| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 112 | 282,848 | VUG, VTV, VEA, VO | 13F-HR | 10/13/2026 | 000173144526000006 |
| Q2 2026 | 115 | 287,863 | VTV, VUG, VEA, VO | 13F-HR | 7/9/2026 | 000173144526000004 |
| Q1 2026 | 93 | 247,791 | VTV, VUG, VEA, VO | 13F-HR | 4/8/2026 | 000173144526000002 |
| Q4 2025 | 92 | 252,543 | VTV, VUG, VEA, VO | 13F-HR | 1/14/2026 | 000173144526000001 |
| Q3 2025 | 87 | 244,402 | VUG, VTV, VO, VEA | 13F-HR | 10/7/2025 | 000108514625005830 |
| Q2 2025 | 92 | 225,642 | VUG, VTV, VCIT, VEA | 13F-HR | 7/9/2025 | 000108514625003692 |
| Q1 2025 | 81 | 201,756 | VTV, VUG, VCIT, VO | 13F-HR | 4/9/2025 | 000108514625001961 |
| Q4 2024 | 81 | 204,176 | VUG, VTV, VCIT, VO | 13F-HR | 1/14/2025 | 000108514625000191 |
| Q3 2024 | 85 | 211,028 | VUG, VTV, VCIT, VEA | 13F-HR | 10/9/2024 | 000108514624004735 |
| Q2 2024 | 81 | 200,343 | VUG, VTV, VCIT, VEA | 13F-HR | 7/12/2024 | 000108514624002899 |
| Q1 2024 | 83 | 199,067 | VUG, VTV, VCIT, VEA | 13F-HR | 4/15/2024 | 000108514624001813 |
| Q4 2023 | 79 | 183,457 | VUG, VTV, VCIT, VEA | 13F-HR | 1/23/2024 | 000108514624000406 |
| Q3 2023 | 76 | 168,438 | VUG, VTV, VCIT, VEA | 13F-HR | 10/10/2023 | 000108514623003651 |
| Q2 2023 | 83 | 177,478 | VUG, VTV, VCIT, VEA | 13F-HR | 7/20/2023 | 000108514623002775 |
| Q1 2023 | 78 | 174,667 | VUG, VTV, VCIT, HYG | 13F-HR | 5/15/2023 | 000108514623002453 |
| Q4 2022 | 84 | 173,303 | VTV, VCIT, VUG, FTSM | 13F-HR | 2/10/2023 | 000108514623001029 |
| Q3 2022 | 83 | 165,877 | VCIT, VUG, VTV, FTSM | 13F-HR | 11/14/2022 | 000108514622004075 |
| Q2 2022 | 87 | 167,385 | VCIT, VTV, VUG, HYG | 13F-HR | 8/8/2022 | 000108514622002887 |
| Q1 2022 | 90 | 201,443 | VCIT, VTV, VUG, HYG | 13F-HR | 5/16/2022 | 000108514622002163 |
| Q4 2021 | 84 | 211,341 | VCIT, VUG, VTV, HYG | 13F-HR | 2/3/2022 | 000108514622000522 |
| Q3 2021 | 79 | 200,815 | VCIT, VUG, VTV, MINT | 13F-HR | 11/12/2021 | 000108514621003111 |
| Q2 2021 | 79 | 201,304 | VCIT, VUG, VTV, MINT | 13F-HR | 7/26/2021 | 000108514621002090 |
| Q1 2021 | 76 | 208,497 | MINT, VCIT, VUG, VTV | 13F-HR | 5/10/2021 | 000108514621001495 |
| Q4 2020 | 74 | 199,944 | MINT, VCIT, VUG, VTV | 13F-HR | 2/10/2021 | 000108514621000555 |
| Q3 2020 | 66 | 179,947 | MINT, VCIT, VUG, VTV | 13F-HR | 11/13/2020 | 000108514620002921 |
| Q2 2020 | 64 | 160,636 | VCIT, MINT, VUG, VTV | 13F-HR | 8/7/2020 | 000108514620002042 |
| Q1 2020 | 61 | 126,269 | VCIT, VUG, VTV, BNDX | 13F-HR | 5/8/2020 | 000108514620001371 |
| Q4 2019 | 61 | 151,334 | VCIT, VTV, VUG, VEA | 13F-HR | 1/15/2020 | 000108514620000142 |
| Q3 2019 | 84 | 147,213 | VCIT, VTV, VUG, VEA | 13F-HR | 11/5/2019 | 000108514619002715 |
| Q2 2019 | 57 | 142,653 | VCIT, VTV, VUG, VEA | 13F-HR | 8/7/2019 | 000108514619002130 |
| Q1 2019 | 51 | 143,263 | VCIT, TOTL, VTV, VEA | 13F-HR | 5/13/2019 | 000108514619001487 |
| Q4 2018 | 43 | 124,728 | VCIT, TOTL, VTV, VEA | 13F-HR | 2/11/2019 | 000108514619000451 |
| Q3 2018 | 33 | 120,424 | TOTL, VCIT, VTV, VEA | 13F-HR | 10/19/2018 | 000108514618002351 |
| Q2 2018 | 31 | 106,387 | TOTL, VCIT, VEA, VTV | 13F-HR | 7/31/2018 | 000108514618001785 |
| Q1 2018 | 31 | 90,234 | TOTL, VEA, IWF, IWD | 13F-HR | 5/15/2018 | 000108514618001446 |
| Q4 2017 | 30 | 75,603 | VEA, TOTL, IWD, IWF | 13F-HR | 2/15/2018 | 000108514618000894 |