| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 580 | 3,579,271 | IVV, ESGU, SPLG, EFV | 13F-HR | 11/14/2022 | 000173024222000009 |
| Q2 2022 | 541 | 3,573,495 | ESGU, IVV, SPLG, EFV | 13F-HR | 8/12/2022 | 000173024222000007 |
| Q1 2022 | 516 | 4,220,655 | ESGU, IVV, SPLG, IUSB | 13F-HR | 5/11/2022 | 000173024222000005 |
| Q4 2021 | 483 | 3,919,704 | ESGU, EFV, IVV, SPLG | 13F-HR | 2/9/2022 | 000173024222000003 |
| Q3 2021 | 475 | 3,350,641 | ESGU, EFV, SPLG, EFG | 13F-HR | 11/9/2021 | 000173024221000002 |
| Q2 2021 | 398 | 2,822,444 | ESGU, EFV, GOVT, SPLG | 13F-HR | 8/13/2021 | 000181204621000081 |
| Q1 2021 | 299 | 1,987,637 | ESGU, EFV, IVV, GOVT | 13F-HR | 5/3/2021 | 000181204621000046 |
| Q4 2020 | 242 | 1,341,117 | ESGU, IVV, EFG, SPLG | 13F-HR | 2/16/2021 | 000181204621000028 |
| Q3 2020 | 272 | 1,107,360 | IVV, ESGU, EFG, GOVT | 13F-HR | 10/29/2020 | 000181204620000033 |
| Q2 2020 | 208 | 663,797 | SCHO, IVV, ESGU, EFG | 13F-HR | 8/13/2020 | 000181204620000019 |
| Q1 2020 | 161 | 347,970 | SCHO, IVV, SCHR, SUSL | 13F-HR | 5/1/2020 | 000172554720000039 |
| Q4 2019 | 138 | 233,688 | SCHX, IVV, SCHR, SCHF | 13F-HR | 1/14/2020 | 000172554720000008 |
| Q3 2019 | 123 | 204,720 | BIL, SCHO, IVV, SCHR | 13F-HR | 1/10/2020 | 000172554720000005 |
| Q2 2019 | 112 | 177,720 | BIL, SCHO, IVV, SCHX | 13F-HR | 1/10/2020 | 000172554720000004 |
| Q1 2019 | 83 | 126,113 | IVV, SCHX, SCHF, SCHR | 13F-HR | 1/10/2020 | 000172554720000003 |
| Q4 2018 | 55 | 99,599 | SCHO, IVV, SCHR, BIL | 13F-HR | 1/10/2020 | 000172554720000002 |