| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 92 | 725,639 | COST, VTV, IEMG, VUG | 13F-HR | 2/3/2025 | 000108514625000682 |
| Q3 2024 | 91 | 690,932 | COST, VTV, IEMG, IQLT | 13F-HR | 10/31/2024 | 000108514624005245 |
| Q2 2024 | 87 | 658,558 | COST, VTV, IEMG, IQLT | 13F-HR | 7/15/2024 | 000108514624002984 |
| Q1 2024 | 92 | 561,903 | COST, VTV, IQLT, IEMG | 13F-HR | 4/25/2024 | 000108514624002028 |
| Q4 2023 | 90 | 524,907 | COST, VTV, IQLT, IEMG | 13F-HR | 1/23/2024 | 000108514624000426 |
| Q3 2023 | 78 | 431,023 | COST, VTV, IEMG, IQLT | 13F-HR | 10/13/2023 | 000108514623003723 |
| Q2 2023 | 81 | 416,307 | COST, VTV, IQLT, IEMG | 13F-HR | 8/2/2023 | 000108514623003018 |
| Q1 2023 | 77 | 387,835 | COST, VTV, IQLT, IEMG | 13F-HR | 4/7/2023 | 000108514623001554 |
| Q4 2022 | 77 | 361,054 | COST, VTV, IQLT, IEMG | 13F-HR | 1/20/2023 | 000108514623000267 |
| Q3 2022 | 77 | 344,459 | COST, VTV, VUG, IQLT | 13F-HR | 10/11/2022 | 000108514622003346 |
| Q2 2022 | 82 | 357,927 | COST, VTV, VUG, IQLT | 13F-HR | 8/1/2022 | 000108514622002662 |
| Q1 2022 | 96 | 425,720 | COST, VUG, VTV, IQLT | 13F-HR | 4/25/2022 | 000108514622001557 |
| Q4 2021 | 91 | 414,643 | COST, VUG, VTV, IQLT | 13F-HR | 1/18/2022 | 000108514622000174 |
| Q3 2021 | 97 | 350,515 | COST, LQD, VUG, VMBS | 13F-HR | 11/2/2021 | 000108514621002977 |
| Q2 2021 | 96 | 320,201 | COST, LQD, VUG, VMBS | 13F-HR | 8/2/2021 | 000108514621002168 |
| Q1 2021 | 84 | 276,308 | COST, LQD, VUG, VMBS | 13F-HR | 4/20/2021 | 000108514621001245 |
| Q4 2020 | 82 | 290,381 | COST, LQD, GOVT, VGSH | 13F-HR | 2/5/2021 | 000108514621000484 |
| Q3 2020 | 73 | 261,312 | COST, LQD, VUG, IQLT | 13F-HR | 11/10/2020 | 000122107320000150 |
| Q2 2020 | 72 | 226,610 | COST, LQD, IQLT, VUG | 13F-HR | 8/10/2020 | 000122107320000132 |
| Q1 2020 | 71 | 221,246 | COST, LQD, IQLT, VMBS | 13F-HR | 5/14/2020 | 000122107320000104 |
| Q4 2019 | 97 | 104,968 | COST, NEM, IEMG, LQD | 13F-HR | 2/12/2020 | 000122107320000027 |