| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 75 | 531,633 | VOO, BND, QUAL, DYNF | 13F-HR | 5/1/2025 | 000176538025000158 |
| Q4 2024 | 72 | 534,847 | VOO, BND, QUAL, DYNF | 13F-HR | 1/24/2025 | 000176538025000012 |
| Q3 2024 | 71 | 534,911 | VOO, BND, QUAL, DYNF | 13F-HR | 10/23/2024 | 000176538024000399 |
| Q2 2024 | 75 | 505,644 | VOO, BND, QUAL, EFV | 13F-HR | 8/5/2024 | 000176538024000266 |
| Q1 2024 | 68 | 493,386 | VOO, BND, QUAL, EFV | 13F-HR | 4/30/2024 | 000176538024000172 |
| Q4 2023 | 76 | 469,361 | VOO, BND, QUAL, VMBS | RESTATEMENT | 2/13/2024 | 000176538024000078 |
| Q3 2023 | 72 | 423,204 | VOO, BND, USMV, QUAL | 13F-HR | 10/27/2023 | 000176538023000189 |
| Q2 2023 | 69 | 431,227 | VOO, BND, IEFA, VMBS | 13F-HR | 8/9/2023 | 000176538023000164 |
| Q1 2023 | 65 | 411,425 | VOO, BND, IEFA, VMBS | 13F-HR | 5/4/2023 | 000176538023000097 |
| Q4 2022 | 80 | 414,658 | VOO, BND, IEFA, ESGU | 13F-HR | 2/7/2023 | 000176538023000022 |
| Q3 2022 | 70 | 402,373 | VOO, BND, IEFA, ESGU | 13F-HR | 10/25/2022 | 000176538022000131 |
| Q2 2022 | 65 | 410,555 | VOO, BND, IEFA, ESGU | 13F-HR | 7/14/2022 | 000176538022000091 |
| Q1 2022 | 85 | 548,111 | VOO, BND, IEFA, ITOT | 13F-HR | 5/4/2022 | 000176538022000059 |
| Q4 2021 | 91 | 557,040 | VOO, IEFA, BND, ITOT | 13F-HR | 1/18/2022 | 000176538022000002 |
| Q3 2021 | 87 | 509,193 | VOO, IEFA, BND, ITOT | 13F-HR | 11/2/2021 | 000176538021000106 |
| Q2 2021 | 90 | 503,048 | VOO, GOVT, BND, ITOT | 13F-HR | 7/22/2021 | 000176538021000073 |
| Q1 2021 | 90 | 479,707 | VOO, GOVT, BND, ITOT | 13F-HR | 4/26/2021 | 000176538021000040 |
| Q4 2020 | 66 | 437,377 | VOO, GOVT, ITOT, IEFA | 13F-HR | 1/11/2021 | 000176538021000006 |
| Q3 2020 | 83 | 423,921 | VOO, GOVT, IEFA, ITOT | 13F-HR | 10/26/2020 | 000176538020000085 |
| Q2 2020 | 82 | 399,996 | VOO, GOVT, IEFA, ITOT | 13F-HR | 7/14/2020 | 000176538020000062 |
| Q1 2020 | 83 | 340,286 | VOO, GOVT, IVV, ITOT | 13F-HR | 4/16/2020 | 000176538020000037 |
| Q4 2019 | 73 | 325,822 | VOO, GOVT, ITOT, QUAL | 13F-HR | 1/27/2020 | 000176538020000015 |
| Q3 2019 | 84 | 355,856 | VOO, GOVT, ITOT, IVV | 13F-HR | 10/10/2019 | 000176538019000101 |
| Q2 2019 | 88 | 343,126 | VOO, ITOT, IXN, IVV | 13F-HR | 7/17/2019 | 000176538019000068 |
| Q1 2019 | 91 | 315,100 | VOO, IXN, NEAR, LQD | 13F-HR | 4/24/2019 | 000176538019000044 |
| Q4 2018 | 96 | 263,542 | VTV, NEAR, LQD, VOO | 13F-HR | 2/8/2019 | 000176538019000013 |