| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 427 | 1,083,888 | SPYG, SCHD, SPYV, AGG | 13F-HR | 11/12/2024 | 000106299324018843 |
| Q2 2024 | 424 | 1,057,388 | SPYG, SCHD, SPYV, NVDA | 13F-HR | 8/2/2024 | 000106299324014330 |
| Q1 2024 | 385 | 953,146 | SPYG, SPYV, SCHD, QQQ | 13F-HR | 4/17/2024 | 000106299324008475 |
| Q4 2023 | 367 | 901,132 | SPYG, SPYV, SCHD, VEA | 13F-HR | 2/6/2024 | 000106299324002029 |
| Q3 2023 | 332 | 771,771 | SPYG, SPYV, SCHD, VEA | 13F-HR | 10/17/2023 | 000106299323019407 |
| Q2 2023 | 320 | 757,201 | SPYG, SPYV, SCHD, VEA | 13F-HR | 8/11/2023 | 000106299323016260 |
| Q1 2023 | 319 | 693,287 | SPYG, SPYV, BIL, IJR | 13F-HR | 5/4/2023 | 000106299323010185 |
| Q4 2022 | 325 | 635,702 | BIL, SPYG, SPYV, IJR | 13F-HR | 2/8/2023 | 000106299323002421 |
| Q3 2022 | 304 | 565,315 | BIL, SPYV, SPYG, IJR | 13F-HR | 10/27/2022 | 000106299322021162 |
| Q2 2022 | 262 | 511,519 | BIL, SPYV, SPYG, IJR | 13F-HR | 7/27/2022 | 000106299322016760 |
| Q1 2022 | 258 | 564,428 | SPYV, SPYG, IJR, VEA | 13F-HR | 5/13/2022 | 000106299322012382 |
| Q4 2021 | 262 | 556,074 | SPYG, SPYV, VEA, SPMD | 13F-HR | 2/14/2022 | 000106299322004080 |
| Q3 2021 | 258 | 496,763 | SPYG, SPYV, IEMG, VEA | 13F-HR | 11/15/2021 | 000106299321010773 |
| Q2 2021 | 293 | 503,742 | SPYV, SPYG, IEMG, VEA | 13F-HR | 8/16/2021 | 000106299321007550 |
| Q1 2021 | 254 | 433,867 | SPYV, SPYG, IJR, IEMG | 13F-HR | 5/14/2021 | 000106299321004598 |
| Q4 2020 | 226 | 417,459 | SPYG, SPYV, VEA, IEMG | 13F-HR | 2/9/2021 | 000106299321001062 |
| Q3 2020 | 158 | 313,952 | SPYG, SPYV, VEA, AGG | 13F-HR | 11/16/2020 | 000106299320005690 |
| Q2 2020 | 172 | 308,898 | BIL, SPYV, SPYG, SPDW | 13F-HR | 8/12/2020 | 000106299320003851 |
| Q1 2020 | 126 | 268,901 | BIL, QQQ, SPYG, IJR | 13F-HR | 5/14/2020 | 000106299320002385 |
| Q4 2019 | 120 | 295,744 | QUAL, IJR, VTV, IEMG | 13F-HR | 2/11/2020 | 000106299320000618 |
| Q3 2019 | 131 | 313,540 | IJR, QUAL, IEMG, VTV | 13F-HR | 10/17/2019 | 000106299319003926 |
| Q2 2019 | 114 | 303,925 | QUAL, VTV, SPY, IJR | 13F-HR | 7/22/2019 | 000106299319002973 |
| Q1 2019 | 114 | 315,572 | VTV, IJR, SPY, AGG | 13F-HR | 4/25/2019 | 000106299319001880 |
| Q4 2018 | 101 | 275,933 | SHY, SHV, SPYV, VTV | RESTATEMENT | 2/19/2019 | 000106299319000973 |
| Q3 2018 | 96 | 359,871 | QUAL, RSP, VTV, SPY | RESTATEMENT | 10/17/2018 | 000106299318004113 |
| Q2 2018 | 91 | 324,941 | QUAL, MTUM, VTV, SPY | 13F-HR | 7/18/2018 | 000106299318002955 |
| Q1 2018 | 100 | 309,239 | VTV, SHV, MTUM, VO | 13F-HR | 4/24/2018 | 000106299318001778 |
| Q4 2017 | 93 | 300,466 | VTV, VUG, SPY, VO | 13F-HR | 1/25/2018 | 000106299318000315 |
| Q3 2017 | 89 | 280,707 | VTV, VUG, SPY, VO | 13F-HR | 11/9/2017 | 000106299317004752 |
| Q2 2017 | 96 | 263,105 | VTV, IVW, SPY, VO | 13F-HR | 7/31/2017 | 000106299317003457 |
| Q1 2017 | 89 | 262,984 | VTV, IVW, SPY, VO | 13F-HR | 4/25/2017 | 000106299317002045 |
| Q4 2016 | 80 | 240,671 | VTV, IVW, EFA, SPY | 13F-HR | 1/10/2017 | 000106299317000085 |
| Q3 2016 | 78 | 233,926 | EEM, QUAL, SPY, IVW | 13F-HR | 10/7/2016 | 000106299316011661 |
| Q2 2016 | 73 | 218,149 | IVE, SPY, ACWX, DIA | 13F-HR | 7/8/2016 | 000106299316010463 |
| Q1 2016 | 64 | 212,668 | SPY, SHY, IVW, IVE | 13F-HR | 4/11/2016 | 000106299316008865 |
| Q4 2015 | 68 | 215,409 | SPY, IVW, IVE, ACWX | 13F-HR | 1/19/2016 | 000106299316007128 |
| Q3 2015 | 65 | 201,986 | SPY, EFA, SHY, DBEF | 13F-HR | 10/9/2015 | 000106299315005352 |
| Q2 2015 | 65 | 201,029 | SPY, DBEF, VEU, QQQ | 13F-HR | 7/7/2015 | 000106299315003725 |
| Q1 2015 | 73 | 193,648 | SPY, IWF, VTV, DBEF | 13F-HR | 4/22/2015 | 000106299315002113 |
| Q4 2014 | 74 | 167,295 | VTV, SPY, IVW, VT | 13F-HR | 1/21/2015 | 000106299315000252 |
| Q3 2014 | 70 | 155,261 | SPY, IVV, IVW, QQQ | 13F-HR | 10/24/2014 | 000106299314006126 |
| Q2 2014 | 73 | 149,089 | SPY, IVV, ACWX, VWO | 13F-HR | 7/23/2014 | 000106299314004338 |
| Q1 2014 | 65 | 149,321 | IWM, SPY, IVV, IWD | 13F-HR | 5/14/2014 | 000106299314002839 |
| Q4 2013 | 67 | 119,230 | SPY, IVV, QQQ, DJP | 13F-HR | 2/6/2014 | 000106299314000521 |