| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,044 | 550,110 | AAPL, IWF, IWD, VONV | 13F-HR | 2/1/2024 | 000139834424001630 |
| Q3 2023 | 2,049 | 431,818 | IWF, AAPL, IWD, VONV | 13F-HR | 11/13/2023 | 000139834423020464 |
| Q2 2023 | 2,015 | 420,952 | IWF, AAPL, IWD, VONV | 13F-HR | 8/15/2023 | 000139834423014934 |
| Q1 2023 | 2,008 | 371,542 | IWF, IWD, AAPL, VONV | 13F-HR | 5/4/2023 | 000139834423008779 |
| Q4 2022 | 2,012 | 347,007 | IWF, IWD, AAPL, VONV | 13F-HR | 2/13/2023 | 000139834423003058 |
| Q3 2022 | 1,896 | 312,999 | IWF, IWD, AAPL, VONV | 13F-HR | 11/1/2022 | 000139834422021174 |
| Q2 2022 | 1,932 | 327,258 | IWF, IWD, AAPL, VONV | 13F-HR | 7/13/2022 | 000139834422013302 |
| Q1 2022 | 1,906 | 374,244 | IWF, IWD, AAPL, IWB | 13F-HR | 5/13/2022 | 000139834422009473 |
| Q4 2021 | 1,882 | 405,060 | IWF, IWD, AAPL, IWB | RESTATEMENT | 2/28/2022 | 000139834422004642 |
| Q3 2021 | 1,835 | 339,448 | IWF, IWD, AAPL, IWB | 13F-HR | 10/29/2021 | 000139834421020607 |
| Q2 2021 | 1,812 | 345,706 | IWF, IWD, AAPL, IWB | 13F-HR | 8/6/2021 | 000139834421015665 |
| Q1 2021 | 1,692 | 331,271 | IWF, IWD, AAPL, IWB | 13F-HR | 5/10/2021 | 000139834421010074 |
| Q4 2020 | 1,634 | 318,644 | IWF, IWD, AAPL, IWB | 13F-HR | 2/9/2021 | 000139834421002723 |
| Q3 2020 | 1,632 | 286,899 | IWF, IWD, AAPL, IWB | 13F-HR | 11/6/2020 | 000139834420021625 |
| Q2 2020 | 1,605 | 305,697 | IWF, IWD, AAPL, IWB | 13F-HR | 8/10/2020 | 000139834420015378 |
| Q1 2020 | 1,619 | 263,731 | IWF, IWD, AAPL, IWB | 13F-HR | 5/5/2020 | 000139834420009338 |
| Q4 2019 | 1,609 | 342,724 | IWF, IWD, AAPL, IWB | 13F-HR | 1/30/2020 | 000139834420001632 |
| Q3 2019 | 1,605 | 309,055 | IWF, IWD, IWB, IWO | 13F-HR | 11/5/2019 | 000139834419019080 |
| Q2 2019 | 1,621 | 308,740 | IWF, IWD, IWB, IWO | 13F-HR | 8/6/2019 | 000139834419013525 |
| Q1 2019 | 1,613 | 296,554 | IWF, IWD, IWB, IWO | 13F-HR | 5/1/2019 | 000139834419007495 |
| Q4 2018 | 1,569 | 279,968 | IWF, IWD, EFV, IWB | 13F-HR | 1/31/2019 | 000139834419001723 |
| Q3 2018 | 1,584 | 288,477 | IWF, IWD, IWB, FMO | 13F-HR | 10/12/2018 | 000139834418014843 |
| Q2 2018 | 1,609 | 269,492 | IWF, IWD, IWB, FMO | 13F-HR | 8/3/2018 | 000139834418011176 |
| Q1 2018 | 1,507 | 263,584 | IWF, IWD, IWB, EMB | 13F-HR | 5/2/2018 | 000139834418006584 |
| Q4 2017 | 1,513 | 273,637 | IWF, IWD, IWB, EMB | 13F-HR | 2/5/2018 | 000139834418001552 |
| Q3 2017 | 1,513 | 255,804 | IWF, IWD, IWB, EMB | 13F-HR | 10/27/2017 | 000139834417013664 |
| Q2 2017 | 1,547 | 242,988 | IWF, IWD, IWB, EMB | 13F-HR | 7/27/2017 | 000139834417009149 |
| Q1 2017 | 1,528 | 232,469 | IWF, IWD, IWB, EMB | 13F-HR | 5/5/2017 | 000139834417005959 |
| Q4 2016 | 1,520 | 228,151 | IWF, IWD, IWB, EMB | 13F-HR | 2/8/2017 | 000139834417001567 |
| Q3 2016 | 1,122 | 217,953 | IWF, IWD, IWB, VWO | 13F-HR | 11/10/2016 | 000139834416020573 |
| Q2 2016 | 1,096 | 205,431 | IWF, IWD, VWO, EMB | 13F-HR | 8/2/2016 | 000139834416015951 |
| Q1 2016 | 1,077 | 198,464 | IWF, IWD, VWO, IWB | 13F-HR | 5/3/2016 | 000139834416012754 |
| Q4 2015 | 1,097 | 200,839 | IWF, IWD, VWO, IWN | 13F-HR | 2/2/2016 | 000139834416009470 |
| Q3 2015 | 1,119 | 175,924 | IWF, IWD, TYG, VWO | 13F-HR | 11/6/2015 | 000139834415007448 |
| Q2 2015 | 182 | 188,093 | IWF, IWD, L, IWO | 13F-HR | 7/6/2015 | 000139834415004237 |
| Q1 2015 | 177 | 186,543 | IWF, IWD, L, IWO | 13F-HR | 4/3/2015 | 000139834415002322 |
| Q4 2014 | 173 | 178,078 | IWF, IWD, L, IWO | 13F-HR | 1/12/2015 | 000139834415000191 |
| Q3 2014 | 177 | 164,971 | IWF, L, IWD, XOM | 13F-HR | 10/20/2014 | 000139834414005357 |
| Q2 2014 | 178 | 168,197 | IWF, L, XOM, IWD | 13F-HR | 7/9/2014 | 000139834414003529 |
| Q1 2014 | 167 | 159,619 | L, IWF, XOM, IWD | 13F-HR | 4/4/2014 | 000139834414002030 |
| Q4 2013 | 155 | 147,581 | L, IWF, XOM, IWD | 13F-HR | 1/31/2014 | 000139834414000519 |