| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 240 | 256,126 | IVV, IJH, GSLC, GTO | 13F-HR | 2/28/2024 | 000176196124000007 |
| Q3 2023 | 250 | 224,775 | IVV, IJH, PICB, SPSB | 13F-HR | 2/28/2024 | 000176196124000006 |
| Q2 2023 | 261 | 208,944 | AAPL, IJH, IVV, PICB | 13F-HR | 2/28/2024 | 000176196124000005 |
| Q1 2023 | 287 | 203,658 | IJH, AAPL, PICB, IVV | 13F-HR | 2/28/2024 | 000176196124000004 |
| Q4 2022 | 223 | 195,070 | GIGB, IJH, PICB, IVV | 13F-HR | 2/28/2024 | 000176196124000003 |
| Q3 2022 | 228 | 194,557 | GIGB, SPSB, EMB, IJH | 13F-HR | 2/28/2024 | 000176196124000002 |
| Q2 2022 | 235 | 200,361 | GIGB, IJH, SPSB, AAPL | 13F-HR | 2/28/2024 | 000176196124000001 |
| Q1 2022 | 238 | 216,517 | GIGB, IJH, AAPL, IVV | 13F-HR | 5/2/2022 | 000176196122000002 |
| Q4 2021 | 239 | 232,420 | IJH, SPSB, EZU, AAPL | 13F-HR | 3/9/2022 | 000176196122000001 |
| Q3 2021 | 234 | 217,590 | SPSB, IJH, EZU, AAPL | 13F-HR | 11/9/2021 | 000176196121000006 |
| Q2 2021 | 234 | 217,873 | IJH, SPSB, EZU, AAPL | 13F-HR | 8/13/2021 | 000176196121000005 |
| Q1 2021 | 235 | 203,499 | IJH, EZU, SPSB, IEFA | 13F-HR | 5/14/2021 | 000176196121000004 |
| Q4 2020 | 245 | 193,103 | IJH, EZU, SPSB, AAPL | 13F-HR | 5/14/2021 | 000176196121000003 |
| Q3 2020 | 224 | 165,833 | SPSB, IJH, EZU, AAPL | 13F-HR | 5/14/2021 | 000176196121000002 |
| Q2 2020 | 243 | 154,807 | SPSB, FXE, SHV, IBND | 13F-HR | 5/14/2021 | 000176196121000001 |
| Q1 2020 | 278 | 129,845 | SPSB, FXE, IBND, XLP | 13F-HR | 5/1/2020 | 000176196120000003 |
| Q4 2019 | 300 | 144,744 | FXE, IBND, XLP, HYEM | 13F-HR | 1/24/2020 | 000176196120000001 |
| Q3 2019 | 279 | 130,854 | IBND, FXE, XLP, HYEM | 13F-HR | 10/30/2019 | 000176196119000005 |
| Q2 2019 | 257 | 126,783 | IBND, FXE, HYEM, XLP | 13F-HR | 7/23/2019 | 000176196119000004 |
| Q1 2019 | 263 | 116,881 | IBND, GIGB, HYEM, XLP | 13F-HR | 5/6/2019 | 000176196119000003 |
| Q4 2018 | 297 | 102,092 | VWOB, PICB, IBND, GIGB | 13F-HR | 2/7/2019 | 000176196119000002 |