| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 38 | 209,694 | SPTM, VEA, SPAB, SCHD | 13F-HR | 5/15/2025 | 000184678925000002 |
| Q4 2024 | 41 | 212,152 | SPTM, VEA, SCHD, BNDX | 13F-HR | 2/14/2025 | 000184678925000001 |
| Q3 2024 | 41 | 213,005 | SPTM, VEA, SCHD, BNDX | 13F-HR | 10/31/2024 | 000184678924000005 |
| Q2 2024 | 42 | 200,410 | SPTM, VEA, SCHD, BNDX | 13F-HR | 8/6/2024 | 000184678924000004 |
| Q1 2024 | 41 | 197,954 | SPTM, VEA, SCHD, BNDX | 13F-HR | 4/10/2024 | 000184678924000003 |
| Q4 2023 | 39 | 186,349 | SPTM, VEA, BNDX, LMBS | 13F-HR | 2/14/2024 | 000184678924000002 |
| Q3 2023 | 38 | 171,187 | SPTM, VEA, LMBS, BNDX | 13F-HR | 11/9/2023 | 000184678923000004 |
| Q2 2023 | 38 | 176,126 | SPTM, VEA, VDC, LMBS | 13F-HR | 7/7/2023 | 000184678923000003 |
| Q1 2023 | 38 | 166,339 | SPTM, VEA, VDC, LMBS | 13F-HR | 4/5/2023 | 000184678923000002 |
| Q4 2022 | 31 | 156,606 | SPTM, VEA, VDC, LMBS | 13F-HR | 2/10/2023 | 000184678923000001 |
| Q3 2022 | 35 | 142,409 | SPTM, VEA, LMBS, VDC | 13F-HR | 10/21/2022 | 000184678922000004 |
| Q2 2022 | 34 | 148,197 | SPTM, VEA, LMBS, VDC | 13F-HR | 7/11/2022 | 000184678922000003 |
| Q1 2022 | 33 | 156,529 | SPTM, VEA, SPAB, BNDX | 13F-HR | 4/7/2022 | 000184678922000002 |
| Q4 2021 | 32 | 165,536 | SPYV, VEA, SPAB, SPTM | 13F-HR | 1/13/2022 | 000184678922000001 |
| Q3 2021 | 28 | 154,132 | SPYV, VEA, SPAB, SPTM | 13F-HR | 10/7/2021 | 000184678921000004 |
| Q2 2021 | 29 | 2,840,816 | SPYV, SPAB, VEA, SPTM | 13F-HR | 7/27/2021 | 000184678921000003 |
| Q1 2021 | 27 | 143,058 | SPTM, VEA, SPAB, SPYV | 13F-HR | 5/14/2021 | 000184678921000002 |
| Q4 2020 | 27 | 133,990 | SPTM, VEA, SPAB, SPYV | 13F-HR | 2/22/2021 | 000184678921000001 |