| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 27 | 214,295 | IVV, BND, VB, VEU | 13F-HR | 11/14/2024 | 000121465924019076 |
| Q2 2024 | 27 | 197,884 | IVV, BND, VB, VEU | 13F-HR | 8/5/2024 | 000121465924013852 |
| Q1 2024 | 28 | 193,513 | IVV, VB, BSV, VEU | 13F-HR | 4/16/2024 | 000121465924006979 |
| Q4 2023 | 26 | 171,969 | IVV, BSV, VB, VEU | 13F-HR | 2/14/2024 | 000121465924002914 |
| Q3 2023 | 25 | 163,940 | IVV, BSV, VB, VEU | 13F-HR | 11/13/2023 | 000121465923014818 |
| Q2 2023 | 25 | 165,388 | IVV, BSV, VB, VEU | 13F-HR | 7/12/2023 | 000121465923009527 |
| Q1 2023 | 26 | 162,403 | IVV, BSV, VB, VEU | 13F-HR | 4/20/2023 | 000121465923005696 |
| Q4 2022 | 26 | 152,065 | IVV, BSV, VB, VEU | 13F-HR | 1/11/2023 | 000121465923000495 |
| Q3 2022 | 27 | 141,322 | IVV, BSV, VB, BND | 13F-HR | 10/18/2022 | 000121465922012386 |
| Q2 2022 | 27 | 143,808 | IVV, BSV, VB, BND | RESTATEMENT | 11/1/2022 | 000121465922012916 |
| Q1 2022 | 28 | 159,405 | IVV, BSV, BND, VB | RESTATEMENT | 4/25/2022 | 000121465922005774 |
| Q4 2021 | 24 | 160,892 | IVV, BSV, BND, VB | 13F-HR | 1/13/2022 | 000121465922000623 |
| Q3 2021 | 27 | 153,056 | IVV, BSV, BND, VB | 13F-HR | 10/19/2021 | 000121465921010587 |
| Q2 2021 | 27 | 148,352 | IVV, BSV, BND, VB | 13F-HR | 8/10/2021 | 000121465921008335 |
| Q1 2021 | 27 | 140,477 | IVV, BSV, VB, BND | 13F-HR | 4/28/2021 | 000121465921004555 |
| Q4 2020 | 27 | 136,470 | IVV, BSV, VB, BND | 13F-HR | 1/12/2021 | 000121465921000429 |
| Q3 2020 | 26 | 118,766 | IVV, BSV, BND, VB | 13F-HR | 10/16/2020 | 000121465920008662 |
| Q2 2020 | 24 | 109,329 | IVV, BSV, BND, VB | 13F-HR | 8/11/2020 | 000121465920006961 |
| Q1 2020 | 19 | 92,935 | IVV, BSV, BND, VB | 13F-HR | 8/11/2020 | 000121465920006960 |
| Q4 2019 | 19 | 110,103 | IVV, BSV, VB, VEU | 13F-HR | 8/11/2020 | 000121465920006959 |