| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 628 | 229,803 | IWF, IWD, VEA, IWP | 13F-HR | 5/16/2024 | 000199937124006211 |
| Q4 2023 | 613 | 210,736 | IWF, IWD, VEA, IWP | 13F-HR | 2/14/2024 | 000199937124002270 |
| Q3 2023 | 49 | 178,754 | IWF, IWD, VEA, IWP | 13F-HR | 11/15/2023 | 000183988223030742 |
| Q2 2023 | 48 | 185,280 | IWF, IWD, VEA, IWP | 13F-HR | 7/31/2023 | 000195175723000458 |
| Q1 2023 | 44 | 172,285 | IWF, IWD, VEA, IWP | 13F-HR | 4/21/2023 | 000195175723000212 |
| Q4 2022 | 51 | 171,799 | IWD, IWF, VEA, IWP | 13F-HR | 2/13/2023 | 000180425623000001 |
| Q3 2022 | 48 | 142,967 | IWF, IWD, VEA, IWP | 13F-HR | 11/9/2022 | 000180425622000004 |
| Q2 2022 | 28 | 36,056 | IWD, IWF, TSLA, VEA | 13F-HR | 8/15/2022 | 000180425622000003 |
| Q1 2022 | 47 | 171,619 | IWF, IWD, VEA, BND | 13F-HR | 5/16/2022 | 000180425622000002 |
| Q4 2021 | 47 | 171,619 | IWF, IWD, VEA, BND | 13F-HR | 2/14/2022 | 000180425622000001 |
| Q3 2021 | 43 | 160,762 | IWF, IWD, VEA, BND | 13F-HR | 11/15/2021 | 000180425621000004 |
| Q2 2021 | 42 | 159,276 | IWF, IWD, VEA, BND | 13F-HR | 8/13/2021 | 000180425621000003 |
| Q1 2021 | 44 | 149,488 | IWF, IWD, VEA, BND | 13F-HR | 5/17/2021 | 000180425621000002 |
| Q4 2020 | 273 | 199,950 | IWF, IWD, VEA, BND | 13F-HR | 2/11/2021 | 000180425621000001 |
| Q3 2020 | 52 | 155,601 | IWF, IWD, VEA, BND | 13F-HR | 11/13/2020 | 000180425620000004 |
| Q2 2020 | 406 | 146,980 | IWF, IWD, BND, VEA | 13F-HR | 8/14/2020 | 000180425620000003 |
| Q1 2020 | 400 | 119,367 | IWF, IWD, BND, VEA | 13F-HR | 5/15/2020 | 000180425620000002 |
| Q4 2019 | 476 | 141,882 | IWF, IWD, VEA, BND | 13F-HR | 2/21/2020 | 000180425620000001 |