| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 314 | 1,318,641 | SPLG, DYNF, QUAL, IVW | 13F-HR | 10/17/2025 | 000117266125004325 |
| Q2 2025 | 307 | 1,269,432 | SPLG, QUAL, EFV, DYNF | 13F-HR | 8/1/2025 | 000117266125002847 |
| Q1 2025 | 301 | 1,118,155 | SPLG, QUAL, IVW, DYNF | 13F-HR | 5/12/2025 | 000117266125001646 |
| Q4 2024 | 288 | 1,079,878 | SPLG, QUAL, VONE, IVW | 13F-HR | 1/23/2025 | 000117266125000335 |
| Q3 2024 | 280 | 1,039,346 | SPLG, QUAL, VONE, IVW | 13F-HR | 10/30/2024 | 000117266124004415 |
| Q2 2024 | 265 | 928,861 | SPLG, VONE, QUAL, IVW | RESTATEMENT | 7/16/2024 | 000108514624003037 |
| Q1 2024 | 261 | 869,326 | SPLG, VONE, QUAL, SPSM | 13F-HR | 4/12/2024 | 000108514624001782 |
| Q4 2023 | 265 | 791,692 | SPLG, VONE, SPSM, MUB | 13F-HR | 1/18/2024 | 000108514624000307 |
| Q3 2023 | 189 | 691,283 | SPLG, VONE, SPSM, MUB | 13F-HR | 11/7/2023 | 000108514623004187 |
| Q2 2023 | 209 | 692,220 | VONE, SPLG, EFG, SPSM | 13F-HR | 7/21/2023 | 000108514623002807 |
| Q1 2023 | 168 | 626,656 | VONE, SPLG, VTWO, EFG | 13F-HR | 4/7/2023 | 000108514623001550 |
| Q4 2022 | 161 | 570,675 | VONE, SPLG, VTWO, ESGU | 13F-HR | 1/31/2023 | 000108514623000495 |
| Q3 2022 | 135 | 476,429 | VONE, SPLG, VTWO, ESGU | 13F-HR | 10/28/2022 | 000108514622003643 |
| Q2 2022 | 140 | 451,999 | VONE, VTWO, SPLG, ESGU | 13F-HR | 7/28/2022 | 000108514622002636 |
| Q1 2022 | 155 | 500,857 | VONE, VTWO, SPLG, ESGU | 13F-HR | 5/5/2022 | 000108514622001787 |
| Q4 2021 | 165 | 501,814 | VONE, VTWO, ESGU, SPLG | 13F-HR | 2/1/2022 | 000108514622000434 |
| Q3 2021 | 143 | 472,050 | VONE, VTWO, ESGU, VEA | 13F-HR | 11/12/2021 | 000108514621003167 |
| Q2 2021 | 133 | 433,064 | VONE, VTWO, IWB, ESGU | 13F-HR | 8/10/2021 | 000108514621002330 |
| Q1 2021 | 113 | 380,152 | VONE, VTWO, IWB, MUB | 13F-HR | 4/20/2021 | 000108514621001253 |
| Q4 2020 | 111 | 345,516 | VONE, VTWO, IWB, MUB | 13F-HR | 1/29/2021 | 000108514621000354 |
| Q3 2020 | 93 | 267,530 | VONE, VTWO, IWB, MUB | 13F-HR | 11/10/2020 | 000108514620002835 |
| Q2 2020 | 89 | 230,084 | VONE, VTWO, VNQ, IWB | 13F-HR | 8/7/2020 | 000108514620002043 |
| Q1 2020 | 75 | 165,799 | VONE, VTWO, VNQ, IWB | 13F-HR | 5/11/2020 | 000108514620001410 |
| Q4 2019 | 85 | 191,632 | IWB, IWM, VNQ, EFAV | 13F-HR | 2/12/2020 | 000108514620000608 |