| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 96 | 565,963 | IVV, IJH, AGG, IJR | 13F-HR | 10/19/2026 | 000180118426000005 |
| Q2 2026 | 103 | 568,009 | IVV, IJH, AGG, IJR | 13F-HR | 7/16/2026 | 000180118426000003 |
| Q1 2026 | 83 | 502,549 | IVV, IJH, AGG, IJR | 13F-HR | 4/15/2026 | 000180118426000002 |
| Q4 2025 | 87 | 505,762 | IVV, IJH, AGG, IJR | 13F-HR | 1/26/2026 | 000180118426000001 |
| Q3 2025 | 89 | 492,672 | IVV, IJH, AGG, IJR | 13F-HR | 10/20/2025 | 000180118425000006 |
| Q2 2025 | 88 | 457,272 | IVV, IJH, AGG, IJR | 13F-HR | 7/21/2025 | 000180118425000004 |
| Q1 2025 | 87 | 426,037 | IVV, IJH, AGG, IJR | 13F-HR | 4/14/2025 | 000180118425000003 |
| Q4 2024 | 81 | 434,256 | IVV, IJH, AGG, IJR | 13F-HR | 1/29/2025 | 000180118425000001 |
| Q3 2024 | 34 | 63 | IEFA, IEMG, FLOT, USHY | 13F-HR | 10/3/2024 | 000180118424000003 |
| Q2 2024 | 34 | 58,406 | IEFA, IEMG, FLOT, USHY | 13F-HR | 7/12/2024 | 000180118424000001 |
| Q1 2024 | 79 | 430,470 | IVV, IJH, IWB, AGG | 13F-HR | 4/11/2024 | 000184470924000005 |
| Q4 2023 | 77 | 401,252 | IVV, IJH, IWB, AGG | 13F-HR | 1/11/2024 | 000176679124000004 |
| Q3 2023 | 77 | 380,932 | IVV, IJH, IWB, AGG | 13F-HR | 10/12/2023 | 000176806523000009 |
| Q2 2023 | 65 | 72 | IEMG, IEFA, FLOT, SPY | 13F-HR | 7/10/2023 | 000180118423000003 |
| Q1 2023 | 156 | 457,452 | IVV, IJH, IWB, AGG | 13F-HR | 4/6/2023 | 000180118423000002 |
| Q4 2022 | 153 | 416,073 | IVV, IJH, IWB, AGG | 13F-HR | 1/10/2023 | 000180118423000001 |
| Q3 2022 | 129 | 364,184 | IVV, IJH, IWB, AGG | 13F-HR | 10/7/2022 | 000180118422000006 |
| Q2 2022 | 124 | 366,607 | IVV, IJH, AGG, IJR | 13F-HR | 7/29/2022 | 000180118422000005 |
| Q1 2022 | 120 | 392,241 | IVV, IJH, AGG, IJR | 13F-HR | 4/28/2022 | 000180118422000001 |
| Q4 2021 | 86 | 373,310 | IVV, IJH, AGG, IJR | 13F-HR | 1/27/2022 | 000176372222000004 |
| Q3 2021 | 28 | 45,750 | IEMG, IEFA, SPY, FLOT | 13F-HR | 10/25/2021 | 000180118421000005 |
| Q2 2021 | 77 | 290,349 | IVV, IJH, AGG, IJR | 13F-HR | 7/28/2021 | 000180118421000004 |
| Q1 2021 | 80 | 273,414 | IVV, IJH, IJR, AGG | 13F-HR | 4/30/2021 | 000180118421000002 |
| Q4 2020 | 69 | 221,901 | IVV, IJH, AGG, IJR | 13F-HR | 1/12/2021 | 000180118421000001 |
| Q3 2020 | 71 | 188,075 | IVV, IBHC, IJH, MUB | 13F-HR | 10/30/2020 | 000180118420000004 |
| Q2 2020 | 67 | 171,876 | IVV, AGG, IJH, MUB | 13F-HR | 7/30/2020 | 000180118420000003 |
| Q1 2020 | 62 | 144,265 | IVV, AGG, IJH, MUB | 13F-HR | 4/17/2020 | 000180118420000002 |
| Q4 2019 | 63 | 165,115 | IVV, IJH, AGG, IJR | 13F-HR | 2/10/2020 | 000180118420000001 |