| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 28 | 236,691 | IVV, MDY, JMBS, AVDV | 13F-HR | 4/12/2024 | 000108514624001795 |
| Q4 2023 | 26 | 207,077 | IVV, MDY, JMBS, AVDV | 13F-HR | 1/10/2024 | 000108514624000157 |
| Q3 2023 | 24 | 185,701 | IVV, JMBS, MDY, AVDV | 13F-HR | 10/13/2023 | 000108514623003711 |
| Q2 2023 | 26 | 190,934 | IVV, MDY, JMBS, AVDV | 13F-HR | 7/11/2023 | 000108514623002652 |
| Q1 2023 | 22 | 177,709 | IVV, JMBS, MDY, AVDV | 13F-HR | 4/7/2023 | 000108514623001545 |
| Q4 2022 | 18 | 158,965 | IVV, VO, JMBS, AVDV | 13F-HR | 1/18/2023 | 000108514623000214 |
| Q3 2022 | 22 | 135,829 | IVV, VO, JMBS, AVDV | 13F-HR | 10/11/2022 | 000108514622003320 |
| Q2 2022 | 18 | 139,176 | IVV, JMBS, VO, AVDV | 13F-HR | 7/11/2022 | 000108514622002312 |
| Q1 2022 | 21 | 156,251 | IVV, VO, JMBS, VSS | 13F-HR | 4/14/2022 | 000108514622001416 |
| Q4 2021 | 18 | 136,621 | IVV, VO, VSS, SUSA | 13F-HR | 1/13/2022 | 000108514622000109 |
| Q3 2021 | 16 | 123,662 | IVV, VO, VSS, JMBS | 13F-HR | 10/15/2021 | 000108514621002802 |
| Q2 2021 | 17 | 123,359 | IVV, VO, VSS, JMBS | 13F-HR | 7/21/2021 | 000108514621002048 |
| Q1 2021 | 16 | 117,187 | IVV, VO, VT, VMBS | 13F-HR | 4/22/2021 | 000108514621001284 |
| Q4 2020 | 15 | 104,417 | IVV, VO, VT, VMBS | 13F-HR | 2/10/2021 | 000108514621000565 |