| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 72 | 1,167,861 | IVV, VEA, BNDX, IEF | 13F-HR | 5/14/2025 | 000170601325000004 |
| Q4 2024 | 67 | 1,154,187 | IVV, VEA, BNDX, IEF | 13F-HR | 2/13/2025 | 000170601325000002 |
| Q3 2024 | 67 | 1,128,151 | IVV, VEA, BNDX, IEF | 13F-HR | 11/13/2024 | 000170601324000008 |
| Q2 2024 | 66 | 1,040,486 | IVV, VEA, IJH, BNDX | 13F-HR | 8/13/2024 | 000170601324000006 |
| Q1 2024 | 60 | 1,007,653 | IVV, VEA, IJH, BNDX | 13F-HR | 5/14/2024 | 000170601324000004 |
| Q4 2023 | 59 | 938,809 | IVV, VEA, IJH, BNDX | 13F-HR | 2/13/2024 | 000170601324000002 |
| Q3 2023 | 55 | 855,105 | IVV, VEA, IJH, BNDX | 13F-HR | 11/13/2023 | 000170601323000009 |
| Q2 2023 | 52 | 875,621 | IVV, VEA, IJH, BNDX | 13F-HR | 8/11/2023 | 000170601323000007 |
| Q1 2023 | 48 | 846,697 | IVV, VEA, IJH, BNDX | 13F-HR | 5/12/2023 | 000170601323000005 |
| Q4 2022 | 40 | 797,125 | IVV, VEA, IJH, BNDX | 13F-HR | 2/13/2023 | 000170601323000003 |
| Q3 2022 | 26 | 738,131 | IVV, VEA, IJH, BNDX | 13F-HR | 11/10/2022 | 000170601322000008 |
| Q2 2022 | 21 | 768,430 | IVV, VEA, IJH, BNDX | 13F-HR | 8/10/2022 | 000170601322000006 |
| Q1 2022 | 17 | 868,826 | IVV, VEA, IJH, BNDX | 13F-HR | 5/13/2022 | 000170601322000004 |
| Q4 2021 | 17 | 886,436 | IVV, VEA, IJH, BNDX | 13F-HR | 2/11/2022 | 000170601322000002 |
| Q3 2021 | 17 | 795,026 | IVV, VEA, IJH, BNDX | 13F-HR | 11/10/2021 | 000170601321000009 |
| Q2 2021 | 17 | 723,250 | IVV, VEA, IJH, BNDX | 13F-HR | 8/13/2021 | 000170601321000006 |
| Q1 2021 | 17 | 601,052 | IVV, VEA, IJH, BNDX | 13F-HR | 5/14/2021 | 000170601321000004 |
| Q4 2020 | 17 | 483,437 | IVV, VEA, IJH, BNDX | 13F-HR | 2/12/2021 | 000170601321000002 |
| Q3 2020 | 17 | 375,398 | IVV, VEA, IJH, BNDX | 13F-HR | 11/13/2020 | 000170601320000008 |
| Q2 2020 | 17 | 323,124 | IVV, VEA, IJH, BNDX | 13F-HR | 8/13/2020 | 000170601320000006 |
| Q1 2020 | 16 | 266,187 | IVV, VEA, BNDX, IJH | 13F-HR | 5/14/2020 | 000170601320000004 |
| Q4 2019 | 15 | 264,256 | IVV, VEA, IJH, BNDX | 13F-HR | 2/13/2020 | 000170601320000002 |
| Q3 2019 | 13 | 214,373 | IVV, VEA, IJH, BNDX | 13F-HR | 11/13/2019 | 000170601319000012 |
| Q2 2019 | 10 | 183,848 | IVV, VEA, IJH, BNDX | 13F-HR | 8/13/2019 | 000170601319000009 |
| Q1 2019 | 10 | 154,441 | IVV, VEA, IJH, BNDX | 13F-HR | 5/14/2019 | 000170601319000006 |
| Q4 2018 | 9 | 123,557 | IVV, VEA, IJH, BNDX | 13F-HR | 2/13/2019 | 000170601319000004 |