| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 317 | 344,076 | IVV, DGRO, IEFA, IJH | 13F-HR | 11/7/2024 | 000185520524000052 |
| Q2 2024 | 309 | 313,781 | IVV, DGRO, IEFA, IJH | 13F-HR | 8/12/2024 | 000185520524000032 |
| Q1 2024 | 302 | 302,165 | IVV, DGRO, IJH, IEFA | 13F-HR | 5/13/2024 | 000185520524000021 |
| Q4 2023 | 347 | 269,652 | IVV, DGRO, IEFA, IJH | 13F-HR | 2/9/2024 | 000185520524000003 |
| Q3 2023 | 354 | 236,826 | IVV, DGRO, IEFA, IJH | 13F-HR | 11/9/2023 | 000193660323000003 |
| Q2 2023 | 331 | 241,451 | IVV, DGRO, IEFA, IJH | 13F-HR | 8/10/2023 | 000190442523000005 |
| Q1 2023 | 297 | 227,550 | IVV, DGRO, IEFA, IJH | 13F-HR | 5/11/2023 | 000193660323000002 |
| Q4 2022 | 297 | 210,048 | IVV, DGRO, IEFA, IJH | 13F-HR | 2/10/2023 | 000193660323000001 |
| Q3 2022 | 245 | 139,643 | IVV, DGRO, JMST, PG | 13F-HR | 11/9/2022 | 000193660322000002 |
| Q2 2022 | 243 | 140,627 | IVV, DGRO, PG, JMST | 13F-HR | 8/11/2022 | 000193660322000001 |