| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 80 | 337,151 | IWB, AAPL, IEMG, VB | 13F-HR | 4/22/2025 | 000117266125001531 |
| Q4 2024 | 80 | 337,791 | IWB, AAPL, VB, IEMG | 13F-HR | 1/14/2025 | 000117266125000187 |
| Q3 2024 | 82 | 335,526 | IWB, AAPL, IEMG, VB | 13F-HR | 10/21/2024 | 000117266124004318 |
| Q2 2024 | 80 | 310,284 | IWB, AAPL, IEMG, VB | 13F-HR | 7/10/2024 | 000117266124002727 |
| Q1 2024 | 80 | 297,734 | IWB, AAPL, IJR, IEMG | 13F-HR | 4/17/2024 | 000117266124001882 |
| Q4 2023 | 84 | 284,724 | IWB, AAPL, IJR, IEMG | 13F-HR | 2/7/2024 | 000117266124000532 |
| Q3 2023 | 77 | 255,428 | IWB, AAPL, IEMG, IJR | 13F-HR | 10/20/2023 | 000117266123003472 |
| Q2 2023 | 77 | 266,105 | IWB, AAPL, IEMG, IJR | 13F-HR | 7/21/2023 | 000117266123002568 |
| Q1 2023 | 73 | 247,399 | IWB, AAPL, IEMG, IJR | 13F-HR | 4/11/2023 | 000117266123001670 |
| Q4 2022 | 70 | 225,036 | IWB, AAPL, IEMG, IJR | 13F-HR | 1/23/2023 | 000117266123000254 |
| Q3 2022 | 69 | 257,633 | IWB, AAPL, EFA, IEMG | 13F-HR | 11/14/2022 | 000160658722002283 |
| Q2 2022 | 72 | 221,695 | IWB, AAPL, IEMG, IWM | 13F-HR | 7/19/2022 | 000160658722001371 |
| Q1 2022 | 84 | 238,199 | IWB, AAPL, IWM, IWV | 13F-HR | 5/10/2022 | 000160658722001065 |
| Q4 2021 | 80 | 245,329 | IWB, AAPL, IWM, IWV | 13F-HR | 2/7/2022 | 000160658722000345 |
| Q3 2021 | 80 | 218,334 | IWB, AAPL, IWM, IWV | 13F-HR | 10/29/2021 | 000160658721001451 |
| Q2 2021 | 83 | 216,908 | IWB, AAPL, IWM, IWV | 13F-HR | 7/20/2021 | 000160658721000791 |
| Q1 2021 | 625 | 214,769 | IWB, AAPL, IWM, IWV | 13F-HR | 5/3/2021 | 000160658721000538 |
| Q4 2020 | 636 | 222,665 | IWB, AAPL, IWM, AMLP | 13F-HR | 2/2/2021 | 000160658721000167 |
| Q3 2020 | 341 | 193,339 | IWB, AAPL, IWM, AMLP | 13F-HR | 10/13/2020 | 000160658720001008 |
| Q2 2020 | 349 | 186,745 | IWB, AAPL, IWM, AMLP | 13F-HR | 8/13/2020 | 000160658720000964 |
| Q1 2020 | 66 | 130,176 | IWB, AAPL, IWM, AMLP | RESTATEMENT | 5/5/2020 | 000160658720000583 |
| Q4 2019 | 73 | 169,564 | IWB, AAPL, IWM, AMLP | 13F-HR | 2/7/2020 | 000160658720000224 |
| Q3 2019 | 69 | 153,857 | IWB, AMLP, IWM, AAPL | 13F-HR | 11/12/2019 | 000160658719001002 |
| Q2 2019 | 71 | 156,441 | IWB, AMLP, IWM, AAPL | 13F-HR | 7/31/2019 | 000160658719000719 |
| Q1 2019 | 71 | 150,785 | IWB, AMLP, IWM, AAPL | 13F-HR | 4/25/2019 | 000160658719000419 |
| Q4 2018 | 72 | 139,337 | IWB, IWM, AMLP, AAPL | 13F-HR | 1/10/2019 | 000160658719000012 |
| Q3 2018 | 76 | 159,832 | IWB, IWM, AAPL, AMLP | 13F-HR | 11/8/2018 | 000160658718000844 |
| Q2 2018 | 65 | 99,286 | IWM, AAPL, AMLP, ITW | 13F-HR | 8/2/2018 | 000160658718000590 |
| Q1 2018 | 70 | 141,882 | IWB, IWM, AAPL, AMLP | 13F-HR | 4/20/2018 | 000160658718000319 |
| Q4 2017 | 76 | 146,382 | IWB, IWM, AAPL, AMLP | 13F-HR | 1/24/2018 | 000160658718000053 |
| Q3 2017 | 69 | 139,799 | IWB, IWM, AMLP, AAPL | 13F-HR | 10/24/2017 | 000160658717000582 |
| Q2 2017 | 406 | 149,307 | IWB, IWM, AAPL, AMLP | 13F-HR | 9/18/2017 | 000160658717000535 |