| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 157 | 546,056 | IUSV, IUSG, IWS, LLY | 13F-HR | 10/24/2023 | 000173171323000009 |
| Q2 2023 | 165 | 557,062 | IUSV, IUSG, IWS, LLY | 13F-HR | 7/12/2023 | 000173171323000006 |
| Q1 2023 | 162 | 515,717 | IUSV, IWS, IUSG, SCHD | 13F-HR | 4/19/2023 | 000173171323000004 |
| Q4 2022 | 161 | 483,896 | IUSV, IWS, IUSG, SCHD | 13F-HR | 2/1/2023 | 000173171323000002 |
| Q3 2022 | 150 | 401,458 | IWS, IUSV, VTEB, SCHD | 13F-HR | 11/7/2022 | 000173171322000006 |
| Q2 2022 | 153 | 391,447 | IWS, IUSV, ICSH, SCHD | 13F-HR | 8/8/2022 | 000128060422000011 |
| Q1 2022 | 230 | 540,606 | IWS, IUSV, IJR, IWN | 13F-HR | 5/4/2022 | 000173171322000004 |
| Q4 2021 | 235 | 545,324 | IWS, IUSV, IJR, IUSG | 13F-HR | 1/21/2022 | 000173171322000002 |
| Q3 2021 | 222 | 477,898 | IWS, IUSV, IJR, IUSG | 13F-HR | 10/12/2021 | 000173171321000010 |
| Q2 2021 | 213 | 462,721 | IWS, IJR, IUSV, BSV | 13F-HR | 7/26/2021 | 000173171321000008 |
| Q1 2021 | 198 | 419,610 | IWS, IJR, IUSV, BSV | 13F-HR | 5/12/2021 | 000173171321000004 |
| Q4 2020 | 190 | 392,490 | IWS, SUB, IJR, IUSV | 13F-HR | 2/9/2021 | 000173171321000002 |
| Q3 2020 | 186 | 344,016 | IWS, SUB, IUSV, IJR | 13F-HR | 11/6/2020 | 000173171320000008 |
| Q2 2020 | 186 | 314,489 | IWS, IUSV, IJR, SUB | 13F-HR | 7/6/2020 | 000173171320000006 |
| Q1 2020 | 176 | 248,197 | IWS, SUB, ISTB, LLY | 13F-HR | 4/13/2020 | 000173171320000004 |
| Q4 2019 | 185 | 271,738 | IWS, AAPL, SUB, GBIL | 13F-HR | 1/7/2020 | 000173171320000002 |
| Q3 2019 | 175 | 229,440 | IWS, AAPL, GBIL, ISTB | 13F-HR | 10/21/2019 | 000173171319000008 |
| Q2 2019 | 175 | 227,936 | IWS, AAPL, GBIL, LLY | 13F-HR | 7/15/2019 | 000173171319000006 |
| Q1 2019 | 151 | 178,193 | IWS, GBIL, IWN, IVV | 13F-HR | 4/9/2019 | 000173171319000004 |
| Q4 2018 | 130 | 146,179 | IWS, GBIL, LLY, IWN | 13F-HR | 1/15/2019 | 000173171319000002 |
| Q3 2018 | 133 | 153,994 | IWS, GBIL, IWN, LLY | 13F-HR | 10/5/2018 | 000173171318000008 |
| Q2 2018 | 123 | 127,943 | IWS, IWN, CLMT, LLY | 13F-HR | 7/31/2018 | 000173171318000006 |
| Q1 2018 | 118 | 118,299 | IWS, IWN, CLMT, HCCI | 13F-HR | 5/9/2018 | 000173171318000004 |
| Q4 2017 | 119 | 116,230 | IWS, IWN, CLMT, LLY | 13F-HR | 3/1/2018 | 000173171318000002 |