| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2022 | 186 | 475,962 | AGG, VBR, IUSV, VIOV | 13F-HR | 2/14/2023 | 000108514623001374 |
| Q3 2022 | 180 | 479,400 | SHYG, LQDH, IEFA, VBR | 13F-HR | 10/26/2022 | 000108514622003609 |
| Q2 2022 | 190 | 573,392 | IEFA, LQDH, AHHX, SHYG | 13F-HR | 8/2/2022 | 000108514622002724 |
| Q1 2022 | 217 | 681,416 | AGG, IEFA, KLCD, AHHX | 13F-HR | 5/11/2022 | 000108514622002003 |
| Q4 2021 | 234 | 855,921 | AGG, PTBD, AHHX, KLCD | 13F-HR | 2/3/2022 | 000108514622000516 |
| Q3 2021 | 233 | 763,816 | PTBD, AGG, KLCD, AGOX | 13F-HR | 11/12/2021 | 000108514621003184 |
| Q2 2021 | 229 | 820,386 | PTBD, AGG, KLCD, KDFI | 13F-HR | 8/9/2021 | 000108514621002311 |
| Q1 2021 | 239 | 700,712 | AGG, PTBD, KLCD, KDFI | 13F-HR | 4/22/2021 | 000108514621001277 |
| Q4 2020 | 220 | 705,216 | AGG, PTBD, KDFI, KLCD | 13F-HR | 2/12/2021 | 000108514621000744 |
| Q3 2020 | 445 | 3,967 | JKL, STE, AEP, CZR | 13F-HR | 11/13/2020 | 000108514620002922 |
| Q2 2020 | 168 | 541,897 | IUSG, AGG, KLCD, IEFA | 13F-HR | 8/10/2020 | 000108514620002081 |
| Q1 2020 | 135 | 459,771 | AGG, KLCD, IUSG, IEFA | 13F-HR | 4/16/2020 | 000108514620001127 |
| Q4 2019 | 153 | 528,121 | KLCD, AGG, IUSG, IEFA | 13F-HR | 1/13/2020 | 000108514620000109 |
| Q3 2019 | 139 | 436,898 | KLCD, AGG, IUSG, KSCD | 13F-HR | 11/8/2019 | 000108514619002810 |
| Q2 2019 | 208 | 533,441 | AGG, IUSG, DGRO, PWS | 13F-HR | 8/2/2019 | 000108514619002044 |
| Q1 2019 | 209 | 461,645 | IUSG, DGRO, AGG, IEFA | 13F-HR | 5/6/2019 | 000108514619001367 |
| Q4 2018 | 163 | 335,534 | AGG, PWS, IUSG, DGRO | 13F-HR | 2/8/2019 | 000108514619000436 |
| Q3 2018 | 78 | 73,396 | MTUM, IVV, CIM, TQQQ | 13F-HR | 11/13/2018 | 000108514618002637 |
| Q2 2018 | 103 | 140,168 | VTI, AGG, IUSG, IEFA | 13F-HR | 8/14/2018 | 000108514618002072 |
| Q1 2018 | 106 | 131,421 | VTI, DVY, IEFA, DVYE | 13F-HR | 4/23/2018 | 000108514618001137 |