| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 218 | 2,137,687 | IVV, VEA, IJH, IJR | 13F-HR | 10/27/2026 | 000108516326000004 |
| Q2 2026 | 218 | 2,051,875 | IVV, VEA, IJH, IJR | 13F-HR | 7/28/2026 | 000108516326000003 |
| Q1 2026 | 194 | 1,892,858 | IVV, VEA, IJH, IJR | 13F-HR | 4/29/2026 | 000108516326000002 |
| Q4 2025 | 202 | 1,968,200 | IVV, VEA, IJH, IJR | 13F-HR | 2/3/2026 | 000108516326000001 |
| Q3 2025 | 198 | 1,927,041 | IVV, IJH, VEA, IJR | 13F-HR | 10/28/2025 | 000108516325000002 |
| Q2 2025 | 196 | 1,817,141 | IVV, IJH, VEA, IJR | 13F-HR | 7/29/2025 | 000108514625004267 |
| Q1 2025 | 187 | 1,635,269 | IVV, IJH, VEA, IJR | 13F-HR | 4/29/2025 | 000108514625002459 |
| Q4 2024 | 197 | 1,703,083 | IVV, IJH, VEA, IJR | 13F-HR | 2/3/2025 | 000108514625000734 |
| Q3 2024 | 199 | 1,705,408 | IVV, IJH, VEA, IJR | 13F-HR | 10/23/2024 | 000108514624005088 |
| Q2 2024 | 191 | 1,598,165 | IVV, IJH, VEA, IJR | 13F-HR | 7/25/2024 | 000108514624003243 |
| Q1 2024 | 194 | 1,552,629 | IVV, IJH, VEA, IJR | 13F-HR | 4/25/2024 | 000108514624002036 |
| Q4 2023 | 195 | 1,416,716 | IVV, IJH, VEA, IJR | 13F-HR | 1/22/2024 | 000108514624000386 |
| Q3 2023 | 193 | 1,324,646 | IVV, IJH, VEA, IJR | 13F-HR | 10/23/2023 | 000108514623003864 |
| Q2 2023 | 191 | 1,361,311 | IVV, IJH, VEA, IJR | 13F-HR | 7/21/2023 | 000108514623002824 |
| Q1 2023 | 190 | 1,288,313 | IVV, IJH, VEA, IJR | 13F-HR | 4/28/2023 | 000108514623001966 |
| Q4 2022 | 182 | 1,216,822 | IVV, IJH, VEA, IJR | 13F-HR | 1/27/2023 | 000108514623000405 |
| Q3 2022 | 181 | 1,173,338 | IVV, IJH, VEA, IJR | 13F-HR | 10/24/2022 | 000108514622003578 |
| Q2 2022 | 182 | 1,227,863 | IVV, IJH, VEA, IJR | 13F-HR | 7/15/2022 | 000108514622002409 |
| Q1 2022 | 190 | 1,394,418 | IVV, IJH, VEA, IJR | 13F-HR | 4/19/2022 | 000108514622001454 |
| Q4 2021 | 195 | 1,430,275 | IVV, IJH, VEA, IJR | 13F-HR | 2/7/2022 | 000108514622000608 |
| Q3 2021 | 191 | 1,349,956 | IVV, IJH, VEA, IJR | 13F-HR | 11/4/2021 | 000108514621003022 |
| Q2 2021 | 191 | 1,333,780 | IVV, IJH, VEA, IJR | 13F-HR | 8/3/2021 | 000108514621002206 |
| Q1 2021 | 181 | 1,232,448 | IVV, IJH, VEA, IJR | 13F-HR | 4/30/2021 | 000108514621001406 |
| Q4 2020 | 174 | 1,162,185 | IVV, VEA, IJH, IJR | 13F-HR | 2/4/2021 | 000108514621000460 |
| Q3 2020 | 125 | 511,678 | IVV, VEA, IJH, IJR | 13F-HR | 10/20/2020 | 000108514620002587 |
| Q2 2020 | 155 | 942,106 | IVV, IJH, VEA, IJR | 13F-HR | 7/31/2020 | 000108514620001930 |
| Q1 2020 | 143 | 784,690 | IVV, VEA, IJH, IJR | 13F-HR | 4/22/2020 | 000108514620001183 |
| Q4 2019 | 159 | 953,825 | IVV, VEA, IJH, IJR | 13F-HR | 1/21/2020 | 000108514620000221 |
| Q3 2019 | 158 | 879,384 | IVV, VEA, IJH, IJR | 13F-HR | 10/18/2019 | 000108514619002581 |
| Q2 2019 | 158 | 850,995 | IVV, VEA, IJH, IJR | 13F-HR | 7/23/2019 | 000108514619001946 |
| Q1 2019 | 155 | 815,869 | IVV, VEA, IJH, IJR | 13F-HR | 4/26/2019 | 000108514619001254 |
| Q4 2018 | 145 | 718,564 | IVV, VEA, IJH, IJR | 13F-HR | 2/1/2019 | 000108514619000291 |
| Q3 2018 | 148 | 804,755 | IVV, VEA, IJH, IJR | 13F-HR | 10/23/2018 | 000108514618002378 |
| Q2 2018 | 135 | 755,927 | IVV, VEA, IJH, IJR | 13F-HR | 7/24/2018 | 000108514618001743 |
| Q1 2018 | 127 | 736,578 | IVV, VEA, IJH, IJR | 13F-HR | 4/30/2018 | 000108514618001181 |
| Q4 2017 | 127 | 732,048 | IVV, VEA, IJH, IJR | 13F-HR | 2/8/2018 | 000108514618000409 |
| Q3 2017 | 135 | 703,368 | IVV, VEA, IJH, IJR | 13F-HR | 11/6/2017 | 000108514617002219 |
| Q2 2017 | 130 | 651,657 | IVV, VEA, IJH, IJR | 13F-HR | 8/2/2017 | 000108514617001605 |
| Q1 2017 | 133 | 628,628 | IVV, VEA, IJH, IJR | 13F-HR | 5/8/2017 | 000108514617001111 |
| Q4 2016 | 125 | 624,608 | IVV, VEA, IJH, IJR | 13F-HR | 1/31/2017 | 000108514617000223 |
| Q3 2016 | 123 | 605,035 | IVV, VEA, IJH, IJR | 13F-HR | 11/2/2016 | 000108514616004619 |
| Q2 2016 | 125 | 586,519 | IVV, VEA, IJH, IJR | 13F-HR | 7/29/2016 | 000108514616004077 |
| Q1 2016 | 120 | 565,043 | IVV, VEA, IJH, IJR | 13F-HR | 4/25/2016 | 000108514616003512 |
| Q4 2015 | 118 | 544,147 | IVV, VEA, IJH, IJR | 13F-HR | 2/8/2016 | 000108514616002817 |
| Q3 2015 | 116 | 516,428 | IVV, VEA, IJH, IJR | 13F-HR | 11/5/2015 | 000108514615002151 |
| Q2 2015 | 109 | 538,522 | IVV, VEA, IJH, VCSH | 13F-HR | 7/28/2015 | 000108514615001515 |
| Q1 2015 | 107 | 534,328 | IVV, VEA, SJNK, VCSH | 13F-HR | 5/5/2015 | 000108514615001030 |
| Q4 2014 | 113 | 527,825 | IVV, VEA, VCSH, SJNK | 13F-HR | 2/5/2015 | 000108514615000245 |
| Q3 2014 | 105 | 517,542 | IVV, VEA, SJNK, IWB | 13F-HR | 10/28/2014 | 000108514614002034 |
| Q2 2014 | 109 | 512,239 | IVV, VEA, SJNK, IWB | 13F-HR | 8/1/2014 | 000108514614001477 |
| Q1 2014 | 109 | 494,693 | IVV, VEA, SJNK, IWB | 13F-HR | 5/7/2014 | 000108514614000980 |
| Q4 2013 | 108 | 464,280 | IVV, VEA, IWB, IJH | 13F-HR | 2/4/2014 | 000108514614000234 |