| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 120 | 572,765 | VTV, IVV, IWF, VTI | 13F-HR | 10/28/2024 | 000117266124004381 |
| Q2 2024 | 112 | 527,465 | IVV, IWF, VTV, VTI | 13F-HR | 7/18/2024 | 000117266124002824 |
| Q1 2024 | 127 | 517,409 | IVV, VTV, IWF, VTI | 13F-HR | 5/2/2024 | 000117266124001991 |
| Q4 2023 | 105 | 476,737 | VTV, IVV, IWF, VTI | 13F-HR | 2/7/2024 | 000117266124000510 |
| Q3 2023 | 106 | 441,911 | VTV, IWF, IVV, VTI | 13F-HR | 10/31/2023 | 000117266123003550 |
| Q2 2023 | 109 | 455,834 | IWF, IVV, VTV, VTI | 13F-HR | 7/24/2023 | 000117266123002605 |
| Q1 2023 | 102 | 384,126 | IVV, VTV, VTI, IWF | 13F-HR | 4/18/2023 | 000117266123001716 |
| Q4 2022 | 97 | 406,537 | VTV, IVV, IWF, VTI | 13F-HR | 1/30/2023 | 000117266123000351 |
| Q3 2022 | 103 | 367,277 | VPU, IXUS, IWB, VXUS | 13F-HR | 11/2/2022 | 000160658722002101 |
| Q2 2022 | 104 | 386,654 | VTV, IVV, IWF, VTI | 13F-HR | 7/26/2022 | 000160658722001466 |
| Q1 2022 | 95 | 426,570 | IWF, IVV, VTV, VTI | 13F-HR | 5/3/2022 | 000160658722000875 |
| Q4 2021 | 78 | 422,814 | IWF, IVV, VTI, VTV | 13F-HR | 1/31/2022 | 000160658722000185 |
| Q3 2021 | 74 | 375,141 | IWF, IVV, VTI, USMV | 13F-HR | 11/12/2021 | 000160658721001592 |
| Q2 2021 | 87 | 368,653 | USMV, IWF, IVV, VTI | 13F-HR | 7/27/2021 | 000160658721000912 |
| Q1 2021 | 48 | 183,869 | USMV, IVV, ACWV, IJH | 13F-HR | 4/27/2021 | 000160658721000443 |
| Q4 2020 | 540 | 292,130 | USMV, IWF, IVV, VTI | 13F-HR | 3/19/2021 | 000160658721000368 |