| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 44 | 197,890 | IVV, IDEV, VTV, QQQM | 13F-HR | 11/4/2024 | 000108514624005321 |
| Q2 2024 | 46 | 192,500 | IVV, IDEV, QQQM, VTV | 13F-HR | 7/31/2024 | 000108514624003385 |
| Q1 2024 | 43 | 177,240 | IVV, IDEV, VTV, QQQM | 13F-HR | 5/6/2024 | 000108514624002251 |
| Q4 2023 | 50 | 170,525 | IVV, IDEV, VTV, QQQM | 13F-HR | 2/7/2024 | 000108514624000840 |
| Q3 2023 | 44 | 155,686 | IVV, IDEV, VTV, QQQM | 13F-HR | 11/14/2023 | 000108514623004406 |
| Q2 2023 | 48 | 161,215 | IVV, IDEV, VTV, IJH | 13F-HR | 8/10/2023 | 000108514623003217 |
| Q1 2023 | 46 | 153,251 | IVV, IDEV, VTV, IJH | 13F-HR | 5/4/2023 | 000108514623002061 |
| Q4 2022 | 43 | 141,193 | IVV, VTV, IDEV, IJH | 13F-HR | 2/6/2023 | 000108514623000708 |
| Q3 2022 | 39 | 125,456 | IVV, VTV, IDEV, IJH | 13F-HR | 10/31/2022 | 000108514622003668 |
| Q2 2022 | 37 | 132,714 | IVV, VTV, DIA, IDEV | 13F-HR | 8/3/2022 | 000108514622002753 |
| Q1 2022 | 32 | 152,134 | IVV, VTV, DIA, IDEV | 13F-HR | 4/29/2022 | 000108514622001618 |
| Q4 2021 | 25 | 138,240 | IVV, VTV, DIA, IXUS | 13F-HR | 2/10/2022 | 000108514622000803 |
| Q3 2021 | 25 | 131,627 | IVV, VTV, DIA, IXUS | 13F-HR | 10/28/2021 | 000108514621002935 |
| Q2 2021 | 22 | 129,567 | IVV, VTV, DIA, IXUS | 13F-HR | 8/9/2021 | 000108514621002269 |
| Q1 2021 | 21 | 117,750 | IVV, VTV, DIA, IXUS | 13F-HR | 5/3/2021 | 000108514621001430 |
| Q4 2020 | 23 | 110,409 | IVV, VTV, IXUS, DIA | 13F-HR | 2/11/2021 | 000108514621000613 |