| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 165 | 67,521 | IWB, VV, IVV, JPST | 13F-HR | 2/17/2026 | 000184358126000003 |
| Q3 2025 | 226 | 762,217 | JPST, IWB, VV, JIVE | 13F-HR | 10/21/2025 | 000184358125000007 |
| Q2 2025 | 215 | 689,145 | JPST, IWB, VV, IVV | 13F-HR | 8/7/2025 | 000184358125000006 |
| Q1 2025 | 189 | 615,548 | JPST, IWB, VV, IJR | 13F-HR | 5/5/2025 | 000184358125000004 |
| Q4 2024 | 169 | 547,753 | IWB, JPST, VV, IJR | 13F-HR | 2/11/2025 | 000184358125000002 |
| Q3 2024 | 148 | 476,398 | IWB, IJR, VV, IVV | 13F-HR | 11/4/2024 | 000184358124000006 |
| Q2 2024 | 142 | 421,030 | IWB, IJR, IVV, SCHG | 13F-HR | 7/26/2024 | 000184358124000004 |
| Q1 2024 | 135 | 406,623 | IWB, IJR, IVV, SCHG | 13F-HR | 4/30/2024 | 000184358124000003 |
| Q4 2023 | 118 | 364,238 | IWB, IJR, IVV, JPST | 13F-HR | 2/1/2024 | 000184358124000001 |
| Q3 2023 | 95 | 287,038 | IWB, IJR, IVV, FVD | 13F-HR | 11/1/2023 | 000184358123000006 |
| Q2 2023 | 84 | 281,542 | IWB, IJR, IVV, FVD | 13F-HR | 8/2/2023 | 000184358123000005 |
| Q1 2023 | 81 | 255,605 | IWB, IJR, FVD, IVV | 13F-HR | 5/12/2023 | 000184358123000004 |
| Q4 2022 | 75 | 222,267 | IWB, IJR, FVD, IVV | 13F-HR | 2/9/2023 | 000184358123000002 |
| Q3 2022 | 76 | 198,370 | IWB, IJR, FVD, JPST | 13F-HR | 11/14/2022 | 000184358122000005 |
| Q2 2022 | 67 | 184,447 | IWB, FVD, IJR, VV | 13F-HR | 8/8/2022 | 000184358122000004 |
| Q1 2022 | 74 | 225,305 | IWB, FVD, VV, AGG | 13F-HR | 5/6/2022 | 000184358122000003 |
| Q4 2021 | 80 | 230,220 | IWB, FVD, VV, AGG | 13F-HR | 2/3/2022 | 000184358122000002 |
| Q3 2021 | 67 | 206,576 | IWB, AGG, FVD, VV | 13F-HR | 10/29/2021 | 000184358121000007 |
| Q2 2021 | 61 | 188,003 | JPST, IWB, FVD, AGG | 13F-HR | 8/2/2021 | 000184358121000006 |
| Q1 2021 | 60 | 188,012 | JPST, IWB, FVD, AGG | 13F-HR | 5/6/2021 | 000184358121000005 |
| Q4 2020 | 53 | 160,598 | JPST, IWB, AGG, FVD | RESTATEMENT | 5/6/2021 | 000184358121000004 |