| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 124 | 283,287 | IVV, AAPL, IBTE, COWZ | 13F-HR | 1/18/2024 | 000153567724000001 |
| Q3 2023 | 120 | 268,296 | IVV, IBTE, AAPL, IBTD | 13F-HR | 10/19/2023 | 000153567723000004 |
| Q2 2023 | 116 | 263,141 | IVV, IBTE, IBTD, COWZ | 13F-HR | 7/19/2023 | 000153567723000003 |
| Q1 2023 | 121 | 269,931 | IVV, AAPL, COWZ, IBTD | 13F-HR | 4/24/2023 | 000153567723000002 |
| Q4 2022 | 119 | 258,486 | IVV, COWZ, IBTD, AAPL | 13F-HR | 1/26/2023 | 000153567723000001 |
| Q3 2022 | 104 | 240,170 | IVV, IUSB, AAPL, COWZ | 13F-HR | 10/27/2022 | 000153567722000003 |
| Q2 2022 | 120 | 264,157 | IVV, IUSB, AAPL, COWZ | 13F-HR | 10/31/2022 | 000153567722000004 |
| Q1 2022 | 123 | 302,475 | IVV, ESGU, AAPL, IUSB | 13F-HR | 4/28/2022 | 000153567722000002 |
| Q4 2021 | 119 | 304,063 | IVV, ESGU, AAPL, BSV | 13F-HR | 2/9/2022 | 000153567722000001 |
| Q3 2021 | 122 | 289,246 | IVV, ESGU, AAPL, GOVT | 13F-HR | 11/3/2021 | 000153567721000004 |
| Q2 2021 | 126 | 288,556 | IVV, ESGU, AAPL, GOVT | 13F-HR | 8/11/2021 | 000153567721000003 |
| Q1 2021 | 118 | 264,770 | IVV, ESGU, AAPL, BSV | 13F-HR | 4/28/2021 | 000153567721000002 |
| Q4 2020 | 109 | 251,696 | IVV, AAPL, ESGU, BSV | 13F-HR | 2/2/2021 | 000153567721000001 |
| Q3 2020 | 103 | 229,709 | IVV, BSV, AAPL, QUAL | 13F-HR | 11/9/2020 | 000153567720000006 |
| Q2 2020 | 90 | 202,442 | IVV, BSV, QUAL, AAPL | 13F-HR | 7/22/2020 | 000153567720000005 |
| Q1 2020 | 77 | 174,938 | IVV, QUAL, BSV, GOVT | 13F-HR | 5/4/2020 | 000153567720000004 |
| Q4 2019 | 89 | 204,096 | IVV, QUAL, BSV, JPIN | 13F-HR | 2/7/2020 | 000153567720000003 |
| Q3 2019 | 90 | 193,899 | IVV, BSV, JPIN, QUAL | 13F-HR | 11/12/2019 | 000139834419019569 |
| Q2 2019 | 87 | 189,883 | IVV, BSV, JPIN, QUAL | 13F-HR | 8/2/2019 | 000139834419013401 |
| Q1 2019 | 85 | 178,182 | IVV, BSV, JPIN, QUAL | 13F-HR | 4/25/2019 | 000139834419007035 |
| Q4 2018 | 80 | 152,236 | IVV, BSV, JPIN, BIV | 13F-HR | 2/14/2019 | 000139834419002845 |
| Q3 2018 | 80 | 148,460 | IVV, BSV, JPIN, BIV | 13F-HR | 10/25/2018 | 000139834418015320 |
| Q2 2018 | 81 | 134,856 | IVV, BSV, JPIN, BIV | 13F-HR | 8/8/2018 | 000139834418011363 |
| Q1 2018 | 76 | 122,110 | IVV, BSV, JPIN, BIV | 13F-HR | 5/14/2018 | 000139834418007466 |
| Q4 2017 | 80 | 122,302 | IVV, BSV, JPIN, BIV | 13F-HR | 2/12/2018 | 000139834418001956 |
| Q3 2017 | 74 | 113,389 | IVV, BSV, JPIN, BIV | 13F-HR | 11/13/2017 | 000139834417014558 |
| Q2 2017 | 94 | 116,002 | IVV, BSV, JPIN, BIV | 13F-HR | 8/14/2017 | 000139834417010298 |
| Q1 2017 | 90 | 105,469 | IVV, BSV, JPIN, BIV | 13F-HR | 5/15/2017 | 000139834417006442 |
| Q4 2016 | 82 | 97,734 | BSV, BIV, JPIN, IVV | 13F-HR | 2/13/2017 | 000139834417001917 |
| Q3 2016 | 70 | 95,024 | BSV, BIV, JPIN, IVV | 13F-HR | 12/8/2016 | 000139834416021495 |
| Q2 2016 | 71 | 92,154 | BSV, BIV, JPIN, IVV | 13F-HR | 8/22/2016 | 000139834416017146 |
| Q1 2016 | 65 | 90,318 | BSV, BIV, VEA, IVV | 13F-HR | 8/16/2016 | 000139834416016847 |
| Q4 2015 | 63 | 89,212 | BSV, BIV, VEA, IVV | 13F-HR | 8/16/2016 | 000139834416016845 |