| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 124 | 333,020 | VEA, JQUA, VIG, VB | 13F-HR | 2/7/2024 | 000117266124000511 |
| Q3 2023 | 123 | 303,639 | VEA, JQUA, VIG, JCPB | 13F-HR | 10/19/2023 | 000117266123003465 |
| Q2 2023 | 117 | 298,589 | VEA, JQUA, VIG, JCPB | 13F-HR | 7/31/2023 | 000117266123002698 |
| Q1 2023 | 114 | 271,959 | VEA, SCHD, VIG, VB | 13F-HR | 5/15/2023 | 000117266123002339 |
| Q4 2022 | 114 | 282,108 | JPST, SCHD, VIG, VEA | 13F-HR | 2/14/2023 | 000108514623001304 |
| Q3 2022 | 109 | 267,889 | JPST, SCHO, SCHD, STIP | 13F-HR | 11/14/2022 | 000108514622004073 |
| Q2 2022 | 97 | 271,461 | SCHO, JPST, SCHD, STIP | 13F-HR | 8/4/2022 | 000108514622002799 |
| Q1 2022 | 105 | 309,602 | SCHO, JPST, SCHD, VIG | 13F-HR | 5/16/2022 | 000108514622002152 |
| Q4 2021 | 107 | 296,172 | VIG, SUSA, TIP, VB | 13F-HR | 2/10/2022 | 000108514622000793 |
| Q3 2021 | 105 | 271,832 | SCHO, TIP, VB, VIG | 13F-HR | 11/8/2021 | 000108514621003058 |
| Q2 2021 | 99 | 267,959 | SCHO, TIP, VB, VIG | 13F-HR | 8/10/2021 | 000108514621002353 |
| Q1 2021 | 98 | 259,279 | SCHO, ESG, VB, VIG | 13F-HR | 4/29/2021 | 000108514621001368 |
| Q4 2020 | 92 | 256,920 | BSV, USMV, MTUM, VB | 13F-HR | 2/10/2021 | 000108514621000550 |
| Q3 2020 | 96 | 256,941 | BSV, BIV, USMV, MTUM | 13F-HR | 11/12/2020 | 000108514620002881 |
| Q2 2020 | 95 | 258,844 | SCHO, BSV, USMV, VUG | RESTATEMENT | 8/14/2020 | 000108514620002230 |
| Q1 2020 | 96 | 237,944 | JPST, SCHR, SCHO, USMV | 13F-HR | 5/11/2020 | 000108514620001394 |
| Q4 2019 | 106 | 259,692 | JPST, USMV, EFAV, VBR | 13F-HR | 1/17/2020 | 000108514620000176 |
| Q3 2019 | 119 | 245,520 | JPST, USMV, EFAV, VNQ | 13F-HR | 11/5/2019 | 000108514619002712 |
| Q2 2019 | 105 | 243,726 | USMV, USFR, EFAV, VBR | 13F-HR | 7/22/2019 | 000108514619001939 |
| Q1 2019 | 109 | 253,759 | USMV, USFR, EFAV, SCHR | 13F-HR | 5/10/2019 | 000108514619001416 |
| Q4 2018 | 89 | 207,035 | JPST, USMV, EFAV, VBR | 13F-HR | 2/11/2019 | 000108514619000449 |
| Q3 2018 | 90 | 221,406 | JPST, USMV, VBR, EFAV | 13F-HR | 11/13/2018 | 000108514618002586 |
| Q2 2018 | 88 | 213,988 | JPST, USMV, VBR, EFAV | 13F-HR | 8/7/2018 | 000108514618001859 |
| Q1 2018 | 89 | 207,475 | JPST, USMV, VBR, EFAV | 13F-HR | 5/11/2018 | 000108514618001335 |
| Q4 2017 | 88 | 205,368 | USMV, VBR, EFAV, VOE | 13F-HR | 2/12/2018 | 000108514618000499 |
| Q3 2017 | 86 | 194,870 | USMV, EFAV, VBR, VOE | 13F-HR | 11/14/2017 | 000108514617002367 |
| Q2 2017 | 82 | 194,264 | USMV, EFAV, VBR, VOE | 13F-HR | 7/24/2017 | 000108514617001542 |
| Q1 2017 | 79 | 194,498 | USMV, EFAV, VBR, SCHD | 13F-HR | 5/10/2017 | 000108514617001160 |
| Q4 2016 | 82 | 191,433 | USMV, EFAV, VBR, SCHO | 13F-HR | 2/13/2017 | 000108514617000540 |
| Q3 2016 | 81 | 214,048 | EFAV, SCHZ, USMV, VBR | 13F-HR | 10/31/2016 | 000108514616004600 |
| Q2 2016 | 81 | 190,538 | EFAV, USMV, SCHO, SCHZ | 13F-HR | 8/2/2016 | 000108514616004128 |
| Q1 2016 | 84 | 142,349 | SCHO, EFAV, USMV, SCHR | 13F-HR | 5/6/2016 | 000108514616003602 |
| Q4 2015 | 92 | 125,612 | SCHO, EFAV, USMV, VBR | 13F-HR | 2/5/2016 | 000108514616002784 |
| Q3 2015 | 84 | 106,776 | EFAV, USMV, VBR, VNQ | 13F-HR | 11/10/2015 | 000108514615002223 |
| Q2 2015 | 87 | 121,163 | ALTS, EFAV, VBR, VNQ | 13F-HR | 8/7/2015 | 000108514615001620 |
| Q1 2015 | 90 | 123,985 | ALTS, EFAV, VBR, VNQ | 13F-HR | 5/8/2015 | 000108514615001073 |
| Q4 2014 | 91 | 118,609 | ALTS, EFAV, VNQ, VBR | 13F-HR | 1/29/2015 | 000108514615000189 |