| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 475 | 1,215,623 | IVV, ACN, IUSB, QUAL | 13F-HR | 5/15/2025 | 000196321225000003 |
| Q4 2024 | 502 | 1,215,753 | IVV, ACN, IUSB, IVW | 13F-HR | 2/14/2025 | 000196321225000002 |
| Q3 2024 | 479 | 1,201,353 | IVV, ACN, IUSB, IVW | RESTATEMENT | 11/14/2024 | 000196321224000008 |
| Q2 2024 | 432 | 1,124,212 | IVV, ACN, IUSB, IVW | 13F-HR | 8/14/2024 | 000196321224000004 |
| Q1 2024 | 463 | 1,076,460 | IVV, ACN, IUSB, MSFT | 13F-HR | 5/15/2024 | 000196321224000003 |
| Q4 2023 | 431 | 960,510 | IVV, ACN, IUSB, EFV | 13F-HR | 2/14/2024 | 000196321224000001 |
| Q4 2022 | 327 | 870,186 | IVV, ACN, ESGU, IUSB | 13F-HR | 2/14/2023 | 000196321223000002 |
| Q3 2022 | 398 | 823,771 | IVV, ACN, ESGU, MUB | 13F-HR | 1/25/2023 | 000196321223000001 |