| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,111 | 4,984,816 | AAPL, MSFT, XMHQ, SCHF | 13F-HR | 2/6/2024 | 000144506524000002 |
| Q3 2023 | 1,778 | 2,604,467 | SPDW, MDYV, SCHF, MDYG | 13F-HR | 11/13/2023 | 000144506523000014 |
| Q2 2023 | 1,787 | 2,628,578 | SPDW, MDYV, SCHF, MDYG | 13F-HR | 8/15/2023 | 000144506523000011 |
| Q1 2023 | 1,803 | 2,388,672 | SPDW, MDYV, SCHF, AAPL | 13F-HR | 4/27/2023 | 000144506523000008 |
| Q4 2022 | 1,878 | 2,225,889 | HYBB, SHY, MDYV, SCHF | 13F-HR | 2/7/2023 | 000144506523000001 |
| Q3 2022 | 1,843 | 1,993,804 | AAPL, HYBB, IBTK, SLYV | 13F-HR | 10/28/2022 | 000144506522000016 |
| Q2 2022 | 1,832 | 2,068,878 | SPDW, AAPL, SLYV, SCHF | 13F-HR | 8/12/2022 | 000144506522000013 |
| Q1 2022 | 1,779 | 2,239,765 | SPDW, AAPL, SLYV, IUSG | 13F-HR | 5/4/2022 | 000144506522000008 |
| Q4 2021 | 1,718 | 2,246,106 | SPDW, SPYV, AAPL, SLYV | 13F-HR | 2/7/2022 | 000144506522000001 |
| Q3 2021 | 1,715 | 1,988,371 | SPDW, SPYV, SLYV, IUSG | 13F-HR | 11/2/2021 | 000144506521000016 |
| Q2 2021 | 1,689 | 1,962,998 | SPDW, SPYV, SLYV, AAPL | 13F-HR | 8/11/2021 | 000144506521000013 |
| Q1 2021 | 1,683 | 1,857,436 | SPDW, SPYV, SLYV, VCIT | 13F-HR | 5/14/2021 | 000144506521000010 |
| Q4 2020 | 1,612 | 1,683,757 | SPYV, SPYG, IAU, AAPL | 13F-HR | 2/16/2021 | 000144506521000001 |
| Q3 2020 | 1,676 | 1,491,593 | SPYG, AAPL, SPYV, VCIT | 13F-HR | 11/13/2020 | 000144506520000013 |
| Q2 2020 | 1,693 | 1,377,412 | SPYG, MDYG, AAPL, VCIT | 13F-HR | 8/14/2020 | 000145162320000003 |
| Q1 2020 | 1,734 | 1,169,775 | VCIT, TLT, IAU, IVE | 13F-HR | 5/7/2020 | 000144506520000010 |
| Q4 2019 | 1,892 | 1,421,646 | IVE, VCIT, IVW, TLT | 13F-HR | 2/6/2020 | 000144506520000001 |
| Q3 2019 | 1,850 | 1,278,621 | IJJ, IJK, IVW, IVE | 13F-HR | 11/5/2019 | 000144506519000019 |
| Q2 2019 | 1,927 | 1,191,989 | IVW, IVE, IJK, IJJ | 13F-HR | 8/8/2019 | 000144506519000015 |
| Q1 2019 | 1,723 | 1,103,764 | IVW, IVE, IJK, IJJ | 13F-HR | 5/15/2019 | 000144506519000014 |
| Q4 2018 | 1,715 | 964,378 | IVW, IJT, IVE, VCIT | 13F-HR | 1/31/2019 | 000144506519000003 |
| Q3 2018 | 1,610 | 1,063,153 | IVW, IVE, VCIT, IJT | 13F-HR | 10/29/2018 | 000144506518000017 |
| Q2 2018 | 1,604 | 1,015,682 | IVW, IVE, VCIT, VWO | 13F-HR | 7/19/2018 | 000144506518000014 |
| Q1 2018 | 1,613 | 982,761 | IVW, VWO, IVE, VCIT | 13F-HR | 4/17/2018 | 000144506518000011 |
| Q4 2017 | 1,589 | 957,914 | VWO, VTI, VCIT, IYW | 13F-HR | 1/17/2018 | 000144506518000001 |
| Q3 2017 | 1,552 | 831,520 | VWO, VTI, IJJ, IJK | 13F-HR | 10/24/2017 | 000144506517000020 |
| Q2 2017 | 1,471 | 765,846 | IYW, IJJ, IJK, VTI | 13F-HR | 7/26/2017 | 000144506517000016 |
| Q1 2017 | 1,360 | 679,890 | IWS, IJJ, IYF, IYW | 13F-HR | 5/4/2017 | 000144506517000014 |
| Q4 2016 | 1,250 | 610,756 | IJJ, IYW, IJK, VTI | 13F-HR | 1/18/2017 | 000144506517000003 |
| Q3 2016 | 1,131 | 565,569 | TLT, IJJ, VCLT, IYW | 13F-HR | 10/24/2016 | 000144506516000036 |
| Q2 2016 | 1,093 | 513,065 | IJK, IJJ, TLT, VCLT | 13F-HR | 7/11/2016 | 000144506516000032 |
| Q1 2016 | 1,102 | 482,940 | IJJ, IJK, VCLT, TLT | 13F-HR | 4/13/2016 | 000144506516000029 |
| Q4 2015 | 1,227 | 463,523 | IJK, IJJ, VCLT, TLT | 13F-HR | 1/12/2016 | 000144506516000023 |
| Q3 2015 | 1,144 | 456,547 | IJK, IWP, IJJ, VCLT | 13F-HR | 10/16/2015 | 000144506515000020 |
| Q2 2015 | 1,176 | 501,872 | IJK, IWP, IJJ, VCLT | 13F-HR | 7/10/2015 | 000144506515000017 |
| Q1 2015 | 1,136 | 476,814 | IJK, IWP, IJJ, VCLT | 13F-HR | 4/14/2015 | 000144506515000014 |
| Q4 2014 | 1,028 | 431,077 | IJK, IJJ, IWO, LQD | 13F-HR | 2/6/2015 | 000144506515000007 |
| Q3 2014 | 989 | 400,816 | IJK, LQD, IJJ, IYW | 13F-HR | 11/6/2014 | 000144506514000019 |
| Q2 2014 | 935 | 393,522 | IJJ, IJK, LQD, IYW | 13F-HR | 7/21/2014 | 000144506514000015 |
| Q1 2014 | 905 | 364,657 | IJJ, IJK, LQD, VNQ | 13F-HR | 4/14/2014 | 000144506514000012 |
| Q4 2013 | 954 | 296,593 | VNQ, IJK, LQD, IYW | 13F-HR | 1/15/2014 | 000144506514000008 |