| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 14 | 688,358 | SPY, IEFA, IEMG, AGG | 13F-HR | 2/10/2025 | 000149315225005667 |
| Q3 2024 | 12 | 668,222 | SPY, IEFA, IEMG, AGG | 13F-HR | 11/1/2024 | 000149315224043287 |
| Q2 2024 | 11 | 680,155 | SPY, IEFA, IEMG, MDY | 13F-HR | 8/14/2024 | 000149315224032024 |
| Q1 2024 | 11 | 693,626 | SPY, IEFA, IEMG, AGG | 13F-HR | 5/13/2024 | 000149315224018960 |
| Q4 2023 | 6 | 590,704 | SPY, IEFA, IEMG, AGG | 13F-HR | 1/18/2024 | 000149315224002887 |
| Q3 2023 | 10 | 550,027 | SPY, IEFA, IEMG, AGG | 13F-HR | 10/25/2023 | 000149315223038244 |
| Q2 2023 | 10 | 585,064 | SPY, IEFA, IEMG, LQD | 13F-HR | 7/25/2023 | 000149315223025472 |
| Q1 2023 | 7 | 494,211 | SPY, IEFA, IEMG, AGG | 13F-HR | 4/26/2023 | 000149315223013634 |
| Q4 2022 | 8 | 478,406 | SPY, IEFA, IEMG, TIP | RESTATEMENT | 2/13/2023 | 000149315223004469 |
| Q3 2022 | 9 | 482,094 | SPY, IEFA, IEMG, XHB | 13F-HR | 11/10/2022 | 000149315222031265 |
| Q2 2022 | 6 | 572,433 | SPY, IEFA, IEMG, TIP | 13F-HR | 8/3/2022 | 000149315222021086 |
| Q1 2022 | 6 | 645,676 | SPY, IEFA, IEMG, TIP | 13F-HR | 5/4/2022 | 000149315222012084 |
| Q4 2021 | 6 | 1,398,575 | SPY, IEFA, IEMG, TIP | 13F-HR | 2/9/2022 | 000149315222003547 |