| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 232 | 889,189 | IVV, VTI, QUAL, RSP | 13F-HR | 5/12/2025 | 000114036125018424 |
| Q4 2024 | 238 | 871,596 | IVV, VTI, RSP, QUAL | RESTATEMENT | 5/13/2025 | 000114036125018641 |
| Q4 2024 | 31 | 200,480 | GOVT, LMBS, JAAA, MTBA | NEW HOLDINGS | 2/25/2025 | 000114036125005807 |
| Q3 2024 | 199 | 867,384 | IVV, VTI, RSP, QUAL | 13F-HR | 5/19/2025 | 000114036125019783 |
| Q2 2024 | 198 | 804,287 | IVV, VTI, RSP, QUAL | 13F-HR | 5/19/2025 | 000114036125019781 |
| Q1 2024 | 197 | 655,659 | IVV, QUAL, RSP, IJR | 13F-HR | 5/19/2025 | 000114036125019777 |
| Q4 2023 | 192 | 612,515 | IVV, QUAL, RSP, IJR | 13F-HR | 5/19/2025 | 000114036125019771 |
| Q3 2023 | 181 | 539,362 | IVV, QUAL, RSP, GOVT | 13F-HR | 5/19/2025 | 000114036125019764 |
| Q2 2023 | 161 | 580,320 | IVV, QUAL, RSP, GOVT | 13F-HR | 5/19/2025 | 000114036125019761 |
| Q1 2023 | 148 | 521,048 | RSP, QUAL, IVV, GOVT | 13F-HR | 5/19/2025 | 000114036125019758 |
| Q4 2022 | 137 | 516,093 | IVV, RSP, QUAL, IJR | 13F-HR | 5/19/2025 | 000114036125019754 |
| Q3 2022 | 135 | 485,706 | RSP, IVV, QUAL, VTI | RESTATEMENT | 5/20/2025 | 000114036125019907 |
| Q2 2022 | 136 | 496,569 | RSP, IVV, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019747 |
| Q1 2022 | 131 | 553,232 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019742 |
| Q4 2021 | 115 | 550,748 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019740 |
| Q3 2021 | 115 | 501,100 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019738 |
| Q2 2021 | 113 | 504,014 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019736 |
| Q1 2021 | 114 | 453,253 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019734 |
| Q4 2020 | 102 | 410,611 | IVV, RSP, QUAL, AGG | 13F-HR | 5/19/2025 | 000114036125019732 |
| Q3 2020 | 99 | 358,284 | IVV, RSP, QUAL, AGG | 13F-HR | 5/19/2025 | 000114036125019730 |
| Q2 2020 | 105 | 473,576 | IVV, RSP, QUAL, VTI | 13F-HR | 5/19/2025 | 000114036125019727 |
| Q1 2020 | 103 | 347,486 | IVV, RSP, DIA, QUAL | 13F-HR | 5/19/2025 | 000114036125019725 |
| Q4 2019 | 100 | 416,533 | IVV, RSP, DIA, EFAV | 13F-HR | 5/19/2025 | 000114036125019723 |
| Q3 2019 | 101 | 325,165 | RSP, IVV, EFAV, DIA | 13F-HR | 5/19/2025 | 000114036125019721 |
| Q2 2019 | 100 | 372,672 | RSP, IVV, DIA, EFAV | 13F-HR | 5/19/2025 | 000114036125019719 |
| Q1 2019 | 95 | 334,133 | IVV, RSP, DIA, EFAV | 13F-HR | 5/19/2025 | 000114036125019717 |
| Q4 2018 | 96 | 271,558 | RSP, DIA, IVV, EFAV | 13F-HR | 5/19/2025 | 000114036125019715 |
| Q3 2018 | 97 | 302,886 | RSP, DIA, IVV, EFAV | 13F-HR | 5/19/2025 | 000114036125019713 |
| Q2 2018 | 98 | 274,660 | RSP, DIA, IVV, EFAV | 13F-HR | 5/19/2025 | 000114036125019708 |
| Q1 2018 | 86 | 226,153 | DIA, IVV, EFAV, VTI | 13F-HR | 5/19/2025 | 000114036125019706 |
| Q4 2017 | 85 | 205,814 | IVV, DIA, EFAV, ITOT | 13F-HR | 5/19/2025 | 000114036125019704 |
| Q3 2017 | 84 | 187,296 | IVV, DIA, EFAV, AGG | 13F-HR | 5/19/2025 | 000114036125019702 |
| Q2 2017 | 80 | 172,226 | IVV, DIA, EFAV, IJR | 13F-HR | 5/19/2025 | 000114036125019700 |
| Q1 2017 | 74 | 162,360 | IVV, DIA, EFAV, IJR | 13F-HR | 5/19/2025 | 000114036125019697 |
| Q4 2016 | 74 | 137,442 | IVV, DIA, EFAV, IJR | 13F-HR | 5/19/2025 | 000114036125019695 |