| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 280 | 1,807,614 | VUG, VOO, VIG, SPY | 13F-HR | 2/14/2024 | 000159986324000002 |
| Q3 2023 | 285 | 1,595,846 | VUG, VOO, VIG, PFE | 13F-HR | 11/14/2023 | 000159986323000009 |
| Q2 2023 | 288 | 1,629,031 | VUG, PFE, VOO, VIG | 13F-HR | 8/8/2023 | 000159986323000007 |
| Q1 2023 | 317 | 1,562,936 | VUG, PFE, VIG, VOO | 13F-HR | 5/15/2023 | 000159986323000005 |
| Q4 2022 | 320 | 1,480,378 | VUG, PFE, VIG, VOO | 13F-HR | 2/13/2023 | 000159986323000002 |
| Q3 2022 | 337 | 1,365,010 | VUG, SPY, PFE, VIG | 13F-HR | 11/15/2022 | 000159986322000009 |
| Q2 2022 | 332 | 1,433,733 | VUG, PFE, SPY, VIG | 13F-HR | 8/12/2022 | 000159986322000007 |
| Q1 2022 | 388 | 1,726,795 | VUG, PFE, SPY, VIG | 13F-HR | 5/12/2022 | 000159986322000005 |
| Q4 2021 | 356 | 1,657,106 | VUG, PFE, VIG, SPY | 13F-HR | 2/11/2022 | 000159986322000002 |
| Q3 2021 | 352 | 1,498,579 | VUG, VIG, PFE, DGRO | 13F-HR | 11/15/2021 | 000159986321000009 |
| Q2 2021 | 348 | 1,485,618 | VUG, PFE, VIG, VYM | 13F-HR | 8/16/2021 | 000159986321000006 |
| Q1 2021 | 329 | 1,308,454 | VUG, VYM, VIG, FDN | 13F-HR | 5/13/2021 | 000159986321000004 |
| Q4 2020 | 318 | 1,206,599 | VUG, VYM, PFE, FDN | 13F-HR | 2/12/2021 | 000159986321000002 |
| Q3 2020 | 299 | 1,106,778 | VUG, PFE, VYM, FDN | 13F-HR | 10/29/2020 | 000159986320000008 |
| Q2 2020 | 290 | 1,041,251 | VUG, PFE, VYM, BRMK | 13F-HR | 7/30/2020 | 000159986320000006 |
| Q1 2020 | 270 | 882,310 | VUG, PFE, VYM, BRMK | 13F-HR | 5/13/2020 | 000159986320000004 |
| Q4 2019 | 304 | 1,119,187 | VUG, PFE, VYM, BRMK | 13F-HR | 2/14/2020 | 000159986320000002 |
| Q3 2019 | 322 | 981,398 | VUG, PFE, VYM, SLY | 13F-HR | 11/13/2019 | 000159986319000008 |
| Q2 2019 | 326 | 974,892 | PFE, VUG, VYM, SLY | 13F-HR | 8/9/2019 | 000159986319000006 |
| Q1 2019 | 316 | 900,591 | PFE, VOO, VYM, XHE | 13F-HR | 5/14/2019 | 000159986319000004 |
| Q4 2018 | 159 | 718,290 | PFE, VUG, VYM, SLY | 13F-HR | 2/12/2019 | 000159986319000002 |
| Q3 2018 | 149 | 364,232 | VUG, VYM, SLY, VFH | 13F-HR | 11/8/2018 | 000159986318000008 |
| Q2 2018 | 145 | 324,634 | PFE, VUG, VYM, VFH | 13F-HR | 7/27/2018 | 000159986318000006 |
| Q1 2018 | 146 | 297,540 | PFE, VUG, VYM, VFH | 13F-HR | 4/19/2018 | 000159986318000004 |
| Q4 2017 | 153 | 300,909 | PFE, VUG, VYM, VFH | 13F-HR | 2/14/2018 | 000159986318000002 |
| Q3 2017 | 150 | 273,000 | PFE, VUG, VYM, VTI | 13F-HR | 11/13/2017 | 000159986317000008 |
| Q2 2017 | 142 | 253,748 | PFE, VUG, VYM, VTI | 13F-HR | 7/26/2017 | 000159986317000006 |
| Q1 2017 | 149 | 239,425 | PFE, VUG, VYM, VTI | 13F-HR | 4/28/2017 | 000159986317000004 |
| Q4 2016 | 144 | 223,894 | PFE, VUG, VYM, VTI | 13F-HR | 1/23/2017 | 000159986317000002 |
| Q3 2016 | 156 | 236,832 | PFE, VYM, VTI, VMC | 13F-HR | 11/8/2016 | 000159986316000019 |
| Q2 2016 | 150 | 224,808 | PFE, VYM, PJP, SPY | 13F-HR | 8/12/2016 | 000159986316000017 |
| Q1 2016 | 136 | 190,656 | PFE, PJP, EZM, SPY | 13F-HR | 5/9/2016 | 000159986316000014 |
| Q4 2015 | 131 | 192,679 | PFE, PJP, EZM, VTI | 13F-HR | 2/10/2016 | 000159986316000012 |
| Q3 2015 | 141 | 196,863 | PFE, PJP, EZM, VTI | 13F-HR | 11/4/2015 | 000159986315000010 |
| Q2 2015 | 151 | 223,293 | PFE, PJP, KMI, EZM | 13F-HR | 8/13/2015 | 000159986315000008 |
| Q1 2015 | 142 | 219,843 | PFE, KMI, PJP, PAA | 13F-HR | 5/8/2015 | 000159986315000006 |
| Q4 2014 | 133 | 189,827 | PFE, KMI, PAA, CLAYMORE EXCHANGE TRD FD TR | 13F-HR | 2/9/2015 | 000159986315000002 |
| Q3 2014 | 135 | 182,219 | PFE, PAA, EPD, CVX | 13F-HR | 11/12/2014 | 000159986314000008 |
| Q2 2014 | 130 | 176,563 | PFE, PAA, EPD, MMP | 13F-HR | 8/13/2014 | 000159986314000006 |
| Q1 2014 | 117 | 169,902 | PFE, PAA, EPD, COMMUNITY HEALTH SYST | 13F-HR | 5/1/2014 | 000159986314000004 |
| Q4 2013 | 99 | 149,475 | PFE, PAA, CVX, EPD | 13F-HR | 2/13/2014 | 000159986314000002 |