| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 215 | 727,304 | IVV, IWR, IWL, VEA | 13F-HR | 11/7/2024 | 000176538024000405 |
| Q2 2024 | 212 | 684,141 | IVV, IWR, VEA, IWL | 13F-HR | 8/1/2024 | 000176538024000255 |
| Q1 2024 | 221 | 733,821 | IVV, IWR, VEA, IWL | 13F-HR | 5/2/2024 | 000176538024000178 |
| Q4 2023 | 218 | 706,537 | IVV, IWR, VEA, IWL | RESTATEMENT | 2/13/2024 | 000176538024000082 |
| Q3 2023 | 214 | 634,012 | IVV, IWR, IWL, VEA | 13F-HR | 11/2/2023 | 000176538023000195 |
| Q2 2023 | 218 | 623,695 | IVV, IWR, IWL, VEA | 13F-HR | 8/14/2023 | 000176538023000179 |
| Q1 2023 | 208 | 579,521 | IVV, IWR, IWL, VEA | 13F-HR | 5/5/2023 | 000176538023000105 |
| Q4 2022 | 201 | 549,593 | IVV, IWR, VEA, IWL | 13F-HR | 2/9/2023 | 000176538023000040 |
| Q3 2022 | 202 | 449,755 | IVV, IWR, IWL, VEA | 13F-HR | 11/3/2022 | 000176538022000139 |
| Q2 2022 | 199 | 556,432 | IVV, IWR, IWL, VEA | 13F-HR | 8/5/2022 | 000176538022000105 |
| Q1 2022 | 202 | 617,860 | IVV, IWR, IWL, VEA | 13F-HR | 5/2/2022 | 000108514622001672 |
| Q4 2021 | 206 | 621,485 | IVV, IWR, IWL, VEA | 13F-HR | 1/19/2022 | 000108514622000214 |
| Q3 2021 | 208 | 558,879 | IVV, IWR, VEA, IWL | RESTATEMENT | 1/19/2022 | 000108514622000237 |
| Q2 2021 | 213 | 555,543 | IVV, IWR, VEA, IWL | 13F-HR | 7/13/2021 | 000108514621001939 |
| Q1 2021 | 199 | 508,465 | IVV, IWR, VEA, IWL | 13F-HR | 4/14/2021 | 000108514621001171 |
| Q4 2020 | 187 | 463,558 | IVV, IWR, VEA, BND | 13F-HR | 2/11/2021 | 000108514621000614 |
| Q3 2020 | 157 | 421,614 | IVV, IWR, IGSB, BND | 13F-HR | 11/13/2020 | 000108514620002913 |
| Q2 2020 | 147 | 398,988 | IVV, IWR, IGSB, BND | 13F-HR | 8/5/2020 | 000108514620002011 |
| Q1 2020 | 121 | 340,190 | IVV, IWR, IGSB, BND | 13F-HR | 5/5/2020 | 000122107320000090 |
| Q4 2019 | 150 | 408,127 | IVV, IWR, IGSB, BND | 13F-HR | 2/3/2020 | 000108514620000359 |
| Q3 2019 | 120 | 356,854 | IVV, IWR, BND, IWM | 13F-HR | 11/5/2019 | 000108514619002717 |
| Q2 2019 | 116 | 342,063 | IVV, IWR, BND, IWM | 13F-HR | 8/5/2019 | 000108514619002063 |
| Q1 2019 | 109 | 329,014 | IVV, IWR, BND, IWM | 13F-HR | 5/10/2019 | 000108514619001417 |
| Q4 2018 | 96 | 283,102 | IVV, IWR, BND, IWM | 13F-HR | 2/12/2019 | 000108514619000503 |
| Q3 2018 | 99 | 322,331 | IVV, IWR, BND, IWM | 13F-HR | 11/7/2018 | 000108514618002517 |
| Q2 2018 | 95 | 296,576 | IVV, IWR, BND, VTI | 13F-HR | 7/17/2018 | 000108514618001704 |
| Q1 2018 | 92 | 285,688 | IVV, IWR, BND, VTI | 13F-HR | 4/30/2018 | 000108514618001172 |
| Q4 2017 | 89 | 287,136 | IVV, IWR, VTI, BND | 13F-HR | 2/1/2018 | 000108514618000288 |
| Q3 2017 | 84 | 273,652 | IVV, IWR, VTI, BND | 13F-HR | 10/31/2017 | 000108514617002157 |
| Q2 2017 | 144 | 282,966 | IVV, IWR, VTI, BND | 13F-HR | 7/20/2017 | 000108514617001529 |
| Q1 2017 | 76 | 242,898 | IVV, IWR, VTI, BND | 13F-HR | 5/22/2017 | 000108514617001397 |
| Q4 2016 | 76 | 226,336 | IVV, VTI, IWR, BND | 13F-HR | 5/22/2017 | 000108514617001396 |