| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 311 | 1,629,081 | SDY, VIG, VYM, VTI | RESTATEMENT | 2/12/2024 | 000108514624001123 |
| Q3 2023 | 306 | 1,461,597 | SDY, VIG, VYM, VTI | 13F-HR | 10/23/2023 | 000108514623003852 |
| Q2 2023 | 322 | 1,493,989 | SDY, VIG, VYM, AAPL | 13F-HR | 7/26/2023 | 000108514623002923 |
| Q1 2023 | 327 | 1,391,505 | SDY, VIG, VYM, AAPL | 13F-HR | 4/24/2023 | 000108514623001854 |
| Q4 2022 | 324 | 1,299,280 | SDY, VIG, VYM, VO | 13F-HR | 1/27/2023 | 000108514623000404 |
| Q3 2022 | 300 | 1,157,496 | SDY, VIG, VYM, VTI | 13F-HR | 10/13/2022 | 000108514622003383 |
| Q2 2022 | 298 | 1,190,795 | SDY, VIG, VYM, VTI | 13F-HR | 7/15/2022 | 000108514622002407 |
| Q1 2022 | 309 | 1,359,139 | SDY, VIG, VTI, VO | 13F-HR | 4/20/2022 | 000108514622001484 |
| Q4 2021 | 309 | 1,456,189 | SDY, VIG, VO, VTI | 13F-HR | 1/18/2022 | 000108514622000175 |
| Q3 2021 | 308 | 1,324,220 | SDY, VIG, VO, VTI | 13F-HR | 10/20/2021 | 000108514621002868 |
| Q2 2021 | 294 | 1,285,670 | SDY, VIG, VO, VTI | 13F-HR | 7/19/2021 | 000108514621002014 |
| Q1 2021 | 268 | 1,140,604 | SDY, VIG, VO, VTI | 13F-HR | 4/23/2021 | 000108514621001304 |
| Q4 2020 | 240 | 1,021,433 | SDY, VIG, VO, AAPL | 13F-HR | 1/22/2021 | 000108514621000216 |
| Q3 2020 | 228 | 769,330 | SDY, VIG, VO, AAPL | 13F-HR | 10/14/2020 | 000108514620002528 |
| Q2 2020 | 212 | 702,215 | SDY, VIG, VO, VTI | 13F-HR | 7/21/2020 | 000108514620001843 |
| Q1 2020 | 194 | 574,369 | SDY, VIG, VO, VYM | 13F-HR | 4/21/2020 | 000108514620001167 |
| Q4 2019 | 211 | 761,463 | SDY, VIG, VO, VYM | 13F-HR | 1/24/2020 | 000108514620000290 |
| Q3 2019 | 202 | 701,880 | SDY, VIG, VO, VYM | 13F-HR | 10/15/2019 | 000108514619002539 |
| Q2 2019 | 208 | 687,051 | SDY, VIG, VO, VYM | 13F-HR | 7/11/2019 | 000108514619001849 |
| Q1 2019 | 217 | 685,402 | SDY, VIG, VO, VYM | 13F-HR | 4/9/2019 | 000108514619001115 |
| Q4 2018 | 233 | 631,094 | SDY, VIG, VYM, VO | 13F-HR | 1/18/2019 | 000108514619000186 |
| Q3 2018 | 202 | 636,152 | SDY, VIG, VO, VYM | 13F-HR | 10/19/2018 | 000108514618002364 |
| Q2 2018 | 199 | 597,160 | SDY, VIG, VO, VYM | 13F-HR | 8/1/2018 | 000108514618001799 |
| Q1 2018 | 192 | 573,260 | SDY, VIG, VO, VYM | 13F-HR | 5/1/2018 | 000108514618001193 |
| Q4 2017 | 194 | 576,278 | SDY, VIG, VYM, VO | 13F-HR | 1/30/2018 | 000108514618000261 |
| Q3 2017 | 187 | 546,580 | SDY, VIG, VYM, VO | 13F-HR | 11/2/2017 | 000108514617002194 |
| Q2 2017 | 177 | 528,952 | SDY, VIG, VYM, VO | 13F-HR | 8/1/2017 | 000108514617001602 |
| Q1 2017 | 172 | 509,714 | SDY, VIG, VYM, VO | 13F-HR | 5/5/2017 | 000108514617001108 |
| Q4 2016 | 647 | 497,134 | SDY, VIG, VYM, VO | 13F-HR | 1/24/2017 | 000159933017000001 |
| Q3 2016 | 728 | 486,893 | SDY, VIG, VYM, VO | 13F-HR | 10/25/2016 | 000159933016000009 |
| Q2 2016 | 742 | 469,948 | SDY, VIG, VYM, VO | 13F-HR | 7/22/2016 | 000159933016000008 |
| Q1 2016 | 791 | 452,842 | SDY, VIG, VYM, VO | 13F-HR | 4/18/2016 | 000159933016000007 |
| Q4 2015 | 776 | 407,154 | SDY, VIG, VO, VYM | 13F-HR | 1/15/2016 | 000159933016000006 |
| Q3 2015 | 768 | 374,639 | SDY, VIG, VYM, VO | 13F-HR | 10/21/2015 | 000159933015000005 |
| Q2 2015 | 767 | 390,154 | SDY, VIG, VYM, VO | 13F-HR | 7/27/2015 | 000159933015000004 |
| Q1 2015 | 712 | 396,554 | SDY, VIG, VYM, VO | 13F-HR | 4/14/2015 | 000159933015000003 |
| Q4 2014 | 641 | 371,917 | SDY, VIG, VYM, EVT | 13F-HR | 1/9/2015 | 000159933015000001 |
| Q3 2014 | 638 | 327,095 | SDY, VIG, VYM, EVT | 13F-HR | 10/22/2014 | 000159933014000010 |
| Q2 2014 | 603 | 319,457 | SDY, VIG, VYM, EVT | 13F-HR | 7/21/2014 | 000159933014000009 |
| Q1 2014 | 593 | 297,998 | SDY, VIG, VYM, EVT | RESTATEMENT | 4/14/2014 | 000159933014000008 |
| Q4 2013 | 513 | 275,428 | SDY, VIG, VYM, EVT | 13F-HR | 2/12/2014 | 000159933014000001 |
| Q3 2013 | 492 | 244,826 | SDY, VIG, VYM, EVT | 13F-HR | 2/26/2014 | 000159933014000003 |
| Q2 2013 | 460 | 212,604 | SDY, VIG, VYM, EVT | 13F-HR | 3/3/2014 | 000159933014000004 |
| Q1 2013 | 436 | 197,386 | SDY, VIG, EVT, VYM | 13F-HR | 3/3/2014 | 000159933014000005 |
| Q4 2012 | 455 | 153,410 | SDY, VIG, EVT, VYM | 13F-HR | 3/7/2014 | 000159933014000006 |