| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 209 | 545,079 | IVV, IVE, DGRW, IVW | 13F-HR | 2/13/2024 | 000168993324000002 |
| Q3 2023 | 195 | 481,550 | IVV, DGRW, IVE, IVW | 13F-HR | 11/14/2023 | 000168993323000006 |
| Q2 2023 | 194 | 491,145 | IVV, DGRW, IVE, IVW | 13F-HR | 8/11/2023 | 000168993323000005 |
| Q1 2023 | 177 | 463,721 | IVV, DGRW, IVE, IVW | 13F-HR | 5/15/2023 | 000168993323000004 |
| Q4 2022 | 209 | 549,431 | IVV, SCHD, IVE, DGRW | 13F-HR | 2/14/2023 | 000168993323000002 |