| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 898 | 616,449 | VV, VOO, AAPL, VYM | 13F-HR | 8/1/2023 | 000154189723000003 |
| Q1 2023 | 793 | 525,770 | VV, VOO, VYM, AAPL | 13F-HR | 5/3/2023 | 000154189723000002 |
| Q4 2022 | 809 | 486,408 | VV, VYM, VOO, SDY | 13F-HR | 1/30/2023 | 000154189723000001 |
| Q3 2022 | 823 | 440,036 | VV, VOO, VYM, AAPL | 13F-HR | 11/9/2022 | 000154189722000005 |
| Q2 2022 | 799 | 459,807 | VV, VOO, VYM, AAPL | 13F-HR | 8/8/2022 | 000154189722000004 |
| Q1 2022 | 776 | 529,250 | VV, VOO, AAPL, VYM | 13F-HR | 5/10/2022 | 000154189722000003 |
| Q4 2021 | 744 | 511,933 | VV, VOO, WST, AAPL | 13F-HR | 1/25/2022 | 000154189722000001 |
| Q3 2021 | 746 | 441,702 | VV, WST, VYM, AAPL | 13F-HR | 11/9/2021 | 000154189721000004 |
| Q2 2021 | 737 | 434,252 | VV, VYM, WST, AAPL | 13F-HR | 8/3/2021 | 000154189721000003 |
| Q1 2021 | 685 | 387,579 | VV, VYM, AAPL, SDY | 13F-HR | 5/6/2021 | 000154189721000002 |
| Q4 2020 | 665 | 350,835 | VV, VYM, AAPL, SDY | 13F-HR | 2/3/2021 | 000154189721000001 |
| Q3 2020 | 651 | 313,058 | VV, VYM, WST, AAPL | 13F-HR | 11/3/2020 | 000154189720000004 |
| Q2 2020 | 600 | 281,988 | VV, VYM, WST, SDY | 13F-HR | 7/20/2020 | 000154189720000003 |
| Q1 2020 | 573 | 282,441 | VV, VYM, SDY, VEA | 13F-HR | 4/9/2020 | 000154189720000002 |
| Q4 2019 | 579 | 285,260 | VV, VYM, SDY, VEA | 13F-HR | 1/14/2020 | 000154189720000001 |
| Q3 2019 | 597 | 263,947 | VV, VYM, SDY, VEA | 13F-HR | 10/18/2019 | 000154189719000004 |
| Q2 2019 | 580 | 263,035 | VV, VYM, SDY, VEA | 13F-HR | 7/22/2019 | 000154189719000003 |
| Q1 2019 | 577 | 241,860 | VV, VYM, VEA, SDY | 13F-HR | 4/16/2019 | 000154189719000002 |
| Q4 2018 | 571 | 214,926 | VV, VYM, VEA, SDY | 13F-HR | 1/14/2019 | 000154189719000001 |
| Q3 2018 | 566 | 241,982 | VV, VYM, VEA, SDY | 13F-HR | 10/19/2018 | 000154189718000005 |
| Q2 2018 | 580 | 225,650 | VV, VYM, VEA, SDY | 13F-HR | 7/17/2018 | 000154189718000003 |
| Q1 2018 | 577 | 242,798 | VV, VYM, VEA, SDY | 13F-HR | 4/6/2018 | 000154189718000002 |
| Q4 2017 | 576 | 253,254 | VV, VYM, VEA, SDY | 13F-HR | 1/11/2018 | 000154189718000001 |
| Q3 2017 | 569 | 239,302 | VV, VYM, VEA, SDY | 13F-HR | 10/19/2017 | 000154189717000005 |
| Q2 2017 | 518 | 218,159 | VV, VYM, SDY, VEA | 13F-HR | 7/28/2017 | 000154189717000004 |
| Q1 2017 | 524 | 212,294 | VV, SDY, VYM, VEA | 13F-HR | 5/4/2017 | 000154189717000003 |
| Q4 2016 | 535 | 204,232 | VV, VYM, SDY, VEA | 13F-HR | 2/3/2017 | 000154189717000002 |
| Q3 2016 | 572 | 202,693 | VV, SDY, VYM, VEA | 13F-HR | 11/8/2016 | 000154189716000017 |
| Q2 2016 | 750 | 194,954 | VV, SDY, VYM, XOM | 13F-HR | 7/6/2016 | 000154189716000015 |
| Q1 2016 | 581 | 179,341 | VV, SDY, VYM, XOM | 13F-HR | 4/7/2016 | 000154189716000013 |
| Q4 2015 | 617 | 181,722 | VV, SDY, VYM, VIG | 13F-HR | 1/6/2016 | 000154189716000011 |
| Q3 2015 | 625 | 167,136 | VV, SDY, VYM, VIG | 13F-HR | 11/6/2015 | 000154189715000009 |
| Q2 2015 | 628 | 166,560 | VV, SDY, VIG, WST | 13F-HR | 7/13/2015 | 000154189715000006 |
| Q1 2015 | 608 | 157,054 | VV, SDY, WST, VIG | 13F-HR | 5/6/2015 | 000154189715000004 |
| Q4 2014 | 622 | 152,895 | VV, SDY, VIG, WST | 13F-HR | 1/29/2015 | 000154189715000002 |
| Q3 2014 | 639 | 149,898 | VV, SDY, VIG, XOM | 13F-HR | 10/9/2014 | 000154189714000011 |
| Q2 2014 | 735 | 137,819 | VV, SDY, VIG, XOM | 13F-HR | 8/12/2014 | 000154189714000008 |
| Q1 2014 | 579 | 134,107 | VV, SDY, VIG, XOM | 13F-HR | 5/13/2014 | 000154189714000006 |
| Q4 2013 | 586 | 133,382 | VV, SDY, VIG, XOM | RESTATEMENT | 2/11/2014 | 000154189714000004 |