| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 332 | 2,243,634 | VYM, VOO, SPY, VIGI | 13F-HR | 2/4/2025 | 000176538025000038 |
| Q3 2024 | 322 | 2,255,897 | VYM, VOO, SPY, VIGI | 13F-HR | 11/12/2024 | 000176538024000438 |
| Q2 2024 | 316 | 2,066,092 | VYM, VOO, SPY, VIGI | 13F-HR | 8/13/2024 | 000176538024000332 |
| Q1 2024 | 320 | 2,010,613 | VYM, VOO, SPY, VIGI | 13F-HR | 5/14/2024 | 000176538024000211 |
| Q4 2023 | 303 | 1,795,593 | VYM, VOO, SPY, VIGI | 13F-HR | 2/13/2024 | 000176538024000102 |
| Q3 2023 | 286 | 1,542,225 | VYM, SPY, VOO, VIGI | 13F-HR | 11/13/2023 | 000176538023000232 |
| Q2 2023 | 312 | 1,741,311 | VYM, SPY, VIGI, IEFA | 13F-HR | 8/8/2023 | 000176538023000154 |
| Q1 2023 | 395 | 1,622,832 | VYM, SPY, VIGI, VOO | 13F-HR | 5/4/2023 | 000176538023000091 |
| Q4 2022 | 385 | 1,432,112 | VYM, VIGI, SPY, VOO | 13F-HR | 2/7/2023 | 000176538023000014 |
| Q3 2022 | 351 | 1,215,829 | VYM, SPY, VIGI, VOO | 13F-HR | 11/9/2022 | 000176538022000162 |
| Q2 2022 | 353 | 1,156,866 | VYM, SNY, VOO, IEMG | 13F-HR | 8/8/2022 | 000176538022000116 |
| Q1 2022 | 293 | 1,459,172 | VYM, SPY, VOO, VIGI | 13F-HR | 5/3/2022 | 000176538022000056 |
| Q4 2021 | 284 | 1,410,300 | VYM, SPY, VIGI, VOO | 13F-HR | 1/19/2022 | 000172554722000005 |
| Q3 2021 | 276 | 1,257,161 | VYM, SPY, VIGI, VOO | 13F-HR | 10/26/2021 | 000172554721000093 |
| Q2 2021 | 269 | 1,252,012 | VYM, SPY, VIGI, VOO | 13F-HR | 8/9/2021 | 000172554721000077 |
| Q1 2021 | 279 | 1,194,394 | VYM, SPY, VIGI, VOO | 13F-HR | 5/13/2021 | 000172554721000046 |
| Q4 2020 | 271 | 1,187,595 | VYM, SPY, VIGI, VOO | 13F-HR | 2/16/2021 | 000172554721000023 |
| Q3 2020 | 249 | 1,001,062 | SPY, VYM, VIGI, VOO | 13F-HR | 11/9/2020 | 000172554720000082 |
| Q2 2020 | 218 | 956,073 | SPY, VYM, VOO, VIGI | 13F-HR | 8/11/2020 | 000172554720000069 |
| Q1 2020 | 214 | 838,220 | VYM, SPY, VOO, VIGI | 13F-HR | 5/8/2020 | 000172554720000045 |
| Q4 2019 | 229 | 1,028,185 | VYM, SPY, IEFA, IEMG | 13F-HR | 2/11/2020 | 000172554720000024 |
| Q3 2019 | 229 | 988,718 | VYM, SPY, IEFA, IEMG | 13F-HR | 11/12/2019 | 000172554719000062 |
| Q2 2019 | 252 | 1,040,969 | VYM, SPY, IEMG, IEFA | 13F-HR | 7/25/2019 | 000172554719000044 |
| Q1 2019 | 232 | 1,015,441 | VYM, SPY, IEFA, IEMG | 13F-HR | 5/14/2019 | 000172554719000035 |
| Q4 2018 | 230 | 921,351 | VYM, SPY, IEFA, IEMG | 13F-HR | 2/14/2019 | 000172554719000019 |