| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2021 | 539 | 2,102,004 | IWR, IWF, EFA, MSFT | 13F-HR | 4/23/2021 | 000140977521000017 |
| Q4 2020 | 528 | 1,939,984 | IWR, IWF, EFA, AMZN | 13F-HR | 2/1/2021 | 000140977521000007 |
| Q3 2020 | 508 | 1,746,551 | IWR, IWF, EFA, AMZN | 13F-HR | 10/27/2020 | 000140977520000039 |
| Q2 2020 | 510 | 1,671,647 | IWR, IWF, EFA, MSFT | 13F-HR | 7/21/2020 | 000140977520000027 |
| Q1 2020 | 490 | 1,395,572 | IWR, IWF, EFA, MSFT | 13F-HR | 4/27/2020 | 000140977520000016 |
| Q4 2019 | 673 | 1,758,659 | IWR, IWF, EFA, SDY | 13F-HR | 2/3/2020 | 000140977520000006 |
| Q3 2019 | 366 | 1,551,185 | IWR, IWF, EFA, SDY | RESTATEMENT | 11/7/2019 | 000140977519000063 |
| Q2 2019 | 517 | 1,658,651 | IWR, IWF, EFA, SDY | 13F-HR | 8/5/2019 | 000140977519000040 |
| Q1 2019 | 529 | 1,590,538 | IWR, IWF, SDY, EFA | 13F-HR | 5/3/2019 | 000140977519000022 |
| Q4 2018 | 511 | 1,397,163 | IWR, IWF, SDY, VWO | 13F-HR | 2/8/2019 | 000140977519000006 |
| Q3 2018 | 540 | 1,687,527 | IWR, IWF, AMZN, IWM | 13F-HR | 11/2/2018 | 000140977518000049 |
| Q2 2018 | 514 | 1,581,121 | IWR, IWF, AMZN, IWM | 13F-HR | 8/2/2018 | 000140977518000035 |
| Q1 2018 | 523 | 1,551,000 | IWR, IWF, EFA, AMZN | 13F-HR | 5/4/2018 | 000140977518000017 |
| Q4 2017 | 531 | 1,575,469 | IWR, IWF, EFA, IWM | 13F-HR | 2/12/2018 | 000140977518000006 |
| Q3 2017 | 522 | 1,531,425 | IWR, IWF, EFA, IWM | 13F-HR | 10/30/2017 | 000140977517000045 |
| Q2 2017 | 531 | 1,521,486 | IWR, IWF, IWM, IWD | 13F-HR | 7/27/2017 | 000140977517000034 |
| Q1 2017 | 540 | 1,491,785 | IWR, IWF, IWD, IWM | 13F-HR | 5/2/2017 | 000140977517000017 |
| Q4 2016 | 553 | 1,419,731 | IWR, IWF, IWD, IWM | 13F-HR | 2/8/2017 | 000140977517000005 |
| Q3 2016 | 546 | 1,382,756 | IWR, IWF, IWD, EFA | 13F-HR | 11/7/2016 | 000140977516000111 |
| Q2 2016 | 529 | 1,332,566 | IWR, IWF, SDY, IWD | 13F-HR | 7/29/2016 | 000140977516000096 |
| Q1 2016 | 501 | 1,326,515 | IWR, IWF, EFA, SDY | 13F-HR | 5/4/2016 | 000140977516000084 |
| Q4 2015 | 484 | 1,345,513 | IWR, IWF, EFA, SDY | 13F-HR | 2/11/2016 | 000140977516000069 |
| Q3 2015 | 459 | 1,278,167 | IWR, IWF, EFA, IWD | 13F-HR | 11/3/2015 | 000140977515000059 |
| Q2 2015 | 509 | 1,798,386 | IWR, IWF, IWD, EFA | 13F-HR | 8/10/2015 | 000140977515000049 |
| Q1 2015 | 551 | 2,238,319 | IWR, IWF, SDY, IWD | 13F-HR | 5/6/2015 | 000140977515000032 |
| Q4 2014 | 542 | 2,206,523 | IWR, IWF, SDY, IWD | 13F-HR | 2/10/2015 | 000140977515000003 |
| Q3 2014 | 553 | 2,245,384 | IWR, IWF, XOM, SDY | 13F-HR | 11/7/2014 | 000140977514000094 |
| Q2 2014 | 548 | 2,300,771 | IWR, IWF, XOM, CVX | 13F-HR | 8/6/2014 | 000140977514000080 |
| Q1 2014 | 544 | 2,191,781 | IWR, IWF, XOM, SDY | 13F-HR | 5/15/2014 | 000140977514000072 |
| Q4 2013 | 541 | 2,293,736 | IWR, IWF, EFA, SDY | 13F-HR | 2/13/2014 | 000140977514000042 |