| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 151 | 1,211,823 | IVV, AGG, IXUS, IJH | 13F-HR | 10/18/2024 | 000117266124004310 |
| Q2 2024 | 149 | 1,133,888 | IVV, AGG, IXUS, IJH | 13F-HR | 8/5/2024 | 000117266124003087 |
| Q1 2024 | 149 | 1,099,848 | IVV, AGG, IXUS, IJH | 13F-HR | 4/22/2024 | 000117266124001919 |
| Q4 2023 | 142 | 1,008,483 | IVV, AGG, IXUS, IJH | 13F-HR | 1/23/2024 | 000117266124000301 |
| Q3 2023 | 143 | 907,843 | IVV, AGG, IXUS, IJH | 13F-HR | 10/18/2023 | 000117266123003431 |
| Q2 2023 | 147 | 925,161 | IVV, AGG, IXUS, IJH | 13F-HR | 7/26/2023 | 000117266123002625 |
| Q1 2023 | 146 | 874,274 | IVV, AGG, IXUS, IJH | 13F-HR | 5/4/2023 | 000117266123001833 |
| Q4 2022 | 143 | 805,973 | IVV, AGG, IXUS, IJH | 13F-HR | 1/30/2023 | 000117266123000341 |
| Q3 2022 | 132 | 723,189 | IVV, AGG, IXUS, IJH | 13F-HR | 10/18/2022 | 000160658722001908 |
| Q2 2022 | 132 | 700,688 | IVV, AGG, IXUS, IJH | 13F-HR | 7/19/2022 | 000160658722001348 |
| Q1 2022 | 141 | 728,421 | IVV, AGG, IXUS, IJH | 13F-HR | 5/5/2022 | 000160658722000938 |
| Q4 2021 | 143 | 753,873 | IVV, AGG, IXUS, IJH | 13F-HR | 1/31/2022 | 000160658722000204 |
| Q3 2021 | 133 | 679,459 | IVV, AGG, IXUS, IJH | 13F-HR | 10/15/2021 | 000160658721001289 |
| Q2 2021 | 78 | 647,308 | IVV, AGG, IXUS, IJH | RESTATEMENT | 8/13/2021 | 000160658721001192 |
| Q1 2021 | 90 | 644,893 | IVV, AGG, IXUS, IJH | 13F-HR | 5/6/2021 | 000160658721000597 |
| Q4 2020 | 91 | 607,324 | IVV, AGG, IXUS, IJH | 13F-HR | 2/10/2021 | 000160658721000271 |
| Q3 2020 | 79 | 506,554 | IVV, AGG, IXUS, IJH | 13F-HR | 10/27/2020 | 000160658720001135 |
| Q2 2020 | 78 | 484,422 | IVV, AGG, IXUS, IJH | 13F-HR | 8/3/2020 | 000160658720000779 |
| Q1 2020 | 74 | 392,464 | AGG, IVV, IXUS, IJH | 13F-HR | 4/30/2020 | 000160658720000541 |
| Q4 2019 | 79 | 451,472 | IVV, AGG, IXUS, IJH | 13F-HR | 2/10/2020 | 000160658720000249 |
| Q3 2019 | 74 | 418,949 | AGG, IVV, IXUS, IJH | 13F-HR | 10/23/2019 | 000160658719000906 |
| Q2 2019 | 74 | 400,533 | AGG, IVV, IXUS, IJH | 13F-HR | 7/31/2019 | 000160658719000714 |
| Q1 2019 | 71 | 370,237 | AGG, IVV, IXUS, IJH | 13F-HR | 4/8/2019 | 000160658719000312 |
| Q4 2018 | 71 | 324,117 | AGG, IVV, IXUS, MUB | 13F-HR | 1/14/2019 | 000160658719000021 |
| Q3 2018 | 69 | 305,461 | AGG, IVV, IXUS, IJH | 13F-HR | 10/4/2018 | 000160658718000698 |
| Q2 2018 | 65 | 288,089 | AGG, IVV, IXUS, REET | 13F-HR | 7/26/2018 | 000160658718000534 |
| Q1 2018 | 61 | 253,643 | AGG, IVV, IXUS, MUB | 13F-HR | 4/5/2018 | 000160658718000262 |
| Q4 2017 | 59 | 245,484 | AGG, IVV, IXUS, IVW | 13F-HR | 1/24/2018 | 000160658718000052 |
| Q3 2017 | 53 | 218,073 | AGG, IVV, IXUS, IVW | 13F-HR | 10/12/2017 | 000160658717000553 |