| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 100 | 262,381 | IVV, IUSB, QUAL, IVW | 13F-HR | 4/22/2025 | 000186515825000002 |
| Q4 2024 | 102 | 261,191 | IVV, IUSB, IVW, QUAL | 13F-HR | 1/30/2025 | 000186515825000001 |
| Q3 2024 | 97 | 257,883 | IVV, IUSB, IVW, QUAL | 13F-HR | 11/4/2024 | 000186515824000005 |
| Q2 2024 | 87 | 241,344 | IVV, IUSB, IVW, QUAL | 13F-HR | 7/23/2024 | 000186515824000003 |
| Q1 2024 | 86 | 229,240 | IVV, IUSB, QUAL, DYNF | 13F-HR | 6/13/2024 | 000186515824000002 |
| Q4 2023 | 82 | 211,636 | IVV, IUSB, QUAL, EFV | 13F-HR | 1/29/2024 | 000186515824000001 |
| Q3 2023 | 72 | 188,908 | IVV, IUSB, EFV, QUAL | 13F-HR | 11/7/2023 | 000186515823000005 |
| Q2 2023 | 73 | 195,809 | IVV, IUSB, QUAL, EFG | 13F-HR | 8/2/2023 | 000186515823000004 |
| Q1 2023 | 79 | 186,697 | IVV, IUSB, QUAL, EFG | 13F-HR | 4/28/2023 | 000186515823000003 |
| Q4 2022 | 80 | 185,981 | IVV, ESGU, IUSB, EFV | 13F-HR | 2/1/2023 | 000186515823000002 |
| Q3 2022 | 79 | 172,108 | IVV, ESGU, IUSB, EFV | 13F-HR | 10/28/2022 | 000186515822000006 |
| Q2 2022 | 81 | 183,857 | IVV, ESGU, IUSB, GOVT | 13F-HR | 8/3/2022 | 000186515822000005 |
| Q1 2022 | 74 | 173,583 | IVV, ESGU, IUSB, EFV | 13F-HR | 5/10/2022 | 000186515822000004 |
| Q4 2021 | 85 | 194,888 | ESGU, IVV, EFV, EFG | 13F-HR | 2/1/2022 | 000186515822000003 |