| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 80 | 260,545 | VNQ, AGG, ISTB, IJR | 13F-HR | 5/1/2025 | 000117266125001550 |
| Q4 2024 | 80 | 264,267 | VNQ, AGG, IJR, IVV | 13F-HR | 1/14/2025 | 000108514625000204 |
| Q3 2024 | 81 | 263,872 | VNQ, AGG, IJR, IVV | 13F-HR | 10/7/2024 | 000108514624004661 |
| Q2 2024 | 82 | 247,030 | IYR, SCHM, ISTB, AGG | 13F-HR | 7/12/2024 | 000108514624002936 |
| Q1 2024 | 80 | 244,436 | SCHM, IYR, ISTB, IJR | 13F-HR | 4/17/2024 | 000108514624001870 |
| Q4 2023 | 80 | 233,768 | IYR, SCHM, ISTB, IJR | 13F-HR | 1/10/2024 | 000108514624000166 |
| Q3 2023 | 78 | 204,662 | SCHM, ISTB, IYR, IJR | 13F-HR | 10/10/2023 | 000108514623003671 |
| Q2 2023 | 81 | 218,338 | SCHM, IYR, ISTB, IJR | 13F-HR | 7/11/2023 | 000108514623002654 |
| Q1 2023 | 82 | 216,569 | IYR, SCHM, ISTB, IJR | 13F-HR | 4/7/2023 | 000108514623001548 |
| Q4 2022 | 81 | 193,850 | ISTB, SCHM, IYR, IJR | 13F-HR | 2/9/2023 | 000108514623000942 |
| Q3 2022 | 77 | 193,358 | ISTB, SCHM, IYR, IJR | 13F-HR | 10/14/2022 | 000108514622003419 |
| Q2 2022 | 80 | 207,363 | ISTB, SCHM, AGG, IYR | 13F-HR | 7/13/2022 | 000108514622002382 |
| Q1 2022 | 73 | 231,003 | ISTB, SCHM, IYR, AGG | 13F-HR | 4/25/2022 | 000108514622001520 |
| Q4 2021 | 68 | 225,607 | SCHM, ISTB, IYR, IWB | 13F-HR | 1/24/2022 | 000108514622000282 |
| Q3 2021 | 64 | 209,820 | SCHM, ISTB, IYR, IWB | 13F-HR | 10/12/2021 | 000108514621002761 |
| Q2 2021 | 61 | 207,029 | SCHM, ISTB, IWB, SCHH | 13F-HR | 8/16/2021 | 000108514621002575 |
| Q1 2021 | 62 | 196,649 | SCHM, SCHH, IWB, SCHZ | 13F-HR | 4/19/2021 | 000108514621001223 |
| Q4 2020 | 61 | 185,111 | SCHM, SCHZ, IWB, SCHH | 13F-HR | 2/4/2021 | 000108514621000452 |
| Q3 2020 | 60 | 164,346 | SCHM, SCHZ, IWB, BSCL | 13F-HR | 10/14/2020 | 000108514620002517 |
| Q2 2020 | 60 | 155,424 | SCHM, SCHZ, BSCL, SCHH | 13F-HR | 7/9/2020 | 000108514620001713 |
| Q1 2020 | 53 | 131,986 | SCHM, SCHZ, BSCL, SCHH | 13F-HR | 4/29/2020 | 000108514620001247 |
| Q4 2019 | 61 | 152,216 | SCHM, BSCK, SCHZ, SCHX | 13F-HR | 1/13/2020 | 000108514620000116 |
| Q3 2019 | 61 | 142,607 | SCHM, SCHZ, SCHH, IWB | 13F-HR | 10/22/2019 | 000108514619002611 |
| Q2 2019 | 61 | 135,386 | SCHM, IWB, SCHZ, BSCK | 13F-HR | 8/2/2019 | 000108514619002055 |
| Q1 2019 | 63 | 135,616 | SCHM, IWB, SCHZ, VNQ | 13F-HR | 5/10/2019 | 000108514619001423 |
| Q4 2018 | 57 | 113,301 | SCHM, IWB, SCHZ, DVY | 13F-HR | 2/14/2019 | 000108514619000883 |