| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 236 | 943,708 | VOO, VEA, MGK, VUG | 13F-HR | 4/23/2025 | 000175496025000242 |
| Q4 2024 | 237 | 941,471 | VOO, VUG, MGK, VEA | 13F-HR | 1/22/2025 | 000175496025000056 |
| Q3 2024 | 239 | 912,842 | VOO, VUG, VEA, MGK | 13F-HR | 10/21/2024 | 000175496024000521 |
| Q2 2024 | 234 | 820,334 | VOO, VUG, VEA, SHY | 13F-HR | 7/22/2024 | 000175496024000315 |
| Q1 2024 | 241 | 779,300 | VOO, VUG, VEA, SHY | 13F-HR | 4/22/2024 | 000175496024000169 |
| Q4 2023 | 233 | 692,816 | VOO, VUG, VEA, MGK | 13F-HR | 1/10/2024 | 000175496024000017 |
| Q3 2023 | 231 | 607,171 | SHY, VOO, VUG, VEA | 13F-HR | 10/24/2023 | 000175496023000302 |
| Q2 2023 | 186 | 720,896 | VOO, MGK, VUG, VEA | 13F-HR | 8/14/2023 | 000175496023000253 |
| Q1 2023 | 235 | 552,838 | SHY, VOO, TLT, MGK | 13F-HR | 4/27/2023 | 000175496023000135 |
| Q4 2022 | 227 | 482,318 | TLT, VOO, VEA, MGV | 13F-HR | 1/19/2023 | 000175496023000034 |
| Q3 2022 | 172 | 443,844 | SHY, VOO, VEA, VUG | 13F-HR | 10/27/2022 | 000175496022000281 |
| Q2 2022 | 203 | 500,483 | SHY, VOO, VEA, TIP | 13F-HR | 8/15/2022 | 000175496022000231 |
| Q1 2022 | 188 | 529,391 | SHY, VOO, VUG, VEA | 13F-HR | 4/28/2022 | 000175496022000118 |
| Q4 2021 | 187 | 517,384 | TLT, VOO, SHY, LQD | 13F-HR | 1/26/2022 | 000175496022000039 |
| Q3 2021 | 179 | 456,186 | TLT, VOO, LQD, MGK | 13F-HR | 10/19/2021 | 000175496021000194 |
| Q2 2021 | 184 | 436,688 | TLT, VOO, LQD, MGK | 13F-HR | 7/22/2021 | 000175496021000139 |
| Q1 2021 | 192 | 385,295 | SHY, VOO, MGK, BNDX | 13F-HR | 4/14/2021 | 000175496021000063 |
| Q4 2020 | 187 | 346,952 | IWB, MGK, VOO, BNDX | 13F-HR | 1/13/2021 | 000175496021000016 |
| Q3 2020 | 177 | 296,081 | IWB, EMB, EFA, EEM | 13F-HR | 10/14/2020 | 000175496020000070 |
| Q2 2020 | 168 | 264,979 | IWB, EMB, EFA, EEM | 13F-HR | 8/4/2020 | 000175496020000055 |
| Q1 2020 | 149 | 217,903 | IWB, EFA, EMB, EEM | 13F-HR | 4/13/2020 | 000175496020000017 |
| Q4 2019 | 161 | 241,946 | IWB, EFA, EMB, EEM | 13F-HR | 1/23/2020 | 000175496020000006 |
| Q3 2019 | 157 | 208,561 | IWB, EFA, EMB, EEM | 13F-HR | 10/25/2019 | 000175496019000037 |
| Q2 2019 | 150 | 183,092 | IWB, EFA, EMB, EEM | 13F-HR | 7/23/2019 | 000175496019000024 |
| Q1 2019 | 133 | 145,834 | IWB, EFA, EMB, EEM | 13F-HR | 4/30/2019 | 000175496019000008 |
| Q4 2018 | 111 | 111,257 | IWB, EFA, EMB, EEM | 13F-HR | 2/8/2019 | 000175496019000006 |