| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 942 | 2,940,579 | IUSB, VTV, VUG, VEA | 13F-HR | 11/13/2024 | 000173972824000007 |
| Q2 2024 | 761 | 1,974,151 | VUG, VTV, VEA, IUSB | 13F-HR | 8/14/2024 | 000173972824000005 |
| Q1 2024 | 873 | 2,509,370 | IUSB, VTV, VUG, VEA | 13F-HR | 5/14/2024 | 000173972824000004 |
| Q4 2023 | 619 | 1,561,971 | VTV, VUG, SPLG, VEA | 13F-HR | 2/9/2024 | 000173972824000002 |
| Q3 2023 | 567 | 1,389,825 | IUSB, VTV, VUG, VEA | 13F-HR | 10/17/2023 | 000173972823000007 |
| Q2 2023 | 827 | 2,144,493 | IUSB, VEA, VUG, VTV | NEW HOLDINGS | 8/16/2023 | 000173972823000006 |
| Q2 2023 | 781 | 1,864,822 | IUSB, VTV, VEA, VUG | 13F-HR | 8/14/2023 | 000173972823000005 |
| Q1 2023 | 789 | 2,026,481 | IUSB, VTV, VEA, VUG | 13F-HR | 5/15/2023 | 000173972823000004 |
| Q4 2022 | 731 | 1,815,595 | IUSB, VTV, ESGU, VEA | 13F-HR | 2/14/2023 | 000173972823000003 |
| Q3 2022 | 693 | 1,664,003 | IUSB, ESGU, GOVT, VTV | 13F-HR | 11/14/2022 | 000173972822000007 |
| Q2 2022 | 711 | 1,846,289 | GOOGL, IUSB, ESGU, VTV | 13F-HR | 8/11/2022 | 000173972822000006 |
| Q1 2022 | 729 | 1,929,882 | IUSB, ESGU, VTV, VEA | 13F-HR | 5/13/2022 | 000173972822000005 |
| Q4 2021 | 745 | 2,025,708 | SPY, ESGU, IUSB, VTV | 13F-HR | 2/14/2022 | 000173972822000003 |
| Q3 2021 | 687 | 1,702,403 | SPY, VTV, VEA, ESGU | 13F-HR | 11/15/2021 | 000173972821000005 |
| Q2 2021 | 669 | 1,619,427 | SPY, VTV, VEA, VUG | 13F-HR | 8/13/2021 | 000173972821000004 |
| Q1 2021 | 561 | 1,321,334 | BOND, SPY, OMFL, JPIN | 13F-HR | 5/17/2021 | 000173972821000003 |
| Q4 2020 | 518 | 1,207,742 | SPY, BOND, JAGG, JPIN | 13F-HR | 2/12/2021 | 000173972821000001 |
| Q3 2020 | 265 | 720,247 | JAGG, BOND, JPIN, VTV | 13F-HR | 11/13/2020 | 000173972820000005 |
| Q2 2020 | 243 | 643,432 | JAGG, JPIN, VUG, OMFL | 13F-HR | 8/13/2020 | 000173972820000004 |
| Q1 2020 | 195 | 523,449 | JAGG, JPIN, JPUS, VTV | 13F-HR | 5/14/2020 | 000173972820000003 |
| Q4 2019 | 221 | 592,283 | JAGG, JPIN, JPUS, JPME | 13F-HR | 2/13/2020 | 000173972820000001 |
| Q3 2019 | 179 | 518,157 | JAGG, JPIN, JPUS, JPME | 13F-HR | 11/13/2019 | 000173972819000005 |
| Q2 2019 | 173 | 475,985 | JAGG, JPUS, JPIN, JPME | 13F-HR | 8/15/2019 | 000173972819000004 |
| Q1 2019 | 130 | 382,877 | JAGG, JPUS, JPIN, JPME | 13F-HR | 5/15/2019 | 000173972819000003 |
| Q4 2018 | 104 | 297,133 | SCHZ, JPUS, JPIN, JPME | 13F-HR | 2/14/2019 | 000173972819000002 |
| Q3 2018 | 67 | 270,618 | SCHZ, JPIN, JPUS, JPME | 13F-HR | 11/14/2018 | 000173972818000003 |
| Q2 2018 | 56 | 232,362 | SCHZ, JPIN, JPUS, JPME | 13F-HR | 8/14/2018 | 000173972818000002 |
| Q1 2018 | 54 | 201,274 | SCHZ, JPIN, FNDA, JPUS | 13F-HR | 5/14/2018 | 000173972818000001 |