| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 15 | 135,573 | IVV, AGG, BSV, IJR | 13F-HR | 4/19/2024 | 000184353624000002 |
| Q4 2023 | 14 | 129,331 | IVV, BSV, AGG, IJR | 13F-HR | 1/22/2024 | 000184353624000001 |
| Q3 2023 | 15 | 116,893 | IVV, BSV, AGG, IJR | 13F-HR | 10/10/2023 | 000184353623000004 |
| Q2 2023 | 15 | 124,207 | IVV, BSV, AGG, IJR | 13F-HR | 7/25/2023 | 000184353623000003 |
| Q1 2023 | 15 | 119,444 | IVV, BSV, AGG, IJR | 13F-HR | 4/20/2023 | 000184353623000002 |
| Q4 2022 | 15 | 110,489 | IVV, BSV, AGG, IJR | 13F-HR | 1/20/2023 | 000184353623000001 |
| Q3 2022 | 15 | 102,738 | IVV, BSV, AGG, IJR | 13F-HR | 10/26/2022 | 000184353622000004 |
| Q2 2022 | 15 | 107,134 | IVV, BSV, AGG, IJR | 13F-HR | 7/27/2022 | 000184353622000003 |
| Q1 2022 | 15 | 115,861 | IVV, BSV, AGG, IJR | 13F-HR | 4/27/2022 | 000184353622000002 |
| Q4 2021 | 13 | 119,932 | IVV, BSV, AGG, IJR | 13F-HR | 1/27/2022 | 000184353622000001 |
| Q3 2021 | 13 | 113,663 | IVV, BSV, AGG, IJR | 13F-HR | 10/13/2021 | 000184353621000004 |
| Q2 2021 | 12 | 113,769 | IVV, BSV, AGG, IJR | 13F-HR | 7/14/2021 | 000184353621000003 |
| Q1 2021 | 9 | 105,629 | IVV, BSV, AGG, IJR | 13F-HR | 4/19/2021 | 000184353621000002 |
| Q4 2020 | 11 | 100,065 | IVV, BSV, AGG, IJR | 13F-HR | 2/8/2021 | 000184353621000001 |