| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 146 | 437,734 | IVV, SPY, IJH, SPLG | 13F-HR | 11/8/2024 | 000095012324010634 |
| Q2 2024 | 141 | 413,915 | IVV, SPY, IJH, SPLG | 13F-HR | 8/1/2024 | 000095012324007000 |
| Q1 2024 | 156 | 440,988 | IVV, SPY, IJH, SPLG | 13F-HR | 5/3/2024 | 000095012324003754 |
| Q4 2023 | 143 | 402,285 | IVV, SPY, IJH, SPLG | 13F-HR | 2/8/2024 | 000095012324001095 |
| Q3 2023 | 129 | 357,372 | IVV, SPY, IJH, SPLG | 13F-HR | 11/1/2023 | 000095012323009253 |
| Q2 2023 | 139 | 373,597 | IVV, SPY, IJH, SPLG | 13F-HR | 7/28/2023 | 000095012323006416 |
| Q1 2023 | 134 | 342,926 | IVV, SPY, IJH, SPLG | 13F-HR | 5/5/2023 | 000095012323003832 |
| Q4 2022 | 120 | 314,855 | IVV, SPY, IJH, SPLG | 13F-HR | 2/8/2023 | 000095012323001088 |
| Q3 2022 | 111 | 278,619 | IVV, SPY, IJH, SPLG | 13F-HR | 11/2/2022 | 000095012322010695 |
| Q2 2022 | 112 | 280,634 | IVV, SPY, IJH, SPLG | 13F-HR | 8/16/2022 | 000095012322009592 |
| Q1 2022 | 115 | 361,906 | IVV, SPY, IJH, IWD | RESTATEMENT | 6/2/2022 | 000095012322006784 |
| Q4 2021 | 111 | 374,043 | IVV, SPY, IJH, IWF | 13F-HR | 2/4/2022 | 000095012322001011 |
| Q3 2021 | 99 | 298,617 | IVV, SPY, IWD, IJH | 13F-HR | 11/4/2021 | 000095012321013901 |
| Q2 2021 | 100 | 292,343 | IVV, SPY, IWD, IJH | 13F-HR | 7/29/2021 | 000095012321009328 |
| Q1 2021 | 94 | 290,243 | IVV, SPY, IWF, IJH | 13F-HR | 5/13/2021 | 000095012321006207 |
| Q4 2020 | 91 | 275,935 | IVV, SPY, IWF, IJH | 13F-HR | 2/12/2021 | 000095012321001795 |
| Q3 2020 | 77 | 225,735 | SPY, IVV, IWF, MINT | 13F-HR | 11/12/2020 | 000095012320011380 |
| Q2 2020 | 79 | 236,950 | SPY, IWF, IVV, MINT | 13F-HR | 8/6/2020 | 000095012320007736 |
| Q1 2020 | 73 | 178,202 | SPY, IVV, IWF, IJH | 13F-HR | 5/11/2020 | 000095012320004342 |
| Q4 2019 | 77 | 240,336 | SPY, IVV, IWF, IJH | 13F-HR | 2/6/2020 | 000095012320001014 |
| Q3 2019 | 72 | 187,438 | SPY, IWF, MDY, IVV | 13F-HR | 10/25/2019 | 000095012319009703 |
| Q2 2019 | 68 | 187,613 | SPY, MDY, IWF, IJH | 13F-HR | 7/23/2019 | 000095012319006559 |
| Q1 2019 | 68 | 174,526 | SPY, MDY, IWF, IVV | 13F-HR | 5/13/2019 | 000095012319004507 |
| Q4 2018 | 62 | 154,419 | SPY, MDY, IWF, IVV | 13F-HR | 1/30/2019 | 000095012319000445 |
| Q3 2018 | 69 | 178,494 | SPY, MDY, IWF, IJH | 13F-HR | 11/1/2018 | 000095012318010431 |
| Q2 2018 | 69 | 164,203 | SPY, MDY, IWF, IJH | 13F-HR | 7/26/2018 | 000095012318007013 |
| Q1 2018 | 66 | 163,823 | SPY, MDY, IWF, IJH | 13F-HR | 4/30/2018 | 000095012318003925 |
| Q4 2017 | 72 | 170,393 | SPY, MDY, IWF, IJH | 13F-HR | 2/6/2018 | 000095012318000886 |