| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 32 | 242,935 | IEI, IEF, VGIT, SHY | 13F-HR | 11/6/2024 | 000154944924000006 |
| Q2 2024 | 22 | 119,973 | SPHD, SCHD, VGIT, VCIT | 13F-HR | 7/23/2024 | 000154944924000004 |
| Q1 2024 | 25 | 189,873 | DVY, DGRO, XLP, XLE | 13F-HR | 4/23/2024 | 000154944924000003 |
| Q4 2023 | 21 | 103,304 | VNQ, XLE, HDV, DVY | 13F-HR | 1/22/2024 | 000154944924000002 |
| Q3 2023 | 27 | 137,235 | VNQ, IYR, XLRE, REET | 13F-HR | 10/25/2023 | 000154944923000005 |
| Q2 2023 | 25 | 147,644 | VNQ, IYR, XLRE, REET | 13F-HR | 7/24/2023 | 000154944923000004 |
| Q1 2023 | 40 | 227,305 | VNQ, IYR, XLRE, REET | 13F-HR | 4/19/2023 | 000154944923000003 |
| Q4 2022 | 45 | 201,491 | VNQ, IYR, XLRE, REET | 13F-HR | 1/23/2023 | 000154944923000001 |
| Q3 2022 | 44 | 163,835 | VNQ, IYR, XLRE, REET | 13F-HR | 11/9/2022 | 000154944922000015 |
| Q2 2022 | 48 | 236,164 | VNQ, SPY, XLK, IYR | 13F-HR | 7/19/2022 | 000154944922000012 |
| Q1 2022 | 8 | 42,236 | VNQ, IYR, REET, XLRE | 13F-HR | 4/21/2022 | 000154944922000011 |
| Q4 2021 | 43 | 114,289 | EWA, XLRE, VNQ, IYR | 13F-HR | 2/14/2022 | 000154944922000010 |
| Q3 2021 | 42 | 180,427 | EWA, IYR, VNQ, DIA | 13F-HR | 11/9/2021 | 000154944921000008 |
| Q2 2021 | 45 | 151,343 | EWA, IYR, VNQ, VYM | 13F-HR | 8/4/2021 | 000154944921000005 |
| Q1 2021 | 36 | 175,041 | ICF, EWA, IYR, VNQ | 13F-HR | 5/11/2021 | 000154944921000004 |
| Q4 2020 | 16 | 109,566 | ICF, EWA, IYR, REET | RESTATEMENT | 2/12/2021 | 000154944921000003 |
| Q3 2020 | 17 | 126,150 | EWA, ICF, IYR, VNQ | 13F-HR | 10/28/2020 | 000154944920000006 |
| Q2 2020 | 13 | 96,596 | EWA, ICF, IYR, VNQ | 13F-HR | 7/22/2020 | 000154944920000004 |
| Q1 2020 | 12 | 125,010 | EWA, VOO, IYR, DIA | 13F-HR | 5/12/2020 | 000154944920000003 |
| Q4 2019 | 9 | 105,467 | EWA, IYR, VNQ, ICF | 13F-HR | 2/5/2020 | 000154944920000001 |
| Q3 2019 | 9 | 105,101 | EWA, IYR, VNQ, ICF | 13F-HR | 11/7/2019 | 000154944919000006 |
| Q2 2019 | 9 | 101,115 | EWA, IYR, VNQ, ICF | 13F-HR | 8/7/2019 | 000154944919000004 |
| Q1 2019 | 9 | 99,231 | EWA, IYR, VNQ, ICF | 13F-HR | 5/10/2019 | 000154944919000003 |
| Q4 2018 | 9 | 87,023 | EWA, IYR, VNQ, ICF | 13F-HR | 2/7/2019 | 000154944919000001 |
| Q3 2018 | 9 | 94,816 | EWA, IYR, VNQ, ICF | 13F-HR | 10/25/2018 | 000154944918000005 |
| Q2 2018 | 9 | 94,995 | EWA, IYR, VNQ, ICF | 13F-HR | 7/25/2018 | 000154944918000004 |
| Q1 2018 | 9 | 90,499 | EWA, IYR, VNQ, ICF | 13F-HR | 5/9/2018 | 000154944918000003 |
| Q4 2017 | 9 | 96,820 | EWA, IYR, VNQ, ICF | 13F-HR | 2/9/2018 | 000154944918000001 |
| Q3 2017 | 9 | 94,963 | EWA, IYR, VNQ, ICF | 13F-HR | 11/8/2017 | 000154944917000008 |
| Q2 2017 | 9 | 93,725 | EWA, IYR, VNQ, ICF | RESTATEMENT | 8/15/2017 | 000154944917000007 |
| Q1 2017 | 11 | 163,813 | IEF, EWA, IEI, IYR | 13F-HR | 5/12/2017 | 000154944917000005 |
| Q4 2016 | 11 | 159,779 | IEF, IEI, EWA, IYR | 13F-HR | 2/16/2017 | 000154944917000001 |
| Q3 2016 | 14 | 256,273 | SHY, IEF, IEI, EWA | 13F-HR | 11/14/2016 | 000154944916000010 |
| Q2 2016 | 13 | 280,655 | SHY, IEF, IYR, IEI | 13F-HR | 8/10/2016 | 000154944916000009 |
| Q1 2016 | 11 | 246,308 | SHY, IEF, IEI, EEM | 13F-HR | 5/13/2016 | 000154944916000008 |
| Q4 2015 | 11 | 238,279 | SHY, IEF, IEI, EEM | 13F-HR | 2/10/2016 | 000154944916000006 |
| Q3 2015 | 11 | 240,387 | SHY, IEF, IEI, EEM | 13F-HR | 11/13/2015 | 000154944915000005 |
| Q2 2015 | 13 | 244,375 | SHY, IEF, IEI, EEM | 13F-HR | 8/12/2015 | 000154944915000004 |
| Q1 2015 | 13 | 246,853 | SHY, IEF, IEI, EEM | 13F-HR | 5/12/2015 | 000154944915000003 |
| Q4 2014 | 13 | 243,088 | SHY, IEF, IEI, EEM | 13F-HR | 2/10/2015 | 000154944915000001 |
| Q3 2014 | 13 | 243,443 | SHY, IEF, IEI, EEM | 13F-HR | 11/13/2014 | 000154944914000005 |
| Q2 2014 | 13 | 245,328 | SHY, IEF, IEI, EEM | 13F-HR | 8/7/2014 | 000154944914000003 |
| Q1 2014 | 13 | 241,767 | SHY, IEF, IEI, EEM | 13F-HR | 5/14/2014 | 000154944914000002 |
| Q4 2013 | 14 | 246,337 | SHY, IEF, IEI, EEM | 13F-HR | 2/12/2014 | 000154944914000001 |