| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 135 | 571,074 | VBR, AAPL, IWS, QQQ | 13F-HR | 11/12/2024 | 000139834424020430 |
| Q2 2024 | 132 | 536,871 | VBR, AAPL, QQQ, VCSH | 13F-HR | 8/13/2024 | 000139834424014521 |
| Q1 2024 | 133 | 532,731 | VBR, IWS, VCSH, QQQ | 13F-HR | 5/15/2024 | 000139834424009622 |
| Q4 2023 | 130 | 499,081 | VBR, AAPL, VCSH, IWS | 13F-HR | 2/14/2024 | 000139834424002881 |
| Q3 2023 | 126 | 454,607 | VBR, VCSH, AAPL, IWS | 13F-HR | 11/14/2023 | 000139834423020620 |
| Q2 2023 | 126 | 471,062 | VBR, AAPL, VCSH, IWS | 13F-HR | 8/14/2023 | 000139834423014748 |
| Q1 2023 | 122 | 448,447 | VBR, VCSH, IWS, AAPL | 13F-HR | 5/15/2023 | 000139834423009679 |
| Q4 2022 | 122 | 425,605 | VBR, VCSH, IWS, SCHP | 13F-HR | 2/14/2023 | 000139834423003290 |
| Q3 2022 | 118 | 400,392 | VCSH, VBR, IWS, AAPL | 13F-HR | 11/14/2022 | 000139834422021932 |
| Q2 2022 | 120 | 416,795 | VCSH, VBR, IWS, SCHP | 13F-HR | 8/15/2022 | 000139834422015589 |
| Q1 2022 | 122 | 477,973 | VCSH, VBR, IWS, AAPL | 13F-HR | 5/16/2022 | 000139834422009659 |
| Q4 2021 | 123 | 508,737 | VCSH, VBR, IWS, VBK | 13F-HR | 2/14/2022 | 000139834422002956 |
| Q3 2021 | 127 | 487,210 | VCSH, VBR, VBK, IWS | 13F-HR | 11/15/2021 | 000139834421021451 |
| Q2 2021 | 129 | 483,461 | VBR, VCSH, VBK, IWS | 13F-HR | 8/16/2021 | 000139834421016229 |
| Q1 2021 | 122 | 461,907 | VBR, VBK, IWS, VCSH | 13F-HR | 5/17/2021 | 000139834421010822 |
| Q4 2020 | 120 | 411,280 | VBR, VBK, IWS, AAPL | 13F-HR | 2/16/2021 | 000139834421003323 |
| Q3 2020 | 118 | 342,191 | VBR, VBK, IWS, VIG | 13F-HR | 11/16/2020 | 000139834420022676 |
| Q2 2020 | 110 | 316,470 | VBR, IWS, VBK, EFAV | 13F-HR | 8/14/2020 | 000139834420015848 |
| Q1 2020 | 103 | 265,109 | VBR, IWS, EFAV, TIP | 13F-HR | 5/15/2020 | 000139834420010221 |
| Q4 2019 | 111 | 330,523 | VBR, IWS, VBK, EFAV | 13F-HR | 2/14/2020 | 000139834420003364 |
| Q3 2019 | 111 | 291,643 | VBR, IWS, VBK, VIG | 13F-HR | 11/14/2019 | 000139834419020198 |
| Q2 2019 | 107 | 281,603 | IWS, VBR, IJH, VIG | 13F-HR | 8/14/2019 | 000139834419014219 |
| Q1 2019 | 106 | 275,712 | IWS, VBR, TIP, IJH | 13F-HR | 5/15/2019 | 000139834419008875 |
| Q4 2018 | 102 | 243,512 | IWS, VBR, TIP, VIG | 13F-HR | 2/14/2019 | 000139834419002691 |
| Q3 2018 | 107 | 295,379 | IWS, VBR, IJH, AGG | 13F-HR | 11/13/2018 | 000139834418016324 |
| Q2 2018 | 107 | 286,374 | IWS, VBR, AGG, IJH | 13F-HR | 8/14/2018 | 000139834418011762 |
| Q1 2018 | 105 | 279,157 | IWS, VBR, AGG, TIP | 13F-HR | 5/15/2018 | 000139834418007518 |
| Q4 2017 | 105 | 277,654 | IWS, VBR, AGG, TIP | 13F-HR | 2/14/2018 | 000139834418002164 |
| Q3 2017 | 105 | 266,719 | IWS, VBR, AGG, TIP | 13F-HR | 11/14/2017 | 000139834417014601 |
| Q2 2017 | 107 | 258,673 | IWS, AGG, TIP, VBR | 13F-HR | 8/14/2017 | 000139834417010220 |
| Q1 2017 | 104 | 252,687 | IWS, AGG, TIP, PEP | 13F-HR | 5/15/2017 | 000139834417006362 |
| Q4 2016 | 102 | 243,571 | IWS, AGG, TIP, PEP | 13F-HR | 2/14/2017 | 000139834417001999 |
| Q3 2016 | 102 | 240,586 | IWS, AGG, TIP, PEP | 13F-HR | 11/14/2016 | 000139834416020621 |
| Q2 2016 | 99 | 230,571 | AGG, IWS, TIP, PEP | 13F-HR | 8/15/2016 | 000139834416016676 |
| Q1 2016 | 100 | 225,502 | AGG, IWS, TIP, PEP | 13F-HR | 5/16/2016 | 000139834416013390 |
| Q4 2015 | 101 | 220,331 | AGG, IWS, TIP, VIG | 13F-HR | 2/16/2016 | 000139834416009931 |
| Q3 2015 | 99 | 213,437 | AGG, IWS, TIP, VIG | 13F-HR | 11/16/2015 | 000139834415007670 |
| Q2 2015 | 99 | 221,791 | AGG, IWS, TIP, VIG | 13F-HR | 8/14/2015 | 000139834415005286 |
| Q1 2015 | 92 | 215,644 | AGG, IWS, TIP, VIG | 13F-HR | 5/15/2015 | 000139834415003294 |
| Q4 2014 | 91 | 198,609 | AGG, IWS, TIP, VIG | 13F-HR | 2/17/2015 | 000139834415001060 |
| Q3 2014 | 86 | 187,291 | AGG, TIP, IWS, VIG | 13F-HR | 11/14/2014 | 000139834414005886 |
| Q2 2014 | 82 | 185,245 | AGG, IWS, TIP, VIG | 13F-HR | 8/14/2014 | 000139834414004164 |
| Q1 2014 | 82 | 174,053 | AGG, IWS, TIP, VIG | 13F-HR | 5/15/2014 | 000139834414002781 |
| Q4 2013 | 79 | 164,162 | AGG, TIP, IWS, VIG | 13F-HR | 2/14/2014 | 000139834414001022 |