| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 30 | 118,999 | IVV, ITOT, IVE, AGG | 13F-HR | 4/28/2025 | 000166658225000002 |
| Q4 2024 | 29 | 121,148 | IVV, ITOT, IVE, AGG | 13F-HR | 2/5/2025 | 000166658225000001 |
| Q3 2024 | 30 | 119,195 | IVV, ITOT, IVE, SHY | 13F-HR | 10/28/2024 | 000166658224000008 |
| Q2 2024 | 30 | 112,342 | IVV, ITOT, IVE, SHY | 13F-HR | 7/26/2024 | 000166658224000007 |
| Q1 2024 | 32 | 109,461 | ITOT, IVV, IVE, SHY | 13F-HR | 4/29/2024 | 000166658224000006 |
| Q4 2023 | 30 | 103,765 | IVE, ITOT, IVV, SHY | RESTATEMENT | 1/22/2024 | 000166658224000005 |