| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 199 | 712,817 | IVV, TDTF, IJR, VIG | 13F-HR | 2/14/2024 | 000161151824000002 |
| Q3 2023 | 188 | 587,942 | IVV, IJR, VEA, VIG | 13F-HR | 11/9/2023 | 000184330323000013 |
| Q2 2023 | 193 | 605,948 | IVV, IJR, VIG, VEA | 13F-HR | 8/2/2023 | 000161151823000006 |
| Q1 2023 | 189 | 564,770 | IVV, IJR, VEA, VIG | 13F-HR | 4/21/2023 | 000161151823000004 |
| Q4 2022 | 179 | 528,617 | IVV, IJR, VIG, VEA | 13F-HR | 2/9/2023 | 000184653223000002 |
| Q3 2022 | 173 | 477,772 | IVV, IJR, VIG, VEA | 13F-HR | 10/24/2022 | 000161151822000008 |
| Q2 2022 | 182 | 511,787 | IVV, IJR, VIG, VEA | 13F-HR | 7/29/2022 | 000161151822000006 |
| Q1 2022 | 206 | 588,398 | IVV, DFIV, IJR, VIG | 13F-HR | 5/16/2022 | 000161151822000004 |
| Q4 2021 | 199 | 570,389 | IVV, IJR, VIG, VEA | 13F-HR | 1/19/2022 | 000161151822000002 |
| Q3 2021 | 185 | 515,224 | IVV, IJR, VIG, VEA | 13F-HR | 11/8/2021 | 000161151821000009 |
| Q2 2021 | 188 | 510,362 | IVV, IJR, VEA, VIG | 13F-HR | 8/9/2021 | 000161151821000007 |
| Q1 2021 | 168 | 461,893 | IVV, IJR, VEA, VIG | 13F-HR | 4/29/2021 | 000161151821000004 |
| Q4 2020 | 162 | 429,796 | IVV, IJR, VEA, VIG | 13F-HR | 1/28/2021 | 000161151821000002 |
| Q3 2020 | 150 | 368,592 | IVV, IJR, VEA, VIG | 13F-HR | 11/9/2020 | 000161151820000011 |
| Q2 2020 | 144 | 356,569 | IVV, IJR, VEA, VIG | 13F-HR | 8/14/2020 | 000161151820000009 |
| Q1 2020 | 126 | 288,211 | IVV, IJR, VEA, VIG | 13F-HR | 4/23/2020 | 000161151820000004 |
| Q4 2019 | 138 | 358,069 | IVV, IJR, VEA, VBR | 13F-HR | 1/28/2020 | 000161151820000002 |
| Q3 2019 | 134 | 328,431 | IVV, IJR, VEA, VBR | 13F-HR | 10/23/2019 | 000161151819000008 |
| Q2 2019 | 127 | 331,995 | IVV, IJR, VEA, VBR | 13F-HR | 7/12/2019 | 000161151819000006 |
| Q1 2019 | 140 | 320,755 | IVV, IJR, VEA, VBR | 13F-HR | 5/1/2019 | 000161151819000004 |
| Q4 2018 | 127 | 278,282 | IVV, IJR, VEA, VBR | 13F-HR | 1/17/2019 | 000161151819000002 |
| Q3 2018 | 134 | 324,084 | IVV, IJR, VEA, VBR | 13F-HR | 10/4/2018 | 000161151818000010 |
| Q2 2018 | 131 | 308,932 | IVV, IJR, VEA, VBR | 13F-HR | 7/19/2018 | 000161151818000008 |
| Q1 2018 | 126 | 301,940 | IVV, IJR, VEA, VBR | 13F-HR | 4/13/2018 | 000161151818000004 |
| Q4 2017 | 132 | 304,922 | IVV, IJR, VEA, VBR | RESTATEMENT | 4/13/2018 | 000161151818000006 |
| Q3 2017 | 127 | 287,578 | IVV, IJR, VEA, VBR | 13F-HR | 11/8/2017 | 000161151817000005 |
| Q2 2017 | 121 | 268,643 | IVV, IJR, VEA, VBR | 13F-HR | 8/10/2017 | 000161151817000004 |
| Q1 2017 | 123 | 251,608 | IVV, IJR, VEA, VBR | 13F-HR | 5/2/2017 | 000161151817000003 |
| Q4 2016 | 117 | 224,608 | IVV, IJR, VEA, VBR | 13F-HR | 2/9/2017 | 000161151817000001 |
| Q3 2016 | 116 | 216,055 | IVV, IJR, VEA, VBR | 13F-HR | 11/7/2016 | 000161151816000008 |
| Q2 2016 | 111 | 206,488 | IVV, IJR, VEA, VBR | 13F-HR | 8/8/2016 | 000161151816000007 |
| Q1 2016 | 113 | 200,358 | IVV, IJR, VEA, VBR | 13F-HR | 5/12/2016 | 000161151816000006 |
| Q4 2015 | 122 | 202,280 | IVV, IJR, VEA, VBR | 13F-HR | 2/11/2016 | 000161151816000005 |
| Q3 2015 | 117 | 186,262 | IVV, IJR, VEA, VBR | 13F-HR | 11/10/2015 | 000161151815000004 |
| Q2 2015 | 117 | 186,042 | IVV, IJR, VEA, VBR | 13F-HR | 8/6/2015 | 000161151815000003 |
| Q1 2015 | 98 | 173,663 | IVV, IJR, VEA, VBR | 13F-HR | 4/28/2015 | 000161151815000002 |
| Q4 2014 | 102 | 170,201 | IVV, IJR, VEA, VBR | 13F-HR | 2/11/2015 | 000161151815000001 |