| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 840 | 1,870,499 | GSLC, IQDG, JQUA, JEPI | 13F-HR | 4/17/2024 | 000200032424001104 |
| Q4 2023 | 816 | 1,750,339 | GSLC, IQDG, JQUA, IGEB | 13F-HR | 1/10/2024 | 000200032424000036 |
| Q3 2023 | 799 | 1,568,241 | IQDG, GSLC, JQUA, IGEB | 13F-HR | 10/27/2023 | 000138713123012792 |
| Q2 2023 | 797 | 1,686,358 | IQDG, SCHD, GSLC, JQUA | 13F-HR | 8/9/2023 | 000138713123009454 |
| Q1 2023 | 774 | 1,630,072 | GSLC, IVV, SCHD, VTV | 13F-HR | 4/20/2023 | 000138713123004890 |
| Q4 2022 | 766 | 1,619,922 | IVV, GSLC, SCHD, VTV | 13F-HR | 1/12/2023 | 000138713123000278 |
| Q3 2022 | 765 | 1,520,388 | GSLC, IVV, SCHD, VTV | 13F-HR | 11/14/2022 | 000138713122011333 |
| Q2 2022 | 756 | 1,613,223 | GSLC, SCHD, VTV, GSIE | 13F-HR | 7/19/2022 | 000138713122007784 |
| Q1 2022 | 769 | 1,881,559 | GSLC, SCHD, VTV, GSIE | 13F-HR | 4/26/2022 | 000138713122005236 |
| Q4 2021 | 742 | 2,035,978 | GSLC, SCHD, VTV, GSIE | 13F-HR | 2/14/2022 | 000138713122001792 |
| Q3 2021 | 710 | 1,903,517 | GSLC, SCHD, VTV, GSIE | 13F-HR | 11/12/2021 | 000138713121010962 |
| Q2 2021 | 724 | 1,875,778 | GSLC, SCHD, VTV, GSIE | 13F-HR | 8/13/2021 | 000138713121008486 |
| Q1 2021 | 694 | 1,664,443 | GSLC, SCHD, GSIE, BFK | 13F-HR | 5/17/2021 | 000138713121005704 |