| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 236 | 570,702 | VUG, VTV, IWD, IWF | 13F-HR | 4/22/2024 | 000179369124000002 |
| Q4 2023 | 232 | 512,519 | VTV, VUG, IWD, IWF | 13F-HR | 1/18/2024 | 000179369124000001 |
| Q3 2023 | 194 | 438,406 | VTV, VUG, IWD, IWF | 13F-HR | 10/16/2023 | 000179369123000005 |
| Q2 2023 | 196 | 445,292 | VTV, VUG, IWD, IWF | 13F-HR | 7/17/2023 | 000179369123000004 |
| Q1 2023 | 184 | 409,807 | VTV, VUG, IWD, IWF | 13F-HR | 4/18/2023 | 000179369123000003 |
| Q4 2022 | 169 | 350,177 | VTV, VUG, IWD, IWF | 13F-HR | 1/18/2023 | 000179369123000001 |
| Q3 2022 | 143 | 276,985 | VTV, VUG, IWD, IWF | 13F-HR | 11/2/2022 | 000179369122000005 |
| Q2 2022 | 140 | 268,385 | VTV, VUG, IWF, IWD | 13F-HR | 7/18/2022 | 000179369122000004 |
| Q1 2022 | 151 | 305,195 | VTV, VUG, ARKK, AAPL | 13F-HR | 4/19/2022 | 000179369122000003 |
| Q4 2021 | 145 | 275,691 | VUG, VTV, ARKK, AAPL | RESTATEMENT | 1/27/2022 | 000179369122000002 |
| Q3 2021 | 143 | 257,429 | VUG, ARKK, VTV, VBK | 13F-HR | 10/22/2021 | 000179369121000005 |
| Q2 2021 | 131 | 243,321 | VUG, ARKK, VTV, VBK | 13F-HR | 7/23/2021 | 000179369121000004 |
| Q1 2021 | 125 | 226,562 | VUG, ARKK, VTV, VBK | 13F-HR | 4/29/2021 | 000179369121000003 |
| Q4 2020 | 118 | 186,424 | ARKK, VUG, VTV, VOOG | 13F-HR | 1/28/2021 | 000179369121000002 |
| Q3 2020 | 114 | 155,359 | VUG, ARKK, VTV, VOOG | 13F-HR | 10/16/2020 | 000179369120000005 |
| Q2 2020 | 111 | 125,432 | VUG, ARKK, VTV, VOOG | 13F-HR | 7/13/2020 | 000179369120000004 |
| Q1 2020 | 106 | 91,346 | VUG, ARKK, VTV, VOOV | 13F-HR | 5/5/2020 | 000179369120000002 |
| Q4 2019 | 105 | 104,160 | VTV, ARKK, VUG, SPYG | 13F-HR | 1/15/2020 | 000179369120000001 |