| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 124 | 332,929 | IVV, IJH, IJR, MU | 13F-HR | 10/20/2026 | 000138772326000008 |
| Q2 2026 | 126 | 356,279 | IVV, IJH, IJR, MU | 13F-HR | 7/29/2026 | 000138772326000006 |
| Q1 2026 | 133 | 323,440 | IVV, IJH, IJR, AAPL | 13F-HR | 4/29/2026 | 000138772326000004 |
| Q4 2025 | 134 | 349,355 | IVV, IJH, IJR, AAPL | 13F-HR | 1/21/2026 | 000138772326000002 |
| Q3 2025 | 140 | 350,818 | IVV, IJH, IJR, IVE | 13F-HR | 10/29/2025 | 000138772325000010 |
| Q2 2025 | 141 | 335,774 | IVV, IJH, IJR, BIV | 13F-HR | 7/14/2025 | 000138772325000007 |
| Q1 2025 | 141 | 313,825 | IVV, IJH, BIV, IJR | 13F-HR | 4/23/2025 | 000138772325000005 |
| Q4 2024 | 143 | 329,025 | IVV, IJH, IJR, BIV | 13F-HR | 2/3/2025 | 000138772325000003 |
| Q3 2024 | 145 | 331,617 | IVV, IJH, IJR, BIV | 13F-HR | 10/23/2024 | 000138772324000008 |
| Q2 2024 | 132 | 315,446 | IVV, IJH, BIV, IJR | 13F-HR | 7/24/2024 | 000138772324000006 |
| Q1 2024 | 127 | 324,001 | IVV, IJH, BIV, IJR | 13F-HR | 4/22/2024 | 000138772324000003 |
| Q4 2023 | 123 | 301,795 | IVV, IJH, BIV, IJR | 13F-HR | 1/24/2024 | 000138772324000001 |
| Q3 2023 | 118 | 267,521 | IVV, IJH, BIV, IJR | 13F-HR | 10/30/2023 | 000138772323000009 |
| Q2 2023 | 115 | 291,104 | IJH, IVV, BIV, IJR | 13F-HR | 7/31/2023 | 000138772323000007 |
| Q1 2023 | 115 | 287,010 | IJH, IVV, BIV, IJR | 13F-HR | 4/27/2023 | 000138772323000005 |
| Q4 2022 | 113 | 286,117 | IVV, IJH, IJR, BIV | 13F-HR | 1/17/2023 | 000138772323000002 |
| Q3 2022 | 111 | 258,439 | IVV, IJH, IJR, VTIP | 13F-HR | 10/27/2022 | 000138772322000008 |
| Q2 2022 | 115 | 266,777 | IVV, IJH, IJR, VTIP | 13F-HR | 7/21/2022 | 000138772322000006 |
| Q1 2022 | 123 | 320,684 | IJH, IVV, IJR, VTIP | 13F-HR | 4/26/2022 | 000138772322000004 |
| Q4 2021 | 125 | 340,111 | IJH, IVV, IJR, IVW | 13F-HR | 2/7/2022 | 000138772322000002 |
| Q3 2021 | 120 | 326,427 | IJH, IVV, IJR, BIV | 13F-HR | 10/18/2021 | 000138772321000008 |
| Q2 2021 | 126 | 331,444 | IJH, IVV, IJR, BIV | 13F-HR | 7/28/2021 | 000138772321000006 |
| Q1 2021 | 117 | 301,127 | IJH, IVV, BIV, IJR | 13F-HR | 4/26/2021 | 000138772321000004 |
| Q4 2020 | 110 | 260,266 | IJH, BIV, IVV, IJR | 13F-HR | 1/28/2021 | 000138772321000002 |
| Q3 2020 | 115 | 239,292 | BIV, IJH, IVW, IVV | 13F-HR | 11/23/2020 | 000138772320000009 |
| Q2 2020 | 118 | 230,058 | BIV, IJH, IVW, IVV | 13F-HR | 7/23/2020 | 000138772320000006 |
| Q1 2020 | 100 | 182,751 | BIV, IJH, IJR, IVW | 13F-HR | 4/7/2020 | 000138772320000004 |
| Q4 2019 | 103 | 235,873 | IJH, BIV, IJR, IVW | 13F-HR | 2/3/2020 | 000138772320000002 |
| Q3 2019 | 108 | 228,695 | IJH, BIV, IJR, IVW | 13F-HR | 10/24/2019 | 000138772319000010 |
| Q2 2019 | 104 | 197,044 | IJH, IJR, MNA, SCZ | 13F-HR | 7/26/2019 | 000138772319000007 |
| Q1 2019 | 106 | 194,423 | IJH, IJR, MNA, SCZ | 13F-HR | 4/17/2019 | 000138772319000005 |
| Q4 2018 | 97 | 165,024 | IJH, IJR, MNA, SCZ | 13F-HR | 1/28/2019 | 000138772319000002 |
| Q3 2018 | 108 | 197,709 | IJH, IJR, MNA, SCZ | 13F-HR | 10/9/2018 | 000138772318000008 |
| Q2 2018 | 101 | 184,318 | IJH, IJR, MNA, SCZ | 13F-HR | 7/13/2018 | 000138772318000006 |
| Q1 2018 | 107 | 239,107 | IJH, RPG, RFG, IJR | 13F-HR | 4/27/2018 | 000138772318000004 |
| Q4 2017 | 117 | 243,296 | IJH, RPG, IJR, RFG | 13F-HR | 1/25/2018 | 000138772318000002 |
| Q3 2017 | 103 | 219,340 | IJH, RPG, IJR, RFG | 13F-HR | 11/6/2017 | 000138772317000010 |
| Q2 2017 | 103 | 219,851 | IJH, IJR, RPG, RFG | 13F-HR | 7/28/2017 | 000138772317000006 |
| Q1 2017 | 102 | 218,960 | IJH, IJR, RPG, RFG | 13F-HR | 4/28/2017 | 000138772317000004 |
| Q4 2016 | 101 | 209,982 | IJH, IJR, RPG, RFG | 13F-HR | 1/18/2017 | 000138772317000002 |
| Q3 2016 | 105 | 201,268 | IJH, IJR, RPG, RFG | 13F-HR | 10/19/2016 | 000138772316000016 |
| Q2 2016 | 104 | 188,235 | IJH, RFG, IJR, RPG | 13F-HR | 7/8/2016 | 000138772316000014 |
| Q1 2016 | 122 | 183,811 | IJH, RFG, RPG, IJR | 13F-HR | 4/28/2016 | 000138772316000012 |
| Q4 2015 | 100 | 174,151 | IJH, RFG, RPG, IJR | 13F-HR | 1/29/2016 | 000138772316000010 |
| Q3 2015 | 99 | 163,473 | IJH, RFG, RPG, IJR | 13F-HR | 11/4/2015 | 000138772315000008 |
| Q2 2015 | 102 | 179,314 | IJH, RFG, IJR, RPG | 13F-HR | 7/23/2015 | 000138772315000006 |
| Q1 2015 | 106 | 183,736 | IJH, IJR, RPG, RFG | 13F-HR | 4/28/2015 | 000138772315000004 |
| Q4 2014 | 110 | 175,691 | IJH, IJR, RPG, RPV | 13F-HR | 1/16/2015 | 000138772315000002 |
| Q3 2014 | 107 | 169,123 | IJH, IJR, RPG, RFG | 13F-HR | 10/24/2014 | 000138772314000009 |
| Q2 2014 | 114 | 175,207 | IJH, IJR, RPV, RFG | RESTATEMENT | 10/24/2014 | 000138772314000007 |
| Q1 2014 | 106 | 163,765 | IJH, IJR, RFG, RPV | 13F-HR | 4/14/2014 | 000138772314000005 |
| Q4 2013 | 110 | 160,557 | IJH, IJR, RPV, RFG | RESTATEMENT | 2/5/2014 | 000138772314000003 |