| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 189 | 524,350 | IVV, IEMG, IXUS, IWF | RESTATEMENT | 8/18/2026 | 000110465926098355 |
| Q1 2026 | 204 | 1,336,191 | IEFA, DIVZ, IDVZ, SPYM | 13F-HR | 5/13/2026 | 000110465926059918 |
| Q4 2025 | 200 | 1,228,902 | SPYM, IEFA, DIVZ, IDVZ | 13F-HR | 2/4/2026 | 000110465926010120 |
| Q3 2025 | 200 | 1,060,513 | SPYM, IEFA, DIVZ, IDVZ | 13F-HR | 11/12/2025 | 000110465925109943 |
| Q2 2025 | 180 | 939,288 | SPYM, DIVZ, IEFA, IDVZ | 13F-HR | 8/7/2025 | 000110465925075156 |
| Q1 2025 | 189 | 829,909 | DIVZ, SPYM, IEFA, IDVZ | 13F-HR | 4/30/2025 | 000110465925041965 |
| Q4 2024 | 173 | 701,744 | SPYM, DIVZ, QUAL, IEFA | 13F-HR | 2/18/2025 | 000110465925014408 |
| Q3 2024 | 179 | 614,108 | DIVZ, SPYM, IEFA, QUAL | 13F-HR | 11/12/2024 | 000110465924116419 |
| Q2 2024 | 158 | 507,150 | DIVZ, JEPI, VTV, IQLT | 13F-HR | 7/30/2024 | 000110465924083787 |
| Q1 2024 | 128 | 466,233 | IQLT, BIL, VTV, JEPI | 13F-HR | 5/7/2024 | 000110465924057875 |
| Q4 2023 | 121 | 388,951 | IQLT, JEPI, JMUB, VTV | 13F-HR | 5/7/2024 | 000110465924057869 |