| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 147 | 957,119 | IVV, SGOV, VYM, VTI | 13F-HR | 2/13/2025 | 000110465925012607 |
| Q3 2024 | 166 | 838,305 | IVV, SGOV, VTI, VYM | 13F-HR | 11/13/2024 | 000110465924117416 |
| Q2 2024 | 151 | 735,104 | IVV, VTI, VYM, IEFA | 13F-HR | 8/12/2024 | 000110465924088221 |
| Q1 2024 | 142 | 632,958 | IVV, VTI, VYM, IEFA | 13F-HR | 5/1/2024 | 000110465924055489 |
| Q4 2023 | 136 | 401,886 | VTI, SGOV, IVV, IWF | 13F-HR | 2/13/2024 | 000110465924017481 |
| Q3 2023 | 122 | 342,069 | VTI, SGOV, VTV, IWF | 13F-HR | 11/14/2023 | 000110465923117843 |
| Q2 2023 | 116 | 353,461 | VTI, SGOV, VTV, IWF | 13F-HR | 8/11/2023 | 000110465923090261 |
| Q1 2023 | 125 | 336,957 | VTI, SGOV, VTV, IWF | 13F-HR | 5/12/2023 | 000110465923059632 |
| Q4 2022 | 130 | 300,605 | VTI, VTV, IWF, SPY | 13F-HR | 2/13/2023 | 000110465923019927 |
| Q3 2022 | 101 | 270,741 | VTI, VTV, IWF, SPY | 13F-HR | 11/14/2022 | 000110465922117828 |
| Q2 2022 | 101 | 287,156 | VTI, VTV, IWF, SPY | 13F-HR | 8/12/2022 | 000110465922089985 |
| Q1 2022 | 132 | 339,370 | VTI, IWF, VTV, MDY | 13F-HR | 5/10/2022 | 000110465922058158 |
| Q4 2021 | 108 | 358,886 | VTI, IWF, MDY, SPY | 13F-HR | 1/3/2022 | 000110465922000352 |
| Q3 2021 | 104 | 331,967 | VTI, IWF, MDY, SPY | 13F-HR | 11/12/2021 | 000110465921137819 |
| Q2 2021 | 100 | 318,025 | VTI, IWF, MDY, SPY | 13F-HR | 8/13/2021 | 000110465921104805 |
| Q1 2021 | 89 | 207,350 | VTI, MDY, IWF, BND | 13F-HR | 5/17/2021 | 000110465921067775 |
| Q4 2020 | 92 | 286,502 | VTI, IWF, MDY, SPY | 13F-HR | 2/16/2021 | 000110465921022682 |
| Q3 2020 | 89 | 255,226 | VTI, IWF, MDY, SPY | 13F-HR | 11/13/2020 | 000110465920124867 |
| Q2 2020 | 88 | 242,273 | VTI, IWF, MDY, SPY | 13F-HR | 8/14/2020 | 000110465920095161 |
| Q1 2020 | 89 | 207,350 | VTI, MDY, IWF, BND | 13F-HR | 5/14/2020 | 000110465920061428 |