| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 615 | 4,457,937 | AAPL, NVDA, MSFT, META | 13F-HR | 5/15/2025 | 000173987725000004 |
| Q4 2024 | 525 | 4,705,580 | AAPL, NVDA, MSFT, AMZN | 13F-HR | 2/12/2025 | 000173987725000001 |
| Q3 2024 | 473 | 4,666,115 | AAPL, MSFT, NVDA, IEMG | 13F-HR | 11/13/2024 | 000173987724000006 |
| Q2 2024 | 470 | 4,268,973 | MSFT, AAPL, NVDA, IEMG | 13F-HR | 8/12/2024 | 000173987724000003 |
| Q1 2024 | 469 | 4,261,497 | MSFT, AAPL, NVDA, IEMG | 13F-HR | 5/13/2024 | 000173987724000002 |
| Q4 2023 | 474 | 3,722,120 | AAPL, MSFT, IEMG, AMZN | 13F-HR | 2/14/2024 | 000173987724000001 |
| Q3 2023 | 474 | 3,243,286 | AAPL, IEMG, MSFT, AMZN | 13F-HR | 11/14/2023 | 000173987723000004 |
| Q2 2023 | 466 | 3,397,402 | AAPL, IEMG, MSFT, AMZN | 13F-HR | 8/14/2023 | 000173987723000003 |
| Q1 2023 | 450 | 3,152,997 | IEMG, AAPL, MSFT, HYG | 13F-HR | 5/12/2023 | 000173987723000002 |
| Q4 2022 | 465 | 2,918 | IEMG, AAPL, MSFT, HYG | 13F-HR | 2/13/2023 | 000173987723000001 |
| Q3 2022 | 459 | 2,648,577 | IEMG, AAPL, MSFT, LQD | 13F-HR | 11/10/2022 | 000173987722000004 |
| Q2 2022 | 470 | 2,970,949 | IEMG, AAPL, MSFT, LQD | 13F-HR | 8/10/2022 | 000173987722000003 |
| Q1 2022 | 475 | 3,453,178 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 5/10/2022 | 000173987722000002 |
| Q4 2021 | 454 | 3,622,248 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 2/9/2022 | 000173987722000001 |
| Q3 2021 | 425 | 3,111,784 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 11/3/2021 | 000173987721000008 |
| Q2 2021 | 426 | 3,013,998 | IEMG, AAPL, MSFT, EWY | 13F-HR | 8/13/2021 | 000173987721000006 |
| Q1 2021 | 428 | 3,001,047 | IEMG, AAPL, HYG, MSFT | 13F-HR | 5/12/2021 | 000173987721000004 |
| Q4 2020 | 424 | 3,018,248 | IEMG, AAPL, LQD, MSFT | 13F-HR | 2/11/2021 | 000173987721000002 |
| Q3 2020 | 41 | 2,845,605 | VOO, IVV, SPY, IEMG | 13F-HR | 11/12/2020 | 000173987720000008 |
| Q2 2020 | 23 | 2,300,799 | VOO, IVV, SPY, IEMG | 13F-HR | 8/12/2020 | 000173987720000006 |
| Q1 2020 | 19 | 2,192,644 | VOO, IVV, SPY, IEMG | 13F-HR | 5/13/2020 | 000173987720000004 |
| Q4 2019 | 23 | 2,734,504 | VOO, IVV, SPY, IEMG | 13F-HR | 2/13/2020 | 000173987720000002 |
| Q3 2019 | 25 | 2,520,324 | IVV, VOO, SPY, IEMG | 13F-HR | 11/12/2019 | 000173987719000009 |
| Q2 2019 | 32 | 2,470,871 | VOO, IVV, SPY, IEMG | 13F-HR | 8/13/2019 | 000173987719000006 |
| Q1 2019 | 30 | 2,195,586 | VOO, IVV, SPY, EEMV | 13F-HR | 5/14/2019 | 000173987719000004 |
| Q4 2018 | 32 | 2,194,875 | VOO, IVV, SPY, USMV | 13F-HR | 2/13/2019 | 000173987719000002 |
| Q3 2018 | 30 | 2,373,109 | VOO, IVV, SPY, MTUM | 13F-HR | 11/13/2018 | 000173987718000006 |
| Q2 2018 | 36 | 2,212,850 | VOO, IVV, MTUM, USMV | 13F-HR | 8/13/2018 | 000173987718000004 |
| Q1 2018 | 39 | 2,727,596 | VOO, IVV, SPY, IEMG | 13F-HR | 5/9/2018 | 000173987718000002 |