| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 263 | 1,633,331 | IVV, IJH, VTIP, SPY | 13F-HR | 5/12/2025 | 000117266125001721 |
| Q4 2024 | 256 | 1,626,365 | IVV, IJH, SPY, VTIP | 13F-HR | 1/31/2025 | 000117266125000455 |
| Q3 2024 | 265 | 1,614,554 | IVV, IJH, SPY, IJR | 13F-HR | 11/1/2024 | 000117266124004449 |
| Q2 2024 | 250 | 1,480,265 | IVV, IJH, SPY, VTIP | 13F-HR | 7/30/2024 | 000117266124002977 |
| Q1 2024 | 238 | 1,441,342 | IVV, IJH, SPY, VTIP | 13F-HR | 5/1/2024 | 000117266124001966 |
| Q4 2023 | 225 | 1,362,146 | IVV, VTIP, IJH, SPY | 13F-HR | 1/29/2024 | 000117266124000364 |
| Q3 2023 | 219 | 1,237,004 | IVV, VTIP, IJH, SPY | 13F-HR | 10/30/2023 | 000117266123003540 |
| Q2 2023 | 216 | 1,239,184 | IVV, IJH, VTIP, SPY | 13F-HR | 7/31/2023 | 000117266123002679 |
| Q1 2023 | 199 | 1,161,209 | IVV, VTIP, IJH, SPY | 13F-HR | 5/3/2023 | 000117266123001803 |
| Q4 2022 | 203 | 1,140,122 | IVV, VTIP, IJH, SPY | 13F-HR | 2/3/2023 | 000117266123000422 |
| Q3 2022 | 188 | 1,018,419 | IVV, VTIP, SPY, IJH | 13F-HR | 10/28/2022 | 000160658722002032 |
| Q2 2022 | 193 | 1,023,415 | IVV, VTIP, SPY, IJH | 13F-HR | 7/27/2022 | 000160658722001487 |
| Q1 2022 | 204 | 1,177,198 | IVV, JPST, VTIP, SPY | 13F-HR | 5/6/2022 | 000160658722000977 |
| Q4 2021 | 182 | 1,163,918 | IVV, JPST, SPY, VTIP | 13F-HR | 1/31/2022 | 000160658722000193 |
| Q3 2021 | 173 | 1,070,484 | IVV, JPST, VTIP, SPY | 13F-HR | 11/1/2021 | 000160658721001463 |
| Q2 2021 | 163 | 1,042,711 | IVV, JPST, VTIP, SPY | 13F-HR | 7/27/2021 | 000160658721000908 |
| Q1 2021 | 172 | 967,167 | IVV, JPST, VTIP, SPY | 13F-HR | 4/29/2021 | 000160658721000472 |
| Q4 2020 | 153 | 866,446 | IVV, JPST, SPY, VTIP | 13F-HR | 2/9/2021 | 000160658721000238 |
| Q3 2020 | 138 | 743,188 | IVV, JPST, VTIP, SPY | 13F-HR | 11/3/2020 | 000160658720001182 |
| Q2 2020 | 127 | 653,977 | IVV, JPST, VTIP, SPY | 13F-HR | 8/4/2020 | 000160658720000815 |
| Q1 2020 | 120 | 490,227 | IVV, VTIP, SPY, IJH | 13F-HR | 4/29/2020 | 000160658720000514 |
| Q4 2019 | 135 | 611,061 | IVV, IJH, SPY, VTIP | 13F-HR | 1/29/2020 | 000160658720000138 |
| Q3 2019 | 121 | 558,509 | IVV, IJH, SPY, VTIP | 13F-HR | 10/22/2019 | 000160658719000903 |
| Q2 2019 | 119 | 538,228 | IVV, IJH, SPY, TPYP | RESTATEMENT | 9/27/2019 | 000160658719000812 |
| Q1 2019 | 119 | 512,978 | IVV, IJH, SPY, TPYP | 13F-HR | 5/3/2019 | 000160658719000482 |
| Q4 2018 | 107 | 444,040 | IVV, IJH, SPY, TPYP | 13F-HR | 1/28/2019 | 000160658719000083 |
| Q3 2018 | 105 | 488,507 | IVV, IJH, SPY, TPYP | 13F-HR | 10/26/2018 | 000160658718000786 |
| Q2 2018 | 102 | 464,628 | IVV, IJH, SPY, TPYP | 13F-HR | 8/2/2018 | 000160658718000581 |
| Q1 2018 | 107 | 445,858 | IVV, SPY, IJH, MLPI | 13F-HR | 4/25/2018 | 000160658718000347 |
| Q4 2017 | 113 | 457,525 | IVV, SPY, IJH, MLPI | 13F-HR | 2/2/2018 | 000160658718000102 |
| Q3 2017 | 95 | 406,412 | IVV, SPY, IJH, MLPI | 13F-HR | 10/24/2017 | 000160658717000580 |
| Q2 2017 | 95 | 374,994 | IVV, SPY, IJH, AMJ | 13F-HR | 7/21/2017 | 000160658717000402 |
| Q1 2017 | 95 | 360,385 | IVV, SPY, AMJ, MLPI | 13F-HR | 5/4/2017 | 000160658717000275 |
| Q4 2016 | 96 | 329,491 | IVV, SPY, AMJ, IJH | 13F-HR | 1/26/2017 | 000160658717000047 |
| Q3 2016 | 377 | 331,981 | IVV, SPY, AMJ, SDY | 13F-HR | 10/19/2016 | 000160658716000789 |
| Q2 2016 | 390 | 309,164 | SPY, IVV, AMJ, SDY | 13F-HR | 8/4/2016 | 000160658716000698 |
| Q1 2016 | 392 | 279,039 | SPY, IVV, AMJ, SDY | 13F-HR | 4/18/2016 | 000160658716000537 |
| Q4 2015 | 406 | 267,468 | SPY, AMJ, SDY, IVV | 13F-HR | 2/9/2016 | 000160658716000427 |
| Q3 2015 | 437 | 255,015 | SPY, IVV, SDY, PRF | 13F-HR | 2/9/2016 | 000160658716000425 |
| Q2 2015 | 411 | 254,203 | SPY, IVV, SDY, AMJ | 13F-HR | 2/9/2016 | 000160658716000423 |
| Q1 2015 | 376 | 243,220 | SPY, AMJ, SDY, MLPN | 13F-HR | 2/9/2016 | 000160658716000421 |
| Q4 2014 | 389 | 240,698 | SPY, AMJ, SDY, MLPN | 13F-HR | 2/9/2016 | 000160658716000419 |