| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 259 | 363,397 | IWF, IWP, SCTXX, IWD | 13F-HR | 4/18/2024 | 000166533724000002 |
| Q4 2023 | 280 | 379,156 | UWMC, IWF, IWP, SKY | 13F-HR | 1/23/2024 | 000166533724000001 |
| Q3 2023 | 253 | 323,242 | IWF, SCHD, UWMC, IWP | 13F-HR | 10/17/2023 | 000166533723000006 |
| Q2 2023 | 273 | 315,778 | IWF, SCHD, IWP, IWD | 13F-HR | 7/18/2023 | 000166533723000002 |
| Q1 2023 | 278 | 318,378 | IWP, IWF, IVV, SCHD | 13F-HR | 7/18/2023 | 000166533723000003 |
| Q4 2022 | 252 | 296,311 | IWP, SCHD, IWF, IVV | 13F-HR | 2/13/2023 | 000166533723000001 |
| Q3 2022 | 231 | 251,678 | IWF, IWP, IWD, IVV | 13F-HR | 11/21/2022 | 000166533722000004 |
| Q2 2022 | 242 | 276,541 | IWF, IWP, IWD, IVV | 13F-HR | 7/19/2022 | 000166533722000003 |
| Q1 2022 | 293 | 368,174 | IWF, IWP, IWD, IVV | 13F-HR | 5/16/2022 | 000166533722000002 |
| Q4 2021 | 295 | 374,806 | IWF, IWP, IWD, IVV | 13F-HR | 1/10/2022 | 000166533722000001 |
| Q3 2021 | 286 | 341,251 | IWF, IWP, IWD, GVI | 13F-HR | 10/28/2021 | 000166533721000004 |
| Q2 2021 | 287 | 342,291 | IWF, IWP, IWD, GVI | 13F-HR | 7/21/2021 | 000166533721000003 |
| Q1 2021 | 254 | 289,936 | IWF, IWD, IWP, GVI | 13F-HR | 4/20/2021 | 000166533721000002 |
| Q4 2020 | 240 | 265,590 | IWF, IWP, IWD, IAU | 13F-HR | 2/9/2021 | 000166533721000001 |
| Q3 2020 | 202 | 213,710 | IWF, IWP, IWD, IAU | 13F-HR | 10/26/2020 | 000166533720000004 |
| Q2 2020 | 170 | 211,061 | IWF, IWP, IWD, SDC | 13F-HR | 8/4/2020 | 000166533720000003 |
| Q1 2020 | 144 | 169,067 | IWF, IWD, IWP, SDC | 13F-HR | 5/22/2020 | 000166533720000002 |
| Q4 2019 | 181 | 241,524 | IWF, IWD, IWP, SPY | 13F-HR | 1/29/2020 | 000166533720000001 |
| Q3 2019 | 159 | 194,291 | IWF, IWD, IWP, IWN | 13F-HR | 10/21/2019 | 000166533719000004 |
| Q2 2019 | 153 | 195,380 | IWF, IWD, IWP, IWN | 13F-HR | 7/16/2019 | 000166533719000003 |
| Q1 2019 | 150 | 187,527 | IWF, IWD, IWP, IWN | 13F-HR | 4/26/2019 | 000166533719000002 |
| Q4 2018 | 160 | 186,739 | IWF, IWD, IVV, IWP | 13F-HR | 2/4/2019 | 000166533719000001 |
| Q3 2018 | 182 | 206,057 | IWF, IWD, IVV, IWP | 13F-HR | 10/29/2018 | 000166533718000005 |
| Q2 2018 | 164 | 191,029 | IWF, IWD, IVV, IWP | RESTATEMENT | 8/9/2018 | 000166533718000004 |
| Q1 2018 | 844 | 253,012 | IWF, IWD, IVV, IWP | 13F-HR | 4/12/2018 | 000166533718000002 |
| Q3 2017 | 644 | 230,350 | IWF, IWD, IVV, IWP | 13F-HR | 10/26/2017 | 000166533717000007 |
| Q2 2017 | 593 | 221,786 | IWF, IWD, IVV, IWP | 13F-HR | 7/13/2017 | 000166533717000004 |
| Q1 2017 | 588 | 219,058 | IWF, IWD, IVV, IWP | 13F-HR | 4/4/2017 | 000166533717000002 |
| Q4 2016 | 582 | 209,121 | IWD, IWF, IVV, IWP | 13F-HR | 1/18/2017 | 000166533717000001 |
| Q3 2016 | 594 | 196,006 | IWF, IWD, IVV, SPY | 13F-HR | 10/14/2016 | 000166533716000005 |
| Q2 2016 | 599 | 176,573 | IWF, IVV, SPY, IWP | 13F-HR | 7/5/2016 | 000166533716000004 |
| Q1 2016 | 598 | 173,820 | IWF, IWD, IVV, SPY | 13F-HR | 4/12/2016 | 000166533716000003 |
| Q4 2015 | 118 | 126,920 | IWF, IWD, IVV, VWO | 13F-HR | 2/16/2016 | 000122107316000143 |