Stairway Partners, LLC Activity Q4 2008-Q4 2023

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Q4 2023

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$187,224,933	+10.3%	2,484,737	+0.9%	18.88%	+3.5%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$132,560,080	+11.4%	802,179	+2.4%	13.37%	+4.6%
AGG	Buy	ISHARES CORE US AGGREGATE BOND ETFishares bond etf	$118,455,272	+5.6%	1,193,504	+0.1%	11.94%	-0.9%
BND	Sell	VANGUARD TOTAL BOND MARKET ETFvanguard bond etf	$99,279,261	-14.2%	1,349,820	-18.6%	10.01%	-19.5%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$89,857,466	+12.7%	296,393	-1.1%	9.06%	+5.8%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$87,989,980	+8.6%	1,739,620	+2.2%	8.87%	+2.0%
SPY	Buy	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$85,721,683	+12.5%	180,349	+1.2%	8.64%	+5.6%
VGK	Buy	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$45,664,349	+12.6%	708,194	+1.2%	4.60%	+5.6%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$35,778,163	+16.3%	178,258	+2.4%	3.61%	+9.1%
GMF	Sell	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$24,673,926	+3.2%	244,137	-0.7%	2.49%	-3.2%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$21,026,243	+8.3%	76,811	-3.0%	2.12%	+1.7%
HYG	Sell	ISHARES IBOXX $ HIGH YIELD CORP BD ETFishares high yield etf	$18,390,418	+4.3%	237,633	-0.6%	1.85%	-2.1%
VTEB	Sell	VANGUARD TAX-EXEMPT BOND ETFvanguard bond etf	$17,485,391	+0.9%	342,515	-4.9%	1.76%	-5.3%
MUB	Sell	ISHARES NATIONAL MUNI BOND ETFishares bond etf	$17,365,005	-3.4%	160,179	-8.6%	1.75%	-9.3%
EMB	Sell	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$10,296,672	+7.1%	115,615	-0.8%	1.04%	+0.5%

Q3 2023

			Value		Shares		↓ Weighting
EFA	Sell	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$169,764,158	-16.6%	2,463,206	-12.3%	18.24%	+4.6%
IWD	Sell	ISHARES 1000 VALUE ETFrussell 1000 val	$118,949,452	-15.6%	783,490	-12.3%	12.78%	+5.8%
BND	Sell	VANGUARD TOTAL BOND MARKET ETFvanguard bond etf	$115,765,718	-26.1%	1,659,010	-23.0%	12.44%	-7.3%
AGG	Sell	ISHARES CORE US AGGREGATE BOND ETFishares bond etf	$112,125,209	-33.3%	1,192,314	-30.5%	12.05%	-16.3%
IEMG	Sell	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$80,994,325	-18.3%	1,701,919	-15.4%	8.70%	+2.5%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$79,725,715	-18.8%	299,732	-16.0%	8.57%	+1.9%
SPY	Sell	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$76,183,776	-16.5%	178,216	-13.4%	8.19%	+4.8%
VGK	Sell	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$40,558,299	-19.3%	700,126	-14.0%	4.36%	+1.3%
IWM	Sell	ISHARES RUSSELL 2000 ETFrussell 2000	$30,768,843	-19.0%	174,091	-14.2%	3.31%	+1.6%
GMF	Sell	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$23,912,759	-22.7%	245,907	-21.2%	2.57%	-3.1%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$19,406,546	-4.0%	79,191	-0.3%	2.08%	+20.5%
MUB	Buy	ISHARES NATIONAL MUNI BOND ETFishares bond etf	$17,975,570	-0.5%	175,303	+3.6%	1.93%	+24.8%
HYG	Sell	ISHARES IBOXX $ HIGH YIELD CORP BD ETFishares high yield etf	$17,627,484	-18.4%	239,114	-16.9%	1.89%	+2.4%
VTEB	Buy	VANGUARD TAX-EXEMPT BOND ETFvanguard bond etf	$17,328,650	-3.9%	360,263	+0.4%	1.86%	+20.6%
EMB	Sell	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$9,615,395	-24.6%	116,522	-20.9%	1.03%	-5.4%

Q2 2023

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$203,553,683	–	2,807,637	–	17.43%	–
AGG	New	ISHARES CORE US AGGREGATE BOND ETFishares bond etf	$167,987,580	–	1,715,034	–	14.39%	–
BND	New	VANGUARD TOTAL BOND MARKET ETFvanguard bond etf	$156,695,652	–	2,155,670	–	13.42%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$141,002,008	–	893,379	–	12.08%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$99,134,513	–	2,011,250	–	8.49%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$98,148,175	–	356,669	–	8.41%	–
SPY	New	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$91,236,776	–	205,822	–	7.81%	–
VGK	New	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$50,258,229	–	814,558	–	4.30%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$37,982,476	–	202,822	–	3.25%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$30,942,582	–	312,008	–	2.65%	–
HYG	New	ISHARES IBOXX $ HIGH YIELD CORP BD ETFishares high yield etf	$21,605,296	–	287,802	–	1.85%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$20,207,239	–	79,406	–	1.73%	–
MUB	New	ISHARES NATIONAL MUNI BOND ETFishares bond etf	$18,057,435	–	169,188	–	1.55%	–
VTEB	New	VANGUARD TAX-EXEMPT BOND ETFvanguard bond etf	$18,027,624	–	358,973	–	1.54%	–
EMB	New	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$12,746,217	–	147,287	–	1.09%	–

Q4 2022

			Value		Shares		↓ Weighting
EMB	Exit	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$0	–	-130,837	–	-1.69%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-82,588	–	-2.78%	–
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$0	–	-274,878	–	-4.00%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-185,747	–	-4.97%	–
VGK	Exit	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$0	–	-787,145	–	-5.90%	–
SPY	Exit	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$0	–	-197,591	–	-11.46%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-345,614	–	-11.81%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,845,790	–	-12.88%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-838,854	–	-18.52%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-2,859,541	–	-26.00%	–

Q3 2022

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$160,163,000	-8.3%	2,859,541	+2.3%	26.00%	-1.7%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$114,076,000	-4.6%	838,854	+1.7%	18.52%	+2.2%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$79,332,000	-10.6%	1,845,790	+2.1%	12.88%	-4.2%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$72,717,000	-3.1%	345,614	+0.7%	11.81%	+3.9%
SPY	Buy	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$70,576,000	-4.4%	197,591	+1.0%	11.46%	+2.5%
VGK	Buy	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$36,327,000	-9.8%	787,145	+3.2%	5.90%	-3.3%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$30,633,000	-2.0%	185,747	+0.7%	4.97%	+5.1%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$24,637,000	-10.7%	274,878	+2.6%	4.00%	-4.3%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$17,099,000	-6.5%	82,588	-1.8%	2.78%	+0.3%
EMB	Buy	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$10,388,000	-4.6%	130,837	+2.5%	1.69%	+2.3%

Q2 2022

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$174,686,000	–	2,795,429	–	26.46%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$119,629,000	–	825,199	–	18.12%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$88,732,000	–	1,808,650	–	13.44%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$75,045,000	–	343,142	–	11.37%	–
SPY	New	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$73,807,000	–	195,645	–	11.18%	–
VGK	New	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$40,271,000	–	762,415	–	6.10%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$31,245,000	–	184,487	–	4.73%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$27,587,000	–	268,018	–	4.18%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$18,280,000	–	84,088	–	2.77%	–
EMB	New	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$10,887,000	–	127,607	–	1.65%	–

Q4 2021

			Value		Shares		↓ Weighting
EMB	Exit	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$0	–	-119,381	–	-1.77%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-84,054	–	-2.89%	–
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$0	–	-253,853	–	-4.25%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-172,845	–	-5.10%	–
VGK	Exit	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$0	–	-781,958	–	-6.92%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-245,940	–	-9.09%	–
SPY	Exit	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$0	–	-191,954	–	-11.11%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,546,163	–	-12.88%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-898,316	–	-18.96%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-2,568,684	–	-27.03%	–

Q3 2021

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$200,383,000	+0.3%	2,568,684	+1.4%	27.03%	+1.6%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$140,595,000	+0.6%	898,316	+1.9%	18.96%	+1.9%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$95,491,000	-6.0%	1,546,163	+2.0%	12.88%	-4.8%
SPY	Sell	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$82,375,000	-1.0%	191,954	-1.2%	11.11%	+0.3%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$67,397,000	+0.7%	245,940	-0.3%	9.09%	+2.0%
VGK	Buy	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$51,304,000	-1.5%	781,958	+1.0%	6.92%	-0.2%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$37,810,000	-2.7%	172,845	+2.0%	5.10%	-1.4%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$31,498,000	-6.2%	253,853	+1.7%	4.25%	-5.0%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$21,421,000	-4.1%	84,054	-3.7%	2.89%	-2.9%
EMB	Buy	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$13,139,000	+0.9%	119,381	+3.1%	1.77%	+2.3%

Q2 2021

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$199,786,000	–	2,532,780	–	26.60%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$139,776,000	–	881,202	–	18.61%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$101,591,000	–	1,516,512	–	13.52%	–
SPY	New	SPDR S&P 500 ETF TRUSTspdr s&p 500 etf	$83,192,000	–	194,347	–	11.08%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$66,946,000	–	246,598	–	8.91%	–
VGK	New	VANGUARD MSCI EURPE EQUITY IDX FUNDmsci europe etf	$52,068,000	–	774,132	–	6.93%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$38,868,000	–	169,457	–	5.17%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacific etf	$33,593,000	–	249,712	–	4.47%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$22,337,000	–	87,283	–	2.97%	–
EMB	New	ISHARES JP Morgan USD Em Mkts Bd ETFjp morgan usd emg	$13,017,000	–	115,747	–	1.73%	–

Q4 2020

			Value		Shares		↓ Weighting
EMB	Exit	ISHARES TRjp morgan usd emg	$0	–	-88,718	–	-1.96%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-99,359	–	-3.88%	–
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$0	–	-202,917	–	-4.50%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-662,852	–	-6.92%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-250,251	–	-7.47%	–
SPY	Exit	SPDR S&P ETF TRUSTtr unit	$0	–	-154,807	–	-10.33%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-493,270	–	-11.61%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-284,659	–	-12.30%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,240,413	–	-13.05%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-2,205,251	–	-27.97%	–

Q3 2020

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$140,364,000	+6.4%	2,205,251	+1.8%	27.97%	-2.6%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$65,494,000	+13.4%	1,240,413	+2.2%	13.05%	+3.8%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$61,740,000	+15.3%	284,659	+2.0%	12.30%	+5.5%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$58,270,000	+8.3%	493,270	+3.2%	11.61%	-0.9%
SPY	Buy	SPDR S&P ETF TRUSTtr unit	$51,843,000	+9.3%	154,807	+0.7%	10.33%	+0.1%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$37,485,000	+7.6%	250,251	+2.8%	7.47%	-1.5%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$34,753,000	+6.1%	662,852	+1.8%	6.92%	-2.9%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$22,603,000	+14.6%	202,917	+2.1%	4.50%	+4.9%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$19,446,000	+7.2%	99,359	-1.3%	3.88%	-1.8%
EMB	Buy	ISHARES TRjp morgan usd emg	$9,838,000	+3.8%	88,718	+2.2%	1.96%	-5.0%

Q2 2020

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$131,888,000	–	2,166,709	–	28.71%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$57,755,000	–	1,213,332	–	12.57%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$53,816,000	–	477,859	–	11.72%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$53,567,000	–	279,066	–	11.66%	–
SPY	New	SPDR S&P ETF TRUSTtr unit	$47,428,000	–	153,806	–	10.32%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$34,838,000	–	243,317	–	7.58%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$32,759,000	–	650,880	–	7.13%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$19,731,000	–	198,684	–	4.30%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$18,132,000	–	100,699	–	3.95%	–
EMB	New	ISHARES TRjp morgan usd emg	$9,477,000	–	86,769	–	2.06%	–

Q4 2019

			Value		Shares		↓ Weighting
EMB	Exit	ISHARES TRjp morgan usd emg	$0	–	-83,317	–	-2.26%	–
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$0	–	-185,924	–	-4.16%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-102,794	–	-4.27%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-487,546	–	-6.25%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-228,357	–	-8.27%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-266,244	–	-10.17%	–
SPY	Exit	SPDR S&P ETF TRUSTtr unit	$0	–	-144,891	–	-10.29%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,124,167	–	-13.18%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-452,137	–	-13.87%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-1,748,949	–	-27.28%	–

Q3 2019

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$114,049,000	+1.3%	1,748,949	+2.1%	27.28%	+93.7%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$57,991,000	+1.9%	452,137	+1.1%	13.87%	+94.9%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$55,107,000	-2.7%	1,124,167	+2.1%	13.18%	+86.0%
SPY	Buy	SPDR S&P ETF TRUSTtr unit	$42,999,000	-89.9%	144,891	+0.1%	10.29%	-80.6%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$42,501,000	+1.6%	266,244	+0.1%	10.17%	+94.2%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$34,560,000	-2.1%	228,357	+0.6%	8.27%	+87.2%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$26,137,000	-1.8%	487,546	+0.6%	6.25%	+87.7%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$17,863,000	+0.7%	102,794	-0.1%	4.27%	+92.6%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$17,375,000	-3.5%	185,924	+0.9%	4.16%	+84.4%
EMB	Buy	ISHARES TRjp morgan usd emg	$9,444,000	+0.2%	83,317	+0.1%	2.26%	+91.4%

Q2 2019

			Value		Shares		↓ Weighting
SPY	New	SPDR S&P ETF TRUSTtr unit	$424,248,000	–	144,791	–	53.08%	–
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$112,548,000	–	1,712,279	–	14.08%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$56,890,000	–	447,182	–	7.12%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$56,632,000	–	1,100,927	–	7.09%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$41,836,000	–	265,894	–	5.24%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$35,290,000	–	226,947	–	4.42%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$26,613,000	–	484,756	–	3.33%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$18,012,000	–	184,284	–	2.25%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$17,737,000	–	102,904	–	2.22%	–
EMB	New	ISHARES TRjp morgan usd emg	$9,428,000	–	83,217	–	1.18%	–

Q4 2018

			Value		Shares		↓ Weighting
EMB	Exit	ISHARES TRjp morgan usd emg	$0	–	-84,461	–	-2.24%	–
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$0	–	-187,641	–	-4.47%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-107,381	–	-4.55%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-490,883	–	-6.79%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-202,226	–	-8.39%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-254,121	–	-9.76%	–
SPY	Exit	SPDR S&P ETF TRUSTtr unit	$0	–	-138,137	–	-9.88%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-419,967	–	-13.09%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,044,234	–	-13.31%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-1,643,686	–	-27.51%	–

Q3 2018

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$111,754,000	+5.1%	1,643,686	+3.5%	27.51%	+5.4%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$54,070,000	+2.9%	1,044,234	+4.4%	13.31%	+3.1%
IWD	Sell	ISHARES 1000 VALUE ETFrussell 1000 val	$53,176,000	+1.9%	419,967	-2.3%	13.09%	+2.1%
SPY	Sell	SPDR S&P ETF TRUSTtr unit	$40,159,000	-8.6%	138,137	-14.7%	9.88%	-8.4%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$39,638,000	-22.7%	254,121	-27.9%	9.76%	-22.5%
IWM	Sell	ISHARES RUSSELL 2000 ETFrussell 2000	$34,085,000	+2.6%	202,226	-0.3%	8.39%	+2.9%
VGK	Sell	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$27,597,000	+0.1%	490,883	-0.0%	6.79%	+0.4%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$18,502,000	-13.9%	107,381	-18.9%	4.55%	-13.7%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$18,173,000	-2.7%	187,641	+0.0%	4.47%	-2.4%
EMB	New	ISHARES TRjp morgan usd emg	$9,106,000	–	84,461	–	2.24%	–

Q2 2018

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$106,329,000	–	1,587,715	–	26.11%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$52,545,000	–	1,000,669	–	12.90%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$52,201,000	–	430,066	–	12.82%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$51,292,000	–	352,687	–	12.60%	–
SPY	New	SPDR S&P ETF TRUSTtr unit	$43,946,000	–	161,994	–	10.79%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$33,211,000	–	202,793	–	8.16%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$27,558,000	–	490,968	–	6.77%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$21,483,000	–	132,375	–	5.28%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$18,670,000	–	187,616	–	4.58%	–

Q4 2017

			Value		Shares		↓ Weighting
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$0	–	-179,577	–	-4.56%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-144,236	–	-5.52%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-472,196	–	-7.06%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-194,674	–	-7.39%	–
SPY	Exit	SPDR S&P ETF TRUSTtr unit	$0	–	-160,296	–	-10.32%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-349,121	–	-11.19%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-409,243	–	-12.43%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,002,860	–	-13.88%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-1,574,497	–	-27.64%	–

Q3 2017

			Value		Shares		↓ Weighting
EFA	Sell	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$107,822,000	+4.3%	1,574,497	-0.7%	27.64%	+3.2%
IEMG	Sell	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$54,174,000	+7.4%	1,002,860	-0.5%	13.88%	+6.3%
IWD	Sell	ISHARES 1000 VALUE ETFrussell 1000 val	$48,499,000	-3.3%	409,243	-5.0%	12.43%	-4.3%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$43,661,000	-7.8%	349,121	-12.2%	11.19%	-8.7%
SPY	Sell	SPDR S&P ETF TRUSTtr unit	$40,271,000	-2.1%	160,296	-5.8%	10.32%	-3.1%
IWM	Sell	ISHARES RUSSELL 2000 ETFrussell 2000	$28,847,000	+2.2%	194,674	-2.8%	7.39%	+1.1%
VGK	Sell	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$27,543,000	+5.4%	472,196	-0.4%	7.06%	+4.3%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$21,532,000	-6.0%	144,236	-9.3%	5.52%	-7.0%
GMF	Sell	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$17,809,000	+8.4%	179,577	-0.0%	4.56%	+7.3%

Q2 2017

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$103,376,000	–	1,585,518	–	26.77%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$50,421,000	–	1,007,608	–	13.06%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$50,154,000	–	430,768	–	12.99%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$47,335,000	–	397,707	–	12.26%	–
SPY	New	SPDR S&P ETF TRUSTtr unit	$41,142,000	–	170,149	–	10.66%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$28,228,000	–	200,315	–	7.31%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$26,134,000	–	473,961	–	6.77%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$22,906,000	–	159,049	–	5.93%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$16,431,000	–	179,630	–	4.26%	–

Q4 2016

			Value		Shares		↓ Weighting
GMF	Exit	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$0	–	-158,179	–	-4.12%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-413,031	–	-6.37%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-171,589	–	-6.96%	–
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-183,796	–	-7.22%	–
SPY	Exit	SPDR S&P ETF TRUSTtr unit	$0	–	-145,439	–	-9.95%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-330,856	–	-10.90%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-359,384	–	-12.01%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-1,132,164	–	-16.34%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-1,396,549	–	-26.12%	–

Q3 2016

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$82,578,000	+37.2%	1,396,549	+29.5%	26.12%	+4.0%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$51,638,000	+43.9%	1,132,164	+32.0%	16.34%	+9.0%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$37,958,000	+31.8%	359,384	+28.8%	12.01%	-0.2%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$34,465,000	+24.2%	330,856	+19.7%	10.90%	-5.9%
SPY	Buy	SPDR S&P ETF TRUSTtr unit	$31,458,000	+35.2%	145,439	+30.9%	9.95%	+2.4%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$22,829,000	+60.9%	183,796	+49.0%	7.22%	+21.9%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$21,996,000	-14.0%	171,589	-16.8%	6.96%	-34.8%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$20,127,000	+35.6%	413,031	+29.8%	6.37%	+2.7%
GMF	Buy	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$13,037,000	+45.3%	158,179	+32.0%	4.12%	+10.1%

Q2 2016

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$60,180,000	–	1,078,117	–	25.13%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$35,888,000	–	857,732	–	14.99%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$28,805,000	–	279,040	–	12.03%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$27,742,000	–	276,426	–	11.59%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$25,573,000	–	206,202	–	10.68%	–
SPY	New	SPDR S&P ETF TRUSTtr unit	$23,268,000	–	111,079	–	9.72%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$14,844,000	–	318,141	–	6.20%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$14,184,000	–	123,362	–	5.92%	–
GMF	New	SPDR S&P EMERGING ASIA PACIFIC ETFasia pacif etf	$8,970,000	–	119,859	–	3.75%	–

Q4 2015

			Value		Shares		↓ Weighting
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-35,362	–	-1.81%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-294,484	–	-6.78%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-211,859	–	-11.30%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-263,925	–	-11.53%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-278,762	–	-12.14%	–
SPY	Exit	SPDR S&P 500 ETF TRUSTtr unit	$0	–	-147,812	–	-13.27%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-890,623	–	-16.64%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-988,345	–	-26.53%	–

Q3 2015

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$56,652,000	-9.5%	988,345	+0.2%	26.53%	-1.6%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$35,527,000	-9.7%	890,623	+8.7%	16.64%	-1.8%
SPY	Buy	SPDR S&P 500 ETF TRUSTtr unit	$28,325,000	-6.5%	147,812	+0.4%	13.27%	+1.7%
IWF	Sell	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$25,925,000	-6.1%	278,762	-0.0%	12.14%	+2.1%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$24,619,000	-7.8%	263,925	+1.9%	11.53%	+0.2%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$24,129,000	-8.3%	211,859	-0.2%	11.30%	-0.3%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$14,483,000	-2.5%	294,484	+7.0%	6.78%	+6.0%

Q2 2015

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$62,626,000	–	986,384	–	26.97%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$39,352,000	–	819,161	–	16.95%	–
SPY	New	SPDR S&P 500 ETF TRUSTtr unit	$30,301,000	–	147,197	–	13.05%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$27,610,000	–	278,860	–	11.89%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$26,709,000	–	258,930	–	11.50%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$26,324,000	–	212,328	–	11.34%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$14,858,000	–	275,250	–	6.40%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$4,415,000	–	35,362	–	1.90%	–

Q4 2014

			Value		Shares		↓ Weighting
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-23,976	–	-1.29%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-130,121	–	-3.53%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-182,744	–	-8.99%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-200,639	–	-9.04%	–
SPY	Exit	SPDR S&P 500 ETF TRUSTtr unit	$0	–	-97,232	–	-9.42%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-693,226	–	-17.05%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-328,347	–	-18.85%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-1,010,060	–	-31.84%	–

Q3 2014

			Value		Shares		↓ Weighting
EFA	Sell	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$64,765,000	-10.2%	1,010,060	-4.2%	31.84%	-5.0%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$38,348,000	-18.4%	328,347	-17.7%	18.85%	-13.7%
IEMG	Sell	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$34,689,000	-4.9%	693,226	-1.8%	17.05%	+0.5%
SPY	Buy	SPDR S&P 500 ETF TRUSTtr unit	$19,157,000	+11.7%	97,232	+10.9%	9.42%	+18.1%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$18,385,000	+11.5%	200,639	+10.6%	9.04%	+17.9%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$18,291,000	+9.2%	182,744	+10.5%	8.99%	+15.4%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$7,185,000	+7.9%	130,121	+17.1%	3.53%	+14.1%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$2,622,000	+3.1%	23,976	+12.1%	1.29%	+9.1%

Q2 2014

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$72,090,000	–	1,054,409	–	33.51%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$46,969,000	–	398,924	–	21.83%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$36,490,000	–	705,805	–	16.96%	–
SPY	New	SPDR S&P 500 ETF TRUSTtr unit	$17,153,000	–	87,641	–	7.97%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$16,755,000	–	165,451	–	7.79%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$16,494,000	–	181,395	–	7.67%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$6,659,000	–	111,084	–	3.10%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$2,542,000	–	21,396	–	1.18%	–

Q4 2013

			Value		Shares		↓ Weighting
IWM	Exit	ISHARES RUSSELL 2000 ETFrussell 2000	$0	–	-12,179	–	-0.90%	–
VGK	Exit	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$0	–	-44,953	–	-1.71%	–
IWD	Exit	ISHARES 1000 VALUE ETFrussell 1000 val	$0	–	-69,819	–	-4.19%	–
IWF	Exit	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$0	–	-78,889	–	-4.30%	–
SPY	Exit	SPDR S&P 500 ETF TRUSTtr unit	$0	–	-66,120	–	-7.74%	–
IEMG	Exit	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$0	–	-373,363	–	-12.66%	–
IWV	Exit	ISHARES RUSSELL 3000 INDEXrussell 3000	$0	–	-445,973	–	-31.43%	–
EFA	Exit	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$0	–	-833,511	–	-37.06%	–

Q3 2013

			Value		Shares		↓ Weighting
EFA	Buy	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$53,179,000	+11.9%	833,511	+0.5%	37.06%	+3.1%
IWV	Sell	ISHARES RUSSELL 3000 INDEXrussell 3000	$45,106,000	+3.4%	445,973	-1.4%	31.43%	-4.8%
IEMG	Buy	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$18,164,000	+7.7%	373,363	+1.9%	12.66%	-0.9%
SPY	Buy	SPDR S&P 500 ETF TRUSTtr unit	$11,109,000	+10.3%	66,120	+5.3%	7.74%	+1.6%
IWF	Buy	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$6,169,000	+13.4%	78,889	+5.5%	4.30%	+4.4%
IWD	Buy	ISHARES 1000 VALUE ETFrussell 1000 val	$6,018,000	+8.4%	69,819	+5.4%	4.19%	-0.2%
VGK	Buy	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$2,450,000	+25.3%	44,953	+10.6%	1.71%	+15.4%
IWM	Buy	ISHARES RUSSELL 2000 ETFrussell 2000	$1,298,000	+15.6%	12,179	+5.2%	0.90%	+6.5%

Q2 2013

			Value		Shares		↓ Weighting
EFA	New	ISHARES MSCI EAFE INDEX FUNDmsci eafe idx	$47,519,000	–	829,306	–	35.96%	–
IWV	New	ISHARES RUSSELL 3000 INDEXrussell 3000	$43,613,000	–	452,413	–	33.00%	–
IEMG	New	ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt	$16,872,000	–	366,313	–	12.77%	–
SPY	New	SPDR S&P 500 ETF TRUSTtr unit	$10,073,000	–	62,790	–	7.62%	–
IWD	New	ISHARES 1000 VALUE ETFrussell 1000 val	$5,553,000	–	66,273	–	4.20%	–
IWF	New	ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw	$5,441,000	–	74,800	–	4.12%	–
VGK	New	VANGUARD INTL EQUITY IDX FUNDmsci europe etf	$1,955,000	–	40,627	–	1.48%	–
IWM	New	ISHARES RUSSELL 2000 ETFrussell 2000	$1,123,000	–	11,581	–	0.85%	–

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