| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 25 | 135,282 | IWB, EFA, BIV, BSV | 13F-HR | 4/22/2025 | 000189814525000003 |
| Q4 2024 | 26 | 132,018 | IWB, EFA, BIV, IWM | 13F-HR | 1/23/2025 | 000189814525000001 |
| Q3 2024 | 20 | 128,968 | IWB, EFA, BIV, IWM | RESTATEMENT | 10/10/2024 | 000189814524000006 |
| Q2 2024 | 19 | 118,881 | IWB, EFA, BIV, IWM | 13F-HR | 7/18/2024 | 000189814524000004 |
| Q1 2024 | 16 | 116,258 | IWB, EFA, BIV, IWM | 13F-HR | 4/17/2024 | 000189814524000002 |
| Q4 2023 | 16 | 110,557 | IWB, EFA, BIV, IWM | 13F-HR | 1/17/2024 | 000189814524000001 |
| Q3 2023 | 15 | 99,889 | IWB, EFA, BIV, IWM | 13F-HR | 10/17/2023 | 000189814523000004 |
| Q2 2023 | 15 | 103,530 | IWB, EFA, BIV, IWM | 13F-HR | 7/17/2023 | 000189814523000003 |
| Q1 2023 | 13 | 99,688 | IWB, EFA, BIV, BSV | 13F-HR | 4/27/2023 | 000189814523000002 |
| Q4 2022 | 13 | 94,371 | IWB, EFA, BIV, BSV | 13F-HR | 1/13/2023 | 000189814523000001 |
| Q3 2022 | 12 | 85,582 | IWB, EFA, BIV, BSV | 13F-HR | 10/27/2022 | 000189814522000004 |
| Q2 2022 | 12 | 90,038 | IWB, EFA, BIV, BSV | 13F-HR | 7/26/2022 | 000189814522000003 |
| Q1 2022 | 13 | 103,993 | IWB, EFA, IWM, BIV | 13F-HR | 4/21/2022 | 000189814522000002 |
| Q4 2021 | 13 | 109,970 | IWB, EFA, IWM, BIV | 13F-HR | 1/24/2022 | 000189814522000001 |