| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 32 | 1,239,758 | VOE, VTV, VUG, SPTI | 13F-HR | 4/15/2025 | 000158064225002388 |
| Q4 2024 | 34 | 1,200,626 | VOE, VUG, VTV, VOT | 13F-HR | 1/14/2025 | 000158064225000289 |
| Q3 2024 | 34 | 1,196,830 | VOE, VTV, VUG, VOT | 13F-HR | 10/9/2024 | 000158064224006114 |
| Q2 2024 | 27 | 1,096,444 | VOE, VUG, VTV, VOT | 13F-HR | 7/10/2024 | 000158064224003625 |
| Q1 2024 | 27 | 1,094,818 | VOE, VUG, VTV, VOT | 13F-HR | 4/17/2024 | 000158064224002179 |
| Q4 2023 | 27 | 1,025,639 | VOE, VUG, VTV, VOT | 13F-HR | 1/12/2024 | 000158064224000212 |
| Q3 2023 | 24 | 928,598 | VOE, VTV, VUG, VOT | 13F-HR | 10/6/2023 | 000158064223005429 |
| Q2 2023 | 24 | 1,018,614 | VOE, VUG, VTV, VOT | 13F-HR | 7/17/2023 | 000158064223003683 |
| Q1 2023 | 25 | 924,067 | VOE, VUG, VTV, VOT | 13F-HR | 4/11/2023 | 000158064223002034 |
| Q4 2022 | 26 | 878,382 | VOE, VTV, VUG, VOT | 13F-HR | 1/11/2023 | 000158064223000198 |
| Q3 2022 | 25 | 837,285 | VOE, VUG, VTV, VOT | 13F-HR | 10/11/2022 | 000158064222005164 |
| Q2 2022 | 25 | 863,438 | VOE, VUG, VTV, VOT | 13F-HR | 7/7/2022 | 000158064222003401 |
| Q1 2022 | 25 | 996,427 | VOE, VTV, VUG, VOT | 13F-HR | 4/14/2022 | 000158064222002090 |
| Q4 2021 | 25 | 1,043,410 | VOE, VUG, VTV, VOT | 13F-HR | 1/4/2022 | 000158064222000070 |
| Q3 2021 | 24 | 967,065 | VOE, VUG, VOT, VTV | 13F-HR | 10/14/2021 | 000158064221004874 |
| Q2 2021 | 23 | 967,493 | VOE, VUG, VTV, VOT | 13F-HR | 7/15/2021 | 000158064221003144 |
| Q1 2021 | 23 | 1,022,840 | VOE, VUG, VTV, VOT | 13F-HR | 4/13/2021 | 000158064221001714 |
| Q4 2020 | 24 | 857,400 | VOE, VOT, VBR, IWS | 13F-HR | 1/13/2021 | 000158064221000116 |
| Q3 2020 | 24 | 728,111 | VOE, VOT, VBR, VUG | 13F-HR | 10/13/2020 | 000158064220003726 |
| Q2 2020 | 24 | 659,493 | VOE, VOT, VBR, IWS | 13F-HR | 7/14/2020 | 000158064220002641 |
| Q1 2020 | 21 | 491,023 | VOE, VBR, VOT, IWS | 13F-HR | 4/13/2020 | 000158064220001582 |
| Q4 2019 | 22 | 727,128 | VOE, IWS, VTV, IWN | 13F-HR | 1/14/2020 | 000158064220000220 |
| Q3 2019 | 14 | 668,486 | IWS, IWN, IWP, IWD | 13F-HR | 10/9/2019 | 000158064219004657 |
| Q2 2019 | 14 | 627,381 | IWS, IWN, IWP, IWD | 13F-HR | 7/15/2019 | 000158064219003218 |
| Q1 2019 | 15 | 620,293 | IWS, IWN, IWP, IWD | 13F-HR | 4/5/2019 | 000158064219001782 |
| Q4 2018 | 23 | 516,879 | IWS, IWN, IWP, IWD | 13F-HR | 1/24/2019 | 000158064219000284 |
| Q3 2018 | 23 | 534,519 | IWS, IWN, IWP, IWD | NEW HOLDINGS | 10/4/2018 | 000158064218004803 |
| Q3 2018 | 12 | 319,875 | IWS, IWN, IWD, IWP | 13F-HR | 10/3/2018 | 000158064218004798 |
| Q2 2018 | 15 | 467,698 | IWS, IWN, IWP, IWD | NEW HOLDINGS | 10/3/2018 | 000158064218004800 |
| Q2 2018 | 14 | 466,643 | IWS, IWN, IWP, IWD | 13F-HR | 7/11/2018 | 000158064218003342 |
| Q1 2018 | 15 | 441,833 | IWS, IWN, IWP, IWD | NEW HOLDINGS | 10/3/2018 | 000158064218004799 |
| Q1 2018 | 12 | 436,205 | IWS, IWN, IWP, IWD | 13F-HR | 5/1/2018 | 000158064218002333 |
| Q4 2017 | 12 | 319,875 | IWS, IWN, IWD, IWP | NEW HOLDINGS | 10/3/2018 | 000158064218004801 |
| Q4 2017 | 12 | 323,269 | IWS, IWD, IWN, IWP | 13F-HR | 3/12/2018 | 000158064218001527 |