| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 266 | 651,758 | SPLG, AAPL, IUSB, VTEB | 13F-HR | 10/16/2024 | 000195175724001053 |
| Q2 2024 | 232 | 466,648 | SPLG, AAPL, IVW, QUAL | 13F-HR | 8/13/2024 | 000195175724000739 |
| Q1 2024 | 248 | 574,661 | SPLG, AAPL, IUSB, QUAL | 13F-HR | 4/15/2024 | 000195175724000287 |
| Q4 2023 | 208 | 519,368 | SPLG, AAPL, VTEB, ESGU | 13F-HR | 2/13/2024 | 000195175724000245 |
| Q3 2023 | 189 | 449,918 | SPLG, AAPL, MUB, ESGU | 13F-HR | 11/1/2023 | 000195175723000659 |
| Q2 2023 | 209 | 474,675 | SPLG, AAPL, ESGU, QUAL | 13F-HR | 8/14/2023 | 000195175723000512 |
| Q1 2023 | 198 | 432,901 | SPLG, AAPL, ESGU, SCHZ | 13F-HR | 5/15/2023 | 000195175723000305 |
| Q4 2022 | 630 | 437,878 | SPLG, ESGU, AAPL, IWF | 13F-HR | 2/14/2023 | 000172529723000001 |
| Q3 2022 | 176 | 305,590 | SPLG, ESGU, AAPL, GOVT | 13F-HR | 11/14/2022 | 000172529722000006 |
| Q2 2022 | 189 | 373,453 | SPLG, ESGU, AAPL, MUB | 13F-HR | 8/15/2022 | 000172529722000005 |
| Q1 2022 | 198 | 408,448 | ESGU, SPLG, AAPL, IWF | 13F-HR | 5/16/2022 | 000172529722000004 |
| Q4 2021 | 196 | 394,295 | ESGU, IWF, AAPL, SPLG | 13F-HR | 2/14/2022 | 000172529722000002 |
| Q3 2021 | 215 | 341,079 | IWF, ESGU, AAPL, VEA | 13F-HR | 11/15/2021 | 000176656421000005 |
| Q2 2021 | 177 | 315,842 | IWF, VEA, ESGU, AAPL | 13F-HR | 8/16/2021 | 000184905521000006 |
| Q1 2021 | 157 | 260,858 | IWF, VEA, VLUE, AAPL | 13F-HR | 5/17/2021 | 000172529721000002 |
| Q4 2020 | 127 | 184,108 | IWF, VEA, DVY, AAPL | 13F-HR | 2/16/2021 | 000172529721000001 |
| Q3 2020 | 92 | 144,990 | IWF, VEA, DVY, AAPL | 13F-HR | 11/16/2020 | 000172529720000005 |
| Q2 2020 | 83 | 125,899 | IWF, VEA, DVY, AAPL | 13F-HR | 8/14/2020 | 000172529720000004 |
| Q1 2020 | 88 | 100,914 | IWF, VEA, DVY, AAPL | 13F-HR | 5/15/2020 | 000172529720000002 |
| Q4 2019 | 113 | 135,375 | IWF, VEA, DVY, AAPL | 13F-HR | 2/13/2020 | 000172529720000001 |
| Q3 2019 | 111 | 114,402 | IWF, DVY, VEA, IJS | 13F-HR | 11/14/2019 | 000172529719000004 |
| Q2 2019 | 120 | 120,873 | IWF, VEA, DVY, AAPL | 13F-HR | 8/14/2019 | 000172529719000003 |
| Q1 2019 | 592 | 122,478 | IWF, VEA, DVY, IJS | 13F-HR | 5/15/2019 | 000172529719000002 |
| Q4 2018 | 106 | 100,410 | IWF, DVY, VEA, IJS | 13F-HR | 2/15/2019 | 000172529719000001 |
| Q3 2018 | 577 | 130,671 | IWF, DVY, VEA, IJS | 13F-HR | 11/15/2018 | 000172529718000004 |
| Q2 2018 | 582 | 125,222 | IWF, DVY, VEA, IJS | 13F-HR | 8/14/2018 | 000172529718000003 |
| Q1 2018 | 524 | 113,361 | IWF, VEA, DVY, IJS | 13F-HR | 5/15/2018 | 000172529718000002 |
| Q4 2017 | 577 | 123,073 | IWF, VEA, DVY, IJS | 13F-HR | 2/14/2018 | 000172529718000001 |