| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 43 | 65,918 | IVV, IJH, IJR, PTLC | 13F-HR | 4/11/2025 | 000189018325000002 |
| Q4 2024 | 45 | 76,593 | IVV, IJH, COWZ, CALF | 13F-HR | 1/15/2025 | 000189018325000001 |
| Q3 2024 | 44 | 76,490 | IVV, IJH, COWZ, CALF | 13F-HR | 10/18/2024 | 000189018324000005 |
| Q2 2024 | 41 | 80,926 | IVV, COWZ, IJH, ICOW | 13F-HR | 7/16/2024 | 000189018324000003 |
| Q1 2024 | 43 | 91,257 | IVV, COWZ, ICOW, IJH | 13F-HR | 4/10/2024 | 000189018324000002 |
| Q4 2023 | 40 | 87,319 | IVV, COWZ, ICOW, IJH | 13F-HR | 1/22/2024 | 000189018324000001 |
| Q3 2023 | 36 | 78,669 | IVV, IJH, IEFA, VCIT | 13F-HR | 10/18/2023 | 000189018323000005 |
| Q2 2023 | 30 | 78,450 | IVV, IJH, IEFA, VCIT | 13F-HR | 7/20/2023 | 000189018323000004 |
| Q1 2023 | 31 | 85,415 | IJH, IVV, IEFA, IJR | 13F-HR | 4/17/2023 | 000189018323000003 |
| Q4 2022 | 30 | 83,936 | IJH, IVV, IJR, IEFA | 13F-HR | 1/19/2023 | 000189018323000002 |
| Q3 2022 | 29 | 80,838 | IEFA, IJH, IVV, IJR | 13F-HR | 10/11/2022 | 000189018322000005 |
| Q2 2022 | 31 | 83,586 | IEFA, IJH, IVV, IEMG | 13F-HR | 7/12/2022 | 000189018322000004 |
| Q1 2022 | 34 | 86,055 | IVV, IEFA, IJJ, IJH | 13F-HR | 4/7/2022 | 000189018322000003 |
| Q4 2021 | 36 | 86,538 | IVV, IJJ, IEFA, IVE | 13F-HR | 1/28/2022 | 000189018322000002 |