| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 137 | 483,074 | IVV, PCT, IEFA, IQLT | 13F-HR | 10/17/2024 | 000176708024000007 |
| Q2 2024 | 72 | 217,251 | PCT, IEFA, IQLT, AAPL | 13F-HR | 7/17/2024 | 000176708024000006 |
| Q1 2024 | 137 | 434,448 | IVV, PCT, IEFA, IQLT | 13F-HR | 4/19/2024 | 000176708024000005 |
| Q4 2023 | 139 | 384,769 | IVV, IEFA, PCT, IQLT | 13F-HR | 1/17/2024 | 000176708024000001 |
| Q3 2023 | 130 | 350,116 | IVV, PCT, IEFA, IQLT | 13F-HR | 10/30/2023 | 000176794023000006 |
| Q2 2023 | 64 | 193,314 | PCT, IEFA, IQLT, GOVT | 13F-HR | 7/19/2023 | 000176708023000003 |
| Q1 2023 | 145 | 395,494 | IVV, PCT, IEFA, IQLT | 13F-HR | 5/2/2023 | 000176708023000002 |
| Q4 2022 | 148 | 367,456 | IVV, PCT, IEFA, IQLT | NEW HOLDINGS | 2/9/2023 | 000196530723000001 |
| Q4 2022 | 130 | 339,621 | IVV, PCT, IEFA, IQLT | 13F-HR | 2/2/2023 | 000173347223000003 |
| Q3 2022 | 141 | 349,803 | IVV, PCT, IEFA, IQLT | 13F-HR | 10/31/2022 | 000176708022000004 |
| Q2 2022 | 145 | 368,771 | IVV, PCT, IEFA, IQLT | 13F-HR | 8/5/2022 | 000176708022000003 |
| Q1 2022 | 147 | 368,083 | IVV, IEFA, IQLT, IJH | 13F-HR | 4/28/2022 | 000180118422000003 |
| Q4 2021 | 118 | 390,131 | IVV, IEFA, IJH, IQLT | 13F-HR | 1/18/2022 | 000176708022000002 |
| Q3 2021 | 45 | 171,166 | IEFA, IEMG, IQLT, GOVT | 13F-HR | 11/4/2021 | 000176708021000008 |
| Q2 2021 | 106 | 387,053 | IVV, IEFA, IEMG, IJH | RESTATEMENT | 7/26/2021 | 000176708021000007 |
| Q1 2021 | 374 | 402,317 | IVV, IEFA, IEMG, IJH | RESTATEMENT | 5/6/2021 | 000176708021000004 |
| Q4 2020 | 81 | 398,453 | IVV, IEFA, IEMG, IJH | 13F-HR | 1/27/2021 | 000176708021000002 |
| Q3 2020 | 81 | 347,115 | IVV, IEFA, IEMG, IJH | 13F-HR | 11/4/2020 | 000176708020000005 |
| Q2 2020 | 77 | 328,921 | IVV, IEFA, IEMG, IJH | 13F-HR | 7/21/2020 | 000176708020000004 |
| Q1 2020 | 38 | 288,245 | IVV, IEFA, FDLO, IEMG | 13F-HR | 4/10/2020 | 000176708020000003 |
| Q4 2019 | 36 | 359,016 | IVV, IEFA, IEMG, FDLO | 13F-HR | 1/30/2020 | 000176708020000002 |
| Q3 2019 | 33 | 328,603 | IVV, IEFA, FDLO, IEMG | 13F-HR | 10/31/2019 | 000176708019000005 |
| Q2 2019 | 29 | 321,377 | IVV, IEFA, IEMG, FDLO | 13F-HR | 8/14/2019 | 000176708019000004 |
| Q1 2019 | 28 | 304,553 | IVV, IEFA, IEMG, IJH | 13F-HR | 5/10/2019 | 000176708019000002 |
| Q4 2018 | 27 | 272,287 | IVV, IEFA, IEMG, IJH | 13F-HR | 2/14/2019 | 000176708019000001 |