| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 84 | 351,136 | JPM, IVV, IVW, IEFA | 13F-HR | 5/14/2025 | 000117266125001819 |
| Q4 2024 | 85 | 355,720 | JPM, IVV, IVW, IEFA | 13F-HR | 2/12/2025 | 000117266125000717 |
| Q3 2024 | 86 | 342,473 | JPM, IVV, IEFA, IVW | 13F-HR | 10/30/2024 | 000117266124004408 |
| Q2 2024 | 82 | 320,287 | JPM, IVV, IVW, IEFA | 13F-HR | 7/26/2024 | 000117266124002943 |
| Q1 2024 | 86 | 306,511 | JPM, IVV, IVW, IEFA | 13F-HR | 5/10/2024 | 000117266124002120 |
| Q4 2023 | 67 | 270,379 | JPM, IVV, IEFA, IVW | 13F-HR | 1/30/2024 | 000117266124000386 |
| Q3 2023 | 74 | 245,644 | JPM, IVV, IEFA, IVW | 13F-HR | 11/6/2023 | 000117266123003622 |
| Q2 2023 | 77 | 260,394 | JPM, IVV, IEFA, IVW | RESTATEMENT | 11/6/2023 | 000117266123003621 |
| Q1 2023 | 78 | 247,999 | JPM, IVV, IEFA, IJR | 13F-HR | 4/20/2023 | 000117266123001739 |
| Q4 2022 | 78 | 236,170 | JPM, IVV, IEFA, IJR | 13F-HR | 1/18/2023 | 000117266123000203 |
| Q3 2022 | 83 | 219,100 | JPM, IVV, IVW, IJR | 13F-HR | 10/14/2022 | 000160658722001873 |
| Q2 2022 | 84 | 231,759 | JPM, IVV, IVW, IEFA | 13F-HR | 7/28/2022 | 000160658722001518 |
| Q1 2022 | 92 | 264,045 | JPM, IVV, IVW, IEFA | 13F-HR | 5/5/2022 | 000160658722000922 |
| Q4 2021 | 89 | 275,969 | JPM, IVV, AGG, IVW | 13F-HR | 1/28/2022 | 000160658722000163 |
| Q3 2021 | 492 | 274,001 | JPM, IVV, AGG, IVW | 13F-HR | 10/20/2021 | 000160658721001327 |
| Q2 2021 | 87 | 257,522 | JPM, IVV, AGG, IVW | 13F-HR | 7/20/2021 | 000160658721000793 |
| Q1 2021 | 85 | 241,187 | JPM, IVV, AGG, IVW | 13F-HR | 4/30/2021 | 000160658721000515 |
| Q4 2020 | 83 | 217,564 | JPM, IVV, AGG, IVW | 13F-HR | 1/15/2021 | 000160658721000041 |
| Q3 2020 | 79 | 181,389 | JPM, IVV, IVW, AGG | 13F-HR | 10/16/2020 | 000160658720001055 |
| Q2 2020 | 76 | 179,916 | JPM, IVV, IVW, AGG | 13F-HR | 8/3/2020 | 000160658720000776 |
| Q1 2020 | 62 | 153,728 | JPM, IVV, AGG, IVW | 13F-HR | 4/30/2020 | 000160658720000535 |
| Q4 2019 | 65 | 204,768 | JPM, IVV, IVW, IEFA | 13F-HR | 1/15/2020 | 000160658720000031 |
| Q3 2019 | 61 | 182,600 | JPM, IVV, IVW, IEFA | 13F-HR | 10/8/2019 | 000160658719000828 |
| Q2 2019 | 60 | 176,792 | JPM, IVV, IVW, IEFA | 13F-HR | 8/5/2019 | 000160658719000747 |
| Q1 2019 | 62 | 169,454 | JPM, IVV, IEFA, IJR | 13F-HR | 5/6/2019 | 000160658719000496 |
| Q4 2018 | 62 | 153,943 | JPM, IVV, IEFA, IVW | 13F-HR | 2/13/2019 | 000160658719000242 |