| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 246 | 564,236 | IVV, IUSB, QUAL, IVW | 13F-HR | 5/2/2025 | 000110465925043927 |
| Q4 2024 | 227 | 558,795 | IVV, IUSB, IVW, WWJD | 13F-HR | 2/12/2025 | 000110465925012223 |
| Q3 2024 | 225 | 557,560 | IVV, IUSB, WWJD, IVW | 13F-HR | 11/13/2024 | 000110465924117408 |
| Q2 2024 | 230 | 512,047 | IVV, IUSB, WWJD, IVW | 13F-HR | 8/14/2024 | 000110465924089417 |
| Q1 2024 | 221 | 498,228 | IVV, IUSB, WWJD, QUAL | 13F-HR | 5/13/2024 | 000110465924060367 |
| Q4 2023 | 212 | 484,477 | IVV, IUSB, WWJD, IBD | 13F-HR | 2/12/2024 | 000110465924013829 |
| Q3 2023 | 215 | 438,576 | IVV, IUSB, WWJD, IBD | 13F-HR | 11/13/2023 | 000110465923116770 |
| Q2 2023 | 203 | 442,442 | IVV, IUSB, QUAL, WWJD | 13F-HR | 7/18/2023 | 000110465923081957 |
| Q1 2023 | 187 | 417,291 | IVV, IUSB, QUAL, EFG | 13F-HR | 5/11/2023 | 000110465923059069 |
| Q4 2022 | 202 | 393,795 | IVV, IUSB, ESGU, EFV | 13F-HR | 2/10/2023 | 000110465923018610 |
| Q3 2022 | 168 | 391,010 | IVV, ESGU, IUSB, GOVT | 13F-HR | 11/14/2022 | 000110465922117860 |
| Q2 2022 | 168 | 395,236 | IVV, ESGU, IUSB, GOVT | 13F-HR | 8/9/2022 | 000110465922087711 |
| Q1 2022 | 198 | 431,374 | IVV, ESGU, IUSB, EFV | 13F-HR | 5/10/2022 | 000110465922058266 |
| Q4 2021 | 200 | 446,198 | IVV, ESGU, IUSB, EFV | 13F-HR | 2/7/2022 | 000110465922012733 |
| Q3 2021 | 183 | 408,751 | IVV, ESGU, IUSB, EFV | 13F-HR | 10/28/2021 | 000108514621002944 |
| Q2 2021 | 164 | 395,471 | IVV, ESGU, IUSB, GOVT | 13F-HR | 8/13/2021 | 000108514621002461 |
| Q1 2021 | 162 | 355,242 | IVV, ESGU, GOVT, IUSB | 13F-HR | 5/10/2021 | 000108514621001487 |
| Q4 2020 | 129 | 319,789 | IVV, ESGU, LQD, EFG | 13F-HR | 2/3/2021 | 000108514621000418 |
| Q3 2020 | 122 | 284,742 | IVV, ESGU, LQD, EFG | 13F-HR | 11/12/2020 | 000108514620002859 |
| Q2 2020 | 124 | 262,541 | IVV, ESGU, LQD, GOVT | 13F-HR | 7/31/2020 | 000108514620001940 |
| Q1 2020 | 115 | 234,114 | IVV, ESGU, LQD, EFG | 13F-HR | 4/28/2020 | 000108514620001225 |
| Q4 2019 | 114 | 233,693 | IVV, GOVT, IEFA, SPAB | 13F-HR | 2/21/2020 | 000108514620000961 |