| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 118 | 242,130 | IVV, IVW, SPSB, QUAL | 13F-HR | 11/14/2024 | 000183925524000003 |
| Q2 2024 | 96 | 224,592 | IVV, EFA, IVW, QUAL | 13F-HR | 8/14/2024 | 000188744124000009 |
| Q1 2024 | 97 | 222,137 | IVV, IWM, IXUS, QUAL | 13F-HR | 5/15/2024 | 000191101324000005 |
| Q4 2023 | 97 | 209,795 | IVV, IWM, QUAL, EFV | 13F-HR | 2/15/2024 | 000183925524000002 |
| Q3 2023 | 95 | 190,490 | IVV, IWM, EFV, QUAL | 13F-HR | 2/15/2024 | 000183925524000001 |
| Q2 2023 | 93 | 191,239 | IVV, SHV, QUAL, EFG | 13F-HR | 8/14/2023 | 000183925523000002 |
| Q1 2023 | 90 | 179,296 | IVV, SHV, QUAL, EFG | 13F-HR | 5/12/2023 | 000183944523000002 |
| Q4 2022 | 77 | 165,331 | IVV, SHV, ESGU, EFV | 13F-HR | 2/14/2023 | 000183925523000001 |
| Q3 2022 | 71 | 153,334 | IVV, SHV, ESGU, GOVT | 13F-HR | 11/14/2022 | 000183925522000005 |
| Q1 2022 | 65 | 183,030 | IVV, ESGU, EFA, EFV | 13F-HR | 5/16/2022 | 000183925522000002 |
| Q4 2021 | 66 | 188,242 | IVV, ESGU, EFA, EFV | 13F-HR | 2/9/2022 | 000183925522000001 |
| Q3 2021 | 62 | 172,288 | ESGU, IVV, IWM, EFV | 13F-HR | 11/15/2021 | 000183925521000006 |
| Q2 2021 | 60 | 169,843 | IVV, UWM, ESGU, EFV | 13F-HR | 8/16/2021 | 000183925521000005 |
| Q1 2021 | 57 | 146,179 | IVV, UWM, ESGU, EFV | 13F-HR | 4/15/2021 | 000183925521000004 |
| Q4 2020 | 58 | 136,688 | IVV, UWM, ESGU, VTI | 13F-HR | 2/16/2021 | 000183925521000003 |