| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | 837,572 | IEFA, MBB, SPYV, JEPI | 13F-HR | 7/27/2026 | 000109327626000013 |
| Q1 2026 | 112 | 776,935 | IEFA, MBB, SPYV, JEPI | 13F-HR | 4/17/2026 | 000109327626000011 |
| Q4 2025 | 108 | 717,643 | IEFA, MBB, SPYV, SPYG | 13F-HR | 1/26/2026 | 000109327626000003 |
| Q3 2025 | 111 | 720,201 | IEFA, MBB, SPYV, SPYG | 13F-HR | 10/22/2025 | 000109327625000012 |
| Q2 2025 | 113 | 674,108 | IEFA, MBB, SPYV, SPYG | 13F-HR | 7/29/2025 | 000109327625000009 |
| Q1 2025 | 122 | 654,284 | IEFA, MBB, SPYV, SPYG | 13F-HR | 5/7/2025 | 000109327625000006 |
| Q4 2024 | 131 | 788,188 | IEFA, IVV, MBB, SPYV | 13F-HR | 2/12/2025 | 000109327625000002 |
| Q3 2024 | 146 | 904,294 | IEFA, SPYV, MBB, IVV | 13F-HR | 10/16/2024 | 000109327624000005 |
| Q2 2024 | 157 | 843,454 | IEFA, IVV, SPYV, SPYG | 13F-HR | 8/2/2024 | 000109327624000003 |
| Q1 2024 | 136 | 817,354 | IEFA, IVV, SPYV, SPYG | 13F-HR | 5/14/2024 | 000122107324000046 |
| Q4 2023 | 132 | 716,901 | IEFA, IVV, SPYV, SPYG | 13F-HR | 1/29/2024 | 000122107324000009 |
| Q3 2023 | 127 | 646,931 | IEFA, IVV, SPYV, JEPI | 13F-HR | 11/6/2023 | 000122107323000080 |
| Q2 2023 | 131 | 762,233 | IEFA, IVV, SPYV, SPYG | 13F-HR | 8/7/2023 | 000122107323000060 |
| Q1 2023 | 140 | 751,216 | IEFA, SPYV, IVV, SPYG | 13F-HR | 5/12/2023 | 000122107323000044 |
| Q4 2022 | 145 | 737,597 | IEFA, SPYV, IVV, SPYG | 13F-HR | 2/9/2023 | 000122107323000023 |
| Q3 2022 | 130 | 693,659 | IEFA, ACWI, SPYV, IVV | 13F-HR | 10/24/2022 | 000122107322000072 |
| Q2 2022 | 127 | 737,086 | IEFA, ACWI, SPYV, IVV | 13F-HR | 8/10/2022 | 000122107322000068 |
| Q1 2022 | 138 | 843,068 | ACWI, IEFA, IVV, SPYV | 13F-HR | 5/10/2022 | 000122107322000034 |
| Q4 2021 | 146 | 914,801 | ACWI, IEFA, IVV, SPYV | 13F-HR | 1/31/2022 | 000122107322000005 |
| Q3 2021 | 140 | 1,005,292 | ACWI, IEFA, SPYV, IVV | 13F-HR | 11/8/2021 | 000122107321000110 |
| Q2 2021 | 147 | 896,259 | IEFA, IVV, ACWI, SPYV | 13F-HR | 8/10/2021 | 000122107321000090 |
| Q1 2021 | 145 | 890,108 | IEFA, USMV, IVV, SPYV | 13F-HR | 5/10/2021 | 000122107321000059 |
| Q4 2020 | 139 | 687,853 | IEFA, USMV, IVV, SPYV | 13F-HR | 2/4/2021 | 000122107321000004 |
| Q3 2020 | 132 | 773,881 | USMV, IEFA, IVV, SPYV | RESTATEMENT | 12/1/2020 | 000122107320000158 |
| Q2 2020 | 113 | 1,645,467 | SPIB, SJNK, USMV, IEFA | 13F-HR | 8/10/2020 | 000122107320000130 |
| Q1 2020 | 107 | 660,804 | USMV, IEFA, SRVR, VGIT | 13F-HR | 4/20/2020 | 000122107320000057 |
| Q4 2019 | 107 | 745,711 | USMV, IEFA, EFAV, VGIT | 13F-HR | 1/31/2020 | 000122107320000014 |
| Q3 2019 | 106 | 757,990 | USMV, IEFA, QQQ, EFAV | RESTATEMENT | 2/13/2020 | 000122107320000045 |
| Q3 2019 | 107 | 605,019 | USMV, IEFA, EFAV, SPYV | RESTATEMENT | 10/30/2019 | 000122107319000107 |
| Q2 2019 | 117 | 701,388 | USMV, IEFA, EFAV, VGIT | RESTATEMENT | 2/13/2020 | 000122107320000044 |
| Q1 2019 | 104 | 688,612 | USMV, IEFA, EFAV, VGIT | RESTATEMENT | 2/13/2020 | 000122107320000043 |
| Q4 2018 | 101 | 660,347 | IEFA, USMV, EFAV, VGIT | RESTATEMENT | 2/13/2020 | 000122107320000042 |
| Q3 2018 | 100 | 657,348 | IEFA, USMV, EFAV, VGIT | RESTATEMENT | 2/13/2020 | 000122107320000041 |
| Q2 2018 | 90 | 634,814 | IEFA, EFAV, IVV, IJH | RESTATEMENT | 2/13/2020 | 000122107320000040 |
| Q2 2018 | 95 | 617,509 | IEFA, IVV, IJH, EFAV | RESTATEMENT | 8/7/2018 | 000122107318000053 |
| Q1 2018 | 82 | 583,661 | IEFA, EFAV, IVV, IJH | RESTATEMENT | 2/13/2020 | 000122107320000039 |
| Q4 2017 | 109 | 733,590 | IEFA, EFAV, IJH, USMV | 13F-HR | 1/29/2018 | 000122107318000004 |
| Q3 2017 | 110 | 707,064 | IEFA, IJH, EFAV, IVV | 13F-HR | 10/23/2017 | 000122107317000090 |
| Q2 2017 | 112 | 678,960 | IEFA, IJH, EFAV, IVV | 13F-HR | 7/14/2017 | 000122107317000065 |
| Q1 2017 | 111 | 638,737 | IEFA, IJH, IVV, EFAV | 13F-HR | 5/4/2017 | 000122107317000050 |
| Q4 2016 | 112 | 583,695 | IEFA, IJH, IVV, USMV | 13F-HR | 1/19/2017 | 000122107317000001 |
| Q3 2016 | 109 | 564,540 | IEFA, EFAV, USMV, IVV | 13F-HR | 10/28/2016 | 000122107316000210 |
| Q2 2016 | 85 | 541,380 | IEFA, USMV, IVV, IWF | 13F-HR | 8/8/2016 | 000122107316000187 |
| Q1 2016 | 91 | 537,914 | IEFA, USMV, IWF, IVV | 13F-HR | 5/19/2016 | 000122107316000173 |
| Q4 2015 | 90 | 537,733 | IEFA, USMV, IWF, IVV | 13F-HR | 2/11/2016 | 000122107316000132 |
| Q3 2015 | 88 | 551,718 | IEFA, IWF, IVV, USMV | 13F-HR | 11/10/2015 | 000122107315000108 |
| Q2 2015 | 95 | 607,800 | IEFA, IWF, IVV, USMV | 13F-HR | 8/5/2015 | 000122107315000082 |
| Q1 2015 | 92 | 605,777 | IEFA, IWF, IVV, BNDX | 13F-HR | 5/11/2015 | 000122107315000057 |
| Q4 2014 | 85 | 395,525 | IWF, IWD, IEFA, USMV | 13F-HR | 1/14/2015 | 000122107315000001 |
| Q3 2014 | 56 | 287,804 | IEFA, IWF, IWD, USMV | 13F-HR | 10/29/2014 | 000122107314000080 |
| Q2 2014 | 52 | 280,685 | IEFA, IWF, IWD, USMV | 13F-HR | 7/23/2014 | 000122107314000049 |
| Q1 2014 | 52 | 258,042 | IWF, IEFA, IWD, USMV | 13F-HR | 5/9/2014 | 000122107314000039 |
| Q4 2013 | 52 | 297,016 | IWF, IEFA, IWD, USMV | 13F-HR | 2/18/2014 | 000122107314000022 |