| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 96 | 338,303 | IVW, IVE, DYNF, JQUA | 13F-HR | 5/5/2025 | 000117266125001576 |
| Q4 2024 | 93 | 335,141 | IVW, IVE, SPLG, DYNF | 13F-HR | 1/22/2025 | 000117266125000297 |
| Q3 2024 | 84 | 308,579 | IVW, IVE, SPLG, DYNF | 13F-HR | 10/23/2024 | 000117266124004332 |
| Q2 2024 | 81 | 282,825 | IVW, SPLG, IVE, DYNF | 13F-HR | 8/1/2024 | 000117266124003028 |
| Q1 2024 | 79 | 269,918 | SPLG, IVW, IVE, EFV | 13F-HR | 5/8/2024 | 000117266124002089 |
| Q4 2023 | 83 | 253,633 | SPLG, QUAL, EFV, ESGU | 13F-HR | 1/18/2024 | 000117266124000260 |
| Q3 2023 | 76 | 229,148 | SPLG, EFV, QUAL, EFG | 13F-HR | 10/6/2023 | 000117266123003311 |
| Q2 2023 | 74 | 236,374 | SPLG, QUAL, EFG, ESGU | 13F-HR | 7/26/2023 | 000117266123002619 |
| Q1 2023 | 71 | 216,019 | SPLG, QUAL, EFG, ESGU | 13F-HR | 4/6/2023 | 000117266123001587 |
| Q4 2022 | 74 | 201,174 | SPLG, ESGU, EFV, EFG | 13F-HR | 1/23/2023 | 000117266123000259 |
| Q3 2022 | 60 | 197,225 | SPLG, ESGU, EFV, EFG | 13F-HR | 10/21/2022 | 000160658722001955 |
| Q2 2022 | 66 | 215,787 | SPLG, ESGU, EFV, GOVT | 13F-HR | 7/27/2022 | 000160658722001494 |
| Q1 2022 | 63 | 251,760 | SPLG, ESGU, EFV, GOVT | 13F-HR | 5/5/2022 | 000160658722000955 |
| Q4 2021 | 61 | 265,793 | ESGU, SPLG, EFV, EFG | 13F-HR | 5/5/2022 | 000160658722000945 |