL, IEF, IEI | 13F-HR | 4/20/2020 | 000160658720000386 |
| Q4 2019 | 70 | 258,313 | JKE, JKF, IEF, ZROZ | 13F-HR | 1/14/2020 | 000160658720000020 |
| Q3 2019 | 67 | 240,471 | ZROZ, IEF, JKE, JKF | 13F-HR | 10/7/2019 | 000160658719000816 |
| Q2 2019 | 66 | 234,633 | IEF, ZROZ, JKE, JKF | 13F-HR | 7/10/2019 | 000160658719000597 |
| Q1 2019 | 61 | 220,910 | IEF, JKE, JKF, TLH | 13F-HR | 4/8/2019 | 000160658719000311 |
| Q4 2018 | 59 | 200,909 | GLD, SHY, IEF, JKE | 13F-HR | 1/11/2019 | 000160658719000016 |
| Q3 2018 | 64 | 217,225 | IEF, JKE, JKF, QQQ | 13F-HR | 10/9/2018 | 000160658718000703 |
| Q2 2018 | 60 | 203,646 | IEF, JKE, JKF, TLH | 13F-HR | 7/13/2018 | 000160658718000493 |
| Q1 2018 | 59 | 194,607 | TLT, IEF, JKE, JKF | 13F-HR | 4/12/2018 | 000160658718000286 |
| Q4 2017 | 59 | 199,330 | IEF, JKE, QQQ, JKF | 13F-HR | 2/1/2018 | 000160658718000093 |
| Q3 2017 | 53 | 166,910 | IEF, IVV, JKE, JKF | 13F-HR | 10/18/2017 | 000160658717000570 |
| Q2 2017 | 51 | 148,533 | IEF, IVV, DIA, QQQ | 13F-HR | 8/10/2017 | 000160658717000487 |