| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 490 | 2,407,859 | IWF, VTV, IXUS, VUG | 13F-HR | 10/21/2024 | 000108514624005026 |
| Q2 2024 | 421 | 2,235,232 | IWF, VTV, IXUS, VUG | 13F-HR | 7/31/2024 | 000159818024000004 |
| Q1 2024 | 435 | 2,215,554 | IWF, VTV, IXUS, IWD | 13F-HR | 5/9/2024 | 000159818024000003 |
| Q4 2023 | 420 | 2,102,972 | IWF, IXUS, VTV, IWD | RESTATEMENT | 8/29/2024 | 000159818024000009 |
| Q3 2023 | 381 | 1,926,056 | IWF, IXUS, IWD, VTV | RESTATEMENT | 8/29/2024 | 000159818024000008 |
| Q2 2023 | 379 | 2,004,197 | IWF, IXUS, IWD, VTV | RESTATEMENT | 8/29/2024 | 000159818024000007 |
| Q1 2023 | 427 | 2,054,883 | IWF, IXUS, IWD, VTV | RESTATEMENT | 8/29/2024 | 000159818024000006 |
| Q4 2022 | 375 | 1,608,503 | IWF, VTV, IWD, VUG | 13F-HR | 2/8/2023 | 000159818023000001 |
| Q3 2022 | 380 | 1,609,310 | IWF, VTV, IWD, VUG | 13F-HR | 11/14/2022 | 000159818022000004 |
| Q2 2022 | 388 | 1,782,988 | IWF, IWD, VTV, VUG | 13F-HR | 8/3/2022 | 000159818022000003 |
| Q1 2022 | 409 | 1,950,063 | IWF, VTV, IWD, VUG | 13F-HR | 5/4/2022 | 000159818022000002 |
| Q4 2021 | 385 | 2,027,693 | IWF, IWD, VTV, VUG | 13F-HR | 2/2/2022 | 000159818022000001 |
| Q3 2021 | 366 | 1,718,351 | IWF, IWD, VTV, VUG | 13F-HR | 11/2/2021 | 000159818021000004 |
| Q2 2021 | 350 | 1,564,720 | IWF, IWD, VTV, VUG | 13F-HR | 8/6/2021 | 000159818021000003 |
| Q1 2021 | 311 | 1,439,269 | IWF, IWD, VTV, VUG | 13F-HR | 5/11/2021 | 000159818021000002 |
| Q4 2020 | 300 | 1,344,439 | IWF, IWD, VTV, VUG | 13F-HR | 2/12/2021 | 000159818021000001 |
| Q3 2020 | 282 | 1,169,797 | IWF, IWD, VTV, VUG | 13F-HR | 11/13/2020 | 000159818020000004 |
| Q2 2020 | 263 | 1,131,686 | IWF, IWD, VTV, VUG | 13F-HR | 8/11/2020 | 000159818020000003 |
| Q1 2020 | 244 | 938,431 | IWF, IWD, VTV, EFAV | 13F-HR | 5/5/2020 | 000159818020000002 |
| Q4 2019 | 279 | 1,121,990 | IWD, IWF, EFA, CBU | 13F-HR | 2/7/2020 | 000159818020000001 |
| Q3 2019 | 258 | 981,750 | IWD, IWF, EFA, IWV | 13F-HR | 11/6/2019 | 000159818019000004 |
| Q2 2019 | 246 | 939,969 | EFA, IWF, IWD, IWV | 13F-HR | 7/31/2019 | 000159818019000003 |
| Q1 2019 | 258 | 887,461 | IWF, EFA, IWD, IWV | 13F-HR | 5/1/2019 | 000159818019000002 |
| Q4 2018 | 220 | 693,872 | IWF, EFA, IWD, IWV | 13F-HR | 2/13/2019 | 000159818019000001 |
| Q3 2018 | 194 | 513,289 | IWF, IWD, IWO, FCF | 13F-HR | 11/20/2018 | 000159818018000005 |
| Q2 2018 | 183 | 461,218 | IWF, IWD, IWO, FCF | 13F-HR | 8/9/2018 | 000159818018000004 |
| Q1 2018 | 178 | 444,048 | IWF, IWD, IWO, FCF | 13F-HR | 5/9/2018 | 000159818018000003 |
| Q4 2017 | 177 | 424,901 | IWF, IWD, IWO, SPY | 13F-HR | 1/26/2018 | 000159818018000001 |
| Q3 2017 | 161 | 357,691 | IWF, IWD, IWO, SPY | 13F-HR | 11/8/2017 | 000159818017000007 |
| Q2 2017 | 142 | 314,974 | IWF, IWD, IWO, SPY | 13F-HR | 8/14/2017 | 000159818017000006 |
| Q1 2017 | 231 | 398,447 | IWF, IWD, IWO, SPY | RESTATEMENT | 5/22/2017 | 000159818017000005 |
| Q1 2017 | 231 | 621,748 | CPB, IWF, IWD, IWO | RESTATEMENT | 5/18/2017 | 000159818017000004 |
| Q4 2016 | 145 | 291,141 | IWF, IWD, SPY, IWO | 13F-HR | 1/27/2017 | 000159818017000001 |
| Q3 2016 | 154 | 275,996 | IWF, IWD, SPY, IWO | 13F-HR | 11/14/2016 | 000159818016000011 |
| Q2 2016 | 167 | 272,190 | IWF, IWD, SPY, SYK | RESTATEMENT | 8/11/2016 | 000159818016000009 |
| Q1 2016 | 164 | 265,046 | IWF, IWD, SPY, SYK | RESTATEMENT | 8/11/2016 | 000159818016000010 |
| Q4 2015 | 174 | 268,295 | IWF, IWD, SPY, IWO | 13F-HR | 2/5/2016 | 000159818016000005 |
| Q3 2015 | 146 | 231,712 | IWF, IWD, SPY, SYK | 13F-HR | 11/13/2015 | 000159818015000004 |
| Q2 2015 | 125 | 253,307 | IWD, IWF, EFA, SPY | 13F-HR | 8/12/2015 | 000159818015000003 |
| Q1 2015 | 133 | 245,892 | IWD, IWF, EFA, SPY | 13F-HR | 5/4/2015 | 000159818015000002 |
| Q4 2014 | 129 | 240,558 | IWD, IWF, SPY, EFA | 13F-HR | 2/13/2015 | 000159818015000001 |
| Q3 2014 | 121 | 210,480 | IWD, IWF, SPY, SYK | 13F-HR | 11/13/2014 | 000159818014000005 |
| Q2 2014 | 124 | 216,492 | IWD, IWF, SPY, SYK | 13F-HR | 8/13/2014 | 000159818014000004 |
| Q1 2014 | 116 | 205,509 | IWD, IWF, SPY, DJP | 13F-HR | 5/13/2014 | 000159818014000003 |
| Q4 2013 | 110 | 219,219 | IWD, IWF, SPY, DJP | 13F-HR | 2/4/2014 | 000159818014000002 |