| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,676 | 30,782,650 | IVV, AGG, APUE, IWY | 13F-HR | 10/31/2024 | 000121465924018144 |
| Q2 2024 | 1,625 | 28,661,505 | IVV, AGG, IWY, APUE | 13F-HR | 7/16/2024 | 000121465924012473 |
| Q1 2024 | 1,596 | 26,607,312 | IVV, AGG, IWY, VOO | 13F-HR | 5/6/2024 | 000121465924008394 |
| Q4 2023 | 1,531 | 24,070,904 | IVV, AGG, VOO, IWY | 13F-HR | 2/7/2024 | 000121465924002099 |
| Q3 2023 | 1,478 | 21,155,816 | IVV, AGG, VOO, IEFA | 13F-HR | 11/13/2023 | 000121465923014823 |