| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 108 | 141,619 | IVV, IJR, IJH, LLY | 13F-HR | 10/30/2026 | 000117266126004777 |
| Q2 2026 | 106 | 142,181 | IVV, IJR, IJH, LLY | 13F-HR | 7/29/2026 | 000117266126002898 |
| Q1 2026 | 98 | 129,747 | IVV, IJR, IJH, LLY | 13F-HR | 5/15/2026 | 000117266126002346 |
| Q4 2025 | 106 | 139,262 | IVV, IJR, IJH, LLY | 13F-HR | 2/12/2026 | 000117266126000670 |
| Q3 2025 | 100 | 127,624 | IVV, IJH, IJR, LLY | 13F-HR | 10/16/2025 | 000117266125004302 |
| Q2 2025 | 100 | 121,770 | IVV, IJH, IJR, NOW | 13F-HR | 7/23/2025 | 000117266125002681 |
| Q1 2025 | 97 | 117,640 | IVV, IJH, IJR, LLY | 13F-HR | 5/15/2025 | 000117266125002141 |
| Q4 2024 | 100 | 119,945 | IVV, IJR, IJH, NOW | 13F-HR | 2/11/2025 | 000117266125000655 |
| Q3 2024 | 102 | 120,928 | IVV, IJR, IJH, LLY | 13F-HR | 10/15/2024 | 000117266124004251 |
| Q2 2024 | 100 | 114,129 | IVV, IJH, IJR, LLY | 13F-HR | 7/26/2024 | 000117266124002935 |
| Q1 2024 | 100 | 112,632 | IVV, IJH, IJR, LLY | 13F-HR | 5/13/2024 | 000117266124002181 |
| Q4 2023 | 100 | 106,500 | IVV, IJR, IJH, LLY | 13F-HR | 2/9/2024 | 000117266124000629 |
| Q3 2023 | 99 | 98,064 | IVV, IJR, IJH, LLY | 13F-HR | 10/30/2023 | 000117266123003532 |
| Q2 2023 | 101 | 102,406 | IVV, IJR, IJH, LLY | 13F-HR | 7/21/2023 | 000117266123002577 |
| Q1 2023 | 103 | 100,293 | IVV, IJR, IJH, NOW | 13F-HR | 4/19/2023 | 000117266123001730 |
| Q4 2022 | 105 | 99,437 | IVV, IJR, IJH, UNH | 13F-HR | 2/8/2023 | 000117266123000510 |
| Q3 2022 | 102 | 91,131 | IVV, IJR, IJH, UNH | 13F-HR | 10/27/2022 | 000160658722002025 |
| Q2 2022 | 106 | 99,128 | IVV, IJR, IJH, UNH | 13F-HR | 7/22/2022 | 000160658722001411 |
| Q1 2022 | 117 | 112,013 | IVV, IJR, IJH, NOW | 13F-HR | 4/28/2022 | 000160658722000776 |
| Q4 2021 | 269 | 114,333 | IVV, IJR, IJH, NOW | 13F-HR | 2/17/2022 | 000160658722000594 |