| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,772 | 16,357,876 | IVV, IUSB, IVW, DYNF | 13F-HR | 10/26/2026 | 000107164026000020 |
| Q2 2026 | 1,776 | 16,013,106 | IVV, IUSB, IVW, DYNF | 13F-HR | 7/20/2026 | 000107164026000012 |
| Q1 2026 | 1,517 | 12,801 | IVV, IVE, IVW, EFV | 13F-HR | 4/7/2026 | 000107164026000007 |
| Q4 2025 | 1,493 | 11,800 | IVV, IVE, IVW, IEMG | 13F-HR | 1/5/2026 | 000107164026000001 |
| Q3 2025 | 1,630 | 12,813,794 | IVV, DYNF, EFV, IVW | 13F-HR | 10/23/2025 | 000107164025000020 |
| Q2 2025 | 1,467 | 10,872,126 | IVV, IUSB, EFV, QUAL | 13F-HR | 7/14/2025 | 000107164025000013 |
| Q1 2025 | 1,155 | 8,135,217 | IVV, IUSB, QUAL, IVW | 13F-HR | 4/14/2025 | 000107164025000010 |
| Q4 2024 | 1,460 | 9,721,796 | IVV, IUSB, QUAL, IVW | 13F-HR | 1/14/2025 | 000107164025000003 |
| Q3 2024 | 1,379 | 8,900 | IVV, IUSB, QUAL, IVW | 13F-HR | 10/3/2024 | 000107164024000017 |
| Q2 2024 | 1,355 | 8,182 | IVV, IUSB, IVW, QUAL | 13F-HR | 7/9/2024 | 000107164024000014 |
| Q1 2024 | 1,358 | 7,740,858 | IVV, IUSB, QUAL, IVW | 13F-HR | 4/10/2024 | 000107164024000007 |
| Q4 2023 | 1,330 | 7,241,100 | IVV, IUSB, QUAL, EFV | 13F-HR | 1/10/2024 | 000107164024000001 |
| Q3 2023 | 1,257 | 6,451,042 | IVV, IUSB, EFV, QUAL | 13F-HR | 10/26/2023 | 000107164023000018 |
| Q2 2023 | 720 | 6,315,104 | IVV, IUSB, QUAL, EFG | 13F-HR | 7/14/2023 | 000107164023000013 |
| Q1 2023 | 693 | 5,815,070 | IVV, IUSB, QUAL, EFG | 13F-HR | 4/18/2023 | 000107164023000008 |
| Q4 2022 | 1,189 | 5,631,931 | IVV, ESGU, IUSB, EFV | 13F-HR | 1/24/2023 | 000107164023000001 |
| Q3 2022 | 1,114 | 5,016,335 | IVV, ESGU, IUSB, GOVT | 13F-HR | 11/1/2022 | 000107164022000013 |
| Q2 2022 | 1,114 | 5,160,511 | IVV, ESGU, IUSB, EFV | 13F-HR | 7/27/2022 | 000107164022000010 |
| Q1 2022 | 1,124 | 5,699,036 | IVV, ESGU, IUSB, EFV | 13F-HR | 4/29/2022 | 000107164022000008 |
| Q4 2021 | 1,098 | 5,660,353 | ESGU, IVV, EFV, EFG | 13F-HR | 4/8/2022 | 000107164022000007 |
| Q3 2021 | 1,027 | 4,981,194 | ESGU, IVV, EFV, IUSB | 13F-HR | 10/21/2021 | 000107164021000016 |
| Q2 2021 | 1,012 | 4,712,273 | IVV, ESGU, EFV, IUSB | RESTATEMENT | 8/5/2021 | 000107164021000014 |
| Q1 2021 | 947 | 4,122,098 | IVV, ESGU, EFV, IUSB | 13F-HR | 4/28/2021 | 000107164021000009 |
| Q4 2020 | 842 | 3,601,567 | IVV, ESGU, LQD, ESGE | 13F-HR | 1/20/2021 | 000107164021000003 |
| Q3 2020 | 736 | 2,986,499 | IVV, ESGU, LQD, GOVT | 13F-HR | 11/3/2020 | 000107164020000014 |
| Q2 2020 | 681 | 2,640,753 | IVV, ESGU, LQD, GOVT | 13F-HR | 7/30/2020 | 000107164020000011 |
| Q1 2020 | 310 | 1,176,782 | GOVT, IEFA, QUAL, ESGU | 13F-HR | 4/28/2020 | 000107164020000009 |
| Q4 2019 | 604 | 2,420,178 | IVV, GOVT, IEFA, IEMG | 13F-HR | 2/4/2020 | 000107164020000002 |
| Q3 2019 | 525 | 2,116,376 | IVV, GOVT, IEFA, ITOT | 13F-HR | 10/18/2019 | 000107164019000021 |
| Q2 2019 | 267 | 894,437 | GOVT, IEFA, NEAR, IEMG | 13F-HR | 7/26/2019 | 000107164019000017 |
| Q1 2019 | 471 | 1,822,149 | IVV, IEFA, ITOT, NEAR | 13F-HR | 5/2/2019 | 000107164019000009 |
| Q4 2018 | 210 | 651,666 | NEAR, IEFA, MTUM, SPIB | 13F-HR | 1/29/2019 | 000107164019000001 |
| Q3 2018 | 214 | 622,941 | NEAR, IEFA, MTUM, SPIB | 13F-HR | 11/5/2018 | 000107164018000017 |
| Q2 2018 | 193 | 568,162 | MTUM, IEFA, SPIB, IEMG | 13F-HR | 7/30/2018 | 000107164018000013 |
| Q1 2018 | 173 | 451,203 | IEMG, HEFA, SPHQ, NEAR | 13F-HR | 4/30/2018 | 000107164018000009 |
| Q4 2017 | 129 | 386,132 | HEFA, IEMG, SPHQ, DBC | 13F-HR | 2/7/2018 | 000107164018000003 |
| Q3 2017 | 113 | 323,795 | SPHQ, HEFA, DBC, IEMG | 13F-HR | 11/8/2017 | 000107164017000014 |
| Q2 2017 | 210 | 915,720 | IGIB, IVV, EFA, HEFA | 13F-HR | 7/26/2017 | 000107164017000012 |
| Q1 2017 | 51 | 222,712 | SPHQ, DBC, HEFA, VMBS | 13F-HR | 4/25/2017 | 000107164017000007 |
| Q4 2016 | 53 | 202,221 | SPHQ, DBC, VMBS, IEFA | 13F-HR | 1/24/2017 | 000107164017000001 |
| Q3 2016 | 44 | 170,321 | SPHQ, DBC, VMBS, HEFA | 13F-HR | 10/26/2016 | 000107164016000026 |
| Q2 2016 | 95 | 584,679 | IGIB, EFA, VIG, SPHQ | 13F-HR | 7/27/2016 | 000107164016000022 |
| Q1 2016 | 75 | 529,192 | IGIB, EFA, VIG, SPHQ | 13F-HR | 5/2/2016 | 000107164016000020 |
| Q4 2015 | 60 | 471,486 | IGIB, EFA, VIG, SPHQ | 13F-HR | 2/8/2016 | 000107164016000018 |
| Q3 2015 | 35 | 409,482 | IGIB, EFA, VIG, SPHQ | 13F-HR | 10/29/2015 | 000107164015000016 |
| Q2 2015 | 25 | 407,519 | EFA, IGIB, VIG, SPHQ | 13F-HR | 8/5/2015 | 000107164015000013 |
| Q1 2015 | 16 | 381,890 | EFA, IGIB, VIG, SPHQ | 13F-HR | 4/30/2015 | 000107164015000004 |
| Q4 2014 | 23 | 402,905 | TFI, EFA, IGIB, SPHQ | 13F-HR | 1/16/2015 | 000107164015000002 |