| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 45 | 482,134 | VTV, AAPL, IEFA, VUG | 13F-HR | 4/29/2025 | 000171253325000008 |
| Q4 2024 | 45 | 492,532 | VTV, AAPL, VUG, IEFA | 13F-HR | 1/27/2025 | 000171253325000005 |
| Q3 2024 | 48 | 490,072 | VTV, AAPL, IEFA, VUG | 13F-HR | 11/4/2024 | 000171253324000017 |
| Q2 2024 | 46 | 456,576 | VTV, AAPL, VUG, IEFA | 13F-HR | 7/22/2024 | 000171253324000010 |
| Q1 2024 | 45 | 436,147 | VTV, AAPL, IEFA, VUG | 13F-HR | 4/19/2024 | 000171253324000008 |
| Q4 2023 | 43 | 414,454 | VTV, AAPL, IEFA, VUG | 13F-HR | 1/24/2024 | 000171253324000006 |
| Q3 2023 | 40 | 374,810 | VTV, AAPL, IEFA, VUG | 13F-HR | 10/27/2023 | 000171253323000012 |
| Q2 2023 | 41 | 395,862 | VTV, AAPL, IEFA, VUG | 13F-HR | 7/11/2023 | 000171253323000009 |
| Q1 2023 | 38 | 364,820 | VTV, IEFA, AAPL, VUG | 13F-HR | 4/28/2023 | 000171253323000007 |
| Q4 2022 | 39 | 336,629 | VTV, IEFA, AAPL, AVDV | 13F-HR | 1/25/2023 | 000171253323000003 |
| Q3 2022 | 38 | 304,742 | VTV, IEFA, AAPL, AVDV | 13F-HR | 11/1/2022 | 000171253322000004 |
| Q2 2022 | 43 | 323,248 | VTV, IEFA, AAPL, SCZ | 13F-HR | 7/29/2022 | 000193642022000001 |
| Q1 2022 | 45 | 374,923 | VTV, IEFA, AAPL, VUG | 13F-HR | 4/25/2022 | 000171253322000003 |
| Q4 2021 | 50 | 469,137 | VTV, BNDX, IEFA, AAPL | 13F-HR | 1/25/2022 | 000171253322000002 |
| Q3 2021 | 45 | 397,320 | VTV, BNDX, BSV, AAPL | 13F-HR | 10/26/2021 | 000175770621000012 |
| Q2 2021 | 42 | 395,641 | VTV, BNDX, BSV, AAPL | 13F-HR | 7/27/2021 | 000171253321000006 |
| Q1 2021 | 40 | 373,544 | VTV, AAPL, BNDX, BSV | 13F-HR | 4/26/2021 | 000171253321000004 |
| Q4 2020 | 38 | 363,559 | AAPL, VTV, BNDX, BSV | 13F-HR | 1/20/2021 | 000175770621000004 |
| Q3 2020 | 36 | 359,336 | AAPL, VTV, BNDX, BSV | 13F-HR | 10/23/2020 | 000108514620002636 |
| Q2 2020 | 34 | 296,958 | VTV, BNDX, AAPL, BSV | 13F-HR | 8/12/2020 | 000108514620002160 |
| Q1 2020 | 36 | 240,832 | BNDX, VTV, BSV, IWF | 13F-HR | 5/13/2020 | 000108514620001460 |
| Q4 2019 | 47 | 274,442 | VTV, BNDX, BSV, IWF | 13F-HR | 1/31/2020 | 000108514620000336 |
| Q3 2019 | 47 | 244,047 | VTV, BNDX, BSV, IWF | 13F-HR | 11/13/2019 | 000108514619002894 |
| Q2 2019 | 42 | 239,292 | VTV, BNDX, BSV, IWF | 13F-HR | 8/9/2019 | 000108514619002157 |
| Q1 2019 | 40 | 226,777 | VTV, BNDX, BSV, IWF | 13F-HR | 4/19/2019 | 000108514619001217 |
| Q4 2018 | 39 | 203,960 | VTV, BNDX, BSV, IWF | 13F-HR | 2/8/2019 | 000108514619000444 |
| Q3 2018 | 40 | 211,965 | VTV, BNDX, BSV, IWF | 13F-HR | 11/13/2018 | 000108514618002643 |
| Q2 2018 | 26 | 217,336 | VTV, BSV, BNDX, IWF | 13F-HR | 8/13/2018 | 000171253318000006 |
| Q1 2018 | 25 | 197,810 | VTV, BSV, BNDX, IWF | 13F-HR | 4/30/2018 | 000171253318000005 |
| Q4 2017 | 23 | 188,575 | VTV, BNDX, IWF, BSV | 13F-HR | 1/22/2018 | 000171253318000003 |