| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 143 | 587,122 | IVV, QUAL, FBND, SMTH | 13F-HR | 5/2/2025 | 000108514625002551 |
| Q4 2024 | 134 | 541,050 | IVV, QUAL, FBND, AAPL | 13F-HR | 2/4/2025 | 000108514625000770 |
| Q3 2024 | 126 | 525,181 | IVV, QUAL, AGG, FBND | 13F-HR | 10/24/2024 | 000108514624005136 |
| Q2 2024 | 126 | 482,559 | IVV, QUAL, AGG, FBND | 13F-HR | 8/1/2024 | 000108514624003426 |
| Q1 2024 | 124 | 421,097 | IVV, QUAL, USMV, AAPL | 13F-HR | 4/30/2024 | 000108514624002133 |
| Q4 2023 | 128 | 385,894 | IVV, QUAL, USMV, AAPL | 13F-HR | 1/19/2024 | 000108514624000349 |
| Q3 2023 | 136 | 343,857 | IVV, QUAL, USMV, AAPL | 13F-HR | 10/19/2023 | 000108514623003808 |
| Q2 2023 | 121 | 350,654 | IVV, QUAL, USMV, AAPL | 13F-HR | 7/26/2023 | 000108514623002909 |
| Q1 2023 | 131 | 325,505 | IVV, QUAL, USMV, EFG | 13F-HR | 5/2/2023 | 000117266123001786 |
| Q4 2022 | 125 | 330,028 | IVV, ESGU, USMV, IUSB | 13F-HR | 1/26/2023 | 000117266123000296 |
| Q3 2022 | 126 | 308,417 | IVV, ESGU, USMV, IUSB | 13F-HR | 11/1/2022 | 000160658722002096 |
| Q2 2022 | 126 | 302,858 | IVV, ESGU, USMV, IUSB | 13F-HR | 7/26/2022 | 000160658722001475 |
| Q1 2022 | 140 | 350,002 | IVV, ESGU, USMV, IUSB | 13F-HR | 5/9/2022 | 000160658722001009 |
| Q4 2021 | 133 | 347,006 | IVV, ESGU, USMV, IUSB | 13F-HR | 1/31/2022 | 000160658722000186 |
| Q3 2021 | 138 | 327,770 | IVV, ESGU, GOVT, EFG | 13F-HR | 10/22/2021 | 000160658721001383 |
| Q2 2021 | 123 | 304,903 | IVV, ESGU, GOVT, EFV | 13F-HR | 7/26/2021 | 000160658721000896 |
| Q1 2021 | 114 | 281,902 | IVV, ESGU, FCOR, GOVT | 13F-HR | 4/29/2021 | 000160658721000505 |
| Q4 2020 | 96 | 254,974 | ESGU, IVV, FCOR, USMV | 13F-HR | 2/11/2021 | 000160658721000296 |
| Q3 2020 | 87 | 223,878 | FCOR, IVV, ESGU, USMV | 13F-HR | 10/20/2020 | 000160658720001075 |
| Q2 2020 | 81 | 196,731 | FCOR, IVV, USMV, ESGU | 13F-HR | 8/10/2020 | 000160658720000888 |
| Q1 2020 | 67 | 159,170 | GOVT, IVV, USMV, IEFA | 13F-HR | 5/5/2020 | 000160658720000580 |
| Q4 2019 | 64 | 177,138 | USMV, IVV, GOVT, IEFA | 13F-HR | 1/16/2020 | 000160658720000038 |