| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | 3,703,319 | IVV, SCHG, GOVT, SCHX | 13F-HR | 8/7/2026 | 000142050626001466 |
| Q1 2026 | 73 | 3,254,797 | IVV, GOVT, SCHG, SCHX | 13F-HR | 5/8/2026 | 000142050626000854 |
| Q4 2025 | 62 | 3,023,142 | IVV, GOVT, SCHG, SCHX | 13F-HR | 2/11/2026 | 000142050626000294 |
| Q3 2025 | 75 | 2,762,601 | IVV, GOVT, SCHG, SCHX | 13F-HR | 11/12/2025 | 000142050625003080 |
| Q2 2025 | 79 | 2,586,877 | IVV, GOVT, SCHG, SCHX | 13F-HR | 8/7/2025 | 000142050625001768 |
| Q1 2025 | 48 | 2,312,686 | IVV, GOVT, SCHG, SCHX | 13F-HR | 4/29/2025 | 000142050625000826 |
| Q4 2024 | 38 | 2,138,890 | IVV, GOVT, SCHG, SPSM | 13F-HR | 2/12/2025 | 000142050625000306 |
| Q3 2024 | 33 | 1,806,649 | IVV, SCHG, GOVT, SCHF | 13F-HR | 11/12/2024 | 000135624924000008 |
| Q2 2024 | 32 | 1,629,909 | IVV, SCHG, GOVT, SCHF | RESTATEMENT | 9/9/2024 | 000135624924000007 |
| Q1 2024 | 38 | 1,597,931 | IVV, SCHG, GOVT, SCHF | 13F-HR | 5/8/2024 | 000135624924000005 |
| Q4 2023 | 35 | 1,373,938 | IVV, GOVT, SCHG, SCHF | 13F-HR | 2/12/2024 | 000135624924000004 |
| Q3 2023 | 34 | 1,125,156 | IVV, SCHG, GOVT, SCHF | 13F-HR | 11/2/2023 | 000135624923000007 |
| Q2 2023 | 31 | 1,086,720 | IVV, SCHG, GOVT, SCHF | 13F-HR | 8/8/2023 | 000135624923000006 |
| Q1 2023 | 30 | 924,315 | IVV, SCHG, GOVT, SCHP | 13F-HR | 5/5/2023 | 000135624923000005 |
| Q4 2022 | 28 | 779,896 | IVV, SCHG, SHV, SCHP | 13F-HR | 2/13/2023 | 000135624923000002 |
| Q3 2022 | 24 | 827,725 | IVV, SCHG, SCHO, SCHP | 13F-HR | 11/15/2022 | 000135624922000008 |
| Q2 2022 | 23 | 781,955 | IVV, SCHG, SCHO, SCHP | 13F-HR | 8/10/2022 | 000135624922000007 |
| Q1 2022 | 39 | 1,443,262 | IVV, SCHZ, VCSH, SCHG | 13F-HR | 5/12/2022 | 000135624922000005 |
| Q4 2021 | 29 | 926,258 | IVV, SCHG, SCHO, SCHP | 13F-HR | 2/10/2022 | 000135624922000003 |
| Q3 2021 | 30 | 952,733 | IVV, SCHG, SCHO, EFA | 13F-HR | 11/12/2021 | 000135624921000008 |
| Q2 2021 | 30 | 1,035,916 | IVV, SCHG, SCHO, EFA | 13F-HR | 8/11/2021 | 000135624921000006 |
| Q1 2021 | 26 | 915,654 | IVV, SCHG, SCHO, AGG | 13F-HR | 5/11/2021 | 000135624921000004 |
| Q4 2020 | 26 | 850,560 | IVV, SCHG, SCHO, AGG | 13F-HR | 2/11/2021 | 000135624921000001 |
| Q3 2020 | 26 | 797,632 | IVV, SCHG, SCHO, SCHP | 13F-HR | 11/10/2020 | 000135624920000006 |
| Q2 2020 | 25 | 721,774 | IVV, SCHG, SCHO, SCHP | 13F-HR | 8/12/2020 | 000135624920000005 |
| Q1 2020 | 39 | 593,372 | IVV, SCHG, SCHP, SCHH | 13F-HR | 5/14/2020 | 000135624920000004 |
| Q4 2019 | 38 | 612,309 | IVV, SCHG, SCHP, SCHH | 13F-HR | 2/12/2020 | 000135624920000002 |
| Q3 2019 | 20 | 537,269 | IVV, SCHG, SCHP, SCHH | 13F-HR | 11/12/2019 | 000135624919000005 |
| Q2 2019 | 20 | 592,751 | IVV, SCHG, SCHH, SCHP | 13F-HR | 8/1/2019 | 000135624919000004 |
| Q1 2019 | 20 | 527,103 | IVV, SCHG, SCHH, SCHP | 13F-HR | 5/13/2019 | 000135624919000003 |
| Q4 2018 | 20 | 401,231 | IVV, SCHG, SCHH, IGSB | 13F-HR | 2/12/2019 | 000135624919000001 |
| Q3 2018 | 88 | 605,621 | IVV, SCHG, SCHH, DDWM | 13F-HR | 11/13/2018 | 000135624918000005 |
| Q2 2018 | 83 | 628,476 | IVV, SCHG, SCHH, DDWM | 13F-HR | 8/2/2018 | 000135624918000004 |
| Q1 2018 | 83 | 898,041 | IVV, DDWM, TIP, SCHH | 13F-HR | 5/14/2018 | 000135624918000003 |
| Q4 2017 | 85 | 928,375 | IVV, DDWM, TIP, SCHH | 13F-HR | 2/14/2018 | 000135624918000001 |
| Q3 2017 | 17 | 624,687 | DDWM, IVV, SCHH, TIP | 13F-HR | 11/13/2017 | 000135624917000009 |
| Q2 2017 | 19 | 740,513 | DDWM, IVV, AMJ, TIP | 13F-HR | 8/9/2017 | 000135624917000008 |
| Q1 2017 | 21 | 761,371 | DDWM, IVV, AMJ, TIP | 13F-HR | 5/2/2017 | 000135624917000005 |
| Q4 2016 | 23 | 756,784 | DDWM, IVV, AMJ, REET | 13F-HR | 2/13/2017 | 000135624917000002 |
| Q3 2016 | 21 | 640,624 | DDWM, AMJ, REET, TIP | 13F-HR | 11/14/2016 | 000135624916000019 |
| Q2 2016 | 20 | 614,585 | DDWM, AMJ, REET, TIP | 13F-HR | 8/4/2016 | 000135624916000017 |
| Q1 2016 | 20 | 599,696 | IHDG, REET, TIP, AMJ | RESTATEMENT | 5/16/2016 | 000135624916000016 |
| Q4 2015 | 16 | 453,205 | IHDG, IWR, TIP, AMJ | 13F-HR | 2/11/2016 | 000135624916000011 |
| Q3 2015 | 20 | 473,047 | IHDG, IWR, TIP, AMJ | 13F-HR | 11/12/2015 | 000135624915000009 |
| Q2 2015 | 19 | 526,194 | IWR, DBC, TIP, IEI | 13F-HR | 8/4/2015 | 000135624915000007 |
| Q1 2015 | 14 | 568,055 | IWR, TIP, DBC, AMJ | 13F-HR | 5/1/2015 | 000135624915000006 |
| Q4 2014 | 12 | 330,960 | IWR, AMJ, DBC, IGSB | 13F-HR | 1/29/2015 | 000135624915000002 |
| Q3 2014 | 12 | 308,537 | IWR, AMJ, DBC, IWN | 13F-HR | 10/30/2014 | 000135624914000007 |
| Q2 2014 | 12 | 303,729 | IWR, AMJ, DBC, IWN | 13F-HR | 7/24/2014 | 000135624914000006 |
| Q1 2014 | 13 | 275,753 | IWR, DBC, AMJ, IWN | 13F-HR | 4/8/2014 | 000135624914000005 |
| Q4 2013 | 12 | 271,068 | IWR, DBC, AMJ, IWN | 13F-HR | 1/9/2014 | 000135624914000002 |