| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 115 | 811,137 | VTV, VTI, VO, VUG | 13F-HR | 4/26/2024 | 000154178724000003 |
| Q4 2023 | 106 | 742,414 | VTV, VTI, VO, VUG | 13F-HR | 2/2/2024 | 000154178724000001 |
| Q3 2023 | 108 | 660,175 | VTV, VTI, VO, VUG | 13F-HR | 10/24/2023 | 000154178723000005 |
| Q2 2023 | 117 | 684,041 | VTV, VO, VTI, VUG | 13F-HR | 7/31/2023 | 000154178723000004 |
| Q1 2023 | 114 | 628,352 | VTV, VO, VTI, VOO | 13F-HR | 4/19/2023 | 000154178723000003 |
| Q4 2022 | 112 | 572,804 | VTV, VO, VTI, IWD | 13F-HR | 1/30/2023 | 000154178723000002 |
| Q3 2022 | 101 | 525,559 | IAU, VTV, VO, IWD | 13F-HR | 10/31/2022 | 000154178722000008 |
| Q2 2022 | 105 | 543,257 | IAU, VTV, VO, IWD | 13F-HR | 7/20/2022 | 000154178722000007 |
| Q1 2022 | 121 | 638,280 | IAU, VTV, VO, IWD | 13F-HR | 5/5/2022 | 000154178722000005 |
| Q4 2021 | 133 | 676,817 | IAU, VO, VTV, IWF | 13F-HR | 1/18/2022 | 000154178722000003 |
| Q3 2021 | 127 | 612,886 | IAU, VO, VTV, IWF | 13F-HR | 10/13/2021 | 000154178721000005 |
| Q2 2021 | 130 | 610,794 | IAU, VO, VTV, IWF | 13F-HR | 7/16/2021 | 000154178721000004 |
| Q1 2021 | 130 | 559,487 | IAU, VTV, VO, IWD | 13F-HR | 4/14/2021 | 000154178721000003 |
| Q4 2020 | 112 | 523,328 | IAU, VO, VTV, IWF | 13F-HR | 1/26/2021 | 000154178721000001 |
| Q3 2020 | 101 | 451,259 | IAU, IWF, VTV, VO | 13F-HR | 10/7/2020 | 000154178720000005 |
| Q2 2020 | 98 | 400,117 | IAU, VTV, IWF, VO | 13F-HR | 7/9/2020 | 000154178720000004 |
| Q1 2020 | 89 | 325,306 | IAU, VTV, VO, IWD | 13F-HR | 4/9/2020 | 000154178720000003 |
| Q4 2019 | 105 | 404,776 | IAU, VO, VTV, IWD | 13F-HR | 1/8/2020 | 000154178720000002 |
| Q3 2019 | 87 | 359,088 | IAU, VO, VTV, IWD | 13F-HR | 10/3/2019 | 000154178719000007 |
| Q2 2019 | 84 | 345,689 | IAU, VO, VTV, IWD | 13F-HR | 7/16/2019 | 000154178719000006 |
| Q1 2019 | 82 | 313,873 | VO, IWD, VTV, IWF | 13F-HR | 4/4/2019 | 000154178719000004 |
| Q4 2018 | 80 | 304,807 | IWD, VTV, VO, VTI | 13F-HR | 1/17/2019 | 000154178719000002 |
| Q3 2018 | 87 | 369,697 | IWD, VO, VTV, IWF | 13F-HR | 10/9/2018 | 000154178718000005 |
| Q2 2018 | 84 | 353,249 | IWD, VO, VTV, IWF | 13F-HR | 7/10/2018 | 000154178718000004 |
| Q1 2018 | 82 | 324,698 | IWF, IWD, VO, VTV | 13F-HR | 4/5/2018 | 000154178718000003 |
| Q4 2017 | 86 | 327,678 | IWF, IWD, VO, VTV | 13F-HR | 1/12/2018 | 000154178718000001 |
| Q3 2017 | 76 | 303,513 | IWF, IWD, VO, VTV | 13F-HR | 10/11/2017 | 000154178717000006 |
| Q2 2017 | 80 | 293,764 | IWF, IWD, VO, VTV | 13F-HR | 7/13/2017 | 000154178717000005 |
| Q1 2017 | 81 | 286,648 | IWF, IWD, VO, VTV | 13F-HR | 4/7/2017 | 000154178717000003 |
| Q4 2016 | 82 | 269,701 | IWF, IWD, VO, VTV | 13F-HR | 1/19/2017 | 000154178717000002 |
| Q3 2016 | 81 | 253,873 | IWF, IWD, VO, VTV | 13F-HR | 10/7/2016 | 000154178716000008 |
| Q2 2016 | 81 | 236,990 | IWF, IWD, VO, VTV | 13F-HR | 7/7/2016 | 000154178716000007 |
| Q1 2016 | 85 | 228,620 | IWF, IWD, VO, SPY | 13F-HR | 4/5/2016 | 000154178716000006 |
| Q4 2015 | 87 | 221,616 | IWF, IWD, VO, SPY | 13F-HR | 1/20/2016 | 000154178716000005 |
| Q3 2015 | 81 | 199,997 | IWF, IWD, VO, SPY | 13F-HR | 10/8/2015 | 000154178715000004 |
| Q2 2015 | 83 | 211,696 | IWF, IWD, VO, SPY | 13F-HR | 7/8/2015 | 000154178715000003 |
| Q1 2015 | 86 | 207,996 | IWD, IWF, SPY, VO | 13F-HR | 4/13/2015 | 000154178715000002 |
| Q4 2014 | 86 | 193,049 | IWD, IWF, SPY, DTN | 13F-HR | 2/3/2015 | 000154178715000001 |
| Q3 2014 | 79 | 166,954 | IWD, IWF, SPY, DTN | 13F-HR | 10/31/2014 | 000154178714000006 |
| Q2 2014 | 73 | 159,040 | IWD, IWF, SPY, VIG | 13F-HR | 7/31/2014 | 000154178714000005 |
| Q1 2014 | 68 | 150,103 | IWD, IWF, SPY, VIG | 13F-HR | 4/3/2014 | 000154178714000002 |
| Q4 2013 | 82 | 154,506 | IWF, IWD, SPY, VIG | 13F-HR | 2/6/2014 | 000154178714000001 |