| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 43 | 162,113 | IWF, DFLV, IVV, LQD | 13F-HR | 2/23/2024 | 000165653724000002 |
| Q3 2023 | 42 | 146,448 | IWF, DFLV, IVV, VCSH | 13F-HR | 10/10/2023 | 000165653723000005 |
| Q2 2023 | 46 | 152,440 | IWF, DFLV, IVV, LQD | 13F-HR | 7/11/2023 | 000165653723000004 |
| Q1 2023 | 47 | 140,747 | IWF, IWD, IVV, LQD | 13F-HR | 4/24/2023 | 000165653723000003 |
| Q4 2022 | 45 | 136,187 | IWD, IWF, IVV, LQD | 13F-HR | 1/30/2023 | 000165653723000002 |
| Q3 2022 | 44 | 129,562 | IWD, IWF, IVV, LQD | 13F-HR | 11/9/2022 | 000165653722000005 |
| Q2 2022 | 48 | 138,543 | IWD, IWF, IVV, AGG | 13F-HR | 7/25/2022 | 000165653722000004 |
| Q1 2022 | 51 | 160,346 | IWD, IWF, IVV, AGG | 13F-HR | 4/15/2022 | 000165653722000003 |
| Q4 2021 | 51 | 177,456 | IWF, IWD, IVV, AGG | 13F-HR | 1/20/2022 | 000165653722000001 |
| Q3 2021 | 49 | 166,508 | IWD, IWF, IVV, AGG | 13F-HR | 10/14/2021 | 000165653721000006 |
| Q2 2021 | 49 | 169,281 | IWD, IWF, IVV, AGG | 13F-HR | 8/2/2021 | 000165653721000005 |
| Q1 2021 | 265 | 170,179 | IWD, IWF, IVV, USMV | 13F-HR | 4/12/2021 | 000165653721000004 |
| Q4 2020 | 221 | 164,004 | IWF, IWD, IVV, USMV | 13F-HR | 1/22/2021 | 000165653721000001 |
| Q3 2020 | 217 | 128,415 | IWF, IWD, IVV, USMV | 13F-HR | 10/13/2020 | 000165653720000005 |
| Q2 2020 | 215 | 121,170 | IWF, IWD, IVV, USMV | 13F-HR | 7/9/2020 | 000165653720000004 |
| Q1 2020 | 188 | 102,128 | IWF, IWD, IVV, USMV | 13F-HR | 4/23/2020 | 000165653720000003 |
| Q4 2019 | 204 | 154,511 | IWF, IWD, USMV, IVV | 13F-HR | 1/22/2020 | 000165653720000002 |
| Q3 2019 | 183 | 145,639 | IWF, IWD, USMV, IVV | RESTATEMENT | 10/30/2019 | 000165653719000006 |
| Q2 2019 | 172 | 144,130 | IVW, IVE, IVV, BA | 13F-HR | 7/19/2019 | 000165653719000004 |
| Q1 2019 | 166 | 138,971 | IVW, IVE, BA, IVV | 13F-HR | 4/10/2019 | 000165653719000003 |
| Q4 2018 | 169 | 109,685 | IVW, IVE, BA, IVV | 13F-HR | 1/24/2019 | 000165653719000001 |
| Q3 2018 | 167 | 146,142 | IVW, IVE, BA, USMV | 13F-HR | 10/16/2018 | 000165653718000008 |
| Q2 2018 | 172 | 93,920 | BA, IVW, IVV, IVE | 13F-HR | 7/30/2018 | 000165653718000007 |
| Q1 2018 | 175 | 129,663 | IVW, IVE, USMV, BA | 13F-HR | 5/4/2018 | 000165653718000004 |
| Q4 2017 | 173 | 141,394 | IVW, IVE, USMV, RSP.MX | 13F-HR | 1/25/2018 | 000165653718000001 |
| Q3 2017 | 154 | 135,492 | IVW, IVE, USMV, EUSA | 13F-HR | 10/20/2017 | 000165653717000011 |
| Q2 2017 | 159 | 128,719 | IVW, IVE, USMV, EUSA | 13F-HR | 8/10/2017 | 000165653717000003 |
| Q1 2017 | 158 | 131,050 | IVW, IVE, USMV, EUSA | 13F-HR | 8/10/2017 | 000165653717000002 |
| Q4 2016 | 164 | 123,078 | IVE, IVW, USMV, EUSA | 13F-HR | 8/9/2017 | 000165653717000001 |
| Q3 2016 | 212 | 110,161 | IVW, LQD, USMV, IVE | RESTATEMENT | 6/14/2018 | 000165653718000006 |
| Q2 2016 | 224 | 106,120 | IVW, LQD, USMV, IVE | RESTATEMENT | 5/18/2018 | 000165653718000005 |
| Q1 2016 | 202 | 103,724 | IVW, USMV, LQD, IVE | RESTATEMENT | 10/2/2017 | 000165653717000010 |
| Q4 2015 | 198 | 101,349 | IVW, LQD, USMV, IVE | RESTATEMENT | 9/18/2017 | 000165653717000009 |