| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 115 | 422,277 | IVV, QUAL, IVW, LRGF | RESTATEMENT | 11/7/2024 | 000108514624005392 |
| Q2 2024 | 120 | 399,085 | IVV, QUAL, IVW, LRGF | 13F-HR | 7/25/2024 | 000108514624003216 |
| Q1 2024 | 120 | 392,502 | IVV, QUAL, LRGF, IVW | 13F-HR | 4/17/2024 | 000108514624001877 |
| Q4 2023 | 116 | 372,750 | IVV, LRGF, QUAL, EFV | 13F-HR | 1/18/2024 | 000108514624000272 |
| Q3 2023 | 106 | 330,996 | IVV, LRGF, EFV, QUAL | 13F-HR | 10/23/2023 | 000108514623003877 |
| Q2 2023 | 105 | 336,966 | LRGF, IVV, QUAL, EFG | 13F-HR | 7/17/2023 | 000108514623002741 |
| Q1 2023 | 99 | 320,718 | LRGF, IVV, QUAL, EFG | 13F-HR | 4/20/2023 | 000108514623001799 |
| Q4 2022 | 100 | 306,698 | IVV, LRGF, EFV, EFG | 13F-HR | 1/12/2023 | 000108514623000114 |
| Q3 2022 | 96 | 290,916 | IVV, ESGU, EFV, EFG | 13F-HR | 10/20/2022 | 000108514622003536 |
| Q2 2022 | 101 | 333,589 | IVV, ESGU, EFV, EFG | 13F-HR | 7/18/2022 | 000108514622002464 |
| Q1 2022 | 106 | 399,287 | ESGU, IVV, EFV, IJR | 13F-HR | 4/27/2022 | 000108514622001598 |
| Q4 2021 | 109 | 411,368 | ESGU, IVV, EFV, EFG | 13F-HR | 2/8/2022 | 000108514622000672 |
| Q3 2021 | 112 | 392,103 | ESGU, EFV, IVV, EFG | 13F-HR | 10/29/2021 | 000108514621002950 |
| Q2 2021 | 109 | 373,124 | ESGU, EFV, IVV, IJR | 13F-HR | 8/11/2021 | 000108514621002384 |
| Q1 2021 | 102 | 343,122 | ESGU, IVV, EFV, IJR | 13F-HR | 4/29/2021 | 000108514621001357 |
| Q4 2020 | 90 | 279,497 | IVV, ESGU, SPY, IJR | 13F-HR | 1/29/2021 | 000108514621000303 |
| Q3 2020 | 83 | 235,929 | IVV, ESGU, SPY, IJR | 13F-HR | 11/12/2020 | 000108514620002895 |
| Q2 2020 | 80 | 206,998 | IVV, SPY, ESGU, IJR | 13F-HR | 7/22/2020 | 000108514620001855 |
| Q1 2020 | 69 | 148,211 | IVV, SPY, GLD, USMV | 13F-HR | 5/11/2020 | 000108514620001404 |
| Q4 2019 | 85 | 187,477 | IVV, USMV, EFAV, SPY | 13F-HR | 2/7/2020 | 000108514620000463 |
| Q3 2019 | 85 | 185,507 | USMV, IVV, EFAV, SPY | 13F-HR | 10/17/2019 | 000108514619002560 |
| Q2 2019 | 92 | 192,317 | IVV, USMV, EFAV, SPY | 13F-HR | 7/31/2019 | 000108514619002013 |
| Q1 2019 | 91 | 186,845 | USMV, IVV, EFAV, IJR | 13F-HR | 5/13/2019 | 000108514619001483 |
| Q4 2018 | 91 | 152,137 | IJR, IJH, IVV, SPY | 13F-HR | 2/1/2019 | 000108514619000295 |