| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 84 | 1,065,950 | VOO, SPYV, IJH, BND | 13F-HR | 2/7/2024 | 000173711224000002 |
| Q3 2023 | 81 | 918,221 | VOO, SPYV, BND, IJH | 13F-HR | 11/3/2023 | 000173711223000006 |
| Q2 2023 | 81 | 929,747 | VOO, SPYV, IJH, BND | 13F-HR | 8/7/2023 | 000173711223000004 |
| Q1 2023 | 76 | 876,254 | VOO, SPYV, IJH, BND | 13F-HR | 5/1/2023 | 000173711223000002 |
| Q4 2022 | 75 | 814,178 | VOO, SPYV, IJH, BND | 13F-HR | 2/6/2023 | 000173711223000001 |
| Q3 2022 | 71 | 731,943 | VOO, SPYV, IJH, BND | 13F-HR | 10/24/2022 | 000173711222000008 |
| Q2 2022 | 67 | 754,011 | SPYV, VOO, IJH, SUB | 13F-HR | 7/20/2022 | 000173711222000006 |
| Q1 2022 | 60 | 811,051 | VOO, SPYV, IJH, BND | 13F-HR | 4/25/2022 | 000173711222000004 |
| Q4 2021 | 64 | 814,228 | VOO, SPYV, BND, IJH | 13F-HR | 1/19/2022 | 000173711222000001 |
| Q3 2021 | 63 | 769,773 | VOO, SPYV, BND, IJH | 13F-HR | 10/27/2021 | 000173711221000006 |
| Q2 2021 | 62 | 751,118 | SPYV, VOO, BND, IJH | 13F-HR | 7/26/2021 | 000173711221000005 |
| Q1 2021 | 57 | 675,950 | SPYV, VOO, BND, IJH | 13F-HR | 4/27/2021 | 000173711221000004 |
| Q4 2020 | 56 | 608,941 | BND, SPYV, VOO, IJH | 13F-HR | 2/12/2021 | 000173711221000002 |
| Q3 2020 | 58 | 518,868 | BND, SPYV, VOO, IJH | 13F-HR | 11/5/2020 | 000173711220000005 |
| Q2 2020 | 57 | 490,669 | BND, SPYV, VOO, IJH | 13F-HR | 7/28/2020 | 000173711220000004 |
| Q1 2020 | 61 | 449,976 | BND, SPYV, VOO, SPY | 13F-HR | 4/27/2020 | 000173711220000003 |
| Q4 2019 | 66 | 563,041 | BND, IJH, SPYV, VOO | 13F-HR | 2/3/2020 | 000173711220000001 |
| Q3 2019 | 66 | 521,775 | BND, IJH, SPYV, BSV | 13F-HR | 10/31/2019 | 000173711219000005 |
| Q2 2019 | 65 | 511,048 | IJH, BND, BSV, SPYV | 13F-HR | 8/13/2019 | 000173711219000004 |
| Q1 2019 | 61 | 490,414 | BSV, IJH, BND, SPY | 13F-HR | 5/6/2019 | 000173711219000003 |
| Q4 2018 | 63 | 448,003 | BSV, BND, SPY, IJH | 13F-HR | 2/13/2019 | 000173711219000001 |
| Q3 2018 | 52 | 452,884 | BSV, IJH, SPY, BND | 13F-HR | 11/13/2018 | 000173711218000004 |
| Q2 2018 | 42 | 350,983 | IJH, BSV, BND, VOO | 13F-HR | 8/15/2018 | 000173711218000003 |
| Q1 2018 | 43 | 338,832 | IJH, BSV, BND, VOO | 13F-HR | 4/17/2018 | 000173711218000002 |
| Q4 2017 | 48 | 342,874 | IJH, BSV, BND, VOO | 13F-HR | 4/17/2018 | 000173711218000001 |