| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 391 | 880,168 | IVV, ACN, IUSB, EFV | 13F-HR | 11/14/2023 | 000171873223000003 |
| Q2 2023 | 13F-HR | 8/3/2023 | 000171873223000002 | |||
| Q1 2023 | 421 | 918,744 | IVV, ACN, IUSB, ESGU | 13F-HR | 5/11/2023 | 000171873223000001 |
| Q2 2022 | 296 | 836,147 | IVV, ACN, ESGU, MUB | 13F-HR | 7/19/2022 | 000171873222000003 |
| Q1 2022 | 329 | 1,005,417 | IVV, ACN, ESGU, MSFT | 13F-HR | 4/19/2022 | 000171873222000002 |
| Q4 2021 | 321 | 997,262 | ACN, IVV, ESGU, EFG | 13F-HR | 1/18/2022 | 000171873222000001 |
| Q3 2021 | 338 | 947,072 | ACN, ESGU, IVV, MSFT | 13F-HR | 11/15/2021 | 000171873221000004 |
| Q2 2021 | 349 | 932,224 | ACN, IVV, ESGU, MSFT | 13F-HR | 7/30/2021 | 000171873221000003 |
| Q1 2021 | 331 | 798,721 | ACN, IVV, ESGU, MSFT | 13F-HR | 4/26/2021 | 000171873221000002 |
| Q4 2020 | 273 | 632,971 | ACN, IVV, ESGU, MUB | 13F-HR | 2/8/2021 | 000171873221000001 |
| Q3 2020 | 248 | 517,715 | ACN, IVV, ESGU, MUB | 13F-HR | 10/22/2020 | 000171873220000004 |
| Q2 2020 | 257 | 412,947 | ACN, IVV, MUB, ESGU | 13F-HR | 7/14/2020 | 000171873220000003 |
| Q1 2020 | 153 | 253,562 | ACN, IVV, MUB, GOVT | 13F-HR | 4/17/2020 | 000171873220000002 |
| Q4 2019 | 176 | 316,083 | ACN, IVV, MUB, IEFA | 13F-HR | 1/29/2020 | 000171873220000001 |
| Q3 2019 | 165 | 292,320 | ACN, IVV, MUB, IEFA | 13F-HR | 10/24/2019 | 000171873219000006 |
| Q2 2019 | 163 | 282,674 | ACN, IVV, MUB, ITOT | 13F-HR | 8/13/2019 | 000171873219000005 |
| Q1 2019 | 920 | 267,624 | ACN, IVV, MUB, IEFA | 13F-HR | 5/9/2019 | 000171873219000002 |
| Q4 2018 | 217 | 207,197 | ACN, IVV, IEFA, EPD | 13F-HR | 2/14/2019 | 000171873219000001 |
| Q3 2018 | 271 | 239,778 | ACN, IVV, EPD, IEFA | 13F-HR | 11/14/2018 | 000171873218000004 |
| Q2 2018 | 836 | 237,885 | ACN, IVV, EPD, IEFA | 13F-HR | 8/13/2018 | 000171873218000003 |
| Q1 2018 | 254 | 186,608 | ACN, IVV, EPD, IEMG | 13F-HR | 5/15/2018 | 000171873218000002 |
| Q4 2017 | 882 | 201,871 | ACN, EPD, IEMG, MMP | 13F-HR | 2/13/2018 | 000171873218000001 |