| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 148 | 337,627 | DGRO, IUSG, IUSV, IVV | 13F-HR | 10/24/2024 | 000195175724001116 |
| Q2 2024 | 127 | 291,529 | DGRO, IUSG, IUSV, ONEQ | 13F-HR | 8/9/2024 | 000195175724000716 |
| Q1 2024 | 124 | 276,450 | DGRO, IUSG, IUSV, IVV | 13F-HR | 4/29/2024 | 000195175724000405 |
| Q4 2023 | 117 | 252,193 | DGRO, IUSG, IUSV, IVV | 13F-HR | 2/12/2024 | 000195175724000238 |
| Q3 2023 | 95 | 197,695 | DGRO, IUSG, IUSV, IVV | 13F-HR | 11/1/2023 | 000195175723000657 |
| Q2 2023 | 92 | 213,985 | IUSG, DGRO, IUSV, ONEQ | 13F-HR | 7/20/2023 | 000195175723000410 |
| Q1 2023 | 85 | 198,304 | IUSG, DGRO, IUSV, AGG | 13F-HR | 4/20/2023 | 000195175723000189 |
| Q4 2022 | 78 | 171,351 | DGRO, IUSG, IUSV, ONEQ | 13F-HR | 1/24/2023 | 000195175723000047 |
| Q3 2022 | 69 | 152,876 | IUSG, DGRO, IUSV, ONEQ | 13F-HR | 10/24/2022 | 000184442422000004 |
| Q2 2022 | 77 | 157,438 | IUSG, DGRO, IUSV, ONEQ | 13F-HR | 7/22/2022 | 000169613622000004 |
| Q1 2022 | 79 | 178,843 | IUSG, DGRO, IUSV, ONEQ | 13F-HR | 5/2/2022 | 000184442422000003 |
| Q4 2021 | 77 | 198,923 | IUSG, DGRO, AGG, IUSV | 13F-HR | 1/19/2022 | 000184442422000002 |
| Q3 2021 | 73 | 177,296 | IUSG, DGRO, AGG, IUSV | 13F-HR | 11/9/2021 | 000184442421000005 |
| Q2 2021 | 72 | 174,655 | IUSG, AGG, DGRO, IUSV | 13F-HR | 7/19/2021 | 000184442421000004 |
| Q1 2021 | 54 | 142,181 | AGG, DGRO, IUSG, IJH | 13F-HR | 5/17/2021 | 000184442421000003 |
| Q4 2020 | 55 | 149,082 | AGG, DGRO, IUSG, MUB | 13F-HR | 2/16/2021 | 000184442421000002 |