| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2 | 372,865 | IVV, SPLV | 13F-HR | 4/23/2025 | 000095012325003637 |
| Q4 2024 | 2 | 386,626 | IVV, SPLV | 13F-HR | 1/30/2025 | 000095012325000717 |
| Q3 2024 | 2 | 380,201 | IVV, SPLV | 13F-HR | 10/29/2024 | 000095012324009993 |
| Q2 2024 | 2 | 359,073 | IVV, SPLV | 13F-HR | 7/29/2024 | 000095012324006857 |
| Q1 2024 | 2 | 346,398 | IVV, SPLV | 13F-HR | 4/26/2024 | 000095012324003542 |
| Q4 2023 | 4 | 316,195 | IVV, SPLV, MIRM, UDMY | 13F-HR | 1/30/2024 | 000095012324000481 |
| Q3 2023 | 2 | 284,549 | IVV, SPLV | 13F-HR | 10/25/2023 | 000095012323009003 |
| Q2 2023 | 4 | 296,503 | IVV, SPLV, MIRM, ACLX | 13F-HR | 7/27/2023 | 000095012323006336 |
| Q1 2023 | 2 | 275,125 | IVV, SPLV | 13F-HR | 4/26/2023 | 000095012323003411 |
| Q4 2022 | 2 | 225,626 | IVV, SPLV | 13F-HR | 2/1/2023 | 000095012323000580 |
| Q3 2022 | 2 | 170,956 | IVV, SPLV | 13F-HR | 10/18/2022 | 000095012322010309 |
| Q2 2022 | 2 | 138,232 | IVV, SPLV | 13F-HR | 7/26/2022 | 000095012322007391 |
| Q1 2022 | 2 | 116,670 | IVV, SPLV | 13F-HR | 4/27/2022 | 000095012322004280 |
| Q4 2021 | 2 | 80,297 | IVV, SPLV | 13F-HR | 1/26/2022 | 000095012322000509 |
| Q3 2021 | 3 | 36,192 | SPLV, IVV | 13F-HR | 10/22/2021 | 000095012321013432 |
| Q2 2021 | 2 | 26,486 | SPLV | 13F-HR | 7/23/2021 | 000095012321009149 |
| Q1 2021 | 2 | 113,357 | LQD, SPLV | 13F-HR | 4/26/2021 | 000095012321004933 |
| Q4 2020 | 2 | 247,351 | LQD, SPLV | 13F-HR | 2/12/2021 | 000095012321001787 |