| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 233 | 1,801,176 | VUG, VTV, VV, VTI | 13F-HR | 10/29/2026 | 000161632826000008 |
| Q2 2026 | 246 | 2,231,604 | VTV, VUG, VV, BND | 13F-HR | 7/31/2026 | 000161632826000003 |
| Q1 2026 | 198 | 1,669,543 | VTV, VUG, VV, VGK | 13F-HR | 4/28/2026 | 000161632826000002 |
| Q4 2025 | 212 | 1,687,142 | VUG, VTV, VV, VTI | 13F-HR | 2/9/2026 | 000161632826000001 |
| Q3 2025 | 235 | 1,989,266 | VUG, VTV, VV, BND | 13F-HR | 12/16/2025 | 000161632825000007 |
| Q2 2025 | 840 | 1,868,244 | VUG, VTV, VV, BND | 13F-HR | 7/3/2025 | 000161632825000004 |
| Q1 2025 | 830 | 1,746,501 | VTV, VUG, BND, VV | 13F-HR | 4/22/2025 | 000161632825000003 |
| Q4 2024 | 278 | 1,516,197 | VUG, VTV, VV, VTI | 13F-HR | 2/24/2025 | 000161632825000001 |
| Q3 2024 | 265 | 1,521,248 | VTV, VUG, VV, VGK | 13F-HR | 12/3/2024 | 000161632824000005 |
| Q2 2024 | 265 | 1,439,866 | VUG, VTV, VV, VTI | 13F-HR | 8/19/2024 | 000161632824000003 |
| Q1 2024 | 280 | 1,430,493 | VTV, VUG, VV, VTI | 13F-HR | 5/29/2024 | 000161632824000002 |
| Q4 2023 | 282 | 1,310,666 | VTV, VUG, VV, VTI | 13F-HR | 2/21/2024 | 000161632824000001 |
| Q3 2023 | 255 | 1,174,034 | VTV, VUG, VV, VTI | 13F-HR | 11/17/2023 | 000161632823000005 |
| Q2 2023 | 281 | 1,201,615 | VTV, VUG, VV, VTI | 13F-HR | 8/28/2023 | 000161632823000004 |
| Q1 2023 | 256 | 910,741 | VTV, VUG, VGK, VPL | 13F-HR | 5/24/2023 | 000161632823000002 |
| Q4 2022 | 251 | 832,783 | VTV, VUG, VGK, VPL | 13F-HR | 2/24/2023 | 000161632823000001 |
| Q3 2022 | 241 | 773,502 | VTV, VUG, VGK, VB | 13F-HR | 11/30/2022 | 000161632822000004 |
| Q2 2022 | 262 | 821,716 | VTV, VUG, VGK, VB | 13F-HR | 8/23/2022 | 000161632822000003 |
| Q1 2022 | 273 | 973,835 | VTV, VUG, VGK, VPL | 13F-HR | 5/27/2022 | 000161632822000002 |
| Q4 2021 | 286 | 1,022,527 | VUG, VTV, VGK, VB | 13F-HR | 2/25/2022 | 000161632822000001 |
| Q3 2021 | 277 | 967,230 | VUG, VTV, VGK, VB | 13F-HR | 11/17/2021 | 000161632821000004 |
| Q2 2021 | 274 | 967,430 | VUG, VTV, VGK, VB | 13F-HR | 8/18/2021 | 000161632821000003 |
| Q1 2021 | 260 | 865,139 | VUG, VTV, VGK, VB | 13F-HR | 5/24/2021 | 000161632821000002 |
| Q4 2020 | 251 | 821,149 | VUG, VTV, VGK, VB | 13F-HR | 2/26/2021 | 000161632821000001 |
| Q3 2020 | 171 | 664,256 | VUG, VTV, VGK, VPL | 13F-HR | 11/17/2020 | 000161632820000005 |
| Q2 2020 | 146 | 691,325 | VUG, VTV, BND, VGK | 13F-HR | 9/2/2020 | 000161632820000004 |
| Q1 2020 | 122 | 568,905 | VUG, BND, VTV, VGIT | 13F-HR | 5/8/2020 | 000161632820000003 |
| Q4 2019 | 134 | 688,895 | VUG, VTV, BND, VGK | 13F-HR | 2/14/2020 | 000161632820000001 |
| Q3 2019 | 139 | 641,510 | VUG, VTV, BND, VGK | 13F-HR | 11/13/2019 | 000161632819000004 |
| Q2 2019 | 143 | 611,009 | VUG, VTV, BND, VGK | 13F-HR | 8/20/2019 | 000161632819000003 |
| Q1 2019 | 137 | 579,152 | VUG, VTV, BND, VGK | 13F-HR | 5/8/2019 | 000161632819000002 |
| Q4 2018 | 161 | 564,543 | VTV, VUG, BND, VGK | 13F-HR | 2/20/2019 | 000161632819000001 |
| Q3 2018 | 170 | 594,684 | VTV, VUG, BND, VGK | 13F-HR | 11/19/2018 | 000161632818000004 |
| Q2 2018 | 170 | 577,693 | VUG, VTV, VGK, BND | 13F-HR | 8/20/2018 | 000161632818000003 |
| Q1 2018 | 165 | 550,541 | VUG, VTV, VGK, BND | 13F-HR | 5/16/2018 | 000161632818000002 |
| Q4 2017 | 167 | 530,366 | VTV, VUG, VGK, BND | 13F-HR | 2/23/2018 | 000161632818000001 |
| Q3 2017 | 169 | 509,189 | VUG, VTV, VGK, BND | 13F-HR | 11/17/2017 | 000161632817000005 |
| Q2 2017 | 133 | 402,441 | VUG, VTV, VGK, BND | 13F-HR | 7/31/2017 | 000161632817000004 |
| Q1 2017 | 110 | 374,466 | VTV, VUG, VGK, VPL | 13F-HR | 5/18/2017 | 000161632817000003 |
| Q4 2016 | 116 | 347,584 | VTV, VUG, VGK, VPL | 13F-HR | 2/28/2017 | 000161632817000002 |
| Q3 2016 | 141 | 313,051 | VTV, VUG, VGK, BND | 13F-HR | 11/17/2016 | 000161632816000008 |
| Q2 2016 | 108 | 308,817 | VTV, VUG, VGK, BND | 13F-HR | 8/12/2016 | 000161632816000007 |
| Q1 2016 | 112 | 302,191 | VTV, VUG, VGK, VPL | 13F-HR | 5/16/2016 | 000161632816000006 |
| Q4 2015 | 108 | 284,572 | VTV, VUG, VGK, BND | 13F-HR | 2/8/2016 | 000161632816000005 |
| Q3 2015 | 141 | 313,051 | VTV, VUG, VGK, BND | 13F-HR | 11/17/2015 | 000161632815000004 |
| Q2 2015 | 143 | 332,842 | VTV, VUG, VGK, BND | 13F-HR | 8/4/2015 | 000161632815000003 |
| Q1 2015 | 145 | 329,976 | VTV, VUG, VGK, BND | 13F-HR | 4/13/2015 | 000161632815000002 |
| Q4 2014 | 139 | 325,467 | VTV, VUG, VGK, MMP | 13F-HR | 2/23/2015 | 000161632815000001 |
| Q3 2014 | 103 | 255,924 | VTV, VUG, VGK, LQD | 13F-HR | 10/10/2014 | 000161632814000002 |
| Q2 2014 | 99 | 254,152 | VTV, VUG, VGK, LQD | 13F-HR | 8/12/2014 | 000161632814000001 |