| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 63 | 466,268 | VTV, VUG, EQL, VEA | 13F-HR | 4/28/2025 | 000195175725000465 |
| Q4 2024 | 62 | 482,988 | VTV, VUG, VOO, IVOO | 13F-HR | 2/13/2025 | 000195175725000250 |
| Q3 2024 | 62 | 455,940 | VUG, VEA, VTV, HTRB | 13F-HR | 11/15/2024 | 000195175724001209 |
| Q2 2024 | 49 | 402,988 | VEA, VUG, VTV, VWO | 13F-HR | 7/16/2024 | 000175496024000261 |
| Q1 2024 | 47 | 356,751 | VEA, VUG, VTV, VWO | 13F-HR | 4/10/2024 | 000175496024000127 |
| Q4 2023 | 62 | 295,977 | VYMI, VUG, VTV, VWO | 13F-HR | 1/9/2024 | 000175496024000008 |
| Q3 2023 | 59 | 266,633 | VUG, VYMI, VTV, VWO | 13F-HR | 11/13/2023 | 000175496023000334 |
| Q2 2023 | 70 | 264,915 | VYMI, VUG, VWO, VB | 13F-HR | 7/25/2023 | 000175496023000218 |
| Q1 2023 | 65 | 226,960 | BIL, VYMI, IWF, USMV | 13F-HR | 4/14/2023 | 000175496023000110 |
| Q4 2022 | 73 | 219,906 | IWF, EFV, RSP, EFG | 13F-HR | 1/10/2023 | 000175496023000002 |
| Q3 2022 | 84 | 190,871 | EFV, RSP, EFG, ESGU | 13F-HR | 10/20/2022 | 000175496022000271 |
| Q2 2022 | 75 | 199,966 | EFV, HDV, RSP, EFG | 13F-HR | 7/8/2022 | 000175496022000168 |
| Q1 2022 | 88 | 211,735 | EFV, EFG, RSP, IJR | 13F-HR | 4/12/2022 | 000175496022000087 |
| Q4 2021 | 117 | 220,603 | EFV, EFG, ESGU, RSP | 13F-HR | 1/12/2022 | 000175496022000014 |
| Q3 2021 | 122 | 188,969 | SCHF, ESGU, IVV, IUSB | 13F-HR | 10/12/2021 | 000175496021000168 |
| Q2 2021 | 121 | 216,688 | SCHF, ESGU, GOVT, RSP | 13F-HR | 7/9/2021 | 000175496021000102 |
| Q1 2021 | 144 | 199,238 | ESGU, GOVT, RSP, IUSB | 13F-HR | 4/13/2021 | 000175496021000057 |
| Q4 2020 | 135 | 165,727 | IVV, ESGU, LQD, GOVT | RESTATEMENT | 1/13/2021 | 000175496021000011 |
| Q3 2020 | 101 | 154,891 | GOVT, IVV, LQD, ESGU | 13F-HR | 10/13/2020 | 000175496020000068 |
| Q2 2020 | 49 | 218,331 | GOVT, IVV, IGIB, NEAR | 13F-HR | 7/8/2020 | 000175496020000038 |
| Q1 2020 | 44 | 193,505 | GOVT, IVV, IGIB, MBB | 13F-HR | 4/13/2020 | 000175496020000019 |
| Q4 2019 | 42 | 225,043 | GOVT, IVV, IEFA, MBB | 13F-HR | 1/9/2020 | 000175496020000005 |
| Q3 2019 | 48 | 113,149 | SPLV, RSP, SCHF, SGOL | 13F-HR | 10/25/2019 | 000175496019000036 |
| Q2 2019 | 47 | 106,500 | RSP, SCHF, SCHM, SCHO | 13F-HR | 8/14/2019 | 000175496019000027 |
| Q1 2019 | 45 | 92,935 | RSP, SCHF, SCHM, SCHO | 13F-HR | 5/16/2019 | 000175496019000014 |
| Q4 2018 | 32 | 71,921 | RSP, SCHF, SCHM, SPLV | 13F-HR | 1/29/2019 | 000175496019000003 |
| Q3 2018 | 46 | 103,383 | RSP, SCHF, MTUM, RYT | 13F-HR | 10/16/2018 | 000175496018000002 |
| Q2 2018 | 44 | 102,442 | RSP, SCHF, SCHM, SLYG | 13F-HR | 8/1/2018 | 000171450618000003 |
| Q1 2018 | 32 | 92,186 | SCHF, RSP.MX, SCHM, SCHP | 13F-HR | 4/23/2018 | 000171450618000002 |
| Q4 2017 | 33 | 103,650 | RSP.MX, SCHF, SCHM, SLYG | 13F-HR | 2/9/2018 | 000171450618000001 |
| Q3 2017 | 525 | 112,619 | RSP.MX, SCHF, SCHM, SCHH | 13F-HR | 11/1/2017 | 000171450617000006 |
| Q2 2017 | 534 | 102,144 | RSP.MX, SCHF, SCHM, SCHH | 13F-HR | 8/16/2017 | 000171450617000005 |