| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 167 | 764,776 | IWF, IWD, VEA, SPYV | 13F-HR | 1/23/2024 | 000175948524000001 |
| Q3 2023 | 160 | 606,970 | IWF, IWD, VEA, SPYV | 13F-HR | 10/11/2023 | 000175948523000008 |
| Q2 2023 | 172 | 464,235 | IWF, IWD, SPYV, SPYG | 13F-HR | 7/26/2023 | 000175948523000007 |
| Q1 2023 | 170 | 434,327 | IWD, IWF, SPYV, SPYG | 13F-HR | 5/1/2023 | 000175948523000006 |
| Q4 2022 | 176 | 423,424 | IWD, IWF, SPYV, SPYG | 13F-HR | 2/2/2023 | 000175948523000001 |
| Q3 2022 | 171 | 353,299 | IWD, IWF, MUB, SPYV | 13F-HR | 11/9/2022 | 000175948522000008 |
| Q2 2022 | 183 | 357,373 | IWD, IWF, SPYV, MUB | 13F-HR | 8/8/2022 | 000175948522000007 |
| Q1 2022 | 184 | 437,012 | IWD, IWF, SPYV, VEA | 13F-HR | 5/10/2022 | 000175948522000006 |
| Q4 2021 | 99 | 365,048 | IWF, IWD, SPYV, VEA | 13F-HR | 1/26/2022 | 000175948522000002 |
| Q3 2021 | 94 | 338,747 | IWF, IWD, SPYV, VEA | RESTATEMENT | 11/15/2021 | 000175948521000007 |
| Q2 2021 | 94 | 332,538 | IWF, IWD, SPYV, VEA | 13F-HR | 8/5/2021 | 000175948521000004 |
| Q1 2021 | 88 | 303,486 | VEA, IWF, IWD, SPYV | 13F-HR | 5/12/2021 | 000175948521000003 |
| Q4 2020 | 86 | 283,612 | VEA, IWF, SPYV, IWD | 13F-HR | 2/8/2021 | 000175948521000001 |
| Q3 2020 | 84 | 250,965 | VEA, IWF, SPYV, IWD | 13F-HR | 11/9/2020 | 000175948520000006 |
| Q2 2020 | 76 | 189,858 | IWF, VEA, EFA, IWD | 13F-HR | 8/11/2020 | 000175948520000005 |
| Q1 2020 | 67 | 165,137 | IWF, IWD, VEA, EFA | 13F-HR | 4/29/2020 | 000175948520000003 |
| Q4 2019 | 63 | 219,506 | VEA, IWB, IWD, IWF | 13F-HR | 1/29/2020 | 000175948520000001 |
| Q3 2019 | 76 | 201,807 | VEA, IWB, IWD, IWF | 13F-HR | 10/25/2019 | 000175948519000005 |
| Q2 2019 | 72 | 195,134 | VEA, IWB, IWD, IWF | 13F-HR | 8/7/2019 | 000175948519000004 |
| Q1 2019 | 1,241 | 205,414 | VEA, IWB, IWD, IWF | 13F-HR | 5/14/2019 | 000175948519000003 |
| Q4 2018 | 1,207 | 164,120 | VEA, IWD, IWF, EFA | 13F-HR | 2/14/2019 | 000175948519000001 |