| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 261 | 440,513 | ITOT, IVV, ACWX, QUAL | 13F-HR | 8/25/2026 | 000215067626000019 |
| Q1 2026 | 246 | 399,410 | ITOT, IVV, ACWX, IQLT | 13F-HR | 8/25/2026 | 000215067626000018 |
| Q4 2025 | 242 | 412,857 | ITOT, ACWX, IVV, QUAL | 13F-HR | 8/25/2026 | 000215067626000017 |
| Q3 2025 | 255 | 416,420 | ITOT, ACWX, IVV, QUAL | 13F-HR | 8/25/2026 | 000215067626000016 |
| Q2 2025 | 254 | 391,435 | ITOT, IVV, ACWX, QUAL | 13F-HR | 8/25/2026 | 000215067626000015 |
| Q1 2025 | 234 | 356,994 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000014 |
| Q4 2024 | 222 | 355,290 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000013 |
| Q3 2024 | 220 | 350,380 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000012 |
| Q2 2024 | 203 | 328,135 | IVV, ITOT, ACWX, QUAL | 13F-HR | 8/25/2026 | 000215067626000011 |
| Q1 2024 | 202 | 323,525 | IVV, ITOT, ACWX, QUAL | 13F-HR | 8/25/2026 | 000215067626000010 |
| Q4 2023 | 182 | 291,334 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000009 |
| Q3 2023 | 152 | 254,217 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000008 |
| Q2 2023 | 160 | 259,405 | IVV, ITOT, ACWX, IUSB | 13F-HR | 8/25/2026 | 000215067626000007 |
| Q1 2023 | 143 | 241,708 | IVV, ACWX, ITOT, IUSB | 13F-HR | 8/25/2026 | 000215067626000006 |
| Q4 2022 | 146 | 229,489 | IVV, SUB, IDEV, IUSB | 13F-HR | 8/25/2026 | 000215067626000005 |
| Q3 2022 | 128 | 187,995 | IVV, IDEV, IUSB, QUAL | 13F-HR | 8/25/2026 | 000215067626000004 |
| Q2 2022 | 127 | 189,718 | IVV, IDEV, QUAL, IUSB | 13F-HR | 8/25/2026 | 000215067626000003 |
| Q1 2022 | 125 | 196,161 | IVV, QUAL, IDEV, SCHB | 13F-HR | 8/25/2026 | 000215067626000002 |
| Q3 2021 | 108 | 181,271 | IVV, QUAL, IDEV, IQLT | 13F-HR | 8/25/2026 | 000215067626000001 |