| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 86 | 132,439 | IWB, IJH, IWR, IVV | 13F-HR | 2/13/2025 | 000117266125000770 |
| Q3 2024 | 92 | 136,168 | IWB, LMT, IWR, IJH | 13F-HR | 11/13/2024 | 000117266124004625 |
| Q2 2024 | 95 | 127,181 | IWB, IWR, LMT, IJH | 13F-HR | 8/14/2024 | 000117266124003450 |
| Q1 2024 | 101 | 129,318 | IWB, IWR, IJH, LMT | 13F-HR | 5/14/2024 | 000117266124002272 |
| Q4 2023 | 97 | 118,131 | IWB, IWR, LMT, VEA | 13F-HR | 2/14/2024 | 000117266124001182 |
| Q3 2023 | 95 | 108,235 | IWB, IWR, LMT, VEA | 13F-HR | 11/14/2023 | 000117266123003976 |
| Q2 2023 | 95 | 112,122 | IWB, IWR, LMT, VEA | 13F-HR | 8/3/2023 | 000117266123002723 |
| Q1 2023 | 91 | 105,916 | IWB, IWR, LMT, VEA | 13F-HR | 5/12/2023 | 000117266123002076 |
| Q4 2022 | 89 | 101,792 | IWB, IWR, LMT, VEA | 13F-HR | 3/22/2023 | 000117266123001547 |
| Q3 2022 | 86 | 94,612 | IWB, IWR, LMT, VEA | 13F-HR | 11/10/2022 | 000160658722002235 |
| Q2 2022 | 92 | 101,176 | IWB, IWR, LMT, VEA | 13F-HR | 7/21/2022 | 000160658722001398 |
| Q1 2022 | 92 | 117,499 | IWB, IWR, VNQ, VEA | 13F-HR | 5/10/2022 | 000160658722001061 |
| Q4 2021 | 95 | 120,549 | IWB, IWR, VNQ, VEA | 13F-HR | 2/14/2022 | 000160658722000560 |
| Q3 2021 | 97 | 112,139 | IWB, IWR, VEA, VNQ | 13F-HR | 11/16/2021 | 000160658721001639 |
| Q2 2021 | 92 | 120,448 | IWB, IWR, VEA, VNQ | 13F-HR | 7/23/2021 | 000160658721000837 |
| Q1 2021 | 95 | 132,284 | IWB, IWR, VNQ, VEA | 13F-HR | 4/27/2021 | 000160658721000441 |