| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 100 | 112,631 | IVV, IJH, IJR, LLY | 13F-HR | 5/13/2024 | 000117266124002181 |
| Q4 2023 | 100 | 106,499 | IVV, IJR, IJH, LLY | 13F-HR | 2/9/2024 | 000117266124000629 |
| Q3 2023 | 99 | 98,063 | IVV, IJR, IJH, LLY | 13F-HR | 10/30/2023 | 000117266123003532 |
| Q2 2023 | 101 | 102,405 | IVV, IJR, IJH, LLY | 13F-HR | 7/21/2023 | 000117266123002577 |
| Q1 2023 | 103 | 100,293 | IVV, IJR, IJH, NOW | 13F-HR | 4/19/2023 | 000117266123001730 |
| Q4 2022 | 105 | 99,436 | IVV, IJR, IJH, UNH | 13F-HR | 2/8/2023 | 000117266123000510 |
| Q3 2022 | 102 | 91,131 | IVV, IJR, IJH, UNH | 13F-HR | 10/27/2022 | 000160658722002025 |
| Q2 2022 | 106 | 99,128 | IVV, IJR, IJH, UNH | 13F-HR | 7/22/2022 | 000160658722001411 |
| Q1 2022 | 117 | 112,013 | IVV, IJR, IJH, NOW | 13F-HR | 4/28/2022 | 000160658722000776 |
| Q4 2021 | 269 | 114,333 | IVV, IJR, IJH, NOW | 13F-HR | 2/17/2022 | 000160658722000594 |