| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 106 | 198,767 | IVV, IJR, PG, AAPL | 13F-HR | 2/7/2024 | 000167162324000001 |
| Q3 2023 | 100 | 187,908 | IVV, IJR, PG, AAPL | 13F-HR | 11/1/2023 | 000167162323000004 |
| Q2 2023 | 727 | 236,184 | IVV, IJR, PG, AAPL | 13F-HR | 7/27/2023 | 000167162323000003 |
| Q1 2023 | 744 | 194,834 | IVV, IJR, PG, AAPL | 13F-HR | 4/18/2023 | 000167162323000002 |
| Q4 2022 | 786 | 177,959 | IVV, IJR, PG, AAPL | 13F-HR | 1/17/2023 | 000167162323000001 |
| Q3 2022 | 656 | 162,036 | IVV, IJR, PG, AAPL | 13F-HR | 10/12/2022 | 000167162322000006 |
| Q2 2022 | 750 | 166,128 | IVV, IJR, PG, AAPL | 13F-HR | 7/19/2022 | 000167162322000004 |
| Q1 2022 | 551 | 170,260 | IVV, IJR, PG, IWF | 13F-HR | 5/10/2022 | 000167162322000003 |
| Q4 2021 | 551 | 167,932 | IVV, IJR, PG, IWF | 13F-HR | 2/9/2022 | 000167162322000001 |
| Q2 2021 | 494 | 140,835 | IVV, IJR, PG, IWF | 13F-HR | 8/5/2021 | 000167162321000003 |
| Q1 2021 | 427 | 119,156 | IVV, IJR, PG, IWF | 13F-HR | 5/14/2021 | 000167162321000002 |
| Q4 2020 | 424 | 121,264 | IVV, IJR, USRT, PG | 13F-HR | 2/5/2021 | 000167162321000001 |
| Q3 2020 | 359 | 100,440 | IVV, IJR, USRT, PG | 13F-HR | 11/4/2020 | 000167162320000005 |
| Q2 2020 | 338 | 91,128 | IVV, IJR, USRT, PG | 13F-HR | 8/11/2020 | 000167162320000004 |
| Q1 2020 | 316 | 73,017 | IVV, IJR, USRT, PG | 13F-HR | 5/5/2020 | 000167162320000002 |
| Q4 2019 | 33 | 90,099 | IVV, IJR, USRT, PG | 13F-HR | 2/5/2020 | 000167162320000001 |
| Q3 2019 | 255 | 89,788 | IVV, IJR, USRT, IWD | 13F-HR | 10/21/2019 | 000167162319000007 |
| Q2 2019 | 300 | 87,687 | IVV, IJR, USRT, IWD | 13F-HR | 7/24/2019 | 000167162319000006 |
| Q1 2019 | 239 | 94,285 | IWD, IWF, IDV, VEU | 13F-HR | 4/18/2019 | 000167162319000002 |
| Q4 2018 | 227 | 85,656 | IWD, IDV, IWF, VEU | 13F-HR | 1/22/2019 | 000167162319000001 |
| Q3 2018 | 218 | 102,509 | IWD, IDV, IWF, VEU | 13F-HR | 10/22/2018 | 000167162318000007 |
| Q2 2018 | 222 | 105,116 | IWD, IDV, IWF, VEU | 13F-HR | 7/23/2018 | 000167162318000006 |
| Q1 2018 | 210 | 113,679 | IWD, IDV, IWF, VEU | 13F-HR | 4/16/2018 | 000167162318000005 |
| Q4 2017 | 206 | 110,683 | IWD, IDV, IWF, VEU | 13F-HR | 1/16/2018 | 000167162318000001 |
| Q3 2017 | 195 | 101,682 | IWD, IDV, IWF, VEU | 13F-HR | 10/13/2017 | 000167162317000004 |
| Q2 2017 | 185 | 93,771 | IWD, IDV, IWF, VNQ | 13F-HR | 7/13/2017 | 000167162317000003 |
| Q1 2017 | 185 | 86,664 | IWD, IDV, VNQ, IWF | 13F-HR | 4/17/2017 | 000167162317000002 |
| Q4 2016 | 29 | 81,275 | IWD, IDV, IWF, BSV | 13F-HR | 2/7/2017 | 000167162317000001 |
| Q3 2016 | 162 | 73,000 | IWD, IDV, BSV, IWF | 13F-HR | 10/20/2016 | 000167162316000004 |
| Q2 2016 | 29 | 63,325 | IWD, IDV, IWF, VNQ | 13F-HR | 8/9/2016 | 000167162316000003 |
| Q1 2016 | 27 | 47,860 | IWD, IWF, VEU, IDV | RESTATEMENT | 4/28/2016 | 000167162316000002 |