| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2020 | 90 | 219,029 | IVV, SDY, HDV, SCZ | 13F-HR | 5/11/2020 | 000139834420009767 |
| Q4 2019 | 83 | 306,439 | IVV, HDV, SDY, SCZ | 13F-HR | 2/6/2020 | 000139834420002306 |
| Q3 2019 | 59 | 292,024 | IVV, HDV, SDY, SCZ | 13F-HR | 10/30/2019 | 000139834419018722 |
| Q2 2019 | 55 | 283,224 | IVV, HDV, SDY, SCZ | 13F-HR | 8/2/2019 | 000139834419013425 |
| Q1 2019 | 58 | 279,767 | IVV, HDV, SDY, SCZ | 13F-HR | 5/8/2019 | 000139834419008206 |
| Q4 2018 | 57 | 248,489 | IVV, HDV, SDY, SCZ | 13F-HR | 2/8/2019 | 000139834419002264 |
| Q3 2018 | 52 | 280,803 | IVV, HDV, SDY, SCZ | 13F-HR | 11/2/2018 | 000139834418015809 |
| Q2 2018 | 52 | 268,196 | IVV, SDY, HDV, SCZ | 13F-HR | 7/26/2018 | 000139834418010525 |
| Q1 2018 | 52 | 262,544 | IVV, HDV, SDY, SCZ | 13F-HR | 5/2/2018 | 000139834418006616 |
| Q4 2017 | 55 | 278,502 | IVV, HDV, SDY, SCZ | 13F-HR | 2/9/2018 | 000139834418001865 |
| Q3 2017 | 1 | 1,445 | PG | NEW HOLDINGS | 2/9/2018 | 000139834418001867 |
| Q3 2017 | 54 | 267,264 | IVV, HDV, SDY, SCZ | 13F-HR | 11/2/2017 | 000139834417014085 |
| Q2 2017 | 46 | 235,682 | IVV, HDV, SDY, SCZ | 13F-HR | 7/27/2017 | 000139834417009143 |
| Q1 2017 | 54 | 250,348 | IVV, HDV, SDY, SCZ | 13F-HR | 4/28/2017 | 000139834417005371 |
| Q4 2016 | 55 | 230,959 | IVV, HDV, SDY, SCZ | 13F-HR | 1/27/2017 | 000139834417000967 |
| Q3 2016 | 54 | 225,068 | IVV, HDV, SDY, SCZ | 13F-HR | 10/19/2016 | 000139834416019724 |
| Q2 2016 | 56 | 222,486 | IVV, HDV, SDY, SCZ | 13F-HR | 7/28/2016 | 000139834416015700 |
| Q1 2016 | 58 | 213,201 | IVV, HDV, SDY, SCZ | 13F-HR | 4/22/2016 | 000139834416012175 |
| Q4 2015 | 60 | 193,497 | IVV, HDV, SDY, SCZ | 13F-HR | 1/26/2016 | 000139834416009186 |
| Q3 2015 | 52 | 186,535 | IVV, HDV, SDY, SCZ | 13F-HR | 11/3/2015 | 000139834415007327 |
| Q2 2015 | 52 | 199,862 | IVV, HDV, SDY, SCZ | 13F-HR | 7/31/2015 | 000139834415004815 |
| Q1 2015 | 52 | 203,124 | IVV, HDV, SDY, SCZ | 13F-HR | 5/8/2015 | 000139834415003139 |
| Q4 2014 | 51 | 195,079 | IVV, HDV, SDY, VWO | 13F-HR | 2/2/2015 | 000139834415000583 |
| Q3 2014 | 53 | 186,535 | IVV, HDV, SDY, VWO | 13F-HR | 11/5/2014 | 000139834414005658 |
| Q2 2014 | 56 | 193,317 | IVV, HDV, SDY, VWO | 13F-HR | 7/28/2014 | 000139834414003757 |
| Q1 2014 | 54 | 183,897 | IVV, HDV, SDY, VWO | 13F-HR | 5/15/2014 | 000139834414002820 |
| Q4 2013 | 55 | 175,506 | HDV, IVV, SDY, VWO | 13F-HR | 1/13/2014 | 000139834414000233 |