| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 94 | 372,793 | IVW, IVE, VTV, VUG | 13F-HR | 10/7/2024 | 000180201324000006 |
| Q2 2024 | 95 | 356,525 | IVW, IVE, VTV, VUG | 13F-HR | 7/19/2024 | 000180201324000004 |
| Q1 2024 | 91 | 350,948 | IVW, IVE, VTV, VUG | 13F-HR | 4/23/2024 | 000180201324000003 |
| Q4 2023 | 95 | 302,077 | IVW, IVE, VTV, VUG | 13F-HR | 1/12/2024 | 000180201324000001 |
| Q3 2023 | 97 | 273,317 | VTV, IVW, IVE, AAPL | 13F-HR | 10/11/2023 | 000180201323000005 |
| Q2 2023 | 95 | 285,365 | VTV, IVW, IVE, AAPL | 13F-HR | 7/7/2023 | 000180201323000004 |
| Q1 2023 | 92 | 260,602 | VTV, IVW, IVE, AAPL | 13F-HR | 4/7/2023 | 000180201323000002 |
| Q4 2022 | 87 | 236,634 | VTV, IVW, VO, IVE | 13F-HR | 1/13/2023 | 000180201323000001 |
| Q3 2022 | 85 | 223,698 | VTV, IVW, VO, IVE | 13F-HR | 10/21/2022 | 000180201322000004 |
| Q2 2022 | 84 | 230,999 | VTV, IVW, IVE, VO | 13F-HR | 7/8/2022 | 000180201322000003 |
| Q1 2022 | 83 | 274,024 | VTV, IVW, IVE, VUG | 13F-HR | 4/18/2022 | 000180201322000002 |
| Q4 2021 | 87 | 292,062 | VTV, IVW, IVE, VUG | 13F-HR | 1/12/2022 | 000180201322000001 |
| Q3 2021 | 87 | 270,122 | VTV, IVW, VUG, IVE | 13F-HR | 10/20/2021 | 000180201321000005 |
| Q2 2021 | 88 | 263,138 | VTV, IVW, VUG, VO | 13F-HR | 7/15/2021 | 000180201321000004 |
| Q1 2021 | 83 | 243,303 | VTV, IVW, VUG, IVE | 13F-HR | 4/12/2021 | 000180201321000003 |
| Q4 2020 | 87 | 231,780 | VTV, IVW, MUB, VUG | 13F-HR | 1/22/2021 | 000180201321000001 |
| Q3 2020 | 83 | 194,004 | MUB, VTV, IVW, VUG | 13F-HR | 11/4/2020 | 000180201320000003 |
| Q2 2020 | 85 | 181,382 | MUB, IVW, VTV, VUG | 13F-HR | 7/7/2020 | 000180201320000002 |
| Q4 2019 | 124 | 190,201 | VWO, MUB, IWF, IVW | 13F-HR | 2/3/2020 | 000180201320000001 |