| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 44 | 180,111 | IJH, IJR, CTAS, AAPL | 13F-HR | 5/8/2025 | 000109192325000002 |
| Q4 2024 | 44 | 188,231 | IJH, IJR, AAPL, CTAS | 13F-HR | 2/10/2025 | 000109192325000001 |
| Q3 2024 | 43 | 198,295 | IJH, IJR, AAPL, CTAS | 13F-HR | 11/12/2024 | 000109192324000005 |
| Q2 2024 | 43 | 181,874 | IJH, IJR, AAPL, CTAS | 13F-HR | 8/12/2024 | 000109192324000004 |
| Q1 2024 | 42 | 186,580 | IJH, IJR, CTAS, AAPL | 13F-HR | 5/10/2024 | 000109192324000002 |
| Q4 2023 | 41 | 171,581 | IJH, IJR, AAPL, CTAS | 13F-HR | 2/7/2024 | 000109192324000001 |
| Q3 2023 | 41 | 158,438 | IJH, IJR, AAPL, CTAS | 13F-HR | 11/13/2023 | 000109192323000010 |
| Q2 2023 | 41 | 169,774 | IJH, AAPL, IJR, SPGI | 13F-HR | 8/4/2023 | 000109192323000008 |
| Q1 2023 | 42 | 159,716 | IJH, IJR, AAPL, CTAS | 13F-HR | 5/5/2023 | 000109192323000007 |
| Q4 2022 | 43 | 163,011 | IJH, IJR, AAPL, CTAS | 13F-HR | 2/15/2023 | 000109192323000001 |
| Q3 2022 | 44 | 156,380 | IJH, IJR, AAPL, LOW | 13F-HR | 11/15/2022 | 000109192322000006 |
| Q2 2022 | 44 | 164,112 | IJH, IJR, AAPL, LOW | 13F-HR | 8/8/2022 | 000109192322000003 |
| Q1 2022 | 44 | 197,602 | IJH, IJR, AAPL, LOW | 13F-HR | 5/10/2022 | 000109192322000002 |
| Q4 2021 | 46 | 210,576 | IJH, IJR, LOW, AAPL | 13F-HR | 2/15/2022 | 000109192322000001 |
| Q3 2021 | 46 | 194,695 | IJH, IJR, LOW, SPGI | 13F-HR | 11/12/2021 | 000109192321000004 |
| Q2 2021 | 46 | 191,328 | IJH, IJR, LOW, SPGI | 13F-HR | 8/4/2021 | 000109192321000003 |
| Q1 2021 | 45 | 179,779 | IJH, IJR, LOW, SHW | 13F-HR | 5/17/2021 | 000109192321000002 |
| Q4 2020 | 45 | 164,047 | IJH, IJR, AAPL, LOW | 13F-HR | 2/12/2021 | 000109192321000001 |
| Q3 2020 | 45 | 149,488 | IJH, IJR, LOW, SPGI | 13F-HR | 11/12/2020 | 000109192320000005 |
| Q2 2020 | 45 | 140,158 | IJH, IJR, SPGI, LOW | 13F-HR | 8/10/2020 | 000109192320000004 |
| Q1 2020 | 49 | 121,430 | IJH, IJR, SPGI, SYK | 13F-HR | 5/21/2020 | 000109192320000003 |
| Q4 2019 | 46 | 151,025 | IJH, IJR, SHW, SYK | 13F-HR | 2/11/2020 | 000109192320000001 |
| Q3 2019 | 46 | 146,124 | IJH, IJR, SYK, SHW | 13F-HR | 11/15/2019 | 000109192319000004 |
| Q2 2019 | 46 | 141,310 | IJH, IJR, SYK, IEMG | 13F-HR | 8/15/2019 | 000109192319000003 |
| Q1 2019 | 47 | 138,696 | IJH, IJR, SYK, IEMG | 13F-HR | 5/15/2019 | 000109192319000002 |
| Q4 2018 | 46 | 120,328 | IJH, IJR, SYK, IEMG | 13F-HR | 2/15/2019 | 000109192319000001 |
| Q3 2018 | 45 | 145,144 | IJH, IJR, BDX, SYK | 13F-HR | 11/15/2018 | 000109192318000004 |
| Q2 2018 | 45 | 137,778 | IJH, IJR, BDX, SYK | 13F-HR | 8/15/2018 | 000109192318000003 |
| Q1 2018 | 46 | 136,559 | IJH, IJR, IEMG, BDX | 13F-HR | 5/15/2018 | 000109192318000002 |
| Q4 2017 | 44 | 134,876 | IJH, IJR, BDX, IEMG | 13F-HR | 2/15/2018 | 000109192318000001 |
| Q3 2017 | 46 | 136,182 | IJH, IJR, IEMG, SYK | 13F-HR | 11/14/2017 | 000109192317000004 |
| Q2 2017 | 46 | 133,742 | IJH, IJR, BCR, IEMG | 13F-HR | 8/14/2017 | 000109192317000003 |
| Q1 2017 | 44 | 129,691 | IJH, IJR, SYK, IEMG | 13F-HR | 5/12/2017 | 000109192317000002 |
| Q4 2016 | 44 | 123,354 | IJH, IJR, SYK, BCR | 13F-HR | 2/14/2017 | 000109192317000001 |
| Q3 2016 | 45 | 130,169 | IJH, IJR, SYK, IEMG | 13F-HR | 11/15/2016 | 000109192316000008 |
| Q2 2016 | 44 | 121,768 | IJH, IJR, SYK, BCR | 13F-HR | 8/12/2016 | 000109192316000007 |
| Q1 2016 | 45 | 118,444 | IJH, IJR, HRL, SYK | 13F-HR | 5/12/2016 | 000109192316000006 |
| Q4 2015 | 46 | 114,649 | IJH, IJR, LOW, HRL | 13F-HR | 2/12/2016 | 000109192316000005 |
| Q3 2015 | 48 | 120,291 | IJH, IJR, IEMG, SYK | 13F-HR | 11/13/2015 | 000109192315000004 |
| Q2 2015 | 48 | 121,676 | IJH, IJR, SYK, LOW | 13F-HR | 8/14/2015 | 000109192315000003 |
| Q1 2015 | 46 | 124,611 | IJH, IJR, EEM, EFA | 13F-HR | 5/14/2015 | 000109192315000002 |
| Q4 2014 | 46 | 122,454 | IJH, IJR, EEM, LOW | 13F-HR | 2/6/2015 | 000109192315000001 |
| Q3 2014 | 48 | 119,585 | IJH, IJR, EEM, EFA | 13F-HR | 11/14/2014 | 000109192314000004 |
| Q2 2014 | 48 | 121,377 | IJH, IJR, EEM, EFA | 13F-HR | 8/14/2014 | 000109192314000003 |
| Q1 2014 | 48 | 122,491 | IJH, IJR, EEM, EFA | 13F-HR | 5/14/2014 | 000109192314000002 |
| Q4 2013 | 47 | 123,814 | IJH, IJR, EEM, EFA | 13F-HR | 2/6/2014 | 000109192314000001 |