| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 183 | 554,198 | IVV, SPLG, QUAL, IVW | 13F-HR | 10/16/2024 | 000179517324000005 |
| Q2 2024 | 182 | 542,653 | IVV, SPLG, IVW, ITOT | 13F-HR | 7/17/2024 | 000179517324000004 |
| Q1 2024 | 176 | 475,558 | IVV, SPLG, ITOT, DFAI | 13F-HR | 4/17/2024 | 000179517324000002 |
| Q4 2023 | 167 | 447,952 | IVV, SPLG, ITOT, DFAI | 13F-HR | 1/23/2024 | 000179517324000001 |
| Q3 2023 | 148 | 388,746 | IVV, SPLG, ITOT, DFAI | 13F-HR | 10/10/2023 | 000179517323000006 |
| Q2 2023 | 150 | 402,871 | IVV, SPLG, ITOT, QUAL | 13F-HR | 7/5/2023 | 000179517323000005 |
| Q1 2023 | 152 | 381,068 | IVV, SPLG, ITOT, QUAL | 13F-HR | 4/20/2023 | 000179517323000004 |
| Q4 2022 | 150 | 370,553 | IVV, SPLG, ESGU, ITOT | 13F-HR | 1/25/2023 | 000179517323000001 |
| Q3 2022 | 146 | 325,365 | IVV, SPLG, ESGU, ITOT | 13F-HR | 10/6/2022 | 000179517322000006 |
| Q2 2022 | 149 | 345,249 | IVV, SPLG, ESGU, ITOT | 13F-HR | 8/2/2022 | 000179517322000005 |
| Q1 2022 | 156 | 376,606 | IVV, SPLG, ESGU, ITOT | 13F-HR | 5/5/2022 | 000179517322000003 |
| Q4 2021 | 158 | 381,326 | IVV, ESGU, SPLG, ITOT | 13F-HR | 1/10/2022 | 000179517322000001 |
| Q3 2021 | 157 | 363,666 | IVV, ESGU, IEFA, ITOT | 13F-HR | 10/18/2021 | 000179517321000005 |
| Q2 2021 | 151 | 349,126 | IVV, ESGU, IEFA, ITOT | 13F-HR | 7/23/2021 | 000179517321000004 |
| Q1 2021 | 143 | 307,355 | IVV, IEFA, ITOT, ESGU | 13F-HR | 4/6/2021 | 000179517321000003 |
| Q4 2020 | 141 | 293,816 | IVV, IEFA, ITOT, ESGU | 13F-HR | 2/19/2021 | 000179517321000002 |
| Q3 2020 | 127 | 249,123 | IVV, IEFA, ITOT, ESGU | 13F-HR | 11/4/2020 | 000179517320000004 |
| Q2 2020 | 131 | 248,103 | IVV, IEFA, ITOT, IJR | 13F-HR | 8/11/2020 | 000179517320000003 |
| Q1 2020 | 108 | 200,132 | IVV, IEFA, ITOT, ESGU | 13F-HR | 4/23/2020 | 000179517320000002 |
| Q4 2019 | 120 | 224,732 | IVV, IEFA, ITOT, IEMG | 13F-HR | 1/14/2020 | 000179517320000001 |
| Q3 2019 | 107 | 204,749 | IVV, IEFA, ITOT, EFAV | 13F-HR | 11/26/2019 | 000179517319000001 |