| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 83 | 554,932 | SPLG, SPDW, JPST, HELO | 13F-HR | 1/17/2025 | 000166773125000049 |
| Q3 2024 | 83 | 529,300 | SPLG, SPDW, JPST, SPMD | 13F-HR | 10/24/2024 | 000171355824000008 |
| Q2 2024 | 75 | 476,746 | SPLG, SPDW, JPST, SPMD | 13F-HR | 7/18/2024 | 000171355824000004 |
| Q1 2024 | 68 | 470,609 | SPLG, SPDW, JPST, SPMD | 13F-HR | 4/15/2024 | 000171355824000003 |
| Q4 2023 | 65 | 421,185 | SPLG, SPDW, JPST, SPMD | 13F-HR | 1/10/2024 | 000171355824000001 |
| Q3 2023 | 61 | 372,177 | SPLG, SPDW, JPST, SPMD | 13F-HR | 10/5/2023 | 000171355823000006 |
| Q2 2023 | 64 | 378,368 | SPLG, SPDW, JPST, SPMD | 13F-HR | 7/13/2023 | 000171355823000005 |
| Q1 2023 | 63 | 363,285 | SPLG, SPDW, JPST, SPMD | 13F-HR | 4/6/2023 | 000171355823000003 |
| Q4 2022 | 62 | 331,230 | SPLG, SPDW, SPMD, JPST | 13F-HR | 1/20/2023 | 000171355823000001 |
| Q3 2022 | 61 | 297,795 | SPLG, SPDW, JPST, SPMD | 13F-HR | 10/17/2022 | 000171355822000006 |
| Q2 2022 | 56 | 303,000 | SPLG, SPDW, JPST, SPMD | 13F-HR | 7/20/2022 | 000171355822000005 |
| Q1 2022 | 57 | 337,982 | SPLG, SPDW, SPMD, JPST | 13F-HR | 4/21/2022 | 000171355822000003 |
| Q4 2021 | 59 | 346,729 | SPLG, SPDW, SPMD, SPSM | 13F-HR | 1/25/2022 | 000171355822000001 |
| Q3 2021 | 53 | 302,543 | SPLG, SPDW, JPST, SPMD | 13F-HR | 10/21/2021 | 000171355821000004 |
| Q2 2021 | 53 | 281,928 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 8/2/2021 | 000171355821000003 |
| Q1 2021 | 51 | 245,723 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 4/28/2021 | 000171355821000002 |
| Q4 2020 | 47 | 227,256 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 1/25/2021 | 000171355821000001 |
| Q3 2020 | 47 | 195,206 | SPLG, EFAV, JPST, SPMD | 13F-HR | 10/20/2020 | 000171355820000004 |
| Q2 2020 | 44 | 187,731 | SPLG, EFAV, JPST, SPMD | 13F-HR | 7/20/2020 | 000171355820000003 |
| Q1 2020 | 50 | 154,223 | SPLG, EFAV, JPST, SPMD | 13F-HR | 4/21/2020 | 000171355820000002 |
| Q4 2019 | 44 | 174,971 | SPLG, EFAV, SPMD, JPST | 13F-HR | 1/23/2020 | 000171355820000001 |
| Q3 2019 | 41 | 163,356 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 10/17/2019 | 000171355819000001 |
| Q2 2019 | 41 | 157,973 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 7/15/2019 | 000158064219003223 |
| Q1 2019 | 40 | 149,517 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 4/16/2019 | 000158064219001919 |
| Q4 2018 | 40 | 126,255 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 1/29/2019 | 000158064219000390 |
| Q3 2018 | 43 | 137,084 | SPLG, EFAV, SPMD, SPSM | 13F-HR | 10/17/2018 | 000158064218004927 |
| Q2 2018 | 43 | 123,419 | SPLG, EFAV, SPMD, IVV | 13F-HR | 7/18/2018 | 000158064218003432 |
| Q1 2018 | 47 | 121,050 | SPLG, EFAV, IVV, SPMD | 13F-HR | 4/20/2018 | 000158064218002135 |
| Q4 2017 | 45 | 110,628 | IVV, EFAV, SPLG, VO | 13F-HR | 3/19/2018 | 000158064218001632 |