| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 280 | 587,047 | IWF, NVDA, MSFT, BIV | 13F-HR | 10/31/2024 | 000142250824000004 |
| Q2 2024 | 259 | 491,560 | IWF, NVDA, MSFT, IVV | 13F-HR | 7/17/2024 | 000142250824000003 |
| Q1 2024 | 264 | 499,989 | IWF, NVDA, MSFT, IVV | 13F-HR | 4/9/2024 | 000142250824000002 |
| Q4 2023 | 249 | 464,953 | IWF, MSFT, VGSH, NVDA | 13F-HR | 1/5/2024 | 000142250824000001 |
| Q3 2023 | 241 | 426,720 | IWF, VGSH, MSFT, VCSH | 13F-HR | 10/16/2023 | 000142250823000005 |
| Q2 2023 | 232 | 440,187 | IWF, MSFT, VGSH, VCSH | 13F-HR | 7/25/2023 | 000142250823000004 |
| Q1 2023 | 233 | 419,310 | IWF, VGSH, VCSH, MSFT | 13F-HR | 4/24/2023 | 000142250823000003 |
| Q4 2022 | 237 | 412,465 | IWF, VCSH, VGSH, MSFT | 13F-HR | 1/20/2023 | 000142250823000002 |
| Q3 2022 | 230 | 384,242 | IWF, VCSH, NEAR, VGSH | 13F-HR | 10/14/2022 | 000142250822000008 |
| Q2 2022 | 236 | 421,292 | IWF, NEAR, VCSH, MSFT | 13F-HR | 8/1/2022 | 000142250822000006 |
| Q1 2022 | 268 | 534,449 | IWF, NEAR, MSFT, GOVT | 13F-HR | 4/22/2022 | 000142250822000004 |
| Q4 2021 | 267 | 563,888 | IWF, MSFT, GOVT, NEAR | 13F-HR | 1/25/2022 | 000142250822000002 |
| Q3 2021 | 255 | 514,640 | IWF, MSFT, GOVT, NEAR | 13F-HR | 10/28/2021 | 000142250821000004 |
| Q2 2021 | 253 | 521,185 | IWF, GOVT, MSFT, CWB | 13F-HR | 7/8/2021 | 000142250821000003 |
| Q1 2021 | 244 | 482,168 | IWF, GOVT, CWB, IJH | 13F-HR | 4/26/2021 | 000142250821000002 |
| Q4 2020 | 231 | 456,107 | IWF, GOVT, USMV, SPY | 13F-HR | 1/28/2021 | 000142250821000001 |
| Q3 2020 | 201 | 392,763 | IWF, GOVT, USMV, CWB | 13F-HR | 10/27/2020 | 000142250820000006 |
| Q2 2020 | 200 | 364,391 | IWF, GOVT, USMV, SPY | 13F-HR | 7/17/2020 | 000142250820000005 |
| Q1 2020 | 189 | 305,327 | IWF, GOVT, USMV, CWI | 13F-HR | 4/23/2020 | 000142250820000003 |
| Q4 2019 | 221 | 372,413 | IWF, GOVT, IWD, CWI | 13F-HR | 1/22/2020 | 000142250820000001 |
| Q3 2019 | 208 | 336,504 | IWF, GOVT, IWD, USMV | 13F-HR | 10/18/2019 | 000142250819000004 |
| Q2 2019 | 210 | 331,037 | IWF, IWD, CWI, IJH | 13F-HR | 7/5/2019 | 000142250819000003 |
| Q1 2019 | 208 | 327,255 | IWF, IWD, CWI, IJH | 13F-HR | 4/5/2019 | 000142250819000002 |
| Q4 2018 | 191 | 289,454 | IWF, IWD, IJH, SPY | 13F-HR | 2/5/2019 | 000142250819000001 |
| Q3 2018 | 202 | 335,097 | IWF, IWD, IJH, EFA | 13F-HR | 10/11/2018 | 000142250818000008 |
| Q2 2018 | 198 | 312,192 | IWF, EFA, IJH, IWD | 13F-HR | 8/2/2018 | 000142250818000007 |
| Q1 2018 | 181 | 305,340 | IWF, EFA, SPY, IJH | 13F-HR | 4/23/2018 | 000142250818000005 |
| Q4 2017 | 177 | 307,446 | IWF, EFA, IWD, SPY | RESTATEMENT | 2/13/2018 | 000142250818000003 |
| Q3 2017 | 172 | 288,711 | IWF, SPY, EFA, IWD | 13F-HR | 10/23/2017 | 000142250817000008 |
| Q2 2017 | 173 | 277,948 | IWF, CWI, SPY, EFA | 13F-HR | 7/26/2017 | 000142250817000006 |
| Q1 2017 | 186 | 273,722 | IWF, SPY, EFA, IWD | 13F-HR | 5/5/2017 | 000142250817000005 |
| Q4 2016 | 382 | 286,548 | AGG, IWF, IWD, IJH | 13F-HR | 2/15/2017 | 000142250817000003 |
| Q3 2016 | 171 | 243,293 | IWF, IWD, IJH, SPY | 13F-HR | 11/3/2016 | 000142250816000019 |
| Q2 2016 | 174 | 236,676 | IWF, AGG, IWD, EFA | 13F-HR | 8/19/2016 | 000142250816000016 |
| Q1 2016 | 170 | 222,568 | IWF, AGG, HEFA, IWD | 13F-HR | 5/5/2016 | 000142250816000013 |
| Q4 2015 | 168 | 212,062 | IWF, IJH, EFA, AGG | 13F-HR | 1/25/2016 | 000142250816000012 |
| Q3 2015 | 152 | 181,251 | IWF, IJH, EFA, IWD | 13F-HR | 10/27/2015 | 000142250815000009 |
| Q2 2015 | 159 | 201,438 | IWF, IJH, EFA, SPY | 13F-HR | 7/24/2015 | 000142250815000008 |
| Q1 2015 | 159 | 201,438 | IWF, IJH, EFA, SPY | 13F-HR | 5/13/2015 | 000142250815000006 |
| Q4 2014 | 162 | 190,186 | IWF, IJH, EFA, IWD | 13F-HR | 2/11/2015 | 000142250815000001 |
| Q3 2014 | 150 | 164,851 | IWF, EFA, IJH, IWD | 13F-HR | 10/21/2014 | 000142250814000008 |
| Q2 2014 | 146 | 165,545 | IWF, EFA, IJH, IWD | 13F-HR | 7/14/2014 | 000142250814000006 |
| Q1 2014 | 138 | 158,807 | IWF, EFA, IJH, IWD | 13F-HR | 5/15/2014 | 000142250814000005 |
| Q4 2013 | 140 | 160,284 | IWF, EFA, IJH, IWD | 13F-HR | 2/27/2014 | 000142250814000003 |