| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 448 | 1,204,451 | IVV, BIV, IWB, IUSB | 13F-HR | 10/26/2023 | 000108514623003951 |
| Q2 2023 | 472 | 1,442,407 | IVV, IWB, IUSB, BIV | 13F-HR | 8/4/2023 | 000108514623003069 |
| Q1 2023 | 471 | 1,379,712 | IVV, BIV, IUSB, IWB | 13F-HR | 4/27/2023 | 000108514623001925 |
| Q4 2022 | 1,510 | 1,399,395 | IVV, BIV, IWB, IUSB | 13F-HR | 2/10/2023 | 000108514623001020 |
| Q3 2022 | 427 | 1,214,765 | IVV, IWB, BIV, IUSB | 13F-HR | 11/7/2022 | 000108514622003817 |
| Q2 2022 | 460 | 1,322,614 | IVV, IWB, SHV, BIV | 13F-HR | 7/19/2022 | 000108514622002468 |
| Q1 2022 | 491 | 1,489,426 | IVV, IWB, EFA, SHV | 13F-HR | 4/28/2022 | 000108514622001610 |
| Q4 2021 | 497 | 1,559,969 | IVV, IWB, EFA, SHV | 13F-HR | 2/10/2022 | 000108514622000710 |
| Q3 2021 | 490 | 1,407,785 | IVV, IWB, EFA, BIV | 13F-HR | 11/10/2021 | 000108514621003096 |
| Q2 2021 | 472 | 1,327,897 | IVV, IWB, EFA, BIV | 13F-HR | 8/11/2021 | 000108514621002378 |
| Q1 2021 | 503 | 1,314,345 | IVV, SHY, IWB, EFA | 13F-HR | 5/12/2021 | 000108514621001579 |
| Q4 2020 | 477 | 1,251,157 | IVV, SHY, EFA, IWB | 13F-HR | 2/9/2021 | 000108514621000540 |
| Q3 2020 | 453 | 1,119,026 | SHY, IVV, EFA, BIV | 13F-HR | 11/4/2020 | 000108514620002746 |
| Q2 2020 | 433 | 1,057,286 | SHY, IVV, IWB, EFA | 13F-HR | 7/17/2020 | 000078187520000011 |
| Q1 2020 | 410 | 888,127 | IVV, IWB, EFA, BIV | 13F-HR | 4/16/2020 | 000078187520000008 |
| Q4 2019 | 439 | 1,051,896 | IVV, EFA, BIV, IWB | 13F-HR | 2/11/2020 | 000078187520000003 |
| Q3 2019 | 413 | 969,019 | IVV, EFA, IWB, SHV | NEW HOLDINGS | 10/15/2019 | 000078187519000016 |
| Q3 2019 | 398 | 755,647 | IVV, EFA, SHV, BIV | 13F-HR | 10/15/2019 | 000078187519000015 |
| Q2 2019 | 413 | 940,892 | IVV, EFA, SHV, BIV | 13F-HR | 8/9/2019 | 000078187519000013 |
| Q1 2019 | 419 | 890,636 | IVV, EFA, SHV, BIV | 13F-HR | 5/7/2019 | 000078187519000007 |