| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 805 | 5,415,037 | IVV, VUG, PRF, VIG | 13F-HR | 11/14/2024 | 000139834424020725 |
| Q2 2024 | 803 | 5,100,873 | IVV, VUG, PRF, VIG | 13F-HR | 8/14/2024 | 000139834424014618 |
| Q1 2024 | 696 | 4,248,338 | IVV, VUG, PRF, VIG | 13F-HR | 5/15/2024 | 000139834424009717 |
| Q4 2023 | 446 | 2,670,252 | IVV, VUG, PRF, VOE | 13F-HR | 2/14/2024 | 000156878724000003 |
| Q3 2023 | 406 | 2,291,699 | VUG, PRF, IVV, VOE | 13F-HR | 11/14/2023 | 000156878723000006 |
| Q2 2023 | 361 | 2,279,156 | PRF, VUG, IVV, VOE | 13F-HR | 8/14/2023 | 000156878723000005 |
| Q1 2023 | 296 | 1,915,641 | PRF, VUG, VOE, IVV | 13F-HR | 5/15/2023 | 000156878723000004 |
| Q4 2022 | 276 | 1,801,362 | PRF, VOE, VUG, IVV | 13F-HR | 2/14/2023 | 000156878723000003 |
| Q3 2022 | 245 | 1,422,009 | PRF, VOE, VUG, IWB | 13F-HR | 11/14/2022 | 000156878722000005 |
| Q2 2022 | 206 | 1,092,794 | PRF, VOE, VUG, VEA | 13F-HR | 8/15/2022 | 000156878722000004 |
| Q1 2022 | 205 | 1,182,539 | PRF, VUG, VOE, VEA | 13F-HR | 5/16/2022 | 000156878722000002 |
| Q4 2021 | 201 | 1,157,327 | PRF, VUG, VOE, VEA | 13F-HR | 2/14/2022 | 000156878722000001 |
| Q3 2021 | 210 | 1,170,232 | PRF, VUG, VOE, VOT | 13F-HR | 11/15/2021 | 000156878721000006 |
| Q2 2021 | 195 | 1,084,041 | PRF, VUG, VOE, VEA | 13F-HR | 8/16/2021 | 000156878721000004 |
| Q1 2021 | 174 | 1,012,252 | PRF, VUG, VOE, VEA | 13F-HR | 5/24/2021 | 000156878721000003 |
| Q4 2020 | 153 | 952,081 | PRF, VUG, VOE, VOT | 13F-HR | 2/16/2021 | 000156878721000001 |
| Q3 2020 | 143 | 751,385 | PRF, VUG, VOE, VOT | 13F-HR | 11/2/2020 | 000156878720000005 |
| Q2 2020 | 154 | 771,910 | PRF, VUG, VOE, VOT | 13F-HR | 8/17/2020 | 000156878720000003 |
| Q1 2020 | 145 | 592,120 | PRF, VUG, VOE, VOT | 13F-HR | 5/14/2020 | 000156878720000002 |
| Q4 2019 | 140 | 761,106 | PRF, VUG, VOE, VOT | 13F-HR | 2/7/2020 | 000156878720000001 |
| Q3 2019 | 133 | 696,988 | PRF, VUG, VOE, VOT | 13F-HR | 11/12/2019 | 000156878719000006 |
| Q2 2019 | 129 | 671,445 | PRF, VUG, VOE, VOT | 13F-HR | 8/12/2019 | 000156878719000005 |
| Q1 2019 | 127 | 646,091 | PRF, VUG, VOE, VOT | 13F-HR | 5/6/2019 | 000156878719000004 |
| Q4 2018 | 116 | 572,738 | PRF, VUG, VOE, VONE | 13F-HR | 2/13/2019 | 000156878719000003 |
| Q3 2018 | 193 | 677,613 | PRF, VUG, VOE, VOT | 13F-HR | 11/5/2018 | 000156878718000005 |
| Q2 2018 | 188 | 642,751 | PRF, VUG, VOE, VOT | 13F-HR | 8/2/2018 | 000156878718000004 |
| Q1 2018 | 175 | 618,654 | PRF, VOE, VUG, VONE | 13F-HR | 5/4/2018 | 000156878718000003 |
| Q4 2017 | 405 | 701,051 | PRF, VOE, VUG, VONE | 13F-HR | 2/12/2018 | 000156878718000002 |
| Q3 2017 | 234 | 461,147 | VOE, VUG, VOT, PRF | 13F-HR | 10/30/2017 | 000156878717000007 |
| Q2 2017 | 219 | 398,171 | AGG, VOE, VOT, VUG | 13F-HR | 7/27/2017 | 000156878717000005 |
| Q1 2017 | 213 | 379,598 | AGG, VOE, VOT, VUG | 13F-HR | 5/8/2017 | 000156878717000004 |
| Q4 2016 | 120 | 269,178 | AGG, VOE, VOT, VUG | 13F-HR | 1/24/2017 | 000156878717000001 |
| Q3 2016 | 102 | 239,514 | AGG, VOE, VOT, VUG | 13F-HR | 10/27/2016 | 000156878716000009 |
| Q2 2016 | 89 | 220,511 | AGG, VOE, VOT, VUG | 13F-HR | 7/13/2016 | 000156878716000008 |
| Q1 2016 | 93 | 163,440 | VOE, VOT, VUG, VEA | 13F-HR | 4/20/2016 | 000156878716000006 |
| Q4 2015 | 128 | 229,731 | VOE, VOT, VUG, IWM | 13F-HR | 2/8/2016 | 000156878716000005 |
| Q3 2015 | 441 | 145,008 | VOE, VOT, VUG, VEA | 13F-HR | 11/2/2015 | 000156878715000004 |
| Q2 2015 | 374 | 162,581 | VOT, VOE, VUG, VOO | 13F-HR | 8/10/2015 | 000156878715000003 |
| Q1 2015 | 362 | 197,727 | VOT, VOE, VUG, LQD | 13F-HR | 5/7/2015 | 000156878715000002 |
| Q4 2014 | 419 | 199,111 | VOT, VOE, VUG, LQD | 13F-HR | 1/15/2015 | 000156878715000001 |
| Q3 2014 | 773 | 184,933 | VOT, VOE, VUG, VOO | 13F-HR | 10/28/2014 | 000156878714000004 |
| Q2 2014 | 731 | 240,461 | VOE, VOT, VUG, VOO | 13F-HR | 7/29/2014 | 000156878714000003 |
| Q1 2014 | 701 | 221,242 | VOE, VOT, VUG, VOO | 13F-HR | 4/28/2014 | 000156878714000002 |
| Q4 2013 | 834 | 284,269 | VOE, VOT, VUG, VOO | 13F-HR | 1/27/2014 | 000156878714000001 |