| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 318 | 581,992 | RJF, USMV, VIG, VUG | 13F-HR | 1/31/2022 | 000082651622000001 |
| Q3 2021 | 295 | 509,265 | RJF, USMV, VIG, VUG | 13F-HR | 11/1/2021 | 000082651621000012 |
| Q2 2021 | 289 | 502,105 | RJF, USMV, VIG, VUG | 13F-HR | 8/9/2021 | 000082651621000009 |
| Q1 2021 | 263 | 466,768 | RJF, USMV, VIG, VUG | 13F-HR | 5/10/2021 | 000082651621000005 |
| Q4 2020 | 249 | 428,010 | RJF, USMV, VIG, VUG | 13F-HR | 2/2/2021 | 000082651621000002 |
| Q3 2020 | 231 | 361,597 | RJF, USMV, VIG, VUG | 13F-HR | 11/12/2020 | 000082651620000004 |
| Q2 2020 | 210 | 333,101 | RJF, USMV, VIG, USFR | 13F-HR | 8/3/2020 | 000082651620000003 |
| Q1 2020 | 175 | 291,351 | RJF, USMV, VIG, USFR | 13F-HR | 5/5/2020 | 000082651620000002 |
| Q4 2019 | 211 | 418,605 | RJF, USMV, EZM, VIG | 13F-HR | 2/5/2020 | 000082651620000001 |
| Q3 2019 | 214 | 405,658 | RJF, USMV, EZM, VIG | RESTATEMENT | 11/14/2019 | 000082651619000012 |
| Q2 2019 | 219 | 391,787 | RJF, USMV, EZM, VBR | 13F-HR | 8/5/2019 | 000082651619000010 |
| Q1 2019 | 205 | 400,701 | RJF, USMV, EZM, VBR | RESTATEMENT | 5/16/2019 | 000082651619000009 |
| Q4 2018 | 126 | 343,942 | RJF, USMV, EZM, VBR | 13F-HR | 2/14/2019 | 000082651619000007 |