| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 5 | 750,652 | SPY, IVV, IWB, SPLG | 13F-HR | 11/12/2024 | 000117346024000004 |
| Q2 2024 | 6 | 873,911 | SPY, IWB, IVV, VONE | 13F-HR | 8/5/2024 | 000117346024000003 |
| Q1 2024 | 6 | 947,457 | IWB, SPY, IVV, VONE | 13F-HR | 5/1/2024 | 000117346024000002 |
| Q4 2023 | 6 | 886,347 | IWB, SPY, IVV, VONE | 13F-HR | 2/7/2024 | 000117346024000001 |
| Q3 2023 | 6 | 761,808 | IWB, SPY, IVV, VONE | 13F-HR | 11/7/2023 | 000117346023000005 |
| Q2 2023 | 11 | 904,134 | SPY, IWB, IVV, VONE | 13F-HR | 8/9/2023 | 000117346023000004 |
| Q1 2023 | 11 | 1,002,451 | IWB, SPY, VONE, IVV | 13F-HR | 4/28/2023 | 000117346023000002 |
| Q4 2022 | 12 | 1,064,321 | IWB, SPY, VONE, IVV | 13F-HR | 2/9/2023 | 000117346023000001 |
| Q3 2022 | 12 | 1,082,380 | IWB, SPY, VONE, IVV | 13F-HR | 11/9/2022 | 000117346022000004 |
| Q2 2022 | 12 | 1,245,806 | IWB, SPY, VONE, ESGU | 13F-HR | 8/10/2022 | 000117346022000003 |
| Q1 2022 | 12 | 1,666,271 | IWB, SPY, VONE, VOO | 13F-HR | 5/11/2022 | 000117346022000002 |
| Q4 2021 | 12 | 1,812,810 | IWB, SPY, VONE, VOO | 13F-HR | 2/10/2022 | 000117346022000001 |
| Q3 2021 | 12 | 1,650,461 | IWB, SPY, VONE, VOO | 13F-HR | 11/9/2021 | 000117346021000004 |
| Q2 2021 | 12 | 1,650,683 | IWB, SPY, VONE, VOO | 13F-HR | 8/10/2021 | 000117346021000003 |
| Q1 2021 | 12 | 1,529,521 | IWB, SPY, VONE, VOO | 13F-HR | 5/14/2021 | 000117346021000002 |
| Q4 2020 | 12 | 1,397,679 | IWB, SPY, VONE, VOO | 13F-HR | 2/8/2021 | 000117346021000001 |
| Q3 2020 | 11 | 1,081,258 | IWB, SPY, VONE, IVV | 13F-HR | 11/13/2020 | 000117346020000004 |
| Q2 2020 | 11 | 1,001,874 | IWB, SPY, VONE, IVV | 13F-HR | 8/13/2020 | 000117346020000003 |
| Q1 2020 | 13 | 1,000,948 | SPY, IWB, IVV, VONE | 13F-HR | 5/13/2020 | 000117346020000002 |
| Q4 2019 | 12 | 1,341,605 | SPY, IWB, IVV, VONE | 13F-HR | 2/13/2020 | 000117346020000001 |
| Q3 2019 | 14 | 1,296,496 | SPY, IWB, IVV, VONE | 13F-HR | 11/8/2019 | 000117346019000004 |
| Q2 2019 | 15 | 1,369,480 | SPY, IWB, IVV, VONE | 13F-HR | 8/13/2019 | 000117346019000003 |
| Q1 2019 | 15 | 1,239,572 | SPY, IVV, IWB, VOO | 13F-HR | 5/15/2019 | 000117346019000002 |
| Q4 2018 | 13 | 1,066,005 | SPY, VOO, IVV, IWB | 13F-HR | 2/14/2019 | 000117346019000001 |
| Q3 2018 | 14 | 1,196,152 | VOO, IVV, SPY, IWB | 13F-HR | 11/9/2018 | 000117346018000004 |
| Q2 2018 | 15 | 1,310,581 | SPY, IVV, VOO, IWB | 13F-HR | 8/14/2018 | 000117346018000003 |
| Q1 2018 | 15 | 1,034,037 | VOO, IWB, IVV, SPY | 13F-HR | 5/15/2018 | 000117346018000002 |
| Q4 2017 | 7 | 881,105 | IVV, VOO, IWB, SPY | 13F-HR | 2/13/2018 | 000117346018000001 |
| Q3 2017 | 7 | 807,467 | VOO, IVV, IWB, VYM | 13F-HR | 11/15/2017 | 000117346017000016 |
| Q2 2017 | 7 | 703,752 | IVV, VOO, IWB, SPY | 13F-HR | 8/15/2017 | 000117346017000014 |
| Q1 2017 | 7 | 589,037 | IVV, VOO, IWB, SPY | 13F-HR | 5/12/2017 | 000117346017000013 |
| Q4 2016 | 7 | 502,179 | IVV, IWB, VOO, SPY | 13F-HR | 3/29/2017 | 000117346017000007 |