| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 88 | 151,463 | IVV, XLK, AAPL, IJH | 13F-HR | 5/6/2025 | 000131387125000003 |
| Q4 2024 | 90 | 165,359 | IVV, XLK, AAPL, IJH | 13F-HR | 2/11/2025 | 000131387125000001 |
| Q3 2024 | 93 | 154,641 | IVV, XLK, IJH, IJR | 13F-HR | 10/22/2024 | 000131387124000006 |
| Q2 2024 | 92 | 156,586 | IVV, XLK, IJH, MSFT | 13F-HR | 7/25/2024 | 000131387124000003 |
| Q1 2024 | 93 | 149,676 | IVV, XLK, IJH, IJR | 13F-HR | 5/8/2024 | 000131387124000002 |
| Q4 2023 | 94 | 139,031 | IVV, XLK, IJH, IJR | 13F-HR | 1/25/2024 | 000131387124000001 |
| Q3 2023 | 99 | 131,931 | IVV, IJH, XLK, IJR | 13F-HR | 10/27/2023 | 000131387123000004 |
| Q2 2023 | 105 | 136,991 | IVV, IJH, XLK, IJR | 13F-HR | 7/27/2023 | 000131387123000003 |
| Q1 2023 | 105 | 125,922 | IVV, IJH, IJR, XLK | 13F-HR | 4/25/2023 | 000131387123000002 |
| Q4 2022 | 106 | 118,042 | IVV, IJH, IJR, XLK | 13F-HR | 2/3/2023 | 000131387123000001 |
| Q3 2022 | 104 | 125,406 | IVV, IJR, IJH, XLK | 13F-HR | 10/21/2022 | 000131387122000007 |
| Q2 2022 | 103 | 134,456 | IVV, IJR, IJH, XLK | 13F-HR | 7/26/2022 | 000131387122000006 |
| Q1 2022 | 111 | 171,632 | IVV, IJR, IJH, XLK | 13F-HR | 4/22/2022 | 000131387122000004 |
| Q4 2021 | 113 | 175,529 | IVV, IJR, IJH, AAPL | 13F-HR | 2/9/2022 | 000131387122000002 |
| Q3 2021 | 119 | 178,231 | IVV, IJR, IJH, IDV | 13F-HR | 10/20/2021 | 000131387121000013 |
| Q2 2021 | 128 | 193,202 | IVV, IJR, IJH, IDV | 13F-HR | 7/26/2021 | 000131387121000011 |
| Q1 2021 | 131 | 201,913 | IVV, IJR, IJH, IDV | 13F-HR | 4/14/2021 | 000131387121000009 |
| Q4 2020 | 108 | 303,819 | IVV, IJR, IDV, IJH | 13F-HR | 2/5/2021 | 000131387121000004 |
| Q3 2020 | 88 | 234,700 | IVV, IJR, IDV, IJH | 13F-HR | 2/8/2021 | 000131387121000006 |
| Q2 2020 | 79 | 193,124 | IVV, IJR, IDV, IJH | 13F-HR | 2/8/2021 | 000131387121000007 |
| Q1 2020 | 90 | 197,921 | IVV, IDV, IJR, LQD | 13F-HR | 5/6/2020 | 000131387120000002 |
| Q4 2019 | 105 | 251,212 | IVV, IJR, IDV, IJH | 13F-HR | 1/31/2020 | 000131387120000001 |
| Q3 2019 | 90 | 166,636 | IVV, IJR, IJH, XLK | 13F-HR | 10/22/2019 | 000131387119000004 |
| Q2 2019 | 89 | 167,024 | IVV, IJR, IJH, XLK | 13F-HR | 7/30/2019 | 000131387119000003 |
| Q1 2019 | 91 | 170,058 | IVV, IJR, IJH, XLK | 13F-HR | 4/22/2019 | 000131387119000002 |
| Q4 2018 | 81 | 145,717 | IVV, IJR, IJH, XLK | 13F-HR | 1/30/2019 | 000131387119000001 |
| Q3 2018 | 86 | 175,846 | IVV, IJR, IJH, XLK | 13F-HR | 10/26/2018 | 000131387118000004 |
| Q2 2018 | 72 | 159,942 | IVV, IJR, IJH, XLK | 13F-HR | 7/12/2018 | 000131387118000003 |
| Q1 2018 | 79 | 159,039 | IVV, IJR, IJH, XLK | 13F-HR | 4/30/2018 | 000131387118000002 |
| Q4 2017 | 79 | 168,799 | IVV, IJR, IJH, XLK | 13F-HR | 1/29/2018 | 000131387118000001 |
| Q3 2017 | 76 | 160,645 | IVV, IJR, IJH, XLK | 13F-HR | 10/17/2017 | 000131387117000004 |
| Q2 2017 | 75 | 157,530 | IVV, IJR, IJH, XLK | 13F-HR | 7/26/2017 | 000131387117000003 |
| Q1 2017 | 79 | 169,407 | IVV, IJR, IJH, KR | 13F-HR | 5/1/2017 | 000131387117000002 |
| Q4 2016 | 82 | 164,560 | IVV, IJR, IJH, KR | 13F-HR | 1/26/2017 | 000131387117000001 |
| Q3 2016 | 81 | 158,050 | IVV, IJR, IJH, KR | 13F-HR | 10/21/2016 | 000131387116000009 |
| Q2 2016 | 68 | 151,919 | IVV, IJR, IJH, KR | 13F-HR | 7/25/2016 | 000131387116000008 |
| Q1 2016 | 67 | 158,957 | IVV, IJR, IJH, KR | 13F-HR | 5/9/2016 | 000131387116000007 |
| Q4 2015 | 60 | 156,265 | IVV, IJR, IJH, KR | 13F-HR | 1/26/2016 | 000131387116000005 |
| Q3 2015 | 63 | 145,553 | IVV, IJR, IJH, KR | 13F-HR | 10/19/2015 | 000131387115000004 |
| Q2 2015 | 68 | 155,428 | IVV, IJR, IJH, KR | 13F-HR | 7/23/2015 | 000131387115000003 |
| Q1 2015 | 73 | 180,490 | IVV, IJH, IJR, KR | 13F-HR | 4/22/2015 | 000131387115000002 |
| Q4 2014 | 82 | 173,745 | IVV, IJH, IJR, KR | 13F-HR | 2/2/2015 | 000131387115000001 |
| Q3 2014 | 74 | 163,458 | IVV, IJH, IJR, KR | 13F-HR | 11/20/2014 | 000131387114000004 |
| Q2 2014 | 77 | 164,182 | IVV, IJH, IJR, IDV | 13F-HR | 7/21/2014 | 000131387114000003 |
| Q1 2014 | 82 | 160,044 | IVV, IJH, IJR, IDV | 13F-HR | 4/15/2014 | 000131387114000002 |
| Q4 2013 | 80 | 150,835 | IVV, IJH, IJR, IDV | 13F-HR | 1/17/2014 | 000131387114000001 |