| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 628 | 463,172 | IVV, SCHF, SCHD, IJH | 13F-HR | 7/26/2023 | 000176505423000003 |
| Q1 2023 | 624 | 441,309 | IVV, SCHF, SCHD, IJH | 13F-HR | 4/24/2023 | 000176505423000002 |
| Q4 2022 | 593 | 344,460 | IVV, SCHF, SCHD, IJH | 13F-HR | 2/6/2023 | 000176505423000001 |
| Q3 2022 | 593 | 344,459 | IVV, SCHF, SCHD, IJH | 13F-HR | 10/5/2022 | 000176505422000005 |
| Q2 2022 | 563 | 364,808 | IVV, SCHF, SCHD, IJH | 13F-HR | 7/25/2022 | 000176505422000004 |
| Q1 2022 | 562 | 425,220 | IVV, SCHF, SCHD, IJH | 13F-HR | 4/18/2022 | 000176505422000003 |
| Q4 2021 | 561 | 447,204 | IVV, SCHF, SCHD, IJH | 13F-HR | 1/18/2022 | 000176505422000001 |
| Q3 2021 | 538 | 415,017 | IVV, SCHF, SCHD, IJH | 13F-HR | 11/10/2021 | 000176505421000006 |
| Q2 2021 | 539 | 420,072 | IVV, SCHF, SCHD, IJH | 13F-HR | 7/26/2021 | 000176505421000005 |
| Q1 2021 | 537 | 387,302 | IVV, SCHF, SCHD, IJH | 13F-HR | 4/21/2021 | 000176505421000003 |
| Q4 2020 | 457 | 364,608 | IVV, SCHF, SCHD, IJH | 13F-HR | 1/28/2021 | 000176505421000001 |
| Q3 2020 | 486 | 341,862 | IVV, SCHF, SCHD, IJH | 13F-HR | 10/7/2020 | 000176505420000005 |
| Q2 2020 | 475 | 323,374 | IVV, SCHF, SCHD, IJH | 13F-HR | 8/3/2020 | 000176505420000004 |
| Q1 2020 | 509 | 321,308 | IVV, SCHF, SCHZ, SCHD | 13F-HR | 4/9/2020 | 000176505420000002 |
| Q4 2019 | 553 | 334,499 | SCHZ, IVV, SCHF, IGSB | 13F-HR | 1/28/2020 | 000176505420000001 |
| Q3 2019 | 520 | 296,351 | SCHZ, IVV, SCHF, IGSB | 13F-HR | 11/12/2019 | 000176505419000004 |
| Q2 2019 | 545 | 270,772 | IVV, SCHZ, SCHF, IGSB | 13F-HR | 7/31/2019 | 000176505419000003 |
| Q1 2019 | 86 | 227,219 | IVV, SCHZ, SCHF, VTV | 13F-HR | 4/3/2019 | 000176505419000002 |
| Q4 2018 | 91 | 172,996 | IVV, VTV, VTI, SCHZ | 13F-HR | 2/8/2019 | 000176505419000001 |