| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 112 | 556,470 | IVV, AGG, IWF, VB | 13F-HR | 4/15/2025 | 000173149725000003 |
| Q4 2024 | 112 | 559,150 | IVV, VB, IWF, AGG | 13F-HR | 1/13/2025 | 000173149725000001 |
| Q3 2024 | 109 | 529,165 | IVV, VB, AGG, IWF | 13F-HR | 10/17/2024 | 000173149724000006 |
| Q2 2024 | 117 | 496,901 | IVV, VB, AGG, IWF | 13F-HR | 7/11/2024 | 000173149724000003 |
| Q1 2024 | 105 | 476,242 | IVV, VB, AGG, IWF | 13F-HR | 4/9/2024 | 000173149724000002 |
| Q4 2023 | 97 | 431,801 | IVV, VB, AGG, IWF | 13F-HR | 2/1/2024 | 000173149724000001 |
| Q3 2023 | 98 | 386,294 | IVV, VB, AGG, IWF | 13F-HR | 10/17/2023 | 000173149723000005 |
| Q2 2023 | 95 | 396,498 | IVV, VB, AGG, IWF | 13F-HR | 7/31/2023 | 000173149723000004 |
| Q1 2023 | 90 | 367,388 | IVV, VB, AGG, IWF | 13F-HR | 4/18/2023 | 000173149723000002 |
| Q4 2022 | 86 | 338,368 | IVV, VB, AGG, IWF | 13F-HR | 1/11/2023 | 000173149723000001 |
| Q3 2022 | 80 | 315,498 | IVV, VB, AGG, USRT | 13F-HR | 10/17/2022 | 000173149722000005 |
| Q2 2022 | 82 | 325,578 | IVV, VB, AGG, USRT | 13F-HR | 7/5/2022 | 000173149722000004 |
| Q1 2022 | 86 | 352,760 | IVV, VB, USRT, AGG | 13F-HR | 4/13/2022 | 000173149722000002 |
| Q4 2021 | 90 | 360,852 | IVV, USRT, VB, AGG | 13F-HR | 1/4/2022 | 000173149722000001 |
| Q3 2021 | 72 | 319,863 | IVV, VB, USRT, AGG | 13F-HR | 10/20/2021 | 000173149721000004 |
| Q2 2021 | 69 | 304,630 | IVV, VB, USRT, AGG | 13F-HR | 7/7/2021 | 000173149721000003 |
| Q1 2021 | 67 | 284,599 | IVV, VB, AGG, USRT | 13F-HR | 4/6/2021 | 000173149721000002 |
| Q4 2020 | 65 | 270,569 | IVV, AGG, VB, IWF | 13F-HR | 1/13/2021 | 000173149721000001 |
| Q3 2020 | 61 | 235,109 | IVV, AGG, IWF, VB | 13F-HR | 10/7/2020 | 000173149720000004 |
| Q2 2020 | 57 | 199,897 | IVV, AGG, IWF, VO | 13F-HR | 7/2/2020 | 000173149720000003 |
| Q1 2020 | 53 | 158,840 | IVV, AGG, IWF, VO | 13F-HR | 4/1/2020 | 000173149720000002 |
| Q4 2019 | 61 | 192,608 | IVV, AGG, IWF, VO | 13F-HR | 1/7/2020 | 000173149720000001 |
| Q3 2019 | 54 | 177,426 | IVV, AGG, IWF, VO | 13F-HR | 10/9/2019 | 000173149719000004 |
| Q2 2019 | 53 | 171,027 | IVV, AGG, IWF, VO | 13F-HR | 7/5/2019 | 000173149719000003 |
| Q1 2019 | 53 | 156,358 | IVV, AGG, IWF, VO | 13F-HR | 4/4/2019 | 000173149719000002 |
| Q4 2018 | 50 | 128,659 | AGG, IWF, SDY, IVV | 13F-HR | 1/2/2019 | 000173149719000001 |
| Q3 2018 | 51 | 135,479 | AGG, IWF, SDY, VB | 13F-HR | 10/4/2018 | 000173149718000005 |
| Q2 2018 | 48 | 126,059 | AGG, IWF, SDY, VB | 13F-HR | 7/17/2018 | 000173149718000003 |
| Q1 2018 | 47 | 120,778 | AGG, IWF, SDY, VO | 13F-HR | 4/4/2018 | 000173149718000002 |
| Q4 2017 | 45 | 119,719 | AGG, IWF, SDY, VO | 13F-HR | 2/14/2018 | 000173149718000001 |