| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 33 | 517,411 | SPY, IVE, IVV, IEI | RESTATEMENT | 2/12/2024 | 000129504424000004 |
| Q3 2023 | 34 | 468,463 | SPY, IVE, IVV, ITOT | 13F-HR | 11/1/2023 | 000129504423000008 |
| Q2 2023 | 34 | 487,587 | SPY, IVE, IVV, ITOT | 13F-HR | 8/14/2023 | 000129504423000006 |
| Q1 2023 | 31 | 449,491 | SPY, IVE, IVV, ITOT | 13F-HR | 4/28/2023 | 000129504423000004 |
| Q4 2022 | 30 | 415,551 | SPY, IVE, IVV, ITOT | 13F-HR | 2/1/2023 | 000129504423000002 |
| Q3 2022 | 29 | 357,380 | SPY, IVE, IVV, ITOT | 13F-HR | 11/2/2022 | 000129504422000009 |
| Q2 2022 | 28 | 359,863 | SPY, IVE, IVV, ITOT | 13F-HR | 8/12/2022 | 000129504422000007 |
| Q1 2022 | 29 | 437,722 | SPY, IVE, IVV, ITOT | 13F-HR | 5/11/2022 | 000129504422000004 |
| Q4 2021 | 24 | 443,183 | SPY, IVV, ITOT, USMV | 13F-HR | 2/8/2022 | 000129504422000002 |
| Q3 2021 | 27 | 408,141 | SPY, IVV, ITOT, USMV | 13F-HR | 11/12/2021 | 000129504421000008 |
| Q2 2021 | 30 | 411,279 | SPY, IVV, ITOT, USMV | 13F-HR | 7/19/2021 | 000129504421000006 |
| Q1 2021 | 26 | 377,625 | SPY, ITOT, USMV, IVV | 13F-HR | 5/11/2021 | 000129504421000004 |
| Q4 2020 | 24 | 360,763 | SPY, USMV, IVV, ITOT | 13F-HR | 2/3/2021 | 000129504421000002 |
| Q3 2020 | 23 | 314,557 | SPY, USMV, IAU, IVV | RESTATEMENT | 11/13/2020 | 000129504420000011 |
| Q2 2020 | 23 | 305,747 | SPY, USMV, IAU, IVV | 13F-HR | 7/29/2020 | 000129504420000007 |
| Q1 2020 | 24 | 233,222 | SPY, USMV, ITOT, IAU | 13F-HR | 5/11/2020 | 000129504420000004 |
| Q4 2019 | 25 | 273,753 | SPY, ITOT, IVV, IXUS | 13F-HR | 1/8/2020 | 000129504420000002 |
| Q3 2019 | 23 | 255,630 | SPY, ITOT, IVV, VO | 13F-HR | 10/28/2019 | 000129504419000008 |
| Q2 2019 | 17 | 235,756 | SPY, ITOT, IVV, VO | 13F-HR | 8/14/2019 | 000129504419000006 |
| Q1 2019 | 17 | 222,745 | SPY, ITOT, IVV, VO | 13F-HR | 5/16/2019 | 000129504419000004 |
| Q4 2018 | 17 | 211,284 | SPY, ITOT, IVV, VO | 13F-HR | 1/29/2019 | 000129504419000002 |
| Q3 2018 | 18 | 4,130,931 | IJH, SPY, ITOT, IVV | 13F-HR | 11/9/2018 | 000129504418000008 |
| Q2 2018 | 18 | 254,994 | SPY, XLK, VO, ITOT | 13F-HR | 8/8/2018 | 000129504418000006 |
| Q1 2018 | 19 | 243,700 | SPY, XLK, VO, AAXJ | 13F-HR | 4/19/2018 | 000129504418000004 |
| Q4 2017 | 19 | 255,352 | SPY, IVE, XLK, VO | 13F-HR | 1/24/2018 | 000129504418000002 |
| Q3 2017 | 19 | 268,499 | SPY, XLK, IVE, VO | 13F-HR | 11/6/2017 | 000129504417000008 |
| Q2 2017 | 19 | 256,569 | SPY, XLK, IVE, VO | 13F-HR | 8/3/2017 | 000129504417000006 |
| Q1 2017 | 16 | 13,324,840 | PFF, SPY, XLK, VO | 13F-HR | 5/11/2017 | 000129504417000004 |
| Q4 2016 | 14 | 243,954 | SPY, XLK, IVE, VO | 13F-HR | 2/10/2017 | 000129504417000002 |
| Q3 2016 | 12 | 229,191 | SPY, XLK, VNQ, VO | 13F-HR | 11/9/2016 | 000129504416000017 |
| Q2 2016 | 12 | 223,874 | SPY, XLK, VNQ, XLP | 13F-HR | 7/21/2016 | 000129504416000015 |
| Q1 2016 | 11 | 222,578 | SPY, XLK, HEFA, VNQ | 13F-HR | 5/11/2016 | 000129504416000013 |
| Q4 2015 | 13 | 233,285 | SPY, XLK, HEFA, VHT | 13F-HR | 2/2/2016 | 000129504416000011 |
| Q3 2015 | 11 | 215,615 | SPY, XLK, HEFA, VHT | 13F-HR | 10/28/2015 | 000129504415000009 |
| Q2 2015 | 12 | 505,277 | XLK, SPY, HEFA, VHT | 13F-HR | 8/10/2015 | 000129504415000007 |
| Q1 2015 | 12 | 265,017 | SPY, SDY, XLK, VNQ | 13F-HR | 4/20/2015 | 000129504415000005 |
| Q4 2014 | 10 | 233,843 | SPY, SDY, XLK, VNQ | 13F-HR | 2/12/2015 | 000129504415000003 |
| Q3 2014 | 12 | 225,274 | SPY, SDY, XLK, VO | 13F-HR | 11/12/2014 | 000129504414000008 |
| Q2 2014 | 12 | 222,485 | SPY, SDY, XLK, VO | 13F-HR | 8/4/2014 | 000129504414000006 |
| Q1 2014 | 12 | 202,417 | SPY, SDY, XLK, VO | 13F-HR | 5/8/2014 | 000129504414000004 |
| Q4 2013 | 11 | 207,645 | SPY, SDY, XLK, VO | 13F-HR | 2/5/2014 | 000129504414000002 |