| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 1,527 | 7,169,848 | VUG, VTV, IWF, AAPL | 13F-HR | 8/12/2025 | 000121465925011879 |
| Q1 2025 | 1,440 | 6,443,240 | VUG, VTV, IWF, AAPL | 13F-HR | 5/6/2025 | 000121465925006995 |
| Q4 2024 | 1,609 | 6,958,716 | VUG, VTV, IWF, AAPL | 13F-HR | 1/27/2025 | 000121465925001353 |
| Q3 2024 | 1,628 | 6,817,162 | VUG, VTV, AAPL, IWF | 13F-HR | 11/7/2024 | 000121465924018521 |
| Q2 2024 | 1,516 | 5,959,907 | VUG, VTV, AAPL, IWF | 13F-HR | 8/6/2024 | 000121465924013930 |
| Q1 2024 | 665 | 3,894,759 | VUG, VTV, VBR, IWF | 13F-HR | 5/2/2024 | 000121465924008114 |
| Q4 2023 | 624 | 3,690,596 | VUG, VTV, VBR, IWF | 13F-HR | 2/5/2024 | 000121465924001884 |
| Q3 2023 | 462 | 2,825,246 | VUG, VTV, VBR, IWF | 13F-HR | 11/8/2023 | 000121465923014694 |
| Q2 2023 | 469 | 2,927,813 | VUG, VTV, VBR, IWF | 13F-HR | 8/4/2023 | 000121465923010781 |
| Q1 2023 | 478 | 2,833,133 | VTV, VUG, VBR, VWO | 13F-HR | 5/15/2023 | 000121465923007206 |
| Q4 2022 | 237 | 2,020,020 | VTV, VUG, VBR, VWO | 13F-HR | 2/13/2023 | 000121465923002036 |
| Q3 2022 | 211 | 1,733,879 | VUG, VTV, VBR, VWO | 13F-HR | 10/21/2022 | 000121465922012516 |
| Q2 2022 | 216 | 1,785,148 | VUG, VTV, VBR, VWO | 13F-HR | 8/11/2022 | 000121465922009886 |
| Q1 2022 | 237 | 1,974,594 | VUG, VTV, VBR, VBK | 13F-HR | 5/2/2022 | 000121465922006101 |
| Q4 2021 | 233 | 2,047,822 | VUG, VTV, VBR, VBK | 13F-HR | 2/8/2022 | 000121465922002033 |
| Q3 2021 | 221 | 1,869,562 | VUG, VTV, VBR, VBK | 13F-HR | 11/8/2021 | 000121465921011298 |
| Q2 2021 | 220 | 1,851,222 | VUG, VTV, VBR, VBK | 13F-HR | 8/13/2021 | 000121465921008503 |
| Q1 2021 | 202 | 1,566,564 | VUG, VTV, VBR, VBK | 13F-HR | 4/29/2021 | 000121465921004601 |
| Q4 2020 | 202 | 1,410,785 | VUG, VTV, VBK, VBR | 13F-HR | 2/4/2021 | 000121465921001270 |
| Q3 2020 | 181 | 1,196,057 | VUG, VTV, IWF, VBK | 13F-HR | 11/3/2020 | 000121465920009135 |
| Q2 2020 | 183 | 1,033,453 | VUG, IWF, VTV, VBK | 13F-HR | 8/14/2020 | 000121465920007093 |
| Q1 2020 | 178 | 813,484 | VUG, IWF, VTV, VBK | 13F-HR | 5/15/2020 | 000121465920004669 |
| Q4 2019 | 196 | 1,007,286 | VUG, IWF, VTV, VBK | 13F-HR | 6/4/2020 | 000121465920005412 |
| Q3 2019 | 187 | 865,427 | VUG, IWF, VTV, VBK | 13F-HR | 6/4/2020 | 000121465920005411 |
| Q2 2019 | 198 | 856,669 | VUG, IWF, VTV, VBK | 13F-HR | 6/4/2020 | 000121465920005410 |
| Q1 2019 | 196 | 816,799 | VUG, IWF, VTV, VBK | 13F-HR | 6/4/2020 | 000121465920005409 |
| Q4 2018 | 190 | 699,309 | VUG, IWF, VTV, IWD | 13F-HR | 6/4/2020 | 000121465920005408 |
| Q3 2018 | 218 | 764,085 | VUG, IWF, IWD, VBK | 13F-HR | 6/4/2020 | 000121465920005407 |
| Q2 2018 | 234 | 746,247 | VUG, IWF, IWD, VBK | 13F-HR | 6/4/2020 | 000121465920005406 |
| Q1 2018 | 276 | 838,296 | VUG, IWF, IWD, VEA | 13F-HR | 6/4/2020 | 000121465920005405 |
| Q4 2017 | 287 | 827,039 | IWF, VUG, IWD, IWB | 13F-HR | 6/4/2020 | 000121465920005404 |
| Q3 2017 | 267 | 762,060 | IWF, VUG, IWD, IWB | 13F-HR | 6/4/2020 | 000121465920005403 |
| Q2 2017 | 259 | 709,667 | IWF, VUG, IWD, IWB | 13F-HR | 6/4/2020 | 000121465920005402 |
| Q1 2017 | 283 | 688,160 | IWF, IWD, VUG, IWB | 13F-HR | 6/4/2020 | 000121465920005401 |
| Q4 2016 | 263 | 629,538 | IWF, IWD, IWB, VUG | 13F-HR | 6/4/2020 | 000121465920005400 |
| Q3 2016 | 232 | 573,311 | IWF, IWD, IWB, VNQ | 13F-HR | 6/4/2020 | 000121465920005399 |
| Q2 2016 | 215 | 520,350 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005398 |
| Q1 2016 | 202 | 495,625 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005397 |
| Q4 2015 | 161 | 424,207 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005396 |
| Q3 2015 | 152 | 381,555 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005395 |
| Q2 2015 | 151 | 400,548 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005394 |
| Q1 2015 | 149 | 392,258 | IWF, IWD, IWB, IWO | 13F-HR | 6/4/2020 | 000121465920005393 |
| Q4 2014 | 146 | 372,689 | IWF, IWD, IWB, VNQ | 13F-HR | 6/4/2020 | 000121465920005392 |
| Q3 2014 | 149 | 341,699 | IWF, IWB, IWD, SPY | 13F-HR | 6/4/2020 | 000121465920005391 |
| Q2 2014 | 145 | 353,769 | IWF, IWB, IWD, EFA | 13F-HR | 6/4/2020 | 000121465920005390 |
| Q1 2014 | 139 | 340,546 | IWF, IWB, IWD, EFA | 13F-HR | 6/4/2020 | 000121465920005389 |