| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 130 | 192,185 | IVV, QUAL, DIA, IUSG | 13F-HR | 11/1/2024 | 000180338624000005 |
| Q2 2024 | 124 | 176,410 | IVV, QUAL, IUSG, DIA | 13F-HR | 7/22/2024 | 000180338624000003 |
| Q1 2024 | 119 | 179,014 | IVV, QUAL, IUSG, SPHB | 13F-HR | 5/9/2024 | 000180338624000002 |
| Q4 2023 | 117 | 163,795 | IVV, IJS, DIA, IJH | 13F-HR | 2/13/2024 | 000180338624000001 |
| Q3 2023 | 111 | 115,605 | IVV, VBR, DVY, DIA | 13F-HR | 11/13/2023 | 000180338623000005 |
| Q2 2023 | 122 | 144,368 | IVV, DIA, QQQ, SPHB | 13F-HR | 8/10/2023 | 000180338623000003 |
| Q1 2023 | 119 | 117,815 | IVV, TIP, IJH, DIA | 13F-HR | 5/12/2023 | 000180338623000002 |
| Q4 2022 | 119 | 120,623 | IVV, TIP, IAU, DIA | 13F-HR | 2/10/2023 | 000180338623000001 |
| Q3 2022 | 103 | 94,014 | TIP, IVV, IAU, FENY | 13F-HR | 11/14/2022 | 000180338622000004 |
| Q2 2022 | 118 | 128,264 | SH, TIP, IVV, LQD | 13F-HR | 8/15/2022 | 000180338622000003 |
| Q3 2021 | 871 | 150,536 | IVV, LQD, TIP, EMB | 13F-HR | 11/17/2021 | 000180338621000005 |
| Q2 2021 | 854 | 164,452 | IVV, LQD, TIP, EMB | 13F-HR | 8/11/2021 | 000174167721000004 |
| Q4 2020 | 107 | 120,272 | IEF, QUAL, IVV, LQD | 13F-HR | 2/17/2021 | 000180338621000002 |
| Q3 2020 | 113 | 109,004 | IVV, IEF, LQD, IAU | 13F-HR | 11/16/2020 | 000180338620000005 |
| Q2 2020 | 113 | 109,004 | IVV, IEF, LQD, IAU | 13F-HR | 8/17/2020 | 000180338620000004 |
| Q1 2020 | 1,069 | 108,886 | IVV, LQD, TLT, IEF | 13F-HR | 5/14/2020 | 000180338620000003 |
| Q4 2019 | 1,088 | 115,167 | IVV, LQD, NEAR, IEFA | RESTATEMENT | 2/27/2020 | 000180338620000002 |
| Q1 1987 | 132 | 178,636 | IVV, QQQ, DIA, TIP | 13F-HR | 5/17/2022 | 000180338622000001 |