| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 237 | 1,726,782 | LLY, IVV, IJH, SLYV | RESTATEMENT | 4/28/2025 | 000108514625002400 |
| Q4 2024 | 235 | 1,723,201 | LLY, IVV, SLYV, IJH | 13F-HR | 1/21/2025 | 000108514625000355 |
| Q3 2024 | 225 | 1,824,978 | LLY, IVV, SLYV, IJH | 13F-HR | 10/4/2024 | 000108514624004632 |
| Q2 2024 | 226 | 1,787,451 | LLY, IVV, IJH, SLYV | 13F-HR | 8/9/2024 | 000108514624003625 |
| Q1 2024 | 239 | 1,765,579 | LLY, IVV, IJH, IJR | 13F-HR | 5/1/2024 | 000108514624002165 |
| Q4 2023 | 228 | 1,554,720 | LLY, IVV, SLYV, IJR | 13F-HR | 2/7/2024 | 000108514624000844 |
| Q3 2023 | 222 | 1,420,718 | LLY, IVV, SLYV, IJR | 13F-HR | 11/13/2023 | 000108514623004259 |
| Q2 2023 | 221 | 1,181,446 | IVV, SLYV, IJR, IJH | 13F-HR | 7/26/2023 | 000108514623002932 |
| Q1 2023 | 222 | 1,150,445 | IVV, SLYV, IJR, IJH | 13F-HR | 4/27/2023 | 000108514623001954 |
| Q4 2022 | 237 | 1,167,061 | SLYV, IVV, IJR, IJH | 13F-HR | 1/20/2023 | 000108514623000264 |
| Q3 2022 | 223 | 1,000,964 | IVV, SLYV, IJR, IJH | 13F-HR | 11/14/2022 | 000108514622003934 |
| Q2 2022 | 220 | 1,036,335 | SLYV, IVV, IJR, IJH | 13F-HR | 8/1/2022 | 000108514622002674 |
| Q1 2022 | 216 | 1,156,827 | SLYV, IVV, IJR, IJH | 13F-HR | 5/9/2022 | 000108514622001876 |
| Q4 2021 | 225 | 1,227,213 | SLYV, IJR, IVV, IJH | 13F-HR | 2/11/2022 | 000108514622000877 |
| Q3 2021 | 216 | 1,140,873 | SLYV, IJR, IVV, IJH | 13F-HR | 10/29/2021 | 000108514621002946 |
| Q2 2021 | 216 | 1,204,136 | IJR, SLYV, IJH, IVV | 13F-HR | 8/12/2021 | 000108514621002413 |
| Q1 2021 | 200 | 1,135,149 | IJR, SLYV, IJH, IVV | 13F-HR | 5/5/2021 | 000108514621001466 |
| Q4 2020 | 195 | 1,086,012 | IJR, SLYV, IJH, IVV | 13F-HR | 2/12/2021 | 000108514621000730 |
| Q3 2020 | 247 | 1,081,016 | LLY, IJR, SPY, IJH | 13F-HR | 10/27/2020 | 000108514620002673 |
| Q2 2020 | 240 | 1,038,363 | LLY, IJR, SPY, IJH | 13F-HR | 8/12/2020 | 000108514620002141 |
| Q1 2020 | 238 | 876,897 | LLY, SPY, IJR, ACWX | 13F-HR | 5/7/2020 | 000108514620001321 |
| Q4 2019 | 247 | 1,166,016 | LLY, SPY, IJR, ACWX | 13F-HR | 2/7/2020 | 000108514620000460 |
| Q3 2019 | 252 | 1,092,112 | ACWX, LLY, SPY, IJR | 13F-HR | 11/6/2019 | 000108514619002746 |
| Q2 2019 | 257 | 1,085,415 | ACWX, LLY, SPY, IJR | 13F-HR | 7/29/2019 | 000108514619001993 |
| Q1 2019 | 267 | 1,055,553 | LLY, ACWX, IJR, IJH | 13F-HR | 5/3/2019 | 000108514619001348 |
| Q4 2018 | 195 | 780,894 | ACWX, IJR, DBEF, OHI | 13F-HR | 1/28/2019 | 000108514619000231 |
| Q3 2018 | 200 | 896,649 | ACWX, IJR, DBEF, AAPL | 13F-HR | 11/13/2018 | 000108514618002583 |
| Q2 2018 | 203 | 858,718 | ACWX, IJR, DBEF, IJH | 13F-HR | 8/14/2018 | 000108514618002058 |
| Q1 2018 | 205 | 834,894 | ACWX, DBEF, IJR, AAPL | 13F-HR | 5/7/2018 | 000108514618001242 |
| Q4 2017 | 204 | 889,589 | ACWX, DBEF, AAPL, IJR | 13F-HR | 2/6/2018 | 000108514618000353 |
| Q3 2017 | 198 | 848,394 | ACWX, DBEF, CWB, AAPL | 13F-HR | 10/31/2017 | 000108514617002155 |
| Q2 2017 | 197 | 815,648 | ACWX, DBEF, CWB, AAPL | 13F-HR | 8/1/2017 | 000108514617001599 |
| Q1 2017 | 195 | 802,067 | ACWX, DBEF, AAPL, CWB | 13F-HR | 5/5/2017 | 000108514617001100 |
| Q4 2016 | 198 | 769,946 | ACWX, DBEF, CWB, SPY | 13F-HR | 2/10/2017 | 000108514617000463 |
| Q3 2016 | 195 | 741,407 | ACWX, DBEF, CWB, HYS | 13F-HR | 11/2/2016 | 000108514616004617 |
| Q2 2016 | 193 | 725,365 | ACWX, DBEF, HYS, SPY | 13F-HR | 7/22/2016 | 000108514616004025 |
| Q1 2016 | 197 | 700,311 | DBEF, ACWX, HYS, AAPL | 13F-HR | 5/6/2016 | 000108514616003601 |
| Q4 2015 | 197 | 685,621 | DBEF, HYS, AAPL, SPY | 13F-HR | 2/2/2016 | 000108514616002720 |
| Q3 2015 | 197 | 630,245 | DBEF, AAPL, SPY, HYS | 13F-HR | 11/6/2015 | 000108514615002163 |
| Q2 2015 | 196 | 661,476 | DBEF, SPY, GILD, ESRX | 13F-HR | 8/4/2015 | 000108514615001581 |
| Q1 2015 | 193 | 662,241 | DBEF, SPY, AAPL, ESRX | 13F-HR | 4/20/2015 | 000108514615000947 |
| Q4 2014 | 198 | 661,956 | DBEF, SPY, AAPL, ESRX | 13F-HR | 2/11/2015 | 000108514615000369 |
| Q3 2014 | 194 | 602,239 | DBEF, EFA, AAPL, PEP | 13F-HR | 10/16/2014 | 000108514614001905 |
| Q2 2014 | 189 | 602,341 | DBEF, DLR, AAPL, PEP | 13F-HR | 7/25/2014 | 000108514614001416 |
| Q1 2014 | 187 | 560,652 | DBEF, DLR, ESRX, T | 13F-HR | 4/25/2014 | 000108514614000912 |
| Q4 2013 | 191 | 551,988 | XOM, DBEF, T, DLR | 13F-HR | 2/14/2014 | 000108514614000735 |