| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 596 | 182,692 | IVV, EFV, IWM, IJR | 13F-HR | 10/17/2024 | 000180245124000005 |
| Q2 2024 | 587 | 166,170 | IVV, EFV, IWM, IJR | 13F-HR | 7/29/2024 | 000180245124000003 |
| Q1 2024 | 567 | 161,451 | IVV, EFV, IWM, IJR | 13F-HR | 4/29/2024 | 000180245124000002 |
| Q4 2023 | 576 | 135,665 | IVV, EFV, IJR, IUSV | 13F-HR | 1/22/2024 | 000180245124000001 |
| Q3 2023 | 566 | 120,591 | IVV, EFV, IJR, IUSV | 13F-HR | 10/18/2023 | 000180245123000004 |
| Q2 2023 | 563 | 133,060 | IVV, EFV, IJR, IUSV | 13F-HR | 7/26/2023 | 000180245123000003 |
| Q1 2023 | 604 | 128,229 | IVV, EFV, IJR, IUSV | 13F-HR | 4/20/2023 | 000180245123000002 |
| Q4 2022 | 543 | 132,593 | IVV, EFV, SPEM, IJR | 13F-HR | 2/1/2023 | 000180245123000001 |
| Q3 2022 | 552 | 117,134 | IVV, EFV, SPEM, IJR | 13F-HR | 10/20/2022 | 000180245122000004 |
| Q2 2022 | 550 | 124,358 | IVV, EFV, SPEM, IJR | 13F-HR | 7/18/2022 | 000180245122000003 |
| Q1 2022 | 522 | 149,520 | IVV, EFV, SPEM, IJR | 13F-HR | 4/25/2022 | 000180245122000002 |
| Q4 2021 | 506 | 157,755 | IVV, EFV, SPEM, IWM | 13F-HR | 1/20/2022 | 000180245122000001 |
| Q3 2021 | 509 | 135,854 | IVV, EFV, SPEM, TIP | 13F-HR | 11/1/2021 | 000180245121000004 |
| Q2 2021 | 512 | 136,056 | IVV, EFV, SPEM, TIP | 13F-HR | 8/2/2021 | 000180245121000003 |
| Q1 2021 | 486 | 125,426 | IVV, EFV, SPEM, TIP | 13F-HR | 4/21/2021 | 000180245121000002 |
| Q4 2020 | 451 | 116,394 | IVV, EFV, SPEM, TIP | 13F-HR | 1/27/2021 | 000180245121000001 |
| Q3 2020 | 458 | 111,002 | IVV, EFV, SPEM, IMMU | 13F-HR | 10/26/2020 | 000180245120000004 |
| Q2 2020 | 439 | 91,034 | IVV, EFV, SPEM, IUSV | 13F-HR | 7/22/2020 | 000180245120000003 |
| Q1 2020 | 386 | 82,856 | IVV, IJR, EFV, SPEM | RESTATEMENT | 11/19/2020 | 000180245120000005 |
| Q4 2019 | 408 | 93,699 | IVV, IJR, SPEM, IUSV | 13F-HR | 3/19/2020 | 000180245120000001 |