| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 197 | 739,764 | SPYG, VTV, QQQ, VCIT | 13F-HR | 5/1/2025 | 000166773125000566 |
| Q4 2024 | 185 | 740,882 | SPYG, VTV, QQQ, SGOV | 13F-HR | 1/28/2025 | 000166773125000144 |
| Q3 2024 | 239 | 768,623 | SPYG, VTV, QQQ, SGOV | 13F-HR | 10/30/2024 | 000158605224000004 |
| Q2 2024 | 229 | 699,447 | SPYG, VTV, QQQ, SGOV | 13F-HR | 7/30/2024 | 000158605224000003 |
| Q1 2024 | 205 | 651,092 | SPYG, VTV, QQQ, SGOV | 13F-HR | 5/8/2024 | 000158605224000002 |
| Q4 2023 | 1,024 | 608,263 | SPYG, VTV, QQQ, SGOV | 13F-HR | 1/10/2024 | 000106299324000734 |
| Q3 2023 | 1,032 | 566,265 | SPYG, VTV, QQQ, SGOV | 13F-HR | 11/1/2023 | 000106299323019945 |
| Q2 2023 | 1,064 | 555,571 | SPYG, VTV, QQQ, BND | 13F-HR | 8/8/2023 | 000106299323015961 |
| Q1 2023 | 1,043 | 494,153 | SPYG, VTV, QQQ, BND | 13F-HR | 4/13/2023 | 000106299323009105 |
| Q4 2022 | 1,090 | 491,857 | VTV, SPYG, SCHP, BND | 13F-HR | 1/13/2023 | 000106299323000898 |
| Q3 2022 | 1,061 | 476,971 | SPYG, VTV, BND, TIP | 13F-HR | 10/20/2022 | 000106299322020982 |
| Q2 2022 | 1,026 | 549,624 | SPYG, VTV, BND, TIP | 13F-HR | 8/4/2022 | 000106299322017267 |
| Q1 2022 | 1,071 | 631,462 | SPYG, VTV, BOND, SPIB | 13F-HR | 4/29/2022 | 000106299322011028 |
| Q4 2021 | 1,062 | 647,442 | SPYG, VTV, BOND, SPIB | 13F-HR | 1/31/2022 | 000106299322001836 |
| Q3 2021 | 1,071 | 612,755 | SPYG, VTV, TOTL, SPIB | 13F-HR | 10/12/2021 | 000106299321009421 |
| Q2 2021 | 990 | 605,987 | SPYG, VTV, TOTL, SPIB | 13F-HR | 7/15/2021 | 000106299321006537 |
| Q1 2021 | 962 | 563,099 | SPYG, VTV, TOTL, SPIB | 13F-HR | 5/3/2021 | 000106299321004009 |
| Q4 2020 | 866 | 513,759 | SPYG, VTV, TOTL, SPIB | 13F-HR | 2/3/2021 | 000106299321000811 |
| Q3 2020 | 832 | 460,390 | SPYG, VTV, TOTL, SPIB | 13F-HR | 10/19/2020 | 000106299320004989 |
| Q2 2020 | 811 | 431,422 | SPYG, TOTL, VTV, SPIB | 13F-HR | 7/24/2020 | 000106299320003458 |
| Q1 2020 | 766 | 347,096 | SPYG, VWO, SPYV, SPIB | 13F-HR | 5/6/2020 | 000106299320002151 |
| Q4 2019 | 753 | 423,480 | SPYG, SCHE, SPYV, SPIB | 13F-HR | 1/21/2020 | 000106299320000255 |
| Q3 2019 | 753 | 361,960 | SPYG, SPEM, SPYV, SPIB | 13F-HR | 11/6/2019 | 000106299319004175 |
| Q2 2019 | 782 | 374,408 | SPYG, SPEM, SPYV, SPAB | 13F-HR | 7/19/2019 | 000106299319002957 |
| Q1 2019 | 734 | 330,362 | SPYG, SPEM, SPYV, SPAB | 13F-HR | 5/3/2019 | 000106299319001991 |
| Q4 2018 | 739 | 293,003 | SPYG, SPEM, SPYV, SPAB | 13F-HR | 1/30/2019 | 000106299319000400 |
| Q3 2018 | 692 | 293,810 | SPYG, SPYV, MTUM, SPAB | 13F-HR | 11/13/2018 | 000106299318004532 |
| Q2 2018 | 683 | 288,528 | SPYG, SPYV, SPAB, SPEM | 13F-HR | 8/15/2018 | 000106299318003452 |
| Q1 2018 | 737 | 313,031 | SPYG, SPYV, SPAB, VYM | 13F-HR | 5/7/2018 | 000106299318001952 |
| Q4 2017 | 720 | 311,857 | VYM, MGK, FEZ, SPAB | 13F-HR | 2/13/2018 | 000106299318000703 |
| Q3 2017 | 688 | 299,857 | VYM, MGK, FEZ, BND | 13F-HR | 11/14/2017 | 000106299317004897 |
| Q2 2017 | 747 | 267,826 | VYM, MGK, FEZ, BND | 13F-HR | 8/14/2017 | 000106299317003751 |
| Q1 2017 | 737 | 255,646 | VYM, MGK, BND, VGT | 13F-HR | 5/10/2017 | 000106299317002344 |
| Q4 2016 | 744 | 236,792 | VYM, MGK, VTI, BND | 13F-HR | 2/14/2017 | 000106299317000987 |
| Q3 2016 | 711 | 227,532 | VYM, MGK, VGK, BND | 13F-HR | 11/10/2016 | 000106299316012147 |
| Q2 2016 | 729 | 217,659 | VYM, MGK, BND, VGK | 13F-HR | 8/10/2016 | 000106299316010916 |
| Q1 2016 | 728 | 182,947 | VYM, MGK, VGK, GE | 13F-HR | 5/11/2016 | 000106299316009560 |
| Q4 2015 | 747 | 173,859 | VYM, GE, VGK, DIA | 13F-HR | 2/12/2016 | 000106299316007747 |
| Q3 2015 | 743 | 157,465 | VYM, DIA, IWN, GE | 13F-HR | 11/10/2015 | 000106299315005883 |
| Q2 2015 | 715 | 161,622 | VYM, IWN, DIA, GE | 13F-HR | 7/29/2015 | 000106299315004061 |
| Q1 2015 | 734 | 162,790 | VYM, DIA, IWN, GE | 13F-HR | 5/7/2015 | 000106299315002468 |
| Q4 2014 | 718 | 141,240 | VYM, IWN, DIA, GE | 13F-HR | 2/6/2015 | 000106299315000531 |
| Q3 2014 | 740 | 130,386 | VYM, GE, IDV, IVV | 13F-HR | 11/12/2014 | 000106299314006455 |
| Q2 2014 | 721 | 127,870 | VYM, IDV, GE, VO | 13F-HR | 7/30/2014 | 000106299314004439 |
| Q1 2014 | 669 | 119,599 | VYM, IDV, VB, GE | 13F-HR | 5/5/2014 | 000106299314002566 |
| Q4 2013 | 671 | 119,489 | VYM, IDV, VB, VO | 13F-HR | 2/6/2014 | 000106299314000534 |