| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 171 | 1,067,794 | ITOT, IVV, IWY, IWV | 13F-HR | 11/1/2024 | 000165065424000011 |
| Q2 2024 | 166 | 991,538 | ITOT, IVV, IWY, IWV | 13F-HR | 8/7/2024 | 000165065424000007 |
| Q1 2024 | 150 | 943,560 | ITOT, IVV, IWV, IWY | 13F-HR | 4/24/2024 | 000165065424000005 |
| Q4 2023 | 143 | 856,242 | ITOT, IVV, IWV, IWR | 13F-HR | 2/12/2024 | 000165065424000002 |
| Q3 2023 | 133 | 710,972 | ITOT, IVV, IWV, IWR | 13F-HR | 11/13/2023 | 000165065423000009 |
| Q2 2023 | 124 | 680,160 | ITOT, IVV, IWR, IWV | 13F-HR | 8/4/2023 | 000165065423000007 |
| Q1 2023 | 120 | 631,798 | ITOT, IVV, IWR, IWV | 13F-HR | 5/10/2023 | 000165065423000005 |
| Q4 2022 | 120 | 607,812 | ITOT, IVV, IWV, IWR | 13F-HR | 2/9/2023 | 000165065423000002 |
| Q3 2022 | 121 | 487,900 | IVV, ITOT, IWV, IWR | 13F-HR | 11/10/2022 | 000165065422000009 |
| Q2 2022 | 125 | 480,447 | IVV, ITOT, IWV, VONV | 13F-HR | 8/12/2022 | 000165065422000007 |
| Q1 2022 | 136 | 571,542 | IVV, ITOT, VONV, IWV | 13F-HR | 5/13/2022 | 000165065422000005 |
| Q4 2021 | 142 | 571,440 | IVV, ITOT, VONV, IWV | 13F-HR | 2/9/2022 | 000165065422000002 |
| Q3 2021 | 161 | 551,221 | IVV, VONV, IWV, ITOT | 13F-HR | 11/12/2021 | 000165065421000008 |
| Q2 2021 | 162 | 513,484 | IVV, IWV, VONV, IWR | 13F-HR | 8/13/2021 | 000165065421000007 |
| Q1 2021 | 162 | 456,429 | IVV, IWV, VONV, IJH | 13F-HR | 5/14/2021 | 000165065421000005 |
| Q4 2020 | 147 | 394,438 | IVV, SPY, IJH, IWV | 13F-HR | 2/12/2021 | 000165065421000002 |
| Q3 2020 | 135 | 329,772 | IVV, SPY, AAPL, IJH | 13F-HR | 11/13/2020 | 000165065420000006 |
| Q2 2020 | 137 | 308,226 | IVV, SPY, IJH, AAPL | 13F-HR | 8/12/2020 | 000165065420000005 |
| Q1 2020 | 125 | 255,115 | IVV, SPY, IJH, IWR | 13F-HR | 5/11/2020 | 000165065420000004 |
| Q4 2019 | 167 | 327,770 | IVV, IJR, IWR, AAPL | 13F-HR | 2/12/2020 | 000165065420000002 |
| Q3 2019 | 179 | 292,738 | IVV, IJR, IWR, IJH | 13F-HR | 10/24/2019 | 000165065419000005 |
| Q2 2019 | 170 | 331,367 | IVV, IJR, IWR, IJH | 13F-HR | 7/30/2019 | 000165065419000004 |
| Q1 2019 | 136 | 343,128 | IJR, IVV, IWR, IJH | 13F-HR | 5/13/2019 | 000165065419000003 |
| Q4 2018 | 135 | 337,912 | IVV, IWR, IJR, MDY | 13F-HR | 2/1/2019 | 000165065419000001 |
| Q3 2018 | 137 | 453,724 | IJR, IVV, IJH, IWR | RESTATEMENT | 11/7/2018 | 000165065418000005 |
| Q2 2018 | 144 | 433,614 | IJR, IVV, IJH, IWR | 13F-HR | 7/27/2018 | 000165065418000003 |
| Q1 2018 | 142 | 459,815 | IJH, IVV, IJR, IWR | 13F-HR | 5/9/2018 | 000165065418000002 |
| Q4 2017 | 156 | 487,579 | IJH, IVV, IJR, IWR | 13F-HR | 2/8/2018 | 000165065418000001 |
| Q3 2017 | 153 | 437,654 | IJR, IVV, IJH, IWR | 13F-HR | 11/9/2017 | 000165065417000005 |
| Q2 2017 | 149 | 376,451 | IJR, IVV, IJH, IWR | 13F-HR | 8/4/2017 | 000165065417000004 |
| Q1 2017 | 113 | 242,800 | IJR, IVV, IWR, IJH | 13F-HR | 4/27/2017 | 000165065417000003 |
| Q4 2016 | 112 | 226,961 | IVV, IJR, IWR, JPM | RESTATEMENT | 2/27/2017 | 000165065417000002 |
| Q3 2016 | 112 | 211,017 | IVV, IWR, IJR, GSK | 13F-HR | 11/7/2016 | 000165065416000006 |
| Q2 2016 | 113 | 193,190 | IVV, IWR, GSK, PFE | 13F-HR | 8/9/2016 | 000165065416000005 |
| Q1 2016 | 110 | 184,421 | IVV, IWR, GSK, PFE | 13F-HR | 5/12/2016 | 000165065416000004 |
| Q4 2015 | 96 | 199,377 | IVV, GE, GSK, IWR | 13F-HR | 1/8/2016 | 000165065416000003 |
| Q3 2015 | 93 | 175,986 | NTG, KMI, GSK, GE | 13F-HR | 10/5/2015 | 000165065415000002 |
| Q2 2015 | 102 | 226,860 | KMI, NTG, AAPL, BSCF | 13F-HR | 8/11/2015 | 000165065415000001 |