| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 528 | 3,573,810 | VOO, IWF, IVV, VTV | 13F-HR | 5/7/2024 | 000179815024000003 |
| Q4 2023 | 518 | 3,271,902 | VOO, IWF, IVV, VTV | 13F-HR | 2/6/2024 | 000100739924000001 |
| Q3 2023 | 494 | 2,890,543 | VOO, IVV, IWF, VTV | 13F-HR | 11/6/2023 | 000100739923000005 |
| Q2 2023 | 513 | 3,029,012 | VOO, IVV, IWF, SPDW | 13F-HR | 8/8/2023 | 000100739923000004 |
| Q1 2023 | 506 | 2,879,834 | VOO, IVV, IWF, VTV | 13F-HR | 5/5/2023 | 000100739923000003 |
| Q4 2022 | 496 | 2,637,089 | VOO, IVV, IWF, VTV | 13F-HR | 2/14/2023 | 000100739923000001 |
| Q3 2022 | 468 | 2,332,412 | VOO, IVV, IWF, VTV | 13F-HR | 10/31/2022 | 000100739922000006 |
| Q2 2022 | 480 | 2,381,544 | VOO, IVV, IWF, VTV | 13F-HR | 8/3/2022 | 000100739922000005 |
| Q1 2022 | 501 | 2,501,008 | VOO, IVV, IWF, VTV | 13F-HR | 5/5/2022 | 000100739922000004 |
| Q4 2021 | 509 | 2,872,618 | VOO, IVV, IWF, NSC | 13F-HR | 2/8/2022 | 000100739922000001 |
| Q3 2021 | 505 | 2,546,697 | VOO, IVV, IWF, NSC | 13F-HR | 11/4/2021 | 000100739921000005 |
| Q2 2021 | 493 | 2,550,081 | VOO, IVV, IWF, NSC | 13F-HR | 8/4/2021 | 000100739921000004 |
| Q1 2021 | 468 | 2,311,092 | VOO, IVV, IWF, NSC | 13F-HR | 5/11/2021 | 000100739921000003 |
| Q4 2020 | 439 | 2,120,753 | VOO, IVV, IWF, NSC | 13F-HR | 2/12/2021 | 000100739921000002 |
| Q3 2020 | 390 | 1,843,098 | VOO, IVV, IWF, NSC | 13F-HR | 11/12/2020 | 000100739920000005 |
| Q2 2020 | 389 | 1,647,513 | IVV, VOO, IWF, NSC | 13F-HR | 7/31/2020 | 000100739920000004 |
| Q1 2020 | 368 | 1,348,593 | IVV, VOO, IWF, NSC | 13F-HR | 5/6/2020 | 000100739920000003 |
| Q4 2019 | 419 | 1,694,422 | IVV, VOO, IWF, NSC | 13F-HR | 2/13/2020 | 000100739920000001 |
| Q3 2019 | 425 | 1,582,924 | IVV, VOO, IWF, NSC | 13F-HR | 11/6/2019 | 000100739919000009 |
| Q2 2019 | 414 | 1,553,904 | IVV, VOO, IWF, NSC | 13F-HR | 8/7/2019 | 000100739919000007 |
| Q1 2019 | 410 | 1,547,590 | IVV, VOO, NSC, IWF | 13F-HR | 5/13/2019 | 000100739919000005 |
| Q4 2018 | 354 | 1,455,246 | IVV, SHV, VOO, MINT | 13F-HR | 2/8/2019 | 000100739919000001 |
| Q3 2018 | 1,759 | 1,647,682 | IVV, FLOT, NSC, IWF | 13F-HR | 11/14/2018 | 000100739918000008 |
| Q2 2018 | 349 | 1,248,646 | IVV, EFA, IWF, NSC | 13F-HR | 8/8/2018 | 000100739918000006 |
| Q1 2018 | 349 | 1,243,614 | IVV, EFA, IWF, NSC | 13F-HR | 5/15/2018 | 000100739918000005 |
| Q4 2017 | 349 | 1,263,246 | IVV, EFA, NSC, IWF | 13F-HR | 2/7/2018 | 000100739918000001 |
| Q3 2017 | 343 | 1,186,277 | IVV, EFA, IWF, NSC | 13F-HR | 11/13/2017 | 000100739917000006 |
| Q2 2017 | 336 | 1,140,094 | IVV, NSC, EFA, RYH | 13F-HR | 8/15/2017 | 000100739917000004 |
| Q1 2017 | 330 | 1,176,391 | IVV, RYF, NSC, IWF | 13F-HR | 5/12/2017 | 000100739917000003 |
| Q4 2016 | 312 | 1,112,865 | RYF, IVV, NSC, IWF | 13F-HR | 1/26/2017 | 000100739917000001 |
| Q3 2016 | 296 | 1,071,992 | RYT, IVV, IWF, NSC | 13F-HR | 11/8/2016 | 000100739916000016 |
| Q2 2016 | 297 | 962,443 | IVV, IWF, EFA, NSC | 13F-HR | 8/11/2016 | 000100739916000015 |
| Q1 2016 | 289 | 826,358 | IVV, IWF, EFA, NSC | 13F-HR | 4/25/2016 | 000100739916000014 |
| Q4 2015 | 285 | 1,012,691 | RHS, IVV, IWF, EFA | 13F-HR | 2/16/2016 | 000100739916000010 |
| Q3 2015 | 277 | 705,298 | IVV, IWF, NSC, EFA | 13F-HR | 10/20/2015 | 000100739915000009 |
| Q2 2015 | 308 | 1,019,929 | RYH, IVV, NSC, IWF | 13F-HR | 7/21/2015 | 000100739915000008 |
| Q1 2015 | 310 | 1,017,944 | RYH, IVV, NSC, DLN | 13F-HR | 4/20/2015 | 000100739915000007 |
| Q4 2014 | 313 | 978,264 | RYU, IVV, NSC, DLN | 13F-HR | 2/23/2015 | 000100739915000004 |
| Q3 2014 | 296 | 917,750 | RYH, IVV, NSC, DLN | 13F-HR | 10/30/2014 | 000100739914000004 |
| Q2 2014 | 300 | 937,063 | RYE, IVV, NSC, DLN | 13F-HR | 7/28/2014 | 000100739914000003 |
| Q1 2014 | 289 | 884,914 | RYT, IVV, NSC, DLN | 13F-HR | 4/10/2014 | 000100739914000002 |
| Q4 2013 | 291 | 841,282 | RCD, IVV, NSC, DLN | 13F-HR | 1/28/2014 | 000100739914000001 |