| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 105 | 223,907 | SPIB, IJR, VTV, JPIE | 13F-HR | 5/16/2025 | 000198615225000046 |
| Q4 2024 | 105 | 207,278 | SPIB, VTV, IJR, SPDW | 13F-HR | 2/13/2025 | 000198615225000024 |
| Q3 2024 | 101 | 191,345 | SPIB, VTV, IJR, SPDW | 13F-HR | 11/6/2024 | 000198615224000054 |
| Q2 2024 | 97 | 163,848 | VTV, IJR, SPSB, SPIB | 13F-HR | 7/25/2024 | 000198615224000033 |
| Q1 2024 | 99 | 152,309 | VTV, IJR, SPSB, SPIB | 13F-HR | 5/9/2024 | 000198615224000017 |
| Q4 2023 | 81 | 131,398 | SPSB, VTV, IJR, VTIP | 13F-HR | 1/31/2024 | 000198615224000004 |
| Q3 2023 | 76 | 117,110 | SPSB, VTIP, VTV, IJR | RESTATEMENT | 11/27/2023 | 000198615223000006 |
| Q2 2023 | 71 | 81,239 | VTV, IJR, SPYG, SPDW | 13F-HR | 11/27/2023 | 000198615223000005 |
| Q1 2023 | 53 | 68,612 | VTV, IJR, SPDW, SPYG | 13F-HR | 4/11/2023 | 000190912823000002 |
| Q4 2022 | 40 | 62,324 | VTV, IJR, XMLV, SPDW | 13F-HR | 1/18/2023 | 000190912823000001 |
| Q3 2022 | 39 | 54,654 | VTV, IJR, XMLV, SPYG | 13F-HR | 10/11/2022 | 000190912822000002 |
| Q2 2022 | 42 | 58,651 | VTV, SPYG, IJR, XMLV | 13F-HR | 7/19/2022 | 000190912822000001 |