| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 178 | 892,179 | IOO, ICOW, PVAL, CALF | 13F-HR | 4/16/2024 | 000190058424000002 |
| Q4 2023 | 172 | 827,420 | IOO, BIV, DGRW, PVAL | 13F-HR | 1/10/2024 | 000190058424000001 |
| Q3 2023 | 162 | 746,141 | DGRW, PVAL, IOO, RECS | 13F-HR | 10/17/2023 | 000190058423000006 |
| Q2 2023 | 165 | 742,461 | DGRW, PVAL, RECS, IOO | 13F-HR | 7/26/2023 | 000190058423000005 |
| Q1 2023 | 166 | 697,278 | QQQ, DGRW, PVAL, IOO | 13F-HR | 4/25/2023 | 000190058423000003 |
| Q4 2022 | 164 | 626,444 | DGRW, PVAL, VONG, IOO | 13F-HR | 1/19/2023 | 000190058423000001 |
| Q3 2022 | 157 | 559,362 | IOO, DIA, QQQ, RSP | 13F-HR | 11/10/2022 | 000190058422000002 |
| Q2 2022 | 170 | 618,361 | IOO, BCAT, DIA, QQQ | 13F-HR | 7/21/2022 | 000160658722001394 |
| Q1 2022 | 177 | 650,161 | IOO, BCAT, ACWI, IAU | 13F-HR | 5/9/2022 | 000160658722001007 |
| Q4 2021 | 1,029 | 724,832 | IOO, ACWI, BCAT, RSP | 13F-HR | 1/28/2022 | 000160658722000157 |