| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 221 | 1,814,291 | IVV, IUSB, QUAL, IVW | 13F-HR | 4/22/2025 | 000166773125000491 |
| Q4 2024 | 223 | 1,786,903 | IVV, IUSB, IVW, QUAL | 13F-HR | 1/24/2025 | 000166773125000125 |
| Q3 2024 | 217 | 1,741,574 | IVV, IUSB, IVW, QUAL | 13F-HR | 10/31/2024 | 000187937124000005 |
| Q2 2024 | 219 | 1,596,340 | IVV, IVW, IUSB, QUAL | 13F-HR | 7/24/2024 | 000187937124000004 |
| Q1 2024 | 218 | 1,502,019 | IVV, IUSB, QUAL, DYNF | 13F-HR | 4/30/2024 | 000187937124000003 |
| Q4 2023 | 215 | 1,354,612 | IVV, QUAL, IUSB, EFV | 13F-HR | 1/22/2024 | 000187937124000001 |
| Q3 2023 | 177 | 1,184,875 | IVV, IUSB, EFV, QUAL | 13F-HR | 10/25/2023 | 000187937123000005 |
| Q2 2023 | 172 | 1,185,039 | IVV, IUSB, QUAL, EFG | 13F-HR | 7/25/2023 | 000187937123000004 |
| Q1 2023 | 164 | 1,095,202 | IVV, IUSB, QUAL, EFG | 13F-HR | 4/25/2023 | 000187937123000003 |
| Q4 2022 | 165 | 1,021,563 | IVV, ESGU, IUSB, EFV | 13F-HR | 1/23/2023 | 000187937123000001 |
| Q3 2022 | 151 | 910,990 | IVV, ESGU, IUSB, GOVT | 13F-HR | 10/14/2022 | 000187937122000005 |
| Q2 2022 | 228 | 932,259 | IVV, ESGU, IUSB, EFV | 13F-HR | 7/28/2022 | 000187937122000004 |
| Q1 2022 | 237 | 1,027,551 | IVV, ESGU, IUSB, EFV | 13F-HR | 4/19/2022 | 000187937122000003 |
| Q4 2021 | 244 | 1,022,239 | IVV, ESGU, IUSB, EFV | 13F-HR | 2/2/2022 | 000187937122000001 |
| Q3 2021 | 324 | 772,803 | ESGU, IVV, EFV, EFG | 13F-HR | 12/8/2021 | 000187937121000003 |