| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 108 | 149,114 | IVV, CGGR, TOTL, GDXJ | 13F-HR | 4/16/2025 | 000158064225002392 |
| Q4 2024 | 104 | 156,726 | IVV, CGGR, TOTL, AJG | 13F-HR | 1/15/2025 | 000158064225000325 |
| Q3 2024 | 104 | 149,017 | IVV, CGGR, TOTL, AJG | 13F-HR | 10/10/2024 | 000158064224006130 |
| Q2 2024 | 102 | 150,951 | IVV, TOTL, CGGR, GDXJ | 13F-HR | 7/17/2024 | 000158064224003709 |
| Q1 2024 | 101 | 144,926 | IVV, TOTL, CGGR, GDXJ | 13F-HR | 4/11/2024 | 000158064224002123 |
| Q4 2023 | 98 | 133,081 | IVV, TOTL, CGGR, GDXJ | 13F-HR | 1/18/2024 | 000158064224000289 |
| Q3 2023 | 97 | 121,485 | IVV, CGGR, AJG, IJR | 13F-HR | 10/6/2023 | 000158064223005402 |
| Q2 2023 | 111 | 138,441 | IVV, EFAV, CGGR, GDXJ | 13F-HR | 7/20/2023 | 000158064223003731 |
| Q1 2023 | 107 | 137,169 | IVV, EFAV, CGGR, AJG | 13F-HR | 7/6/2023 | 000158064223003491 |
| Q4 2022 | 98 | 130,556 | IVV, EFAV, GDXJ, IJR | 13F-HR | 1/13/2023 | 000158064223000237 |
| Q3 2022 | 95 | 111,456 | IVV, EFAV, IJR, IEF | 13F-HR | 10/11/2022 | 000158064222005181 |
| Q2 2022 | 95 | 109,567 | IVV, EFAV, IEF, IJR | 13F-HR | 7/26/2022 | 000158064222003668 |
| Q1 2022 | 111 | 130,957 | IVV, EFAV, AJG, GDXJ | 13F-HR | 4/28/2022 | 000158064222002313 |
| Q4 2021 | 118 | 143,664 | IVV, EFAV, IJR, AJG | 13F-HR | 1/25/2022 | 000158064222000427 |
| Q3 2021 | 111 | 136,120 | IVV, EFAV, IJR, IEI | 13F-HR | 10/19/2021 | 000158064221004912 |
| Q2 2021 | 116 | 144,120 | IVV, EFAV, IJR, IEI | 13F-HR | 7/15/2021 | 000158064221003159 |
| Q1 2021 | 111 | 271,412 | IVV, EFAV, IJR, IEI | 13F-HR | 4/13/2021 | 000158064221001702 |
| Q4 2020 | 111 | 129,641 | IVV, EFAV, IEI, IJR | 13F-HR | 1/13/2021 | 000158064221000119 |
| Q3 2020 | 90 | 117,922 | IVV, EFAV, IEF, IEI | 13F-HR | 10/6/2020 | 000158064220003670 |
| Q2 2020 | 90 | 101,844 | IVV, EFAV, IEI, TOTL | 13F-HR | 7/13/2020 | 000158064220002618 |
| Q1 2020 | 76 | 88,548 | IVV, IEI, EFAV, TOTL | 13F-HR | 7/10/2020 | 000158064220002606 |
| Q4 2019 | 92 | 116,752 | TOTL, FEX, EFAV, IVV | 13F-HR | 1/14/2020 | 000158064220000201 |
| Q3 2019 | 89 | 109,677 | TOTL, FEX, EFAV, IEI | 13F-HR | 10/15/2019 | 000158064219004710 |
| Q2 2019 | 89 | 109,988 | FEX, TOTL, EFAV, IEI | 13F-HR | 7/17/2019 | 000158064219003250 |
| Q1 2019 | 91 | 108,668 | FEX, TOTL, EFAV, IEI | 13F-HR | 5/8/2019 | 000158064219002397 |
| Q4 2018 | 92 | 106,462 | TOTL, FEX, EFAV, IEI | 13F-HR | 2/12/2019 | 000158064219000740 |
| Q3 2018 | 524 | 109,177 | TOTL, FEX, EFAV, SH | 13F-HR | 10/30/2018 | 000158064218005121 |
| Q2 2018 | 310 | 88,736 | FEX, EFAV, TOTL, EFR | 13F-HR | 7/30/2018 | 000158064218003585 |
| Q1 2018 | 303 | 114,432 | TOTL, FEX, EFAV, RWM | 13F-HR | 5/7/2018 | 000158064218002493 |
| Q4 2017 | 101 | 100,804 | TOTL, FEX, EFAV, SHY | 13F-HR | 1/30/2018 | 000158064218000516 |