| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 135 | 376,914 | IWL, MUB, ITOT, ESGU | 13F-HR | 4/15/2024 | 000108514624001835 |
| Q4 2023 | 138 | 338,399 | IWL, ITOT, MUB, ESGU | 13F-HR | 2/2/2024 | 000108514624000675 |
| Q3 2023 | 84 | 224,174 | IEFA, ESGU, ITOT, MUB | 13F-HR | 10/19/2023 | 000108514623003811 |
| Q2 2023 | 86 | 233,136 | IEFA, ITOT, ESGU, MUB | 13F-HR | 7/24/2023 | 000108514623002864 |
| Q1 2023 | 88 | 197,667 | IEFA, MUB, IXUS, IWL | 13F-HR | 5/10/2023 | 000108514623002194 |
| Q4 2022 | 87 | 177,883 | IEFA, MUB, IWL, ITOT | 13F-HR | 2/9/2023 | 000108514623000986 |
| Q3 2022 | 78 | 148,091 | MUB, IEFA, IWL, VO | 13F-HR | 11/14/2022 | 000108514622004072 |
| Q2 2022 | 81 | 175,645 | IEFA, MUB, IWL, VO | 13F-HR | 8/8/2022 | 000108514622002860 |
| Q1 2022 | 92 | 207,759 | MUB, IEFA, VO, IWL | 13F-HR | 5/10/2022 | 000108514622001940 |
| Q4 2021 | 97 | 223,619 | IEF, MUB, IEFA, IWL | 13F-HR | 2/2/2022 | 000108514622000466 |
| Q3 2021 | 99 | 211,143 | IEFA, VO, IWL, MUB | 13F-HR | 11/12/2021 | 000108514621003117 |
| Q2 2021 | 103 | 190,114 | IEFA, MUB, VO, IJR | 13F-HR | 8/10/2021 | 000108514621002361 |
| Q1 2021 | 95 | 171,832 | IEFA, MUB, IWL, IAGG | 13F-HR | 5/10/2021 | 000108514621001547 |
| Q4 2020 | 82 | 169,288 | IEFA, MUB, IWL, USMV | 13F-HR | 2/10/2021 | 000108514621000558 |
| Q3 2020 | 79 | 159,694 | USMV, MUB, IEFA, IAGG | 13F-HR | 11/12/2020 | 000108514620002875 |
| Q2 2020 | 73 | 146,034 | USMV, MUB, IEFA, IAGG | 13F-HR | 8/7/2020 | 000108514620002054 |
| Q1 2020 | 57 | 102,978 | USMV, MUB, IEFA, IAGG | 13F-HR | 5/4/2020 | 000108514620001290 |
| Q4 2019 | 66 | 112,756 | USMV, IEFA, MUB, IAGG | 13F-HR | 2/10/2020 | 000108514620000482 |