| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 111 | 789,886 | IVV, BND, IWF, IWP | 13F-HR | 10/30/2024 | 000181055524000004 |
| Q2 2024 | 107 | 743,591 | IVV, VNQ, IWF, BND | 13F-HR | 7/22/2024 | 000181055524000003 |
| Q1 2024 | 96 | 743,592 | IVV, VNQ, BND, IWF | 13F-HR | 4/19/2024 | 000181055524000002 |
| Q4 2023 | 99 | 712,339 | IVV, VNQ, BND, IWF | 13F-HR | 1/17/2024 | 000181055524000001 |
| Q3 2023 | 99 | 654,780 | IVV, VNQ, BND, IWF | 13F-HR | 10/19/2023 | 000181055523000004 |
| Q2 2023 | 96 | 687,896 | IVV, VNQ, BND, IWF | 13F-HR | 7/13/2023 | 000181055523000003 |
| Q1 2023 | 91 | 646,615 | IVV, VNQ, BND, IWF | 13F-HR | 4/18/2023 | 000181055523000002 |
| Q4 2022 | 93 | 613,436 | IVV, VNQ, BND, GTO | 13F-HR | 1/24/2023 | 000181055523000001 |
| Q3 2022 | 92 | 543,099 | IVV, BND, VNQ, IWF | 13F-HR | 10/12/2022 | 000181055522000006 |
| Q2 2022 | 108 | 651,778 | IVV, VNQ, BND, IWF | 13F-HR | 7/21/2022 | 000181055522000005 |
| Q1 2022 | 112 | 740,950 | IVV, VNQ, BND, IWF | 13F-HR | 5/3/2022 | 000181055522000004 |
| Q4 2021 | 116 | 763,698 | VNQ, IVV, BND, IWF | 13F-HR | 5/2/2022 | 000181055522000003 |