| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 72 | 624,435 | AGG, ITOT, TLT, USFR | 13F-HR | 11/4/2024 | 000139834424019872 |
| Q2 2024 | 57 | 603,689 | ACWI, JPM, USFR, CMDY | 13F-HR | 8/5/2024 | 000139834424013674 |
| Q1 2024 | 57 | 592,803 | AGG, ITOT, TLT, IEFA | 13F-HR | 5/14/2024 | 000139834424009422 |
| Q4 2023 | 57 | 530,426 | AGG, ITOT, USFR, TLT | 13F-HR | 2/5/2024 | 000139834424002120 |
| Q3 2023 | 57 | 483,591 | AGG, ITOT, USFR, TLT | 13F-HR | 11/14/2023 | 000139834423020649 |
| Q2 2023 | 56 | 569,467 | AGG, ITOT, USFR, IEFA | 13F-HR | 11/16/2023 | 000139834423020813 |
| Q1 2023 | 55 | 404,791 | ITOT, AGG, USFR, TLT | 13F-HR | 11/16/2023 | 000139834423020786 |
| Q4 2022 | 55 | 376,495 | ITOT, AGG, USFR, TLT | 13F-HR | 11/16/2023 | 000139834423020798 |
| Q3 2022 | 52 | 459,969 | ITOT, AGG, USFR, IEFA | 13F-HR | 11/16/2023 | 000139834423020811 |
| Q2 2022 | 49 | 462,749 | ITOT, AGG, USFR, IEFA | 13F-HR | 11/16/2023 | 000139834423020803 |
| Q1 2022 | 51 | 490,062 | ITOT, AGG, IEFA, TLT | 13F-HR | 11/16/2023 | 000139834423020808 |
| Q4 2021 | 52 | 518,248 | ITOT, AGG, IEFA, TLT | 13F-HR | 11/16/2023 | 000139834423020778 |
| Q3 2021 | 55 | 456,198 | ITOT, AGG, IWB, IEMG | 13F-HR | 11/16/2023 | 000139834423020800 |
| Q2 2021 | 52 | 441,357 | IWB, AGG, ITOT, IGSB | 13F-HR | 11/16/2023 | 000139834423020801 |
| Q1 2021 | 52 | 444,177 | AGG, IWB, ITOT, IGSB | 13F-HR | 11/16/2023 | 000139834423020791 |
| Q4 2020 | 47 | 192,858 | AGG, ITOT, IEMG, VOO | 13F-HR | 11/16/2023 | 000139834423020805 |
| Q3 2020 | 17 | 155,339 | AGG, ITOT, IEMG, XLE | 13F-HR | 11/16/2023 | 000139834423020796 |
| Q2 2020 | 17 | 148,921 | ITOT, AGG, XLE, IEMG | 13F-HR | 11/16/2023 | 000139834423020785 |
| Q1 2020 | 16 | 129,053 | ITOT, AGG, XLE, IEMG | 13F-HR | 11/16/2023 | 000139834423020783 |
| Q4 2019 | 17 | 169,441 | ITOT, AGG, XLE, IEMG | 13F-HR | 11/16/2023 | 000139834423020810 |
| Q3 2019 | 17 | 166,653 | ITOT, AGG, XLE, TLT | 13F-HR | 11/16/2023 | 000139834423020795 |
| Q2 2019 | 17 | 179,422 | ITOT, AGG, XLE, IEMG | 13F-HR | 11/16/2023 | 000139834423020790 |
| Q1 2019 | 19 | 155,128 | IXUS, AGG, VNQ, XLE | 13F-HR | 11/16/2023 | 000139834423020779 |
| Q4 2018 | 15 | 136,823 | IXUS, IJH, AGG, IVV | 13F-HR | 11/16/2023 | 000139834423020776 |