| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 113 | 666,426 | SPY, BND, IJH, NFRA | 13F-HR | 11/4/2024 | 000139834424019929 |
| Q2 2024 | 112 | 644,632 | SPY, BND, IJH, IEFA | 13F-HR | 7/22/2024 | 000139834424012932 |
| Q1 2024 | 126 | 661,738 | SPY, BND, IJH, IEFA | 13F-HR | 4/18/2024 | 000139834424007311 |
| Q4 2023 | 123 | 600,558 | SPY, BND, IJH, IEFA | 13F-HR | 1/16/2024 | 000139834424000659 |
| Q3 2023 | 116 | 627,393 | SPY, BND, IJH, MUB | 13F-HR | 10/31/2023 | 000139834423019953 |
| Q2 2023 | 121 | 634,305 | SPY, BND, MUB, IJH | 13F-HR | 7/28/2023 | 000139834423013725 |
| Q1 2023 | 109 | 597,758 | SPY, BND, MUB, IJH | 13F-HR | 5/9/2023 | 000139834423009218 |
| Q4 2022 | 59 | 557,340 | SPY, BND, IJH, MUB | 13F-HR | 2/1/2023 | 000139834423001821 |
| Q3 2022 | 57 | 511,558 | SPY, BND, IJH, MUB | 13F-HR | 10/24/2022 | 000173160122000005 |
| Q2 2022 | 53 | 500,113 | SPY, BND, IJH, MUB | 13F-HR | 7/14/2022 | 000173160122000004 |
| Q1 2022 | 51 | 546,859 | SPY, IJH, BND, MUB | 13F-HR | 4/11/2022 | 000173160122000003 |
| Q4 2021 | 51 | 564,022 | SPY, IJH, BND, MUB | 13F-HR | 1/18/2022 | 000173160122000001 |
| Q3 2021 | 48 | 521,328 | SPY, BND, IJH, MUB | 13F-HR | 10/20/2021 | 000142677121000008 |
| Q2 2021 | 47 | 512,411 | SPY, IJH, BND, MUB | 13F-HR | 7/13/2021 | 000173160121000004 |
| Q1 2021 | 53 | 506,786 | SPY, IJH, BND, MUB | 13F-HR | 4/12/2021 | 000173160121000003 |
| Q4 2020 | 51 | 490,395 | SPY, BND, IJH, MUB | 13F-HR | 1/12/2021 | 000173160121000001 |
| Q3 2020 | 53 | 453,738 | SPY, BND, IEFA, MUB | 13F-HR | 10/6/2020 | 000173160120000005 |
| Q2 2020 | 56 | 423,765 | SPY, BND, IEFA, MUB | 13F-HR | 8/14/2020 | 000173160120000003 |
| Q1 2020 | 56 | 360,922 | SPY, BND, MUB, IEFA | 13F-HR | 5/15/2020 | 000173160120000002 |
| Q4 2019 | 69 | 626,335 | SPY, BND, IJH, IEFA | 13F-HR | 2/11/2020 | 000173160120000001 |
| Q3 2019 | 30 | 828,997 | SPY, BND, IJH, IEFA | 13F-HR | 11/18/2019 | 000173160119000006 |
| Q2 2019 | 64 | 934,017 | SPY, BND, IJH, IEFA | 13F-HR | 8/16/2019 | 000173160119000004 |
| Q1 2019 | 64 | 934,017 | SPY, BND, IJH, IEFA | 13F-HR | 5/16/2019 | 000173160119000003 |
| Q4 2018 | 54 | 321,981 | SPY, BND, IEFA, SHM | 13F-HR | 2/14/2019 | 000173160119000001 |
| Q3 2018 | 52 | 332,411 | SPY, IEFA, BND, IJH | 13F-HR | 11/15/2018 | 000173160118000005 |
| Q2 2018 | 53 | 312,588 | SPY, IEFA, BND, MUB | 13F-HR | 8/15/2018 | 000173160118000003 |
| Q1 2018 | 45 | 288,270 | SPY, IEFA, BND, MUB | 13F-HR | 5/16/2018 | 000173160118000002 |
| Q4 2017 | 45 | 277,076 | SPY, IEFA, BND, IJH | 13F-HR | 2/16/2018 | 000173160118000001 |