| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 107 | 592,815 | IVV, SCHX, FLOT, AGG | 13F-HR | 5/9/2024 | 000163328824000002 |
| Q4 2023 | 105 | 559,012 | IVV, SCHX, FLOT, AGG | 13F-HR | 2/8/2024 | 000163328824000001 |
| Q3 2023 | 105 | 514,011 | IVV, SCHX, FLOT, AGG | 13F-HR | 11/13/2023 | 000163328823000004 |
| Q2 2023 | 104 | 536,923 | IVV, SCHX, FLOT, FLRN | 13F-HR | 8/4/2023 | 000163328823000003 |
| Q1 2023 | 94 | 480,932 | SCHX, IVV, FLRN, SCHZ | 13F-HR | 5/11/2023 | 000163328823000002 |
| Q4 2022 | 91 | 451,792 | SCHX, IVV, SCHZ, AGG | 13F-HR | 2/9/2023 | 000163328823000001 |
| Q3 2022 | 87 | 427,376 | SCHX, IVV, AGG, SCHZ | 13F-HR | 11/14/2022 | 000163328822000004 |
| Q2 2022 | 91 | 446,933 | SCHX, IVV, SCHZ, AGG | 13F-HR | 8/11/2022 | 000163328822000003 |
| Q1 2022 | 91 | 512,782 | SCHX, SCHZ, IVV, AGG | 13F-HR | 5/11/2022 | 000163328822000002 |
| Q4 2021 | 93 | 546,565 | SCHX, IVV, SCHZ, AGG | 13F-HR | 2/10/2022 | 000163328822000001 |
| Q3 2021 | 94 | 527,673 | SCHX, SCHZ, AGG, IVV | 13F-HR | 12/10/2021 | 000163328821000005 |
| Q2 2021 | 88 | 516,476 | SCHX, AGG, SCHZ, IVV | 13F-HR | 8/13/2021 | 000163328821000003 |
| Q1 2021 | 85 | 467,369 | SCHX, SCHZ, AGG, IVV | 13F-HR | 5/14/2021 | 000163328821000002 |
| Q4 2020 | 84 | 445,021 | SCHX, AGG, SCHZ, IVV | 13F-HR | 2/12/2021 | 000163328821000001 |
| Q3 2020 | 79 | 407,275 | SCHX, AGG, SCHZ, FLRN | 13F-HR | 11/13/2020 | 000163328820000004 |
| Q2 2020 | 77 | 382,415 | SCHX, AGG, SCHZ, IVV | 13F-HR | 8/13/2020 | 000163328820000003 |
| Q1 2020 | 78 | 333,223 | AGG, SCHZ, SCHX, FLRN | 13F-HR | 5/14/2020 | 000163328820000002 |
| Q4 2019 | 79 | 391,482 | SCHX, FLOT, AGG, SCHZ | 13F-HR | 2/14/2020 | 000163328820000001 |
| Q3 2019 | 70 | 360,593 | SCHX, SCHZ, AGG, FLOT | 13F-HR | 11/13/2019 | 000163328819000004 |
| Q2 2019 | 74 | 353,317 | SCHX, AGG, SCHZ, FLOT | 13F-HR | 8/14/2019 | 000163328819000003 |
| Q1 2019 | 71 | 347,080 | SCHX, AGG, FLOT, SCHZ | 13F-HR | 5/15/2019 | 000163328819000002 |
| Q4 2018 | 68 | 311,365 | SCHX, AGG, SCHZ, SHYG | 13F-HR | 2/15/2019 | 000163328819000001 |
| Q3 2018 | 69 | 338,220 | SCHX, SCHZ, AGG, SHYG | 13F-HR | 11/19/2018 | 000163328818000005 |
| Q2 2018 | 76 | 317,250 | SCHX, SCHZ, AGG, SPY | 13F-HR | 8/14/2018 | 000163328818000003 |
| Q1 2018 | 30 | 144,560 | AGG, IEFA, SPY, IVV | 13F-HR | 5/14/2018 | 000163328818000002 |
| Q4 2017 | 26 | 137,518 | AGG, SPY, IEFA, IVV | 13F-HR | 2/14/2018 | 000163328818000001 |
| Q3 2017 | 26 | 130,509 | AGG, IEFA, SPY, GVI | 13F-HR | 11/14/2017 | 000163328817000005 |
| Q2 2017 | 25 | 127,711 | AGG, IEFA, SPY, GVI | 13F-HR | 8/15/2017 | 000163328817000004 |
| Q1 2017 | 25 | 119,941 | AGG, SPY, IEFA, IVV | 13F-HR | 5/23/2017 | 000163328817000002 |
| Q4 2016 | 25 | 114,784 | SPY, AGG, IEFA, IVV | 13F-HR | 2/15/2017 | 000163328817000001 |
| Q3 2016 | 23 | 112,478 | SPY, AGG, IEFA, HYG | 13F-HR | 11/15/2016 | 000163328816000008 |
| Q2 2016 | 23 | 104,049 | SPY, AGG, IEFA, HYG | 13F-HR | 8/15/2016 | 000163328816000007 |
| Q1 2016 | 24 | 94,503 | SPY, AGG, IEFA, HYG | 13F-HR | 5/16/2016 | 000163328816000006 |
| Q4 2015 | 23 | 92,590 | AGG, SPY, IVV, IEFA | 13F-HR | 2/12/2016 | 000163328816000005 |
| Q3 2015 | 22 | 90,713 | AGG, IVV, SPY, IEFA | 13F-HR | 11/16/2015 | 000163328815000004 |
| Q2 2015 | 22 | 94,726 | AGG, IVV, SPY, HYG | 13F-HR | 8/14/2015 | 000163328815000003 |
| Q1 2015 | 22 | 95,646 | AGG, SPY, IVV, HYG | 13F-HR | 5/14/2015 | 000163328815000002 |
| Q4 2014 | 21 | 86,291 | AGG, SPY, HYG, IVV | 13F-HR | 2/13/2015 | 000163328815000001 |