| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 117 | 252,587 | IVV, IUSB, SPLG, EFV | 13F-HR | 4/25/2024 | 000184968324000005 |
| Q4 2023 | 114 | 251,999 | IVV, SPLG, IUSB, QUAL | 13F-HR | 1/30/2024 | 000184968324000002 |
| Q3 2023 | 95 | 215,441 | IVV, IUSB, SPLG, EFV | 13F-HR | 10/20/2023 | 000184968323000005 |
| Q2 2023 | 98 | 229,151 | IVV, IUSB, SPLG, ESGU | 13F-HR | 8/23/2023 | 000184968323000004 |
| Q1 2023 | 98 | 222,313 | IVV, IUSB, SPLG, EFG | 13F-HR | 5/1/2023 | 000184968323000003 |
| Q4 2022 | 106 | 219,816 | IVV, ESGU, IUSB, SPLG | 13F-HR | 2/7/2023 | 000184968323000001 |
| Q3 2022 | 103 | 195,563 | IVV, ESGU, GOVT, IUSB | 13F-HR | 10/11/2022 | 000184968322000004 |
| Q2 2022 | 114 | 209,511 | IVV, ESGU, IUSB, GOVT | 13F-HR | 7/25/2022 | 000184968322000003 |
| Q1 2022 | 124 | 221,870 | IVV, ESGU, GOVT, IUSB | 13F-HR | 4/25/2022 | 000184968322000002 |
| Q4 2021 | 137 | 238,446 | ESGU, IVV, GOVT, IUSB | 13F-HR | 1/18/2022 | 000184968322000001 |
| Q3 2021 | 131 | 232,786 | ESGU, IVV, GOVT, IUSB | 13F-HR | 12/13/2021 | 000184968321000004 |