Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 28 | 102,920 | IVV, AGG, EFA, IUSV | 13F-HR | 10/15/2024 | 000195175724001030 |
Q2 2024 | 25 | 94,801 | IVV, AGG, EFA, IUSV | 13F-HR | 7/12/2024 | 000195175724000493 |
Q1 2024 | 21 | 90,310 | IVV, AGG, IUSV, EFA | 13F-HR | 4/29/2024 | 000195175724000393 |
Q4 2023 | 41 | 179,398 | IVV, IUSV, AGG, EFA | 13F-HR | 1/11/2024 | 000195175724000013 |
Q3 2023 | 40 | 165,887 | IVV, AGG, IUSV, EFA | 13F-HR | 10/24/2023 | 000195175723000606 |
Q2 2023 | 42 | 170,425 | IVV, IUSV, AGG, EFA | 13F-HR | 7/19/2023 | 000195175723000393 |
Q1 2023 | 40 | 159,287 | IVV, IUSV, EFA, AGG | 13F-HR | 5/1/2023 | 000195175723000217 |
Q4 2022 | 38 | 150,057 | IVV, IUSV, EFA, STIP | 13F-HR | 1/25/2023 | 000195175723000061 |
Q3 2022 | 38 | 134,638 | IVV, IUSV, EFA, STIP | 13F-HR | 11/9/2022 | 000184583822000004 |
Q2 2022 | 37 | 135,125 | IVV, IUSV, EFA, STIP | 13F-HR | 8/11/2022 | 000184583822000003 |
Q1 2022 | 36 | 143,725 | IVV, IUSV, EFA, TIP | 13F-HR | 5/9/2022 | 000184583822000002 |
Q4 2021 | 40 | 139,741 | IVV, IUSV, EFA, AGG | 13F-HR | 1/24/2022 | 000184583822000001 |
Q3 2021 | 39 | 130,261 | IVV, IUSV, EFA, AGG | 13F-HR | 10/13/2021 | 000184583821000005 |
Q2 2021 | 38 | 129,195 | IVV, EFA, IUSV, AGG | 13F-HR | 8/12/2021 | 000184583821000004 |
Q1 2021 | 36 | 113,723 | IVV, EFA, IUSV, AGG | 13F-HR | 5/17/2021 | 000184583821000003 |
Q4 2020 | 36 | 95,994 | IVV, EFA, IUSV, AGG | RESTATEMENT | 5/17/2021 | 000184583821000002 |