| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 57 | 266,052 | IVV, QUAL, IUSG, MUB | 13F-HR | 4/25/2024 | 000139834424007738 |
| Q4 2023 | 75 | 251,697 | IVV, IUSG, QUAL, MUB | 13F-HR | 1/30/2024 | 000139834424001331 |
| Q3 2023 | 85 | 215,841 | IVV, IUSG, EFG, QUAL | 13F-HR | 10/31/2023 | 000139834423019936 |
| Q2 2023 | 81 | 225,109 | IVV, EFG, QUAL, IUSG | 13F-HR | 7/20/2023 | 000139834423013274 |
| Q1 2023 | 85 | 215,612 | IVV, EFG, QUAL, IUSG | 13F-HR | 4/21/2023 | 000139834423007589 |
| Q4 2022 | 89 | 208,041 | IVV, SUB, QUAL, ACWV | 13F-HR | 1/18/2023 | 000139834423000697 |
| Q3 2022 | 85 | 188,191 | IVV, IEFA, MUB, QUAL | 13F-HR | 10/20/2022 | 000139834422020497 |
| Q2 2022 | 94 | 196,146 | IVV, IEFA, MUB, QUAL | 13F-HR | 7/27/2022 | 000139834422014168 |
| Q1 2022 | 93 | 217,978 | IVV, IEFA, QUAL, JPST | 13F-HR | 4/26/2022 | 000139834422007815 |
| Q4 2021 | 68 | 214,505 | IVV, IEFA, QUAL, MUB | 13F-HR | 1/26/2022 | 000180198922000001 |
| Q3 2021 | 67 | 190,927 | IVV, IEFA, MUB, QUAL | 13F-HR | 11/5/2021 | 000180198921000004 |
| Q2 2021 | 65 | 190,124 | IVV, MUB, IEFA, IEMG | 13F-HR | 7/27/2021 | 000180198921000003 |
| Q1 2021 | 62 | 170,604 | IVV, MUB, IEFA, IEMG | 13F-HR | 4/29/2021 | 000180198921000002 |
| Q4 2020 | 53 | 168,455 | IVV, JPST, MUB, USMV | 13F-HR | 1/29/2021 | 000180198921000001 |
| Q3 2020 | 51 | 141,378 | IVV, USMV, MUB, JPST | 13F-HR | 10/21/2020 | 000180198920000005 |
| Q2 2020 | 51 | 134,449 | IVV, USMV, MUB, JPST | 13F-HR | 8/12/2020 | 000180198920000004 |
| Q1 2020 | 47 | 109,128 | IVV, USMV, EFAV, JPST | 13F-HR | 4/27/2020 | 000180198920000003 |
| Q4 2019 | 55 | 116,280 | IVV, EFAV, USMV, JPST | 13F-HR | 2/5/2020 | 000180198920000001 |