| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 48 | 234,140 | IVV, IUSB, QUAL, IVW | 13F-HR | 4/14/2025 | 000108514625002074 |
| Q4 2024 | 45 | 225,301 | IVV, IUSB, IVW, QUAL | 13F-HR | 1/21/2025 | 000108514625000340 |
| Q3 2024 | 46 | 227,868 | IVV, IUSB, IVW, QUAL | 13F-HR | 10/17/2024 | 000108514624004977 |
| Q2 2024 | 45 | 216,888 | IVV, IUSB, IVW, QUAL | RESTATEMENT | 8/7/2024 | 000108514624003535 |
| Q1 2024 | 43 | 203,518 | IVV, IUSB, QUAL, DYNF | 13F-HR | 4/11/2024 | 000108514624001731 |
| Q4 2023 | 42 | 190,425 | IVV, IUSB, QUAL, EFV | 13F-HR | 1/26/2024 | 000108514624000517 |
| Q3 2023 | 43 | 171,194 | IVV, IUSB, QUAL, EFV | 13F-HR | 10/16/2023 | 000108514623003758 |
| Q2 2023 | 39 | 177,695 | IVV, IUSB, QUAL, EFG | 13F-HR | 7/12/2023 | 000108514623002664 |
| Q1 2023 | 42 | 170,021 | IVV, IUSB, QUAL, EFG | 13F-HR | 4/12/2023 | 000108514623001653 |
| Q4 2022 | 48 | 156,893 | IVV, IUSB, ESGU, EFV | 13F-HR | 1/25/2023 | 000108514623000366 |
| Q3 2022 | 48 | 145,018 | IVV, IUSB, GOVT, ESGU | 13F-HR | 10/17/2022 | 000108514622003433 |
| Q2 2022 | 44 | 150,962 | IVV, ESGU, IUSB, EFV | 13F-HR | 7/25/2022 | 000108514622002556 |
| Q1 2022 | 34 | 171,713 | IVV, ESGU, IUSB, EFV | 13F-HR | 5/3/2022 | 000108514622001703 |
| Q4 2021 | 31 | 175,580 | ESGU, IVV, IUSB, EFG | 13F-HR | 1/24/2022 | 000181969522000005 |
| Q3 2021 | 28 | 161,129 | ESGU, IVV, EFG, IUSB | 13F-HR | 10/18/2021 | 000181969521000009 |
| Q2 2021 | 31 | 162,743 | IVV, ESGU, GOVT, EFV | 13F-HR | 7/16/2021 | 000181969521000006 |
| Q1 2021 | 28 | 152,302 | IVV, ESGU, GOVT, EFV | 13F-HR | 4/19/2021 | 000181969521000004 |
| Q4 2020 | 26 | 146,020 | IVV, ESGU, EFG, LQD | 13F-HR | 1/19/2021 | 000181969521000002 |
| Q3 2020 | 27 | 131,703 | IVV, ESGU, EFG, LQD | 13F-HR | 10/19/2020 | 000181969520000007 |
| Q2 2020 | 24 | 123,913 | IVV, ESGU, EFG, LQD | 13F-HR | 9/29/2020 | 000181969520000002 |