| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 168 | 386,655 | VYM, IVV, SDY, VTV | 13F-HR | 1/30/2024 | 000195175724000162 |
| Q3 2023 | 158 | 341,409 | VYM, IVV, SDY, VTV | 13F-HR | 10/30/2023 | 000195175723000638 |
| Q2 2023 | 162 | 353,225 | VYM, IVV, SDY, VTV | 13F-HR | 7/20/2023 | 000195175723000411 |
| Q1 2023 | 155 | 331,085 | VYM, SDY, IVV, VTV | 13F-HR | 4/20/2023 | 000195175723000190 |
| Q4 2022 | 153 | 317,466 | VYM, SDY, IVV, VTV | 13F-HR | 1/19/2023 | 000195175723000023 |
| Q3 2022 | 140 | 277,121 | VYM, SDY, IVV, VTV | 13F-HR | 10/17/2022 | 000109976222000004 |
| Q2 2022 | 144 | 288,372 | VYM, SDY, IVV, VTV | 13F-HR | 7/14/2022 | 000109976222000003 |
| Q1 2022 | 141 | 317,147 | VYM, IVV, SDY, VTV | 13F-HR | 4/25/2022 | 000109976222000002 |
| Q4 2021 | 147 | 325,700 | VYM, IVV, SDY, VUG | 13F-HR | 1/19/2022 | 000109976222000001 |
| Q3 2021 | 140 | 289,262 | VYM, IVV, SDY, IJR | 13F-HR | 10/14/2021 | 000109976221000004 |
| Q2 2021 | 246 | 383,017 | AAPL, MSFT, AMZN, META | 13F-HR | 7/22/2021 | 000109976221000003 |
| Q1 2021 | 132 | 255,897 | VYM, IVV, SDY, IJR | 13F-HR | 4/26/2021 | 000109976221000002 |
| Q4 2020 | 127 | 225,173 | IVV, VYM, SDY, IJR | 13F-HR | 1/19/2021 | 000109976221000001 |
| Q3 2020 | 108 | 187,319 | VYM, IVV, SDY, VUG | 13F-HR | 10/22/2020 | 000109976220000005 |
| Q2 2020 | 106 | 168,000 | VYM, SDY, IVV, IJH | 13F-HR | 7/20/2020 | 000109976220000003 |
| Q1 2020 | 94 | 129,745 | VYM, SDY, IVV, IJH | 13F-HR | 5/5/2020 | 000109976220000002 |
| Q4 2019 | 88 | 152,825 | SDY, VYM, IVV, IJH | 13F-HR | 1/31/2020 | 000109976220000001 |
| Q3 2019 | 85 | 141,193 | SDY, VYM, IVV, IJH | 13F-HR | 10/15/2019 | 000109976219000004 |
| Q2 2019 | 79 | 136,512 | SDY, IVV, VYM, IJH | 13F-HR | 7/19/2019 | 000109976219000003 |
| Q1 2019 | 656 | 138,611 | SDY, IVV, IJH, IJR | 13F-HR | 5/14/2019 | 000109976219000002 |
| Q4 2018 | 613 | 114,484 | SDY, IJH, IJR, IVV | 13F-HR | 2/14/2019 | 000109976219000001 |
| Q3 2018 | 499 | 124,863 | SDY, IJR, IJH, IVV | 13F-HR | 11/14/2018 | 000109976218000006 |
| Q2 2018 | 503 | 112,467 | SDY, IJR, IJH, IVV | 13F-HR | 8/14/2018 | 000109976218000005 |
| Q1 2018 | 491 | 108,072 | SDY, IJH, IJR, AOR | 13F-HR | 5/15/2018 | 000109976218000004 |
| Q4 2017 | 486 | 108,322 | SDY, IJH, IJR, AOR | 13F-HR | 3/9/2018 | 000109976218000003 |