| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 129 | 310,425 | AGG, IJH, GUNR, AAPL | 13F-HR | 10/8/2024 | 000177071024000004 |
| Q2 2024 | 121 | 292,775 | AGG, IJH, GUNR, MSFT | 13F-HR | 7/10/2024 | 000177071024000003 |
| Q1 2024 | 124 | 291,282 | IJH, AGG, GUNR, MSFT | 13F-HR | 4/10/2024 | 000177071024000002 |
| Q4 2023 | 122 | 280,956 | IJH, AGG, GUNR, AAPL | 13F-HR | 1/9/2024 | 000177071024000001 |
| Q3 2023 | 105 | 242,537 | IJH, AGG, GUNR, AAPL | 13F-HR | 10/16/2023 | 000177071023000004 |
| Q2 2023 | 115 | 261,381 | IJH, AGG, GUNR, AAPL | 13F-HR | 7/6/2023 | 000177071023000003 |
| Q1 2023 | 103 | 231,437 | IJH, AGG, GUNR, VNQ | 13F-HR | 4/11/2023 | 000177071023000002 |
| Q4 2022 | 97 | 211,396 | AGG, IJH, GUNR, VNQ | 13F-HR | 1/11/2023 | 000177071023000001 |
| Q3 2022 | 86 | 192,243 | AGG, IJH, VNQ, GUNR | 13F-HR | 10/6/2022 | 000177071022000004 |
| Q2 2022 | 89 | 220,790 | AGG, IJH, VNQ, VT | 13F-HR | 7/6/2022 | 000177071022000003 |
| Q1 2022 | 91 | 254,594 | AGG, IJH, VNQ, AAPL | 13F-HR | 4/13/2022 | 000177071022000002 |
| Q4 2021 | 95 | 286,008 | AGG, IJH, VNQ, AAPL | 13F-HR | 1/3/2022 | 000177071022000001 |
| Q3 2021 | 96 | 253,332 | AGG, IJH, VNQ, AAPL | 13F-HR | 10/4/2021 | 000177071021000004 |
| Q2 2021 | 98 | 253,282 | AGG, IJH, VNQ, MSFT | 13F-HR | 7/6/2021 | 000177071021000003 |
| Q1 2021 | 90 | 237,237 | AGG, BIV, VNQ, AAPL | 13F-HR | 4/15/2021 | 000177071021000002 |
| Q4 2020 | 90 | 232,830 | AGG, BIV, AAPL, AMZN | 13F-HR | 1/5/2021 | 000177071021000001 |
| Q3 2020 | 89 | 212,481 | AGG, BIV, AMZN, AAPL | 13F-HR | 10/16/2020 | 000177071020000004 |
| Q2 2020 | 85 | 199,987 | AGG, BIV, AMZN, MSFT | 13F-HR | 7/10/2020 | 000177071020000003 |
| Q1 2020 | 82 | 169,251 | AGG, BIV, MSFT, AMZN | 13F-HR | 4/7/2020 | 000177071020000002 |
| Q4 2019 | 94 | 222,767 | AGG, BIV, VOO, TJX | 13F-HR | 1/7/2020 | 000177071020000001 |
| Q3 2019 | 88 | 205,638 | AGG, BIV, VOO, TJX | 13F-HR | 10/7/2019 | 000177071019000004 |
| Q2 2019 | 87 | 194,042 | AGG, BIV, VOO, SLY | 13F-HR | 7/12/2019 | 000177071019000003 |
| Q1 2019 | 105 | 243,488 | AGG, EBTC, BNDC, BIV | 13F-HR | 4/24/2019 | 000177071019000002 |