| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 288 | 2,880,816 | IVV, IUSV, VBR, ACWV | 13F-HR | 4/21/2025 | 000117266125001518 |
| Q4 2024 | 288 | 2,769,577 | IVV, IUSV, ACWV, VTEB | 13F-HR | 1/16/2025 | 000117266125000232 |
| Q3 2024 | 292 | 2,635,116 | ACWV, IUSV, VTEB, IVV | 13F-HR | 10/17/2024 | 000117266124004292 |
| Q2 2024 | 281 | 2,453,243 | VTEB, ACWV, IUSV, IVV | 13F-HR | 7/15/2024 | 000117266124002767 |
| Q1 2024 | 317 | 2,416,101 | ACWV, VTEB, IUSV, IVV | 13F-HR | 4/15/2024 | 000117266124001848 |
| Q4 2023 | 308 | 2,220,545 | VTEB, ACWV, IUSV, VIG | 13F-HR | 1/26/2024 | 000117266124000350 |
| Q3 2023 | 282 | 1,954,318 | ACWV, VTEB, IUSV, VIG | 13F-HR | 10/17/2023 | 000117266123003425 |
| Q2 2023 | 284 | 1,978,426 | ACWV, VTEB, IUSV, VIG | 13F-HR | 7/19/2023 | 000117266123002548 |
| Q1 2023 | 276 | 1,910,158 | ACWV, VTEB, IUSV, VIG | 13F-HR | 4/27/2023 | 000117266123001764 |
| Q4 2022 | 278 | 1,961,989 | VTEB, ACWV, IUSV, VIG | 13F-HR | 1/23/2023 | 000117266123000250 |
| Q3 2022 | 262 | 2,044,190 | ACWV, VTEB, VIG, IUSV | 13F-HR | 10/28/2022 | 000117266122002254 |
| Q2 2022 | 274 | 2,072,031 | ACWV, VTEB, IUSV, VIG | 13F-HR | 7/25/2022 | 000117266122001652 |
| Q1 2022 | 274 | 1,818,828 | ACWV, IUSV, VBR, VIG | 13F-HR | 5/6/2022 | 000117266122001180 |
| Q4 2021 | 281 | 1,870,882 | ACWV, IUSV, VBR, VIG | 13F-HR | 2/14/2022 | 000117266122000413 |
| Q3 2021 | 232 | 1,702,540 | ACWV, IUSV, VBR, VIG | 13F-HR | 10/27/2021 | 000117266121002067 |
| Q2 2021 | 233 | 1,768,720 | ACWV, VBR, IUSV, VIG | 13F-HR | 8/13/2021 | 000117266121001657 |
| Q1 2021 | 202 | 1,564,997 | ACWV, VBR, IUSV, VIG | 13F-HR | 5/11/2021 | 000117266121001088 |
| Q4 2020 | 199 | 1,465,595 | ACWV, VBR, IUSV, VIG | 13F-HR | 2/1/2021 | 000117266121000209 |
| Q3 2020 | 216 | 1,278,858 | ACWV, IUSV, VIG, MUB | 13F-HR | 10/29/2020 | 000117266120002045 |
| Q2 2020 | 182 | 1,076,874 | ACWV, IUSV, VIG, MUB | 13F-HR | 8/6/2020 | 000117266120001593 |
| Q1 2020 | 185 | 1,015,450 | ACWV, DEM, IEMG, MUB | 13F-HR | 5/5/2020 | 000117266120001131 |
| Q4 2019 | 201 | 1,080,472 | ACWV, VIG, MUB, IUSV | 13F-HR | 1/27/2020 | 000117266120000253 |
| Q3 2019 | 212 | 1,116,221 | ACWV, VIG, MUB, IUSV | 13F-HR | 11/4/2019 | 000117266119002110 |
| Q2 2019 | 230 | 1,198,513 | ACWV, MLPI, MUB, IUSV | 13F-HR | 8/6/2019 | 000117266119001619 |
| Q1 2019 | 231 | 1,224,213 | ACWV, MLPI, MUB, IUSV | RESTATEMENT | 8/6/2019 | 000117266119001618 |
| Q4 2018 | 225 | 1,318,826 | ACWV, MUB, QAI, MLPI | 13F-HR | 2/4/2019 | 000117266119000294 |
| Q3 2018 | 239 | 1,169,708 | ACWV, MLPI, IUSV, VIG | 13F-HR | 10/26/2018 | 000117266118001890 |
| Q2 2018 | 244 | 1,167,872 | ACWV, MLPI, IUSV, VIG | 13F-HR | 8/7/2018 | 000117266118001464 |
| Q1 2018 | 239 | 1,146,352 | ACWV, MLPI, IUSV, VIG | 13F-HR | 5/4/2018 | 000117266118000999 |
| Q4 2017 | 82 | 340,651 | ACWV, MLPI, IVV, IUSV | 13F-HR | 1/31/2018 | 000117266118000227 |
| Q3 2017 | 203 | 1,193,041 | ACWV, MLPI, IUSV, VOO | 13F-HR | 11/13/2017 | 000117266117001943 |
| Q2 2017 | 210 | 1,149,756 | ACWV, MLPI, IUSV, VOO | 13F-HR | 8/3/2017 | 000117266117001468 |
| Q1 2017 | 212 | 1,174,309 | MLPI, ACWV, IUSV, ACWI | 13F-HR | 5/15/2017 | 000117266117001057 |
| Q4 2016 | 183 | 1,104,380 | MLPI, MUB, ACWV, IUSV | 13F-HR | 2/10/2017 | 000117266117000336 |
| Q3 2016 | 182 | 1,004,716 | MLPI, ACWV, IUSV, RWX | 13F-HR | 11/10/2016 | 000117266116004123 |
| Q2 2016 | 178 | 1,058,474 | MLPI, RWX, IUSV, ACWV | 13F-HR | 8/9/2016 | 000117266116003670 |
| Q1 2016 | 167 | 1,047,954 | MLPI, RWX, IUSV, ACWV | 13F-HR | 5/12/2016 | 000117266116003253 |
| Q4 2015 | 83 | 909,731 | RWX, IUSV, IEMG, MLPI | 13F-HR | 2/8/2016 | 000117266116002460 |
| Q3 2015 | 105 | 1,203,063 | RWX, SPY, MLPI, VEU | 13F-HR | 11/9/2015 | 000117266115001884 |
| Q2 2015 | 114 | 1,024,961 | RWX, MLPI, SPY, GSC | 13F-HR | 8/6/2015 | 000117266115001445 |
| Q1 2015 | 90 | 770,949 | MLPI, IVV, IUSV, GSC | 13F-HR | 5/8/2015 | 000117266115000997 |
| Q4 2014 | 90 | 747,667 | IVV, MLPI, IUSV, GSC | 13F-HR | 2/13/2015 | 000117266115000399 |
| Q3 2014 | 78 | 716,085 | GSC, IVV, MLPI, IUSV | 13F-HR | 11/12/2014 | 000117266114001706 |
| Q2 2014 | 78 | 725,831 | GSC, IVV, SPY, RWX | 13F-HR | 8/12/2014 | 000117266114001335 |
| Q1 2014 | 81 | 690,120 | GSC, IVV, SPY, RWX | 13F-HR | 5/7/2014 | 000117266114000946 |
| Q4 2013 | 69 | 641,805 | GSC, IVV, SPY, RWX | 13F-HR | 2/11/2014 | 000117266114000318 |