| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 205 | 263,859 | IUSG, IUSV, VO, AAPL | 13F-HR | 10/18/2024 | 000181100524000004 |
| Q2 2024 | 194 | 240,196 | IUSG, IUSV, VO, AAPL | 13F-HR | 7/22/2024 | 000181100524000003 |
| Q1 2024 | 206 | 257,441 | IUSV, IUSG, VO, MSFT | 13F-HR | 4/19/2024 | 000181100524000002 |
| Q4 2023 | 207 | 249,580 | IUSV, IUSG, IJR, AAPL | 13F-HR | 1/22/2024 | 000181100524000001 |
| Q3 2023 | 198 | 215,523 | IUSG, IUSV, IJR, AAPL | 13F-HR | 10/25/2023 | 000181100523000004 |
| Q2 2023 | 217 | 235,662 | IUSG, IUSV, IJR, AAPL | 13F-HR | 7/20/2023 | 000181100523000003 |
| Q1 2023 | 203 | 216,673 | IUSG, IWM, IUSV, NOBL | 13F-HR | 4/6/2023 | 000181100523000002 |
| Q4 2022 | 193 | 208,616 | IUSG, IWM, NOBL, IUSV | 13F-HR | 1/17/2023 | 000181100523000001 |
| Q3 2022 | 177 | 183,506 | IUSG, IWM, NOBL, IUSV | 13F-HR | 10/17/2022 | 000181100522000005 |
| Q2 2022 | 185 | 187,894 | IUSG, IWM, NOBL, IUSV | 13F-HR | 7/18/2022 | 000181100522000004 |
| Q1 2022 | 228 | 240,734 | IUSG, IWM, NOBL, IUSV | 13F-HR | 4/18/2022 | 000181100522000003 |
| Q4 2021 | 238 | 249,224 | IUSG, IUSV, NOBL, IWM | 13F-HR | 1/31/2022 | 000181100522000002 |
| Q3 2021 | 253 | 233,206 | IUSG, IWM, IUSV, NOBL | 13F-HR | 10/13/2021 | 000181100521000009 |
| Q2 2021 | 261 | 431,217 | IWM, VNQ, LRCX, IUSG | RESTATEMENT | 8/24/2021 | 000181100521000004 |
| Q1 2021 | 236 | 218,604 | IUSG, IUSV, NOBL, ISUN | NEW HOLDINGS | 9/10/2021 | 000181100521000008 |
| Q1 2021 | 267 | 250,681 | JNJ, IUSG, IUSV, NOBL | 13F-HR | 4/12/2021 | 000181100521000002 |
| Q4 2020 | 223 | 192,634 | IUSG, NOBL, IUSV, IEFA | NEW HOLDINGS | 9/10/2021 | 000181100521000007 |
| Q4 2020 | 254 | 206,475 | IUSG, NOBL, IUSV, IEFA | 13F-HR | 1/25/2021 | 000181100521000001 |
| Q3 2020 | 217 | 178,135 | AGG, IUSG, KLCD, REGN | NEW HOLDINGS | 9/10/2021 | 000181100521000006 |
| Q3 2020 | 250 | 189,092 | AGG, IUSG, KLCD, REGN | 13F-HR | 10/21/2020 | 000181100520000004 |
| Q2 2020 | 196 | 173,264 | AGG, KLCD, IUSG, SPLV | NEW HOLDINGS | 9/10/2021 | 000181100521000005 |
| Q2 2020 | 228 | 183,910 | AGG, KLCD, IUSG, SPLV | 13F-HR | 7/13/2020 | 000181100520000003 |
| Q1 2020 | 224 | 346,250 | AGG, KLCD, PWS, SHY | 13F-HR | 5/7/2020 | 000181100520000002 |
| Q4 2019 | 227 | 386,844 | SHW puts, PWS, AGG, KLCD | 13F-HR | 5/7/2020 | 000181100520000001 |