| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 193 | 403,114 | ITOT, AGG, IVV, IJH | 13F-HR | 11/8/2024 | 000176538024000414 |
| Q2 2024 | 151 | 385,221 | ITOT, AGG, IJH, IJR | RESTATEMENT | 8/13/2024 | 000176538024000327 |
| Q1 2024 | 143 | 371,563 | ITOT, AGG, IJH, IJR | 13F-HR | 5/2/2024 | 000176538024000179 |
| Q4 2023 | 133 | 340,486 | ITOT, AGG, IJH, IJR | RESTATEMENT | 2/13/2024 | 000176538024000097 |
| Q3 2023 | 84 | 254,505 | ITOT, AGG, IJR, IJH | 13F-HR | 11/2/2023 | 000176538023000194 |
| Q2 2023 | 93 | 267,492 | ITOT, AGG, IXUS, DIVO | 13F-HR | 8/8/2023 | 000176538023000147 |
| Q1 2023 | 90 | 251,634 | ITOT, AGG, IXUS, DIVO | 13F-HR | 5/8/2023 | 000176538023000112 |
| Q4 2022 | 60 | 167,923 | ITOT, AGG, IXUS, DIVO | 13F-HR | 2/8/2023 | 000176538023000033 |
| Q3 2022 | 61 | 148,445 | ITOT, AGG, IXUS, IVV | 13F-HR | 10/31/2022 | 000176538022000136 |
| Q2 2022 | 59 | 169,483 | IUSG, IVV, IJH, IGSB | 13F-HR | 8/10/2022 | 000122107322000066 |
| Q1 2022 | 64 | 195,647 | IUSG, IVV, IJH, IGSB | 13F-HR | 5/16/2022 | 000122107322000044 |
| Q4 2021 | 60 | 255,451 | IVV, IJH, IUSG, IXUS | 13F-HR | 3/3/2022 | 000122107322000022 |