| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 357 | 1,459,457 | IVW, IVV, AAPL, IVE | 13F-HR | 10/22/2024 | 000142050624002168 |
| Q2 2024 | 339 | 1,258,483 | IVW, IVV, AAPL, IVE | 13F-HR | 7/23/2024 | 000142050624001155 |
| Q1 2024 | 356 | 1,382,440 | IVW, IVV, IVE, AAPL | 13F-HR | 4/15/2024 | 000142050624000592 |
| Q4 2023 | 355 | 1,317,399 | IVW, IVV, AAPL, IVE | 13F-HR | 1/17/2024 | 000142050624000032 |
| Q3 2023 | 340 | 1,206,169 | IVW, IVV, AAPL, IVE | 13F-HR | 10/13/2023 | 000142050623001811 |
| Q2 2023 | 360 | 1,269,747 | IVW, AAPL, IVV, IVE | 13F-HR | 7/31/2023 | 000142050623001346 |
| Q1 2023 | 287 | 905,046 | IVW, IVV, AAPL, IVE | 13F-HR | 5/18/2023 | 000101524723000003 |
| Q4 2022 | 291 | 867,782 | IVW, IVV, IVE, AAPL | 13F-HR | 1/24/2023 | 000101524723000001 |
| Q3 2022 | 281 | 807,159 | IVW, IVV, AAPL, IVE | 13F-HR | 10/18/2022 | 000101524722000005 |
| Q2 2022 | 276 | 853,857 | IVW, IVV, AAPL, IVE | 13F-HR | 7/20/2022 | 000101524722000003 |
| Q1 2022 | 302 | 1,000,191 | IVW, AAPL, IVV, IVE | 13F-HR | 5/2/2022 | 000101524722000001 |
| Q4 2021 | 305 | 1,075,415 | IVW, AAPL, IVV, IVE | 13F-HR | 1/18/2022 | 000176784122000002 |
| Q3 2021 | 310 | 1,050,861 | IVW, IVV, AAPL, IVE | 13F-HR | 10/14/2021 | 000101524721000005 |
| Q2 2021 | 315 | 1,051,288 | IVW, IVV, AAPL, IVE | 13F-HR | 7/12/2021 | 000101524721000004 |
| Q1 2021 | 311 | 990,188 | IVW, IVV, AAPL, IVE | 13F-HR | 4/12/2021 | 000101524721000003 |
| Q4 2020 | 301 | 921,687 | IVW, AAPL, IVV, IVE | 13F-HR | 2/10/2021 | 000101524721000001 |
| Q3 2020 | 286 | 834,929 | IVW, IVV, AAPL, IVE | 13F-HR | 11/9/2020 | 000101524720000004 |
| Q2 2020 | 269 | 777,006 | IVW, IVV, AAPL, IVE | 13F-HR | 7/6/2020 | 000176784120000004 |
| Q1 2020 | 265 | 673,935 | IVW, IVV, IVE, AAPL | 13F-HR | 4/22/2020 | 000101524720000002 |
| Q4 2019 | 292 | 852,310 | IVW, IVV, IVE, AAPL | 13F-HR | 1/10/2020 | 000101524720000001 |
| Q3 2019 | 288 | 768,150 | IVW, IVV, IVE, AAPL | 13F-HR | 10/4/2019 | 000176784119000004 |
| Q2 2019 | 291 | 781,882 | IVW, IVV, IVE, AAPL | 13F-HR | 7/16/2019 | 000101524719000007 |
| Q1 2019 | 293 | 769,114 | IVW, IVV, IVE, AAPL | 13F-HR | 4/25/2019 | 000101524719000004 |
| Q4 2018 | 258 | 682,618 | IVW, IVV, IVE, AAPL | 13F-HR | 2/8/2019 | 000101524719000003 |
| Q3 2018 | 295 | 817,457 | IVW, IVV, IVE, AAPL | 13F-HR | 10/12/2018 | 000101524718000010 |
| Q2 2018 | 285 | 775,906 | IVW, IVV, IVE, AAPL | 13F-HR | 7/19/2018 | 000101524718000008 |
| Q1 2018 | 297 | 758,609 | IVW, IVV, IVE, AAPL | 13F-HR | 4/27/2018 | 000101524718000005 |
| Q4 2017 | 294 | 778,751 | IVW, IVV, IVE, AAPL | 13F-HR | 1/25/2018 | 000101524718000002 |
| Q3 2017 | 279 | 715,169 | IVW, IVV, IVE, AAPL | 13F-HR | 11/3/2017 | 000101524717000009 |
| Q2 2017 | 278 | 583,885 | IVW, IVV, IVE, VTV | 13F-HR | 8/10/2017 | 000101524717000007 |
| Q1 2017 | 271 | 568,374 | IVW, IVV, IVE, VTV | 13F-HR | 4/19/2017 | 000101524717000005 |
| Q4 2016 | 260 | 524,503 | IVW, IVV, IVE, VTV | 13F-HR | 1/31/2017 | 000101524717000003 |
| Q3 2016 | 271 | 505,214 | IVW, IVV, IVE, EFA | 13F-HR | 11/15/2016 | 000101524716000022 |
| Q2 2016 | 275 | 500,665 | IVW, IVV, IVE, EFA | 13F-HR | 8/1/2016 | 000101524716000015 |
| Q1 2016 | 277 | 480,188 | IVW, IVV, IVE, EFA | 13F-HR | 5/16/2016 | 000101524716000009 |
| Q4 2015 | 266 | 465,286 | IVW, IVV, IVE, EFA | 13F-HR | 2/10/2016 | 000101524716000006 |
| Q3 2015 | 267 | 454,007 | IVV, IVW, IVE, EFA | 13F-HR | 10/21/2015 | 000101524715000005 |
| Q2 2015 | 289 | 496,674 | IVV, IVW, IVE, EFA | 13F-HR | 8/3/2015 | 000101524715000004 |
| Q1 2015 | 292 | 506,178 | IVV, IVW, IVE, EFA | 13F-HR | 4/28/2015 | 000101524715000002 |
| Q4 2014 | 288 | 497,089 | IVV, IVW, IVE, EFA | 13F-HR | 1/22/2015 | 000101524715000001 |
| Q3 2014 | 279 | 494,231 | IVV, IVW, IVE, EFA | 13F-HR | 11/4/2014 | 000101524714000004 |
| Q2 2014 | 289 | 505,846 | IVV, IVW, IVE, EFA | 13F-HR | 8/6/2014 | 000101524714000003 |
| Q1 2014 | 281 | 485,174 | IVV, IVW, IVE, EFA | 13F-HR | 5/2/2014 | 000101524714000002 |
| Q4 2013 | 277 | 469,303 | IVV, IVW, IVE, EFA | 13F-HR | 2/14/2014 | 000101524714000001 |