| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 210 | 344,448 | IVE, IVV, USMV, SPDW | 13F-HR | 4/9/2024 | 000199433524000002 |
| Q4 2023 | 253 | 322,026 | IVE, USMV, IVV, SPDW | 13F-HR | 1/19/2024 | 000199433524000001 |
| Q3 2023 | 212 | 289,688 | IVE, USMV, IVV, SCHD | 13F-HR | 10/10/2023 | 000199433523000016 |
| Q2 2023 | 258 | 291,970 | IVE, USMV, IVV, IVW | 13F-HR | 9/21/2023 | 000199433523000015 |
| Q1 2023 | 180 | 278,094 | IVE, USMV, IVV, SCHD | 13F-HR | 9/21/2023 | 000199433523000014 |
| Q4 2022 | 197 | 272,786 | USMV, IVE, IVV, SCHD | 13F-HR | 9/21/2023 | 000199433523000013 |
| Q3 2022 | 217 | 252,642 | USMV, IVE, IVV, IVW | 13F-HR | 9/21/2023 | 000199433523000012 |
| Q2 2022 | 317 | 256,419 | USMV, IVE, IVV, IVW | 13F-HR | 9/21/2023 | 000199433523000011 |
| Q1 2022 | 224 | 271,157 | USMV, IVE, IVV, IVW | 13F-HR | 9/21/2023 | 000199433523000010 |
| Q4 2021 | 250 | 233,668 | USMV, IVE, IVW, IVV | 13F-HR | 9/21/2023 | 000199433523000009 |
| Q3 2021 | 262 | 215,755 | USMV, IVE, IVW, IVV | 13F-HR | 9/21/2023 | 000199433523000008 |
| Q2 2021 | 246 | 212,355 | USMV, IVE, FTEC, IVW | 13F-HR | 9/21/2023 | 000199433523000007 |
| Q1 2021 | 250 | 206,613 | USMV, IVE, FTEC, FHLC | 13F-HR | 9/21/2023 | 000199433523000006 |
| Q4 2020 | 204 | 192,318 | USMV, IVE, FTEC, FHLC | 13F-HR | 9/21/2023 | 000199433523000005 |
| Q3 2020 | 205 | 169,177 | USMV, IVE, FTEC, FHLC | 13F-HR | 9/21/2023 | 000199433523000004 |
| Q2 2020 | 176 | 150,843 | USMV, IVE, FHLC, FTEC | 13F-HR | 9/21/2023 | 000199433523000003 |
| Q1 2020 | 160 | 106,244 | USMV, IVE, FHLC, IVW | 13F-HR | 9/21/2023 | 000199433523000002 |
| Q4 2019 | 183 | 128,334 | USMV, IVE, IVV, FHLC | 13F-HR | 9/21/2023 | 000199433523000001 |