| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 299 | 543,866 | VUG, VTV, VBK, IEF | 13F-HR | 2/12/2025 | 000176652025000001 |
| Q3 2024 | 293 | 533,461 | VTV, VUG, VBK, IEF | 13F-HR | 11/12/2024 | 000176652024000006 |
| Q2 2024 | 89 | 122,871 | BIL, HEDJ, NVDA, SPY | 13F-HR | 8/14/2024 | 000176652024000003 |
| Q1 2024 | 278 | 479,806 | VTV, VUG, VBK, IEF | 13F-HR | 5/9/2024 | 000176652024000002 |
| Q4 2023 | 262 | 435,665 | VTV, VUG, VBK, IEF | 13F-HR | 2/7/2024 | 000176652024000001 |
| Q3 2023 | 252 | 385,947 | VTV, VUG, VBK, VWO | 13F-HR | 11/14/2023 | 000176652023000004 |
| Q2 2023 | 248 | 389,731 | VTV, VUG, VBK, VWO | 13F-HR | 8/14/2023 | 000176652023000003 |
| Q1 2023 | 251 | 369,205 | VTV, VUG, VBK, VTEB | 13F-HR | 5/12/2023 | 000176652023000001 |
| Q4 2022 | 265 | 379,521 | VTV, VUG, VBK, VWO | 13F-HR | 2/1/2023 | 000117266123000380 |
| Q3 2022 | 266 | 351,069 | VTV, VUG, VBK, MUB | RESTATEMENT | 3/14/2023 | 000117266123001539 |
| Q2 2022 | 261 | 358,898 | VTV, VUG, VBK, MUB | RESTATEMENT | 3/14/2023 | 000117266123001536 |
| Q1 2022 | 281 | 404,960 | VTV, VUG, VBK, AAPL | RESTATEMENT | 3/14/2023 | 000117266123001534 |
| Q4 2021 | 275 | 390,104 | VUG, VTV, VBK, AAPL | RESTATEMENT | 3/14/2023 | 000117266123001541 |
| Q3 2021 | 255 | 350,153 | VUG, VTV, VBK, VBR | RESTATEMENT | 3/14/2023 | 000117266123001538 |
| Q2 2021 | 258 | 344,821 | VUG, VTV, VBK, VBR | RESTATEMENT | 3/14/2023 | 000117266123001535 |
| Q1 2021 | 236 | 308,345 | VUG, VTV, VBK, VBR | RESTATEMENT | 3/14/2023 | 000117266123001533 |
| Q4 2020 | 221 | 282,884 | VUG, VTV, VBK, AAPL | RESTATEMENT | 3/14/2023 | 000117266123001540 |
| Q3 2020 | 208 | 246,745 | VUG, VTV, VBK, AAPL | RESTATEMENT | 3/14/2023 | 000117266123001537 |
| Q2 2020 | 193 | 216,569 | VUG, VTV, VBK, VBR | 13F-HR | 8/14/2020 | 000117266120001874 |
| Q1 2020 | 188 | 188,121 | VUG, VTV, VBK, VBR | 13F-HR | 5/14/2020 | 000117266120001222 |
| Q4 2019 | 205 | 230,468 | VUG, VTV, VBK, VBR | 13F-HR | 2/12/2020 | 000117266120000436 |
| Q3 2019 | 199 | 212,634 | VTV, VUG, VBK, VBR | 13F-HR | 11/13/2019 | 000117266119002178 |
| Q2 2019 | 226 | 233,123 | VTV, VUG, VBK, VBR | 13F-HR | 8/14/2019 | 000117266119001812 |
| Q1 2019 | 192 | 189,366 | VTV, VUG, VBK, VBR | 13F-HR | 5/10/2019 | 000117266119001146 |
| Q4 2018 | 178 | 162,178 | VTV, VUG, VBK, VBR | 13F-HR | 2/13/2019 | 000117266119000447 |