| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 67 | 248,464 | AGG, IVV, IJH, IEI | 13F-HR | 11/12/2024 | 000196526724000004 |
| Q2 2024 | 68 | 235,937 | AGG, IVV, IJH, NVDA | 13F-HR | 8/9/2024 | 000196526724000003 |
| Q1 2024 | 68 | 232,228 | AGG, IVV, IJH, IEI | 13F-HR | 5/14/2024 | 000196526724000002 |
| Q4 2023 | 68 | 213,382 | IVV, AGG, IJH, IEI | 13F-HR | 2/2/2024 | 000196526724000001 |
| Q3 2023 | 68 | 196,290 | IVV, IEI, IGSB, IJH | 13F-HR | 10/31/2023 | 000196526723000005 |
| Q2 2023 | 69 | 205,340 | IVV, IEI, IGSB, IJH | 13F-HR | 8/3/2023 | 000196526723000004 |
| Q1 2023 | 70 | 193,497 | IEI, IVV, IGSB, IJH | 13F-HR | 5/11/2023 | 000196526723000002 |
| Q4 2022 | 69 | 185,625 | IEI, IVV, IGSB, IJH | 13F-HR | 5/12/2023 | 000196526723000003 |