| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 437 | 493,370 | IVV, SPY, IUSB, PG | 13F-HR | 5/12/2025 | 000203405425000003 |
| Q4 2024 | 50 | 393,533 | IVV, SPY, IUSB, IVW | 13F-HR | 2/13/2025 | 000169649725000001 |
| Q3 2024 | 380 | 484,218 | IVV, IUSB, SPY, PG | 13F-HR | 11/13/2024 | 000169649724000008 |
| Q2 2024 | 378 | 384,814 | IVV, IUSB, PG, IVW | 13F-HR | 8/14/2024 | 000169649724000005 |
| Q1 2024 | 400 | 425,297 | IVV, SPY, IUSB, PG | 13F-HR | 5/15/2024 | 000181285324000005 |
| Q4 2023 | 319 | 289,946 | IVV, SPY, PG, IUSB | 13F-HR | 1/30/2024 | 000169649724000001 |
| Q3 2023 | 337 | 287,388 | IVV, SPY, PG, RSP | 13F-HR | 11/14/2023 | 000169649723000005 |
| Q2 2023 | 339 | 275,816 | IVV, IUSB, PG, QUAL | 13F-HR | 8/10/2023 | 000169649723000004 |
| Q1 2023 | 312 | 295,807 | IVV, IUSB, SPY, PG | 13F-HR | 4/25/2023 | 000169649723000003 |
| Q4 2022 | 45 | 280,510 | IVV, PG, SPY, IUSB | 13F-HR | 1/20/2023 | 000169649723000001 |
| Q3 2022 | 42 | 215,492 | IVV, PG, IUSB, ESGU | 13F-HR | 10/12/2022 | 000160658722001847 |
| Q2 2022 | 40 | 221,220 | IVV, PG, ESGU, IUSB | 13F-HR | 7/19/2022 | 000160658722001341 |
| Q1 2022 | 46 | 293,583 | IVV, SPY, PG, ESGU | 13F-HR | 4/27/2022 | 000160658722000757 |
| Q4 2021 | 42 | 292,248 | SPY, PG, IVV, ESGU | 13F-HR | 1/14/2022 | 000160658722000015 |
| Q3 2021 | 38 | 256,522 | SPY, IVV, PG, ESGU | RESTATEMENT | 10/21/2021 | 000160658721001344 |
| Q2 2021 | 38 | 256,522 | SPY, IVV, PG, ESGU | 13F-HR | 8/13/2021 | 000160658721001175 |
| Q1 2021 | 35 | 198,507 | IVV, PG, ESGU, EFG | 13F-HR | 4/27/2021 | 000160658721000436 |
| Q4 2020 | 36 | 198,559 | IVV, PG, ESGU, EFG | 13F-HR | 1/13/2021 | 000160658721000021 |
| Q3 2020 | 38 | 247,438 | IVV, PG, SPY, GOVT | 13F-HR | 10/15/2020 | 000160658720001049 |
| Q2 2020 | 33 | 199,258 | IVV, PG, GOVT, AGG | 13F-HR | 7/13/2020 | 000160658720000725 |
| Q1 2020 | 32 | 171,195 | IVV, GOVT, PG, AGG | 13F-HR | 4/17/2020 | 000160658720000360 |
| Q4 2019 | 27 | 136,955 | GOVT, PG, IWV, IEFA | 13F-HR | 1/7/2020 | 000160658720000005 |
| Q3 2019 | 42 | 200,652 | IVV, PG, GOVT, AGG | 13F-HR | 10/9/2019 | 000160658719000831 |
| Q2 2019 | 37 | 191,402 | IVV, GOVT, PG, AGG | 13F-HR | 7/9/2019 | 000160658719000591 |
| Q1 2019 | 227 | 192,000 | IVV, PG, SHV, IEFA | 13F-HR | 4/12/2019 | 000160658719000338 |
| Q4 2018 | 49 | 158,356 | IVV, PG, SHV, IEFA | 13F-HR | 1/16/2019 | 000160658719000044 |
| Q3 2018 | 50 | 174,301 | IVV, PG, IVE, FLOT | 13F-HR | 10/11/2018 | 000160658718000729 |
| Q2 2018 | 47 | 157,016 | IVV, PG, IVW, IEFA | 13F-HR | 7/23/2018 | 000160658718000521 |
| Q1 2018 | 43 | 153,915 | IVV, PG, IEFA, IEMG | 13F-HR | 4/16/2018 | 000160658718000294 |
| Q4 2017 | 37 | 147,755 | PG, IVV, IEMG, IEFA | 13F-HR | 2/12/2018 | 000160658718000169 |
| Q3 2017 | 37 | 140,419 | PG, IVV, IEFA, IVE | 13F-HR | 11/13/2017 | 000160658717000687 |
| Q2 2017 | 37 | 139,207 | IVV, PG, IEFA, IVE | 13F-HR | 8/8/2017 | 000160658717000462 |
| Q1 2017 | 38 | 133,529 | PG, IVV, IVE, IEFA | 13F-HR | 5/10/2017 | 000160658717000300 |
| Q4 2016 | 35 | 118,921 | IVE, PG, IVW, IEFA | 13F-HR | 2/9/2017 | 000160658717000115 |