| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 116 | 1,179,750 | IVV, VUG, VO, VTV | 13F-HR | 7/17/2026 | 000201786826000007 |
| Q1 2026 | 111 | 1,047,720 | IVV, VUG, VO, VTV | 13F-HR | 5/13/2026 | 000201786826000005 |
| Q4 2025 | 107 | 1,035,763 | IVV, VUG, VO, VTV | 13F-HR | 2/6/2026 | 000201786826000003 |
| Q3 2025 | 93 | 987,850 | IVV, VUG, VO, VTV | 13F-HR | 10/27/2025 | 000201786825000013 |
| Q2 2025 | 90 | 918,255 | IVV, VUG, VO, VTV | 13F-HR | 7/29/2025 | 000201786825000009 |
| Q1 2025 | 81 | 821,860 | IVV, VUG, VO, VTV | 13F-HR | 4/30/2025 | 000201786825000007 |
| Q4 2024 | 73 | 806,245 | IVV, VUG, VO, VTV | 13F-HR | 1/27/2025 | 000201786825000002 |
| Q3 2024 | 76 | 805,307 | IVV, VUG, VO, VTV | 13F-HR | 10/7/2024 | 000201786824000002 |
| Q2 2024 | 70 | 742,330 | IVV, VUG, VO, VTV | 13F-HR | 7/23/2024 | 000121465924012865 |
| Q1 2024 | 507 | 762,141 | IVV, VUG, VO, VTV | 13F-HR | 4/12/2024 | 000121465924006713 |
| Q4 2023 | 461 | 645,936 | IVV, VTV, VUG, DFCF | 13F-HR | 4/4/2024 | 000121465924006101 |
| Q3 2023 | 500 | 692,540 | IVV, VUG, VO, VTV | 13F-HR | 4/4/2024 | 000121465924006100 |
| Q2 2023 | 496 | 712,980 | IVV, VUG, VO, VTV | 13F-HR | 4/4/2024 | 000121465924006099 |
| Q1 2023 | 497 | 681,664 | IVV, VUG, VTV, VO | 13F-HR | 4/4/2024 | 000121465924006098 |
| Q4 2022 | 461 | 645,936 | IVV, VTV, VUG, DFCF | 13F-HR | 4/4/2024 | 000121465924006093 |
| Q3 2022 | 468 | 581,602 | IVV, VUG, VTV, DFCF | 13F-HR | 4/4/2024 | 000121465924006091 |
| Q2 2022 | 492 | 614,251 | IVV, VUG, VTV, DFCF | 13F-HR | 4/4/2024 | 000121465924006089 |
| Q1 2022 | 59 | 635,470 | IVV, VUG, VTV, VXF | 13F-HR | 4/5/2024 | 000121465924006200 |
| Q4 2021 | 67 | 730,050 | IVV, VUG, VTV, VXF | 13F-HR | 4/5/2024 | 000121465924006199 |
| Q3 2021 | 67 | 731,640 | IVV, VUG, VXF, VTV | 13F-HR | 4/5/2024 | 000121465924006198 |
| Q2 2021 | 64 | 732,913 | IVV, VUG, VXF, VTV | 13F-HR | 4/5/2024 | 000121465924006197 |
| Q1 2021 | 62 | 688,239 | IVV, VUG, VXF, VTV | 13F-HR | 4/5/2024 | 000121465924006196 |
| Q4 2020 | 56 | 642,729 | IVV, VUG, VXF, BNDX | 13F-HR | 4/5/2024 | 000121465924006195 |
| Q3 2020 | 60 | 390,513 | IVV, VB, VUG, VBR | 13F-HR | 4/5/2024 | 000121465924006194 |
| Q2 2020 | 52 | 295,302 | IVV, VB, VNQ, VBR | 13F-HR | 4/5/2024 | 000121465924006193 |
| Q1 2020 | 35 | 175,746 | VB, IVV, VNQ, VEA | 13F-HR | 4/5/2024 | 000121465924006192 |
| Q4 2019 | 35 | 222,480 | VB, IVV, VNQ, VEA | 13F-HR | 4/5/2024 | 000121465924006191 |
| Q3 2019 | 28 | 205,025 | IVV, VB, VNQ, VEA | 13F-HR | 4/5/2024 | 000121465924006190 |
| Q2 2019 | 29 | 199,209 | VB, IVV, VNQ, VEA | 13F-HR | 4/5/2024 | 000121465924006189 |
| Q1 2019 | 28 | 188,121 | VB, IVV, VNQ, VEA | 13F-HR | 4/5/2024 | 000121465924006188 |