| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 35 | 477,932 | IVV, SHV, ONEQ, AGG | 13F-HR | 2/9/2024 | 000173127524000001 |
| Q3 2023 | 30 | 439,615 | IVV, SHV, AGG, ONEQ | 13F-HR | 10/31/2023 | 000173127523000007 |
| Q2 2023 | 30 | 454,198 | IVV, SHV, ONEQ, AGG | 13F-HR | 7/7/2023 | 000173127523000006 |
| Q1 2023 | 29 | 429,115 | IVV, SHV, ONEQ, AGG | 13F-HR | 4/24/2023 | 000173127523000005 |
| Q4 2022 | 30 | 398,954 | IVV, SHV, AGG, IDEV | 13F-HR | 2/13/2023 | 000173127523000001 |
| Q3 2022 | 20 | 369,639 | IVV, SHV, AGG, ISTB | 13F-HR | 11/8/2022 | 000173127522000006 |
| Q2 2022 | 17 | 403,117 | IVV, SHV, AGG, ONEQ | 13F-HR | 7/20/2022 | 000173127522000005 |
| Q1 2022 | 19 | 482,194 | IVV, SHV, AGG, ONEQ | 13F-HR | 4/18/2022 | 000173127522000004 |
| Q4 2021 | 23 | 493,641 | IVV, SHV, AGG, ITOT | 13F-HR | 1/20/2022 | 000173127522000001 |
| Q3 2021 | 19 | 448,918 | IVV, SHV, AGG, ITOT | 13F-HR | 10/25/2021 | 000173127521000010 |
| Q2 2021 | 16 | 438,735 | IVV, SHV, AGG, ITOT | 13F-HR | 7/27/2021 | 000173127521000009 |
| Q1 2021 | 16 | 423,467 | IVV, SHV, AGG, ITOT | 13F-HR | 4/23/2021 | 000173127521000007 |
| Q4 2020 | 16 | 388,515 | IVV, SHV, AGG, ITOT | 13F-HR | 1/22/2021 | 000173127521000001 |
| Q3 2020 | 36 | 370,372 | IVV, SHV, AGG, ITOT | 13F-HR | 11/5/2020 | 000173127520000005 |
| Q2 2020 | 38 | 339,984 | IVV, AGG, ITOT, ISTB | 13F-HR | 8/5/2020 | 000173127520000004 |
| Q1 2020 | 37 | 281,145 | IVV, ITOT, IJH, IJR | 13F-HR | 5/6/2020 | 000173127520000003 |
| Q4 2019 | 41 | 339,806 | AGG, ISTB, IVV, ITOT | 13F-HR | 1/8/2020 | 000173127520000001 |
| Q3 2019 | 42 | 322,796 | IVV, ITOT, AGG, ISTB | 13F-HR | 10/28/2019 | 000173127519000005 |
| Q2 2019 | 41 | 314,136 | AGG, ISTB, IVV, ITOT | 13F-HR | 8/5/2019 | 000173127519000004 |
| Q1 2019 | 36 | 300,711 | IVV, ITOT, AGG, ISTB | 13F-HR | 4/8/2019 | 000173127519000003 |
| Q4 2018 | 44 | 269,568 | IVV, ITOT, IJH, IXUS | 13F-HR | 2/5/2019 | 000173127519000001 |
| Q3 2018 | 139 | 289,807 | AGG, ISTB, IVV, ITOT | 13F-HR | 10/10/2018 | 000173127518000006 |
| Q2 2018 | 136 | 277,492 | IVV, AGG, ITOT, ISTB | 13F-HR | 7/10/2018 | 000173127518000005 |
| Q1 2018 | 187 | 267,206 | IVV, AGG, ITOT, ISTB | 13F-HR | 4/11/2018 | 000173127518000004 |
| Q4 2017 | 18 | 236,328 | AGG, ISTB, IVV, ITOT | 13F-HR | 2/15/2018 | 000160658718000239 |