| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 201 | 758,578 | HYDW, IDEV, IVV, MLPA | 13F-HR | 4/17/2025 | 000108514625002178 |
| Q4 2024 | 204 | 720,905 | HYDW, IVV, IDEV, SCHZ | 13F-HR | 1/24/2025 | 000108514625000480 |
| Q3 2024 | 180 | 274,711 | IVV, SCHZ, SCHJ, VOO | 13F-HR | 10/18/2024 | 000108514624005000 |
| Q2 2024 | 173 | 258,694 | IVV, SCHZ, SCHJ, STIP | 13F-HR | 7/12/2024 | 000108514624002935 |
| Q1 2024 | 178 | 263,718 | IVV, SCHZ, STIP, VOO | 13F-HR | 4/12/2024 | 000108514624001749 |
| Q4 2023 | 175 | 253,276 | SCHZ, IVV, VOO, STIP | 13F-HR | 1/19/2024 | 000108514624000360 |
| Q3 2023 | 159 | 237,129 | MBB, IVV, GOVT, VOO | 13F-HR | 10/16/2023 | 000108514623003747 |
| Q2 2023 | 153 | 251,587 | VGSH, IVV, MBB, GOVT | 13F-HR | 7/21/2023 | 000108514623002809 |
| Q1 2023 | 168 | 268,983 | VGSH, MBB, VYMI, HDEF | 13F-HR | 4/27/2023 | 000108514623001928 |
| Q4 2022 | 167 | 260,522 | VGSH, MBB, VYMI, HDEF | 13F-HR | 2/2/2023 | 000108514623000600 |
| Q3 2022 | 171 | 244,297 | VGSH, SCHX, VOO, VYMI | 13F-HR | 10/20/2022 | 000108514622003539 |
| Q2 2022 | 174 | 263,115 | SCHP, SCHX, VOO, HDEF | 13F-HR | 7/26/2022 | 000108514622002601 |
| Q1 2022 | 164 | 292,845 | HDAW, SCHP, AGG, VOO | 13F-HR | 4/25/2022 | 000108514622001555 |
| Q4 2021 | 164 | 297,857 | HDAW, SCHP, SPSB, AGG | 13F-HR | 1/20/2022 | 000108514622000260 |
| Q3 2021 | 157 | 302,813 | VCSH, SCHP, VMBS, HDAW | 13F-HR | 10/22/2021 | 000108514621002886 |
| Q2 2021 | 161 | 321,477 | SCHP, HDAW, VMBS, ESEB | 13F-HR | 7/20/2021 | 000108514621002042 |
| Q1 2021 | 167 | 320,995 | SCHP, HDAW, VMBS, IEMG | 13F-HR | 4/23/2021 | 000108514621001300 |
| Q4 2020 | 152 | 325,746 | VTIP, IEMG, HDAW, ESEB | 13F-HR | 1/26/2021 | 000108514621000253 |
| Q3 2020 | 145 | 327,217 | VTIP, IEMG, AGG, SHY | 13F-HR | 10/30/2020 | 000108514620002703 |
| Q2 2020 | 130 | 366,668 | AGG, VTIP, VCSH, SHY | 13F-HR | 7/31/2020 | 000108514620001936 |
| Q1 2020 | 156 | 345,047 | VTIP, EMLC, SHY, AGG | 13F-HR | 5/4/2020 | 000108514620001295 |
| Q4 2019 | 173 | 452,188 | VTIP, HDAW, SCHO, IDEV | 13F-HR | 1/27/2020 | 000108514620000300 |
| Q3 2019 | 132 | 397,843 | SCHO, VTIP, IDEV, HDAW | 13F-HR | 10/22/2019 | 000108514619002624 |
| Q2 2019 | 134 | 465,976 | SCHO, HDAW, FLRN, PFFD | 13F-HR | 7/16/2019 | 000108514619001894 |
| Q1 2019 | 128 | 456,854 | SCHO, FLRN, PFFD, IDEV | 13F-HR | 4/22/2019 | 000108514619001227 |
| Q4 2018 | 127 | 438,452 | SCHO, AGG, PFFD, FLRN | 13F-HR | 1/14/2019 | 000108514619000150 |
| Q3 2018 | 122 | 403,638 | HDAW, SCHO, DWX, SCHZ | 13F-HR | 10/12/2018 | 000108514618002317 |
| Q2 2018 | 120 | 384,663 | CWB, DWX, SCHZ, VRP | 13F-HR | 7/19/2018 | 000108514618001715 |
| Q1 2018 | 110 | 386,624 | DWX, CWB, SCHZ, VRP | 13F-HR | 4/17/2018 | 000108514618001103 |
| Q4 2017 | 100 | 320,140 | DWX, VTI, PGX, VFH | 13F-HR | 2/2/2018 | 000108514618000303 |