| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 116 | 342,852 | IVV, IVE, IEFA, IAU | 13F-HR | 11/12/2024 | 000180222424000014 |
| Q2 2024 | 110 | 326,383 | IVV, IVE, IEFA, IAU | 13F-HR | 8/14/2024 | 000180222424000009 |
| Q1 2024 | 108 | 319,407 | IVV, IJH, IEFA, IVE | 13F-HR | 5/13/2024 | 000180222424000005 |
| Q4 2023 | 108 | 288,340 | IVV, IEFA, IJH, IAU | 13F-HR | 2/14/2024 | 000180222424000003 |
| Q3 2023 | 101 | 258,177 | IVV, IEFA, IJH, IAU | 13F-HR | 11/8/2023 | 000180222423000013 |
| Q2 2023 | 105 | 282,647 | IVV, IEFA, IAU, AAPL | 13F-HR | 8/2/2023 | 000180222423000011 |
| Q1 2023 | 113 | 267,643 | IVV, IEFA, IJK, IJJ | 13F-HR | 5/12/2023 | 000180222423000009 |
| Q4 2022 | 111 | 267,572 | IVV, IEFA, XLK, IJJ | 13F-HR | 2/10/2023 | 000157615123000004 |
| Q3 2022 | 101 | 263,465 | IVV, SUB, XLK, IEFA | 13F-HR | 11/10/2022 | 000180222422000007 |
| Q2 2022 | 97 | 220,725 | IVV, IEFA, IJK, AAPL | 13F-HR | 7/28/2022 | 000180222422000005 |
| Q1 2022 | 113 | 234,993 | IVV, EFA, AAPL, IJJ | 13F-HR | 5/11/2022 | 000180222422000004 |
| Q4 2021 | 113 | 205,540 | IVV, IWR, IWM, STIP | 13F-HR | 2/9/2022 | 000180222422000002 |
| Q3 2021 | 107 | 201,898 | IVV, IVOL, IWR, AAPL | 13F-HR | 11/12/2021 | 000180222421000008 |
| Q2 2021 | 101 | 169,699 | IVV, IVOL, IWR, AAPL | 13F-HR | 8/12/2021 | 000180222421000006 |
| Q1 2021 | 96 | 159,296 | IVV, IVOL, IWR, AAPL | 13F-HR | 5/4/2021 | 000180222421000004 |
| Q4 2020 | 93 | 143,129 | IVV, IWR, IWF, AAPL | 13F-HR | 2/4/2021 | 000180222421000002 |
| Q3 2020 | 76 | 127,347 | IVV, IWR, IWF, AAPL | 13F-HR | 11/12/2020 | 000180222420000009 |
| Q2 2020 | 63 | 115,568 | IVV, IWR, IWF, AAPL | 13F-HR | 7/31/2020 | 000180222420000007 |
| Q1 2020 | 59 | 98,550 | IVV, IWR, IWF, AAPL | 13F-HR | 4/29/2020 | 000180222420000006 |
| Q4 2019 | 69 | 101,113 | IVV, IJH, IWF, IWR | 13F-HR | 2/12/2020 | 000180222420000001 |
| Q3 2019 | 62 | 91,891 | IVV, IJH, IWF, IWR | 13F-HR | 2/27/2020 | 000180222420000005 |
| Q2 2019 | 63 | 92,055 | IVV, IJH, IWF, IWR | 13F-HR | 2/27/2020 | 000180222420000004 |
| Q1 2019 | 59 | 90,514 | IVV, IJH, MNA, IWR | 13F-HR | 2/27/2020 | 000180222420000003 |
| Q4 2018 | 57 | 97,647 | IVV, IVE, IJH, MNA | 13F-HR | 2/27/2020 | 000180222420000002 |