| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,610 | 984,665 | JKH, SPYV, VONG, FBND | 13F-HR | 1/10/2024 | 000081986424000002 |
| Q3 2023 | 1,508 | 857,585 | JKH, SPTS, VONG, SPSB | 13F-HR | 11/14/2023 | 000081986423000008 |
| Q2 2023 | 1,479 | 849,628 | JKH, VONG, SPYV, VTV | 13F-HR | 7/26/2023 | 000081986423000006 |
| Q1 2023 | 1,401 | 763,655 | VTV, SPSB, SPTS, VGSH | 13F-HR | 4/25/2023 | 000081986423000004 |
| Q4 2022 | 1,300 | 677,161 | SPTS, VTV, SPSB, JKH | 13F-HR | 2/1/2023 | 000081986423000002 |
| Q3 2022 | 1,331 | 612,335 | STIP, VTV, SPSB, VCSH | 13F-HR | 11/1/2022 | 000081986422000010 |
| Q2 2022 | 1,294 | 609,153 | VTV, SCHP, IUSV, AAPL | 13F-HR | 8/1/2022 | 000081986422000007 |
| Q1 2022 | 1,302 | 657,183 | SCHP, VTV, JKH, AAPL | 13F-HR | 4/15/2022 | 000081986422000005 |
| Q4 2021 | 1,225 | 663,541 | JKH, VONG, SCHP, AAPL | 13F-HR | 1/26/2022 | 000081986422000002 |
| Q3 2021 | 1,413 | 604,426 | JKH, VONG, VTV, SCHP | 13F-HR | 10/8/2021 | 000081986421000009 |
| Q2 2021 | 1,421 | 576,578 | JKH, VTV, VONG, BIV | 13F-HR | 7/27/2021 | 000081986421000007 |
| Q1 2021 | 1,323 | 511,561 | VONG, BIV, JKH, EFG | 13F-HR | 4/19/2021 | 000081986421000005 |
| Q4 2020 | 1,276 | 468,090 | VONG, BIV, JPST, JKH | 13F-HR | 1/8/2021 | 000081986421000002 |
| Q3 2020 | 1,267 | 405,052 | BIV, VONG, JPST, JKH | 13F-HR | 10/6/2020 | 000081986420000008 |
| Q2 2020 | 1,235 | 330,092 | LGLV, VO, BIV, VEA | 13F-HR | 7/23/2020 | 000081986420000006 |
| Q1 2020 | 507 | 194,403 | LGLV, BIV, VO, VEA | 13F-HR | 4/22/2020 | 000081986420000004 |
| Q4 2019 | 592 | 223,710 | MTUM, IJH, VTV, IJR | 13F-HR | 1/17/2020 | 000081986420000002 |
| Q3 2019 | 651 | 185,758 | IJH, IJR, USMV, MTUM | 13F-HR | 10/23/2019 | 000081986419000008 |
| Q2 2019 | 572 | 184,314 | MDYG, IJH, IJR, USMV | 13F-HR | 8/7/2019 | 000081986419000006 |
| Q1 2019 | 583 | 166,942 | MDYG, IJR, IJH, MTUM | 13F-HR | 4/23/2019 | 000081986419000004 |
| Q4 2018 | 611 | 137,842 | IJH, IJR, USMV, BIBL | 13F-HR | 1/24/2019 | 000081986419000002 |
| Q3 2018 | 793 | 173,941 | IJR, IJH, USMV, VEA | 13F-HR | 11/2/2018 | 000081986418000021 |
| Q2 2018 | 781 | 170,272 | IJR, IJH, VEA, USMV | 13F-HR | 7/13/2018 | 000081986418000020 |
| Q1 2018 | 725 | 156,168 | IJR, IJH, VEA, USMV | 13F-HR | 5/2/2018 | 000081986418000017 |
| Q4 2017 | 740 | 147,306 | IJR, IJH, VEA, HDV | 13F-HR | 5/2/2018 | 000081986418000016 |
| Q3 2017 | 771 | 174,217 | IJR, IJH, EFAV, USMV | 13F-HR | 5/2/2018 | 000081986418000015 |
| Q2 2017 | 837 | 156,288 | IJR, IJH, EFAV, HDV | 13F-HR | 5/2/2018 | 000081986418000014 |
| Q1 2017 | 789 | 139,155 | IJR, EFAV, AMGN, VFC | 13F-HR | 5/2/2018 | 000081986418000013 |
| Q4 2016 | 789 | 122,571 | FSTA, FVD, EMR, IJT | 13F-HR | 3/14/2018 | 000081986418000012 |