| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 467 | 1,047,247 | IVV, VTI, IVE, AAPL | 13F-HR | 11/12/2024 | 000020072424000007 |
| Q2 2024 | 442 | 969,686 | IVV, VTI, IVE, AAPL | 13F-HR | 8/14/2024 | 000020072424000006 |
| Q1 2024 | 428 | 938,484 | IVV, VTI, IVE, MDY | 13F-HR | 5/13/2024 | 000020072424000004 |
| Q4 2023 | 410 | 848,723 | IVV, VTI, IVE, AAPL | 13F-HR | 2/13/2024 | 000020072424000002 |
| Q3 2023 | 382 | 757,087 | IVV, VTI, IVE, AAPL | RESTATEMENT | 11/14/2023 | 000020072423000007 |
| Q2 2023 | 395 | 784,952 | IVV, VTI, AAPL, MDY | 13F-HR | 8/11/2023 | 000020072423000005 |
| Q1 2023 | 387 | 735,615 | IVV, VTI, MDY, AAPL | 13F-HR | 5/12/2023 | 000020072423000004 |
| Q4 2022 | 375 | 720,254 | IVV, VTI, MDY, USMV | 13F-HR | 2/13/2023 | 000020072423000002 |
| Q3 2022 | 377 | 658,910 | IVV, VTI, MDY, AAPL | 13F-HR | 11/14/2022 | 000020072422000008 |
| Q2 2022 | 394 | 648,387 | VTI, IVV, MDY, AAPL | 13F-HR | 8/12/2022 | 000020072422000005 |
| Q1 2022 | 417 | 732,719 | VTI, IVV, MDY, AAPL | 13F-HR | 5/12/2022 | 000020072422000004 |
| Q4 2021 | 423 | 719,998 | VTI, IVV, MDY, AAPL | 13F-HR | 2/8/2022 | 000020072422000001 |
| Q3 2021 | 416 | 655,435 | VTI, IVV, MDY, IJR | 13F-HR | 11/12/2021 | 000020072421000005 |
| Q2 2021 | 407 | 663,738 | VTI, IVV, MDY, IJR | 13F-HR | 8/10/2021 | 000020072421000004 |
| Q1 2021 | 392 | 618,024 | VTI, MDY, IVV, IJR | 13F-HR | 5/14/2021 | 000020072421000003 |
| Q4 2020 | 345 | 535,867 | VTI, MDY, IVV, AAPL | 13F-HR | 2/16/2021 | 000020072421000001 |
| Q3 2020 | 324 | 481,340 | VTI, IVV, MDY, AAPL | 13F-HR | 11/12/2020 | 000020072420000006 |
| Q2 2020 | 317 | 452,699 | VTI, USMV, IVV, MDY | 13F-HR | 8/10/2020 | 000020072420000005 |
| Q1 2020 | 298 | 379,235 | VTI, USMV, MDY, IVV | 13F-HR | 5/15/2020 | 000020072420000004 |
| Q4 2019 | 319 | 481,651 | VTI, MDY, USMV, IVE | 13F-HR | 2/7/2020 | 000020072420000001 |
| Q3 2019 | 316 | 452,028 | VTI, MDY, IVE, USMV | 13F-HR | 11/7/2019 | 000020072419000006 |
| Q2 2019 | 318 | 444,685 | VTI, MDY, IVE, IVV | 13F-HR | 8/15/2019 | 000020072419000005 |
| Q1 2019 | 319 | 420,379 | VTI, MDY, IVE, IVV | 13F-HR | 5/7/2019 | 000020072419000003 |
| Q4 2018 | 322 | 368,189 | VTI, MDY, IVE, IJR | 13F-HR | 2/15/2019 | 000020072419000001 |
| Q3 2018 | 353 | 438,511 | VTI, MDY, IJR, IVE | 13F-HR | 11/15/2018 | 000020072418000006 |
| Q2 2018 | 340 | 398,560 | VTI, MDY, IJR, IVE | 13F-HR | 8/14/2018 | 000020072418000005 |
| Q1 2018 | 324 | 373,150 | VTI, MDY, IVE, IJR | 13F-HR | 5/14/2018 | 000020072418000004 |
| Q4 2017 | 303 | 370,950 | VTI, MDY, IVE, IJR | 13F-HR | 2/9/2018 | 000020072418000002 |
| Q3 2017 | 306 | 351,589 | VTI, MDY, IVE, IJR | 13F-HR | 11/2/2017 | 000020072417000006 |
| Q2 2017 | 244 | 298,221 | VTI, MDY, IVE, IJR | 13F-HR | 8/11/2017 | 000020072417000005 |
| Q1 2017 | 235 | 278,700 | VTI, MDY, IVE, IJR | 13F-HR | 5/8/2017 | 000020072417000004 |
| Q4 2016 | 222 | 262,357 | VTI, MDY, IVE, IJR | 13F-HR | 2/2/2017 | 000020072417000001 |
| Q3 2016 | 209 | 248,849 | VTI, MDY, IVE, IJR | 13F-HR | 11/14/2016 | 000020072416000021 |
| Q2 2016 | 206 | 241,380 | VTI, MDY, IVE, IJR | 13F-HR | 8/10/2016 | 000020072416000018 |
| Q1 2016 | 189 | 231,493 | VTI, MDY, IVE, IJR | 13F-HR | 5/12/2016 | 000020072416000017 |
| Q4 2015 | 175 | 201,151 | VTI, MDY, IVE, IJR | 13F-HR | 2/12/2016 | 000020072416000014 |
| Q3 2015 | 163 | 180,278 | VTI, MDY, IVE, IJR | RESTATEMENT | 10/14/2015 | 000020072415000010 |
| Q2 2015 | 171 | 196,801 | VTI, MDY, IVE, IJR | 13F-HR | 7/31/2015 | 000020072415000005 |
| Q1 2015 | 168 | 189,337 | VTI, MDY, IVE, IJR | 13F-HR | 5/8/2015 | 000020072415000003 |
| Q4 2014 | 170 | 187,633 | VTI, MDY, IVE, IJR | 13F-HR | 2/10/2015 | 000020072415000002 |
| Q3 2014 | 160 | 179,364 | VTI, MDY, IVE, IVV | 13F-HR | 11/7/2014 | 000020072414000008 |
| Q2 2014 | 146 | 164,930 | VTI, MDY, IVE, IJR | 13F-HR | 7/24/2014 | 000020072414000007 |
| Q1 2014 | 147 | 166,909 | VTI, MDY, IVE, IJR | 13F-HR | 5/1/2014 | 000020072414000005 |
| Q4 2013 | 136 | 159,542 | VTI, MDY, IVE, IJR | 13F-HR | 2/10/2014 | 000020072414000004 |