| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 607 | 7,392,328 | VUG, VEA, VTV, VIG | 13F-HR | 5/8/2025 | 000139834425008976 |
| Q4 2024 | 612 | 8,281,927 | EQT, VUG, VEA, VTV | 13F-HR | 2/5/2025 | 000139834425002046 |
| Q3 2024 | 604 | 7,857,665 | EQT, VUG, VEA, VIG | 13F-HR | 10/24/2024 | 000139834424019314 |
| Q2 2024 | 573 | 6,787,306 | VUG, VEA, VIG, VTV | 13F-HR | 7/29/2024 | 000172554724003588 |
| Q1 2024 | 570 | 6,565,707 | VUG, VEA, VIG, VTV | 13F-HR | 5/14/2024 | 000172554724002143 |
| Q4 2023 | 524 | 6,044,406 | VUG, VEA, VIG, VTV | 13F-HR | 2/14/2024 | 000172554724000557 |
| Q3 2023 | 548 | 5,304,727 | VEA, VUG, VIG, VTV | RESTATEMENT | 11/30/2023 | 000172554723002560 |
| Q2 2023 | 563 | 5,508,029 | VEA, VUG, AAPL, VIG | 13F-HR | 8/7/2023 | 000172554723000186 |
| Q1 2023 | 360 | 2,577,049 | VUG, VIG, VTV, IEFA | 13F-HR | 5/5/2023 | 000172554723000102 |
| Q4 2022 | 349 | 2,458,672 | VTV, VIG, VUG, DFAC | 13F-HR | 2/7/2023 | 000172554723000029 |
| Q3 2022 | 312 | 1,974,175 | VTV, VUG, VIG, DFUV | 13F-HR | 11/1/2022 | 000172554722000168 |
| Q2 2022 | 333 | 2,099,410 | VTV, VUG, VIG, DFUV | 13F-HR | 7/27/2022 | 000172554722000120 |
| Q1 2022 | 352 | 2,259,366 | VTV, VIG, VUG, IWF | 13F-HR | 5/3/2022 | 000172554722000079 |
| Q4 2021 | 599 | 2,619,499 | SPMB, JPUS, VTV, VIG | 13F-HR | 2/4/2022 | 000172554722000031 |
| Q3 2021 | 276 | 1,947,861 | SPMB, JPUS, VIG, VTV | 13F-HR | 11/4/2021 | 000172554721000106 |
| Q2 2021 | 241 | 1,853,115 | SPMB, JPUS, VIG, VTV | 13F-HR | 8/2/2021 | 000172554721000069 |
| Q1 2021 | 227 | 1,538,600 | JPUS, SPMB, VIG, VTV | 13F-HR | 4/29/2021 | 000172554721000035 |
| Q4 2020 | 240 | 1,260,826 | JPUS, VIG, VTV, IEMG | 13F-HR | 2/11/2021 | 000172554721000017 |
| Q3 2020 | 161 | 674,223 | JPUS, VIG, IEMG, EMB | 13F-HR | 11/12/2020 | 000172554720000085 |
| Q2 2020 | 151 | 626,481 | JPUS, VIG, IEMG, EMB | 13F-HR | 8/12/2020 | 000172554720000072 |
| Q1 2020 | 148 | 476,953 | JPUS, IEMG, EMB, IJH | 13F-HR | 5/12/2020 | 000172554720000051 |
| Q4 2019 | 148 | 639,862 | STIP, JPUS, IEMG, IJH | 13F-HR | 2/5/2020 | 000172554720000018 |
| Q3 2019 | 144 | 601,855 | STIP, JPUS, IEMG, IJH | 13F-HR | 11/12/2019 | 000172554719000065 |
| Q2 2019 | 144 | 547,820 | STIP, IEMG, IJH, EMB | 13F-HR | 8/7/2019 | 000172554719000047 |
| Q1 2019 | 145 | 534,006 | STIP, IEMG, IJH, EMB | 13F-HR | 5/13/2019 | 000172554719000031 |
| Q4 2018 | 134 | 507,569 | STIP, IEMG, IJH, EMB | 13F-HR | 2/14/2019 | 000172554719000021 |
| Q3 2018 | 144 | 493,838 | STIP, IEMG, IJH, EMB | 13F-HR | 11/13/2018 | 000172554718000028 |
| Q2 2018 | 134 | 474,460 | STIP, IEMG, IJH, EMB | 13F-HR | 8/10/2018 | 000172554718000022 |
| Q1 2018 | 132 | 482,099 | STIP, IEMG, IJH, EMB | 13F-HR | 5/10/2018 | 000172554718000012 |
| Q4 2017 | 132 | 463,898 | STIP, EMB, IEMG, IJH | 13F-HR | 2/5/2018 | 000172554718000003 |
| Q3 2017 | 133 | 443,833 | STIP, EMB, IEMG, IJH | 13F-HR | 11/14/2017 | 000154214317000003 |
| Q2 2017 | 119 | 411,691 | STIP, EMB, IJH, IEMG | 13F-HR | 8/10/2017 | 000122107317000082 |
| Q1 2017 | 114 | 399,174 | STIP, EMB, IJH, IEMG | 13F-HR | 5/11/2017 | 000122107317000059 |
| Q4 2016 | 108 | 296,202 | EMB, IJH, IEMG, VTV | 13F-HR | 2/10/2017 | 000122107317000036 |
| Q3 2016 | 112 | 298,282 | EMB, IJH, IEMG, VTV | RESTATEMENT | 2/10/2017 | 000122107317000035 |
| Q2 2016 | 103 | 286,054 | EMB, IJH, IEMG, VTV | 13F-HR | 8/9/2016 | 000122107316000190 |
| Q1 2016 | 108 | 286,247 | EMB, IEMG, IJH, VBR | 13F-HR | 5/16/2016 | 000122107316000168 |
| Q4 2015 | 79 | 253,095 | EMB, IJH, IEMG, VBR | 13F-HR | 2/16/2016 | 000122107316000137 |
| Q3 2015 | 75 | 239,955 | EMB, IJH, IEMG, VBR | 13F-HR | 11/12/2015 | 000122107315000113 |
| Q2 2015 | 86 | 253,689 | IJH, EMB, IHY, VBR | RESTATEMENT | 12/15/2015 | 000108514615002463 |
| Q1 2015 | 88 | 256,438 | IJH, EMB, IHY, IWB | 13F-HR | 5/13/2015 | 000122107315000063 |
| Q4 2014 | 90 | 257,717 | IJH, EMB, IHY, IWB | 13F-HR | 2/11/2015 | 000122107315000020 |
| Q3 2014 | 83 | 236,270 | IJH, EMB, IHY, IWB | 13F-HR | 11/12/2014 | 000122107314000086 |
| Q2 2014 | 63 | 220,197 | IJH, EMB, IHY, IWB | 13F-HR | 8/8/2014 | 000122107314000061 |
| Q1 2014 | 64 | 252,023 | STIP, IJH, IWB, EMB | RESTATEMENT | 5/15/2014 | 000122107314000041 |
| Q4 2013 | 84 | 263,176 | STIP, IJH, IWB, IVV | 13F-HR | 1/23/2014 | 000122107314000001 |