| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 147 | 240,149 | IWF, IWD, MSFT, VEA | 13F-HR | 11/4/2024 | 000108514624005327 |
| Q2 2024 | 142 | 222,631 | IWF, IWD, MSFT, VEA | 13F-HR | 8/7/2024 | 000108514624003545 |
| Q1 2024 | 142 | 220,541 | IWF, IWD, MSFT, VEA | 13F-HR | 4/15/2024 | 000108514624001824 |
| Q4 2023 | 133 | 203,136 | IWF, IWD, MSFT, VEA | 13F-HR | 2/2/2024 | 000108514624000678 |
| Q3 2023 | 133 | 190,032 | IWF, IWD, VEA, MSFT | 13F-HR | 10/31/2023 | 000108514623003996 |
| Q2 2023 | 128 | 191,901 | IWF, IWD, VEA, MSFT | 13F-HR | 8/7/2023 | 000108514623003125 |
| Q1 2023 | 136 | 190,561 | IWF, IWD, VEA, MSFT | 13F-HR | 5/8/2023 | 000108514623002114 |
| Q4 2022 | 142 | 189,124 | IWD, IWF, VEA, MSFT | 13F-HR | 1/17/2023 | 000108514623000154 |
| Q3 2022 | 257 | 335,977 | AAPL, MSFT, IWF, IWD | 13F-HR | 10/20/2022 | 000108514622003528 |
| Q2 2022 | 153 | 204,692 | IWF, IWD, AAPL, VEA | 13F-HR | 8/4/2022 | 000108514622002807 |
| Q1 2022 | 166 | 236,520 | IWF, IWD, AAPL, TSLA | 13F-HR | 4/21/2022 | 000108514622001511 |
| Q4 2021 | 169 | 244,876 | IWF, IWD, AAPL, TSLA | 13F-HR | 2/3/2022 | 000108514622000515 |
| Q3 2021 | 161 | 219,965 | IWF, IWD, AAPL, VEA | 13F-HR | 10/12/2021 | 000108514621002736 |
| Q2 2021 | 165 | 219,050 | IWF, IWD, AAPL, IEFA | 13F-HR | 7/15/2021 | 000108514621001982 |
| Q1 2021 | 157 | 205,832 | IWF, IWD, IEFA, AAPL | 13F-HR | 5/5/2021 | 000108514621001468 |
| Q4 2020 | 144 | 188,165 | IWF, IWD, AAPL, IEFA | 13F-HR | 1/19/2021 | 000108514621000156 |
| Q3 2020 | 129 | 167,597 | IWF, IWD, AAPL, MINT | 13F-HR | 11/9/2020 | 000108514620002815 |
| Q2 2020 | 141 | 170,251 | IWF, IWD, MINT, MSFT | 13F-HR | 8/6/2020 | 000108514620002031 |
| Q1 2020 | 126 | 138,819 | IWF, IWD, MINT, IEFA | 13F-HR | 4/29/2020 | 000108514620001240 |
| Q4 2019 | 147 | 148,297 | VEA, IVV, MSFT, IWD | 13F-HR | 1/31/2020 | 000108514620000350 |
| Q3 2019 | 146 | 137,036 | VEA, IVV, MSFT, IWD | 13F-HR | 10/17/2019 | 000108514619002567 |
| Q2 2019 | 151 | 139,488 | VEA, IWD, IWF, IVV | 13F-HR | 7/30/2019 | 000108514619002001 |
| Q1 2019 | 142 | 138,310 | VEA, IVV, IWD, IWN | 13F-HR | 5/3/2019 | 000108514619001341 |
| Q4 2018 | 130 | 118,503 | VEA, IVV, IWD, IGIB | 13F-HR | 1/15/2019 | 000108514619000161 |
| Q3 2018 | 120 | 180,089 | AMLP, EFA, IYE, IWN | RESTATEMENT | 10/29/2018 | 000108514618002427 |
| Q2 2018 | 152 | 134,643 | VEA, IWN, IGIB, IVV | 13F-HR | 7/25/2018 | 000108514618001754 |
| Q1 2018 | 150 | 134,252 | VEA, IGIB, IWN, IVV | 13F-HR | 5/3/2018 | 000108514618001215 |
| Q4 2017 | 153 | 134,891 | IVV, VEA, IWN, IGIB | 13F-HR | 1/31/2018 | 000108514618000269 |
| Q3 2017 | 121 | 116,807 | IVV, IWN, VEA, IGIB | 13F-HR | 10/30/2017 | 000108514617002142 |
| Q2 2017 | 119 | 110,034 | IVV, IWN, IJH, IGIB | 13F-HR | 7/24/2017 | 000108514617001543 |
| Q1 2017 | 110 | 103,860 | IVV, IWN, IGIB, SDY | 13F-HR | 5/5/2017 | 000108514617001098 |
| Q4 2016 | 112 | 102,348 | IWN, IVV, IGIB, IJH | 13F-HR | 2/8/2017 | 000108514617000334 |
| Q3 2016 | 175 | 176,642 | JPM, TT, XLU, XOM | 13F-HR | 11/2/2016 | 000108514616004610 |
| Q2 2016 | 113 | 100,381 | IVV, IGIB, XLU, IWN | 13F-HR | 7/12/2016 | 000108514616003954 |
| Q1 2016 | 167 | 153,430 | JPM, XLU, IVV, GE | 13F-HR | 5/9/2016 | 000108514616003628 |
| Q4 2015 | 98 | 83,076 | IVV, IGIB, IJH, IWN | 13F-HR | 2/3/2016 | 000108514616002748 |
| Q3 2015 | 93 | 76,384 | IGIB, IVV, IJH, XLU | 13F-HR | 11/4/2015 | 000108514615002148 |
| Q2 2015 | 94 | 82,967 | IGIB, IVV, IWN, IJH | 13F-HR | 7/28/2015 | 000108514615001522 |
| Q1 2015 | 153 | 90,938 | VEA, VWO, IVV, IGIB | 13F-HR | 5/5/2015 | 000108514615001045 |
| Q4 2014 | 95 | 86,839 | IVV, VEA, IGIB, VWO | 13F-HR | 2/9/2015 | 000108514615000297 |