| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 100 | 219,189 | IWF, IWD, MMM, EFA | 13F-HR | 10/21/2024 | 000148608324000004 |
| Q2 2024 | 101 | 255,959 | IWF, IWD, SPY, EFA | 13F-HR | 7/17/2024 | 000148608324000003 |
| Q1 2024 | 98 | 207,342 | IWF, IWD, MMM, EFA | 13F-HR | 4/15/2024 | 000148608324000002 |
| Q4 2023 | 100 | 199,448 | IWF, IWD, MMM, EFA | 13F-HR | 1/23/2024 | 000148608324000001 |
| Q3 2023 | 102 | 175,998 | IWF, IWD, MMM, EFA | 13F-HR | 10/17/2023 | 000148608323000004 |
| Q2 2023 | 116 | 200,493 | IWF, IWD, MMM, EFA | 13F-HR | 7/21/2023 | 000148608323000003 |
| Q1 2023 | 100 | 211,409 | IWF, IWD, EFA, SPY | 13F-HR | 4/24/2023 | 000148608323000002 |
| Q4 2022 | 101 | 177,098 | IWF, IWD, MMM, EFA | 13F-HR | 1/12/2023 | 000148608323000001 |
| Q3 2022 | 107 | 158,958 | IWF, IWD, MMM, EFA | 13F-HR | 10/18/2022 | 000148608322000005 |
| Q2 2022 | 97 | 148,024 | IWF, IWD, MMM, EFA | 13F-HR | 7/25/2022 | 000148608322000004 |
| Q1 2022 | 99 | 107,597 | MMM, SPY, AAPL, MSFT | 13F-HR | 5/2/2022 | 000148608322000003 |
| Q4 2021 | 104 | 153,596 | IWF, IWD, MMM, EFA | 13F-HR | 2/7/2022 | 000148608322000001 |
| Q3 2021 | 94 | 134,882 | IWF, IWD, MMM, EFA | 13F-HR | 11/2/2021 | 000148608321000006 |
| Q2 2021 | 103 | 152,474 | MMM, IWF, IWD, EFA | 13F-HR | 8/2/2021 | 000148608321000003 |
| Q1 2021 | 91 | 127,959 | IWF, IWD, MMM, EFA | 13F-HR | 5/10/2021 | 000148608321000002 |
| Q4 2020 | 93 | 120,017 | IWF, IWD, MMM, EFA | 13F-HR | 2/3/2021 | 000148608321000001 |
| Q3 2020 | 87 | 103,227 | IWF, IWD, MMM, EFA | RESTATEMENT | 11/12/2020 | 000148608320000009 |
| Q2 2020 | 62 | 83,391 | IWF, IWD, MMM, EFA | RESTATEMENT | 8/7/2020 | 000148608320000006 |
| Q1 2020 | 60 | 70,330 | IWF, IWD, MMM, EFA | RESTATEMENT | 5/7/2020 | 000148608320000004 |
| Q4 2019 | 73 | 95,225 | IWF, IWD, MMM, EFA | 13F-HR | 1/28/2020 | 000148608320000001 |
| Q3 2019 | 66 | 86,331 | IWF, IWD, MMM, EFA | RESTATEMENT | 11/1/2019 | 000148608319000007 |
| Q2 2019 | 70 | 87,040 | IWF, IWD, MMM, EFA | 13F-HR | 8/2/2019 | 000148608319000005 |
| Q1 2019 | 71 | 87,407 | IWF, IWD, MMM, EFA | 13F-HR | 5/8/2019 | 000148608319000003 |
| Q4 2018 | 76 | 108,928 | IWF, IWD, MMM, SPY | 13F-HR | 2/19/2019 | 000148608319000001 |
| Q2 2018 | 55 | 81,113 | IWF, IWD, MMM, EFA | 13F-HR | 8/7/2018 | 000148608318000005 |
| Q1 2018 | 55 | 92,471 | MMM, IWF, IWD, EFA | 13F-HR | 5/9/2018 | 000148608318000003 |
| Q4 2017 | 51 | 92,665 | MMM, IWF, IWD, EFA | 13F-HR | 2/13/2018 | 000148608318000001 |
| Q3 2017 | 50 | 94,876 | MMM, IWF, IWD, EFA | 13F-HR | 11/3/2017 | 000148608317000005 |
| Q2 2017 | 35 | 45,137 | MMM, SPY, IWO, EFA | 13F-HR | 8/1/2017 | 000148608317000003 |
| Q1 2017 | 30 | 79,304 | MMM, IWD, IWF, IWO | 13F-HR | 4/18/2017 | 000148608317000002 |
| Q4 2016 | 28 | 68,032 | MMM, IWD, IWF, IWO | 13F-HR | 2/9/2017 | 000148608317000001 |
| Q3 2016 | 27 | 61,835 | MMM, IWD, IWO, EFA | 13F-HR | 11/4/2016 | 000148608316000006 |
| Q2 2016 | 27 | 65,019 | MMM, IWD, IWF, EFA | 13F-HR | 7/29/2016 | 000114420416115381 |
| Q1 2016 | 23 | 37,951 | MMM, SPY, IWO, XOM | 13F-HR | 5/16/2016 | 000114420416102687 |
| Q4 2015 | 20 | 33,434 | MMM, SPY, IWO, EFA | 13F-HR | 2/11/2016 | 000114420416080637 |
| Q3 2015 | 13 | 28,210 | MMM, SPY, IWO, EFA | 13F-HR | 11/5/2015 | 000114420415063056 |
| Q2 2015 | 13 | 28,382 | MMM, IWO, IWN, EFA | 13F-HR | 8/11/2015 | 000114420415047910 |
| Q1 2015 | 13 | 29,592 | MMM, IWO, IWN, EFA | 13F-HR | 5/8/2015 | 000114420415028647 |
| Q4 2014 | 15 | 24,787 | MMM, IWO, IWN, EFA | 13F-HR | 2/5/2015 | 000114420415006138 |
| Q3 2014 | 13 | 21,094 | MMM, IWO, EFA, IWN | 13F-HR | 11/4/2014 | 000114420414064750 |
| Q2 2014 | 13 | 21,328 | MMM, IWO, IWN, EFA | 13F-HR | 8/5/2014 | 000114420414046877 |
| Q1 2014 | 11 | 20,640 | MMM, IWO, EFA, IWN | 13F-HR | 5/8/2014 | 000114420414028558 |
| Q4 2013 | 12 | 21,292 | MMM, IWO, EFA, IWN | 13F-HR | 2/19/2014 | 000114420414010617 |