| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 143 | 702,061 | IVV, IUSB, QUAL, DYNF | 13F-HR | 10/21/2024 | 000164224624000008 |
| Q2 2024 | 117 | 618,838 | IVV, IUSB, QUAL, DYNF | 13F-HR | 7/17/2024 | 000164224624000006 |
| Q1 2024 | 122 | 610,801 | IVV, IUSB, QUAL, ESGU | 13F-HR | 4/18/2024 | 000164224624000005 |
| Q4 2023 | 115 | 566,854 | IVV, IUSB, QUAL, ESGU | 13F-HR | 1/19/2024 | 000164224624000002 |
| Q3 2023 | 111 | 522,139 | IVV, IUSB, QUAL, EFV | 13F-HR | 10/31/2023 | 000164224623000005 |
| Q2 2023 | 95 | 528,322 | IVV, IUSB, QUAL, GCOW | 13F-HR | 7/14/2023 | 000164224623000004 |
| Q1 2023 | 93 | 466,298 | IVV, IUSB, ESGU, GCOW | 13F-HR | 4/18/2023 | 000164224623000003 |
| Q4 2022 | 94 | 435,642 | IVV, ESGU, SCHD, IUSB | 13F-HR | 1/30/2023 | 000164224623000001 |
| Q3 2022 | 106 | 458,806 | ESGU, IVV, IUSB, GOVT | 13F-HR | 11/2/2022 | 000164224622000008 |
| Q2 2022 | 87 | 412,866 | ESGU, IVV, IUSB, SCHD | 13F-HR | 7/27/2022 | 000164224622000007 |
| Q1 2022 | 80 | 436,858 | ESGU, IVV, IUSB, GOVT | 13F-HR | 4/25/2022 | 000164224622000006 |
| Q4 2021 | 81 | 442,749 | ESGU, IVV, IUSB, EFG | 13F-HR | 2/3/2022 | 000164224622000005 |
| Q3 2021 | 77 | 386,847 | ESGU, IVV, IUSB, EFV | 13F-HR | 10/29/2021 | 000164224621000006 |
| Q2 2021 | 77 | 376,881 | ESGU, IVV, IUSB, GOVT | 13F-HR | 7/28/2021 | 000164224621000005 |
| Q1 2021 | 77 | 319,847 | ESGU, IVV, GOVT, IUSB | 13F-HR | 4/21/2021 | 000164224621000004 |
| Q4 2020 | 73 | 299,498 | ESGU, IVV, MGK, LQD | 13F-HR | 2/4/2021 | 000164224621000003 |
| Q3 2020 | 66 | 263,055 | ESGU, IVV, MGK, LQD | 13F-HR | 10/21/2020 | 000164224620000005 |
| Q2 2020 | 65 | 226,478 | ESGU, IVV, MGK, LQD | 13F-HR | 7/22/2020 | 000164224620000004 |
| Q1 2020 | 58 | 191,802 | USMV, IVV, GOVT, SCHX | 13F-HR | 4/24/2020 | 000164224620000003 |
| Q4 2019 | 64 | 236,392 | USMV, IVV, GOVT, XMLV | 13F-HR | 1/28/2020 | 000164224620000001 |
| Q3 2019 | 58 | 231,946 | USMV, SCHX, XMLV, EFAV | 13F-HR | 11/1/2019 | 000164224619000006 |
| Q2 2019 | 218 | 220,431 | RSP, SCHX, XMLV, EELV | 13F-HR | 7/24/2019 | 000164224619000005 |
| Q1 2019 | 222 | 214,396 | SCHX, RSP, EELV, USMV | 13F-HR | 4/18/2019 | 000164224619000004 |
| Q4 2018 | 225 | 153,534 | RSP, SCHM, SCHX, SCHA | 13F-HR | 1/25/2019 | 000164224619000001 |
| Q3 2018 | 237 | 191,249 | SCHM, RSP, SCHA, SCHF | 13F-HR | 10/19/2018 | 000164224618000005 |
| Q2 2018 | 222 | 180,238 | SCHM, RSP, SCHA, SCHF | 13F-HR | 7/26/2018 | 000164224618000004 |
| Q1 2018 | 232 | 176,998 | SCHM, RSP.MX, SCHA, SCHF | 13F-HR | 4/26/2018 | 000164224618000003 |
| Q4 2017 | 222 | 171,300 | SCHM, RSP.MX, SCHA, SCHF | RESTATEMENT | 2/15/2018 | 000164224618000002 |
| Q3 2017 | 220 | 189,702 | SCHM, RSP.MX, SCHF, SCHA | 13F-HR | 10/11/2017 | 000164224617000005 |
| Q2 2017 | 206 | 177,225 | SCHM, RSP.MX, SCHA, SCHF | 13F-HR | 7/19/2017 | 000164224617000004 |
| Q1 2017 | 249 | 189,030 | SCHM, RSP.MX, SCHA, SCHX | 13F-HR | 5/10/2017 | 000164224617000003 |
| Q4 2016 | 232 | 165,072 | IHDG, SCHG, RSP.MX, SCHA | 13F-HR | 1/24/2017 | 000164224617000001 |
| Q3 2016 | 235 | 165,150 | IHDG, SCHG, SCHH, SCHA | 13F-HR | 11/2/2016 | 000164224616000009 |
| Q2 2016 | 243 | 160,176 | IHDG, SCHG, SCHH, SCHA | 13F-HR | 8/5/2016 | 000164224616000008 |
| Q1 2016 | 260 | 136,263 | IHDG, AZO, SCHG, SCHH | 13F-HR | 4/22/2016 | 000164224616000006 |
| Q4 2015 | 251 | 143,367 | IHDG, SCHB, SCHD, SCHM | RESTATEMENT | 2/9/2016 | 000164224616000005 |
| Q3 2015 | 227 | 129,782 | IHDG, SCHD, RSP.MX, SCHA | 13F-HR | 11/5/2015 | 000164224615000003 |
| Q2 2015 | 196 | 132,502 | IHDG, SCHD, SCHA, SCHM | 13F-HR | 8/5/2015 | 000164224615000002 |
| Q1 2015 | 224 | 155,843 | IHDG, SCHD, RSP.MX, SCHM | 13F-HR | 5/15/2015 | 000164224615000001 |