| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 256 | 1,710,388 | SRCE, IWF, IWD, SPY | 13F-HR | 8/8/2024 | 000035626424000006 |
| Q1 2024 | 250 | 1,720,489 | SRCE, IWF, IWD, SDY | 13F-HR | 5/9/2024 | 000035626424000004 |
| Q4 2023 | 250 | 1,655,115 | SRCE, IWF, SDY, IWD | 13F-HR | 2/8/2024 | 000035626424000002 |
| Q3 2023 | 244 | 1,468,852 | SRCE, IWF, SDY, IWD | 13F-HR | 11/9/2023 | 000035626423000008 |
| Q2 2023 | 244 | 1,549,102 | SRCE, IWF, SDY, IWD | 13F-HR | 8/9/2023 | 000035626423000006 |
| Q1 2023 | 250 | 1,504,632 | SRCE, IWF, SDY, IWD | 13F-HR | 5/9/2023 | 000035626423000004 |
| Q4 2022 | 245 | 1,523,608 | SRCE, IWF, SDY, IWD | 13F-HR | 2/13/2023 | 000035626423000002 |
| Q3 2022 | 237 | 1,374,689 | SRCE, IWF, SDY, IWD | 13F-HR | 11/4/2022 | 000035626422000008 |
| Q2 2022 | 246 | 1,415,961 | SRCE, IWF, SDY, IWD | 13F-HR | 8/5/2022 | 000035626422000006 |
| Q1 2022 | 265 | 1,627,247 | SRCE, IWF, SDY, IWD | 13F-HR | 5/5/2022 | 000035626422000004 |
| Q4 2021 | 267 | 1,709,392 | SRCE, IWF, SDY, IWD | 13F-HR | 2/9/2022 | 000035626422000002 |
| Q3 2021 | 260 | 1,587,371 | SRCE, IWF, SDY, IWD | 13F-HR | 11/5/2021 | 000035626421000014 |
| Q2 2021 | 270 | 1,586,345 | SRCE, IWF, SDY, IWD | 13F-HR | 8/3/2021 | 000035626421000009 |
| Q1 2021 | 254 | 1,511,663 | SRCE, IWF, SDY, IWD | 13F-HR | 5/7/2021 | 000035626421000007 |
| Q4 2020 | 238 | 1,372,073 | SRCE, IWF, SDY, IWD | 13F-HR | 2/5/2021 | 000035626421000004 |
| Q3 2020 | 217 | 1,174,271 | SRCE, IWF, SDY, IWD | 13F-HR | 10/30/2020 | 000035626420000010 |
| Q2 2020 | 217 | 1,163,070 | SRCE, IWF, SDY, IWD | 13F-HR | 8/7/2020 | 000035626420000007 |
| Q1 2020 | 217 | 994,164 | SRCE, IWF, IWD, SDY | 13F-HR | 4/29/2020 | 000035626420000005 |
| Q4 2019 | 228 | 1,334,884 | SRCE, IWF, IWD, SDY | 13F-HR | 1/27/2020 | 000035626420000003 |
| Q3 2019 | 224 | 1,219,625 | SRCE, IWF, IWD, SDY | 13F-HR | 11/6/2019 | 000035626419000008 |
| Q2 2019 | 229 | 1,223,085 | SRCE, IWF, IWD, SDY | 13F-HR | 7/29/2019 | 000035626419000006 |
| Q1 2019 | 226 | 1,172,474 | SRCE, IWF, IWD, SDY | 13F-HR | 4/29/2019 | 000035626419000004 |
| Q4 2018 | 209 | 1,029,171 | SRCE, IWF, IWD, SDY | 13F-HR | 2/11/2019 | 000035626419000002 |
| Q3 2018 | 230 | 1,261,093 | SRCE, IWF, IWD, EFA | 13F-HR | 10/31/2018 | 000035626418000009 |
| Q2 2018 | 227 | 1,231,800 | SRCE, IWF, IWD, SPY | 13F-HR | 8/2/2018 | 000035626418000007 |
| Q1 2018 | 235 | 1,207,396 | SRCE, IWF, IWD, EFA | 13F-HR | 4/24/2018 | 000035626418000004 |
| Q4 2017 | 234 | 1,215,475 | SRCE, IWF, IWD, EFA | 13F-HR | 2/13/2018 | 000035626418000002 |
| Q3 2017 | 225 | 1,202,448 | SRCE, IWF, IWD, SPY | 13F-HR | 10/27/2017 | 000035626417000008 |
| Q2 2017 | 222 | 1,161,181 | SRCE, IWF, IWD, SPY | 13F-HR | 7/26/2017 | 000035626417000006 |
| Q1 2017 | 229 | 1,129,593 | SRCE, IWF, IWD, SPY | 13F-HR | 4/26/2017 | 000035626417000004 |
| Q4 2016 | 232 | 1,053,130 | SRCE, IWF, IWD, SDY | 13F-HR | 2/9/2017 | 000035626417000002 |
| Q3 2016 | 229 | 947,012 | SRCE, IWF, IWD, SDY | 13F-HR | 10/27/2016 | 000035626416000019 |
| Q2 2016 | 226 | 885,177 | SRCE, IWF, SDY, IWD | 13F-HR | 7/29/2016 | 000035626416000017 |
| Q1 2016 | 222 | 895,603 | SRCE, IWF, ZBH, SDY | 13F-HR | 4/26/2016 | 000035626416000015 |
| Q4 2015 | 220 | 861,620 | SRCE, ZBH, IWF, SPY | 13F-HR | 1/29/2016 | 000035626416000013 |
| Q3 2015 | 250 | 872,352 | SRCE, ZBH, SPY, SDY | 13F-HR | 10/20/2015 | 000035626415000010 |
| Q2 2015 | 259 | 922,832 | SRCE, ZBH, SPY, SDY | 13F-HR | 8/4/2015 | 000035626415000008 |
| Q1 2015 | 230 | 834,221 | SRCE, SPY, SDY, IWF | 13F-HR | 4/27/2015 | 000035626415000006 |
| Q4 2014 | 224 | 832,143 | SRCE, SPY, SDY, IWF | 13F-HR | 2/10/2015 | 000035626415000003 |
| Q3 2014 | 219 | 754,490 | SRCE, SPY, SDY, EFA | 13F-HR | 10/30/2014 | 000035626414000009 |
| Q2 2014 | 215 | 774,836 | SRCE, SPY, SDY, EFA | 13F-HR | 7/25/2014 | 000035626414000007 |
| Q1 2014 | 213 | 749,463 | SRCE, SPY, SDY, EFA | 13F-HR | 4/28/2014 | 000035626414000005 |
| Q4 2013 | 219 | 744,047 | SRCE, SPY, SDY, XOM | 13F-HR | 2/13/2014 | 000035626414000002 |