| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 11 | 1,115,788 | IVV, SPY, VOO, VGT | 13F-HR | 5/7/2025 | 000125489025000002 |
| Q4 2024 | 11 | 1,233,597 | IVV, SPY, VGT, VOO | 13F-HR | 2/3/2025 | 000125489025000001 |
| Q3 2024 | 13 | 1,261,610 | IVV, SPY, VOO, VGT | 13F-HR | 11/5/2024 | 000125489024000004 |
| Q2 2024 | 13 | 1,250,878 | IVV, SPY, VOO, VGT | 13F-HR | 8/1/2024 | 000125489024000003 |
| Q1 2024 | 13 | 1,242,649 | IVV, SPY, VGT, VOO | 13F-HR | 4/30/2024 | 000125489024000002 |
| Q4 2023 | 13 | 1,254,281 | IVV, QQQ, SPY, VGT | 13F-HR | 1/24/2024 | 000125489024000001 |
| Q3 2023 | 15 | 1,294,352 | IVV, QQQ, SPY, VGT | 13F-HR | 10/31/2023 | 000125489023000006 |
| Q2 2023 | 14 | 1,264,062 | IVV, QQQ, SPY, VGT | 13F-HR | 7/28/2023 | 000125489023000005 |
| Q1 2023 | 12 | 1,222,783 | SPY, IVV, VOO, QQQ | 13F-HR | 4/27/2023 | 000125489023000004 |
| Q4 2022 | 11 | 1,134,824 | SPY, IVV, VOO, QQQ | 13F-HR | 2/7/2023 | 000125489023000003 |
| Q3 2022 | 10 | 849,246 | SPY, IVV, VOO, QQQ | 13F-HR | 11/3/2022 | 000125489022000008 |
| Q2 2022 | 9 | 757,591 | SPY, IVV, VOO, ESGU | 13F-HR | 7/25/2022 | 000125489022000007 |
| Q1 2022 | 5 | 668,252 | IVV, SPY, VOO, DGRW | 13F-HR | 5/11/2022 | 000125489022000005 |
| Q4 2021 | 5 | 701,691 | IVV, SPY, VOO, DGRW | 13F-HR | 1/25/2022 | 000125489022000001 |
| Q3 2021 | 5 | 633,735 | IVV, SPY, VOO, DGRW | 13F-HR | 10/22/2021 | 000125489021000005 |
| Q2 2021 | 5 | 633,411 | IVV, SPY, VOO, DGRW | 13F-HR | 8/12/2021 | 000125489021000004 |
| Q1 2021 | 5 | 588,410 | IVV, SPY, VOO, DGRW | 13F-HR | 4/29/2021 | 000125489021000002 |
| Q4 2020 | 5 | 554,921 | IVV, SPY, VOO, DGRW | 13F-HR | 2/4/2021 | 000125489021000001 |
| Q3 2020 | 5 | 498,069 | IVV, SPY, VOO, DGRW | 13F-HR | 11/6/2020 | 000125489020000006 |
| Q2 2020 | 5 | 458,766 | IVV, SPY, VOO, DGRW | 13F-HR | 8/5/2020 | 000125489020000005 |
| Q1 2020 | 5 | 351,082 | IVV, VOO, SPY, DGRW | 13F-HR | 5/14/2020 | 000125489020000004 |
| Q4 2019 | 5 | 179,754 | IVV, VOO, DGRW, EZM | RESTATEMENT | 2/7/2020 | 000125489020000003 |
| Q3 2019 | 5 | 166,937 | IVV, VOO, DGRW, EZM | 13F-HR | 11/8/2019 | 000125489019000008 |
| Q2 2019 | 5 | 196,925 | IVV, DIA, VOO, DGRW | 13F-HR | 7/18/2019 | 000125489019000006 |
| Q1 2019 | 5 | 191,885 | IVV, DIA, VOO, DGRW | 13F-HR | 5/14/2019 | 000125489019000004 |
| Q4 2018 | 5 | 170,148 | DIA, IVV, VOO, DGRW | 13F-HR | 2/12/2019 | 000125489019000002 |
| Q3 2018 | 5 | 197,868 | IVV, DIA, VOO, DGRW | 13F-HR | 10/25/2018 | 000125489018000009 |
| Q2 2018 | 6 | 216,697 | IVV, QQQ, VOO, EZM | 13F-HR | 7/26/2018 | 000125489018000007 |
| Q1 2018 | 6 | 206,675 | IVV, QQQ, VOO, DGRW | 13F-HR | 5/14/2018 | 000125489018000006 |
| Q4 2017 | 4 | 138,110 | IVV, EZM, QQQ, FFG | 13F-HR | 1/25/2018 | 000125489018000002 |