| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 54 | 191,718 | IVV, IXUS, IJH, IJR | 13F-HR | 4/12/2024 | 000108514624001745 |
| Q4 2023 | 43 | 175,948 | IVV, IXUS, IJH, IJR | 13F-HR | 1/10/2024 | 000108514624000188 |
| Q3 2023 | 41 | 161,464 | IVV, IXUS, IJH, IJR | 13F-HR | 10/10/2023 | 000108514623003665 |
| Q2 2023 | 40 | 170,268 | IVV, IXUS, IJH, IJR | 13F-HR | 7/20/2023 | 000108514623002770 |
| Q1 2023 | 38 | 165,500 | IVV, IXUS, IJH, IJR | 13F-HR | 4/19/2023 | 000108514623001761 |
| Q4 2022 | 43 | 177,867 | IVV, IXUS, IJH, TOTL | 13F-HR | 1/13/2023 | 000108514623000135 |
| Q3 2022 | 36 | 140,382 | IVV, IXUS, IJH, IJR | 13F-HR | 10/26/2022 | 000108514622003613 |
| Q2 2022 | 40 | 144,319 | IVV, IXUS, IJH, IJR | 13F-HR | 7/13/2022 | 000108514622002367 |
| Q1 2022 | 43 | 167,179 | IVV, IXUS, IJH, IJR | RESTATEMENT | 4/20/2022 | 000108514622001477 |
| Q4 2021 | 50 | 164,007 | IVV, IXUS, IJH, IJR | 13F-HR | 2/3/2022 | 000108514622000507 |
| Q3 2021 | 48 | 168,790 | IVV, IXUS, IJH, IJR | 13F-HR | 11/5/2021 | 000108514621003039 |
| Q2 2021 | 52 | 165,816 | IVV, IXUS, IJH, IJR | 13F-HR | 8/16/2021 | 000108514621002548 |
| Q1 2021 | 54 | 163,076 | IVV, IXUS, IJH, IJR | 13F-HR | 5/10/2021 | 000108514621001546 |
| Q4 2020 | 43 | 141,928 | IVV, IXUS, IJH, IJR | 13F-HR | 1/29/2021 | 000108514621000322 |
| Q3 2020 | 35 | 125,601 | IVV, IXUS, IJH, IJR | 13F-HR | 11/12/2020 | 000108514620002869 |
| Q2 2020 | 44 | 129,490 | IVV, IXUS, IJH, IJR | 13F-HR | 8/13/2020 | 000108514620002178 |
| Q1 2020 | 41 | 107,854 | IVV, IXUS, IJH, IJR | 13F-HR | 5/12/2020 | 000108514620001434 |
| Q4 2019 | 55 | 126,044 | IVV, IXUS, IJH, IJR | 13F-HR | 1/15/2020 | 000108514620000154 |
| Q3 2018 | 49 | 87,194 | IVV, IXUS, IJH, PFE | 13F-HR | 11/7/2018 | 000108514618002530 |
| Q2 2018 | 40 | 77,870 | IVV, IXUS, IJH, PFE | 13F-HR | 8/10/2018 | 000108514618001941 |
| Q1 2018 | 42 | 75,332 | IVV, IXUS, IJH, PFE | 13F-HR | 5/2/2018 | 000108514618001210 |
| Q4 2017 | 44 | 81,873 | IVV, IXUS, IJH, PFE | 13F-HR | 2/13/2018 | 000108514618000589 |
| Q2 2016 | 45 | 89,195 | BSJH, IVV, IXUS, PFE | 13F-HR | 7/28/2016 | 000108514616004068 |
| Q1 2016 | 44 | 99,787 | BSJG, BSJH, IVV, IXUS | RESTATEMENT | 5/13/2016 | 000108514616003706 |
| Q4 2015 | 45 | 89,710 | BSJG, BSJH, PFE, IVV | 13F-HR | 2/16/2016 | 000108514616003260 |
| Q3 2015 | 43 | 88,334 | BSJG, BSJH, PFE, IVV | 13F-HR | 11/10/2015 | 000108514615002244 |
| Q2 2015 | 47 | 76,239 | BSJG, BSJH, PFE, CLAYMORE EXCHANGE TRD FD TR | 13F-HR | 8/13/2015 | 000108514615001761 |
| Q1 2015 | 45 | 74,169 | BSJG, BSJH, PFE, IGSB | 13F-HR | 5/19/2015 | 000108514615001337 |
| Q4 2014 | 42 | 67,786 | BSJG, BSJF, PFE, IGSB | 13F-HR | 2/11/2015 | 000108514615000348 |