| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 107 | 601,612 | IVV, IJH, AVEM, IEFA | 13F-HR | 5/8/2025 | 000108514625002826 |
| Q4 2024 | 107 | 606,287 | IVV, IJH, AVEM, IEFA | 13F-HR | 1/16/2025 | 000108514625000302 |
| Q3 2024 | 109 | 610,196 | IVV, IJH, AVEM, IEFA | 13F-HR | 10/23/2024 | 000108514624005089 |
| Q2 2024 | 104 | 566,874 | IVV, IJH, AVEM, IEFA | 13F-HR | 7/16/2024 | 000108514624003066 |
| Q1 2024 | 104 | 568,931 | IVV, IJH, AVEM, IEFA | 13F-HR | 4/15/2024 | 000108514624001833 |
| Q4 2023 | 97 | 514,209 | IVV, IJH, IEFA, AVEM | 13F-HR | 2/8/2024 | 000108514624000902 |
| Q3 2023 | 99 | 482,797 | IVV, IJH, IEFA, IEMG | 13F-HR | 10/13/2023 | 000108514623003705 |
| Q2 2023 | 100 | 514,286 | IVV, IJH, IEFA, IEMG | 13F-HR | 7/20/2023 | 000108514623002789 |
| Q1 2023 | 99 | 494,944 | IVV, IJH, IEFA, IEMG | 13F-HR | 4/11/2023 | 000108514623001622 |
| Q4 2022 | 95 | 456,250 | IVV, IJH, IEMG, IEFA | 13F-HR | 1/25/2023 | 000108514623000354 |
| Q3 2022 | 87 | 421,675 | IVV, IJH, IEFA, IEMG | 13F-HR | 10/13/2022 | 000108514622003380 |
| Q2 2022 | 107 | 445,262 | IVV, IJH, IEFA, IEMG | 13F-HR | 7/18/2022 | 000108514622002459 |
| Q1 2022 | 1,091 | 492,635 | IVV, IJH, IEFA, IEMG | 13F-HR | 4/25/2022 | 000159960322000004 |
| Q4 2021 | 1,132 | 580,758 | IVV, IJH, IEFA, AAPL | 13F-HR | 1/5/2022 | 000159960322000002 |
| Q3 2021 | 1,179 | 546,300 | IVV, IJH, IEFA, IEMG | 13F-HR | 10/12/2021 | 000159960321000008 |
| Q2 2021 | 1,162 | 559,513 | IVV, IJH, IEFA, IEMG | 13F-HR | 7/16/2021 | 000159960321000006 |
| Q1 2021 | 1,168 | 508,118 | IVV, IJH, IEFA, IEMG | 13F-HR | 4/27/2021 | 000159960321000004 |
| Q4 2020 | 1,156 | 478,416 | IVV, IJH, IEFA, IEMG | 13F-HR | 1/27/2021 | 000159960321000002 |
| Q3 2020 | 1,177 | 410,824 | IVV, IJH, IEFA, IEMG | 13F-HR | 10/22/2020 | 000159960320000008 |
| Q2 2020 | 1,191 | 386,676 | IVV, IJH, AAPL, IEMG | 13F-HR | 7/23/2020 | 000159960320000006 |
| Q1 2020 | 1,175 | 308,791 | IVV, IJH, AAPL, IEFA | 13F-HR | 4/30/2020 | 000159960320000004 |
| Q4 2019 | 1,143 | 366,157 | IVV, IJH, IJR, IEMG | 13F-HR | 1/31/2020 | 000159960320000002 |
| Q3 2019 | 1,121 | 328,772 | IVV, IJH, IJR, IEMG | 13F-HR | 10/25/2019 | 000159960319000008 |
| Q2 2019 | 1,123 | 319,628 | IVV, IJH, IJR, IEMG | 13F-HR | 8/2/2019 | 000159960319000006 |
| Q1 2019 | 633 | 273,518 | IVV, IJH, IJR, O | 13F-HR | 4/24/2019 | 000159960319000004 |
| Q4 2018 | 634 | 241,404 | IVV, IJH, IJR, O | 13F-HR | 2/1/2019 | 000159960319000002 |
| Q3 2018 | 631 | 276,452 | IVV, IJH, IJR, IWM | 13F-HR | 10/29/2018 | 000159960318000008 |
| Q2 2018 | 624 | 259,401 | IVV, IJH, IJR, VEA | 13F-HR | 7/31/2018 | 000159960318000006 |
| Q1 2018 | 645 | 258,843 | IVV, IJH, IJR, VEA | 13F-HR | 4/25/2018 | 000159960318000004 |
| Q4 2017 | 620 | 252,032 | IVV, IJH, IJR, VEA | 13F-HR | 1/29/2018 | 000159960318000002 |
| Q3 2017 | 623 | 228,140 | IVV, IJH, IJR, VEA | 13F-HR | 10/19/2017 | 000159960317000009 |
| Q2 2017 | 602 | 202,823 | IVV, IJH, IWM, VEA | 13F-HR | 7/19/2017 | 000159960317000007 |
| Q1 2017 | 612 | 193,634 | IVV, IJH, IWM, VEA | 13F-HR | 4/28/2017 | 000159960317000004 |
| Q4 2016 | 580 | 174,238 | IVV, IJH, IWM, VEA | 13F-HR | 2/1/2017 | 000159960317000002 |
| Q3 2016 | 575 | 155,197 | IVV, IJH, QUAL, IWM | 13F-HR | 10/28/2016 | 000159960316000014 |
| Q2 2016 | 583 | 139,392 | IJH, IVV, VEA, IWM | 13F-HR | 7/29/2016 | 000159960316000012 |
| Q1 2016 | 613 | 132,115 | IJH, IVV, VEA, IWM | 13F-HR | 4/27/2016 | 000159960316000010 |
| Q4 2015 | 581 | 123,032 | IJH, IVV, VEA, IWM | 13F-HR | 1/29/2016 | 000159960316000008 |
| Q3 2015 | 604 | 109,358 | IJH, IVV, IWM, VEA | 13F-HR | 10/30/2015 | 000159960315000006 |
| Q2 2015 | 586 | 115,304 | IJH, IVV, IWM, VEA | 13F-HR | 7/16/2015 | 000159960315000004 |
| Q1 2015 | 588 | 113,817 | IJH, IVV, IWM, VEA | 13F-HR | 4/20/2015 | 000159960315000002 |
| Q4 2014 | 583 | 108,128 | IJH, IWM, IVV, VIG | 13F-HR | 1/21/2015 | 000159960315000001 |
| Q3 2014 | 589 | 110,853 | IJH, IWM, VIG, IVV | 13F-HR | 10/14/2014 | 000159960314000017 |
| Q2 2014 | 554 | 112,063 | IJH, IWM, VIG, PPG | 13F-HR | 7/11/2014 | 000159960314000015 |
| Q1 2014 | 576 | 112,353 | IJH, IWM, VIG, EFA | 13F-HR | 5/1/2014 | 000159960314000011 |
| Q4 2013 | 610 | 119,874 | IJH, IWM, VIG, EFA | 13F-HR | 2/14/2014 | 000159960314000007 |