| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 186 | 1,153,274 | IVV, RSP, IWM, HDV | 13F-HR | 4/12/2024 | 000121465924006679 |
| Q4 2023 | 164 | 1,051,932 | IVV, RSP, IWM, HDV | 13F-HR | 1/16/2024 | 000121465924000735 |
| Q3 2023 | 160 | 939,889 | IVV, RSP, IWM, HDV | 13F-HR | 10/5/2023 | 000121465923013154 |
| Q2 2023 | 164 | 1,017,172 | IVV, RSP, IWM, HDV | 13F-HR | 7/17/2023 | 000121465923009694 |
| Q1 2023 | 164 | 989,509 | RSP, IVV, IWM, HDV | 13F-HR | 4/10/2023 | 000121465923005122 |
| Q4 2022 | 158 | 947,730 | RSP, IVV, IWM, HDV | 13F-HR | 1/10/2023 | 000121465923000448 |
| Q3 2022 | 152 | 868,718 | RSP, IVV, IWM, HDV | 13F-HR | 10/7/2022 | 000121465922012112 |
| Q2 2022 | 149 | 921,188 | RSP, IVV, IWM, HDV | 13F-HR | 7/7/2022 | 000121465922008704 |
| Q1 2022 | 159 | 1,130,172 | RSP, IVV, IWM, HDV | 13F-HR | 4/11/2022 | 000121465922005015 |
| Q4 2021 | 167 | 1,156,816 | IVV, RSP, IWM, EFA | 13F-HR | 3/17/2022 | 000121465922004023 |
| Q3 2021 | 162 | 1,069,311 | RSP, IVV, IWM, EFA | 13F-HR | 11/15/2021 | 000121465921011666 |
| Q2 2021 | 165 | 1,051,447 | RSP, IVV, IWM, EFA | 13F-HR | 8/2/2021 | 000121465921008057 |
| Q1 2021 | 135 | 949,043 | RSP, IVV, IWM, EFA | 13F-HR | 4/20/2021 | 000121465921004326 |
| Q4 2020 | 131 | 848,671 | IVV, RSP, IWM, EFA | 13F-HR | 1/21/2021 | 000121465921000698 |
| Q3 2020 | 117 | 720,828 | IVV, RSP, IWM, EFA | 13F-HR | 10/20/2020 | 000121465920008737 |
| Q2 2020 | 104 | 634,750 | IVV, RSP, IWM, EFA | 13F-HR | 7/14/2020 | 000121465920006293 |
| Q1 2020 | 90 | 536,684 | IVV, RSP, IWM, EFA | 13F-HR | 4/21/2020 | 000121465920003558 |
| Q4 2019 | 105 | 708,511 | RSP, IVV, IWM, EFA | 13F-HR | 1/22/2020 | 000121465920000493 |
| Q3 2019 | 100 | 659,034 | RSP, IVV, IWM, EFA | 13F-HR | 10/24/2019 | 000121465919006603 |
| Q2 2019 | 97 | 660,911 | RSP, IVV, IWM, EFA | 13F-HR | 7/18/2019 | 000121465919004676 |
| Q1 2019 | 99 | 630,470 | RSP, IVV, IWM, EFA | 13F-HR | 4/26/2019 | 000121465919002923 |
| Q4 2018 | 92 | 542,856 | RSP, IVV, IWM, EFA | 13F-HR | 2/1/2019 | 000121465919000690 |
| Q3 2018 | 101 | 627,558 | RSP, IVV, IWM, EFA | 13F-HR | 11/8/2018 | 000121465918006959 |
| Q2 2018 | 101 | 605,951 | RSP, IVV, IWM, EFA | 13F-HR | 8/3/2018 | 000121465918005186 |
| Q1 2018 | 84 | 577,676 | RSP.MX, IVV, IWM, EFA | 13F-HR | 5/4/2018 | 000121465918003310 |
| Q4 2017 | 88 | 613,168 | RSP.MX, IVV, IWM, EFA | 13F-HR | 2/8/2018 | 000121465918000988 |
| Q3 2017 | 80 | 579,242 | RSP.MX, IVV, IWM, EFA | 13F-HR | 11/8/2017 | 000121465917006501 |
| Q2 2017 | 74 | 569,267 | RSP.MX, IVV, IWM, EFA | 13F-HR | 8/8/2017 | 000121465917004848 |
| Q1 2017 | 76 | 558,801 | RSP.MX, IVV, IWM, EFA | 13F-HR | 5/5/2017 | 000121465917003002 |
| Q4 2016 | 72 | 533,947 | RSP.MX, IVV, IWM, EFA | 13F-HR | 2/6/2017 | 000121465917000717 |
| Q3 2016 | 75 | 521,067 | RSP.MX, IVV, IWM, EFA | 13F-HR | 11/7/2016 | 000121465916014419 |
| Q2 2016 | 67 | 498,786 | RSP.MX, IVV, IWM, EFA | 13F-HR | 8/5/2016 | 000121465916012993 |
| Q1 2016 | 66 | 483,763 | RSP.MX, IVV, IWM, EFA | 13F-HR | 5/10/2016 | 000121465916011378 |
| Q4 2015 | 62 | 463,319 | RSP.MX, IVV, IWM, EFA | 13F-HR | 2/2/2016 | 000121465916009185 |
| Q3 2015 | 60 | 442,118 | RSP.MX, IVV, IWM, EFA | 13F-HR | 11/6/2015 | 000121465915007593 |
| Q2 2015 | 57 | 471,261 | RSP.MX, IWM, IVV, EFA | 13F-HR | 8/4/2015 | 000121465915005817 |
| Q1 2015 | 59 | 447,480 | RSP.MX, IWM, IVV, EFA | 13F-HR | 4/29/2015 | 000121465915003381 |
| Q4 2014 | 59 | 430,714 | RSP.MX, IWM, IVV, EFA | 13F-HR | 1/15/2015 | 000121465915000332 |
| Q3 2014 | 54 | 412,371 | RSP.MX, IVV, IWM, EFA | 13F-HR | 10/22/2014 | 000121465914007142 |
| Q2 2014 | 46 | 370,069 | RSP.MX, IWM, IVV, EFA | 13F-HR | 7/16/2014 | 000121465914005142 |
| Q1 2014 | 47 | 397,289 | RSP.MX, IWM, IVV, EFA | 13F-HR | 5/1/2014 | 000121465914003187 |
| Q4 2013 | 52 | 381,923 | RSP.MX, IWM, IVV, EFA | 13F-HR | 1/16/2014 | 000121465914000394 |