| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 163 | 480,531 | VEA, VUG, VIG, VTV | 13F-HR | 8/14/2026 | 000117266126003667 |
| Q1 2026 | 149 | 428,356 | VTV, VEA, VUG, VIG | 13F-HR | 9/16/2026 | 000117266126004367 |
| Q4 2025 | 133 | 418,217 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004366 |
| Q3 2025 | 135 | 410,895 | VUG, VTV, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004365 |
| Q2 2025 | 125 | 366,206 | VUG, VTV, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004364 |
| Q1 2025 | 122 | 333,491 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004363 |
| Q4 2024 | 120 | 335,938 | VUG, VTV, VIG, VEA | 13F-HR | 9/16/2026 | 000117266126004362 |
| Q3 2024 | 120 | 327,668 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004361 |
| Q2 2024 | 119 | 309,464 | VUG, VTV, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004360 |
| Q1 2024 | 117 | 301,013 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004359 |
| Q4 2023 | 115 | 285,374 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004358 |
| Q3 2023 | 111 | 257,451 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004357 |
| Q2 2023 | 113 | 269,896 | VTV, VUG, VEA, VIG | 13F-HR | 9/16/2026 | 000117266126004356 |
| Q1 2023 | 113 | 255,864 | VTV, VEA, VIG, VUG | 13F-HR | 9/16/2026 | 000117266126004355 |
| Q4 2022 | 110 | 235,464 | VTV, VIG, VEA, VUG | 13F-HR | 9/16/2026 | 000117266126004354 |
| Q3 2022 | 104 | 213,771 | VTV, VIG, VEA, VUG | 13F-HR | 9/16/2026 | 000117266126004353 |
| Q2 2022 | 100 | 228,998 | VTV, VIG, VEA, VUG | 13F-HR | 9/16/2026 | 000117266126004352 |
| Q1 2022 | 111 | 268,148 | VTV, VEA, VIG, VUG | 13F-HR | 9/16/2026 | 000117266126004351 |
| Q4 2021 | 111 | 275,382 | VTV, VEA, VUG, VIG | 13F-HR | 9/16/2026 | 000117266126004350 |
| Q3 2021 | 106 | 247,227 | VTV, VEA, VUG, VIG | 13F-HR | 9/16/2026 | 000117266126004349 |
| Q2 2021 | 106 | 243,782 | VTV, VEA, VUG, VIG | 13F-HR | 9/16/2026 | 000117266126004348 |
| Q1 2021 | 101 | 214,955 | VTV, VEA, VIG, VUG | 13F-HR | 9/16/2026 | 000117266126004347 |
| Q4 2020 | 88 | 190,540 | VEA, VTV, VIG, VUG | 13F-HR | 9/16/2026 | 000117266126004346 |
| Q3 2020 | 84 | 166,876 | VEA, VTV, VIG, VUG | 13F-HR | 9/16/2026 | 000117266126004345 |
| Q2 2020 | 78 | 142,413 | VEA, AAPL, IVW, IVE | 13F-HR | 9/16/2026 | 000117266126004344 |
| Q1 2020 | 68 | 105,998 | IEFA, IVW, IVE, AAPL | 13F-HR | 9/16/2026 | 000117266126004343 |
| Q4 2019 | 61 | 111,450 | IEFA, IVE, IVW, VTI | 13F-HR | 9/16/2026 | 000117266126004342 |
| Q3 2019 | 65 | 104,889 | IVE, IEFA, IVW, VTI | 13F-HR | 9/16/2026 | 000117266126004341 |