| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,536 | 1,650,249 | DGRO, VUG, VOE, VOT | 13F-HR | 1/30/2024 | 000159986824000001 |
| Q3 2023 | 1,605 | 1,478,362 | DGRO, VUG, VOE, VOT | 13F-HR | 10/17/2023 | 000159986823000005 |
| Q2 2023 | 1,575 | 1,537,229 | DGRO, VUG, VOE, VOT | 13F-HR | 7/19/2023 | 000159986823000003 |
| Q1 2023 | 1,635 | 1,457,975 | DGRO, VUG, VOE, VOT | 13F-HR | 5/10/2023 | 000159986823000002 |
| Q4 2022 | 1,284 | 1,325,302 | DGRO, VOE, VUG, JAVA | 13F-HR | 2/14/2023 | 000159986823000001 |
| Q3 2022 | 1,297 | 1,208,714 | DGRO, JAVA, VUG, VOE | 13F-HR | 10/26/2022 | 000159986822000004 |
| Q2 2022 | 1,221 | 990,410 | VUG, DGRO, VOE, VOT | 13F-HR | 8/10/2022 | 000159986822000003 |
| Q1 2022 | 1,211 | 1,160,456 | VUG, VOE, VOT, DGRO | 13F-HR | 5/13/2022 | 000159986822000002 |
| Q4 2021 | 1,212 | 1,209,939 | VUG, VOT, VOE, DGRO | 13F-HR | 2/14/2022 | 000159986822000001 |
| Q3 2021 | 1,161 | 1,211,678 | IVV, BRK-B, VUG, VOT | 13F-HR | 11/2/2021 | 000159986821000004 |
| Q2 2021 | 1,112 | 994,908 | VOT, VOE, VUG, DGRO | 13F-HR | 7/27/2021 | 000159986821000003 |
| Q1 2021 | 1,074 | 935,473 | VOE, VOT, VUG, DGRO | 13F-HR | 5/11/2021 | 000159986821000002 |
| Q4 2020 | 1,049 | 810,805 | VOE, VOT, VUG, MGK | 13F-HR | 2/9/2021 | 000159986821000001 |
| Q3 2020 | 1,029 | 701,325 | VOE, VOT, MGK, DGRO | 13F-HR | 10/20/2020 | 000159986820000006 |
| Q2 2020 | 980 | 638,931 | VOE, MGK, VOT, DGRO | 13F-HR | 7/2/2020 | 000159986820000004 |
| Q1 2020 | 851 | 507,337 | VOE, MGK, VOT, VEA | 13F-HR | 4/1/2020 | 000159986820000003 |
| Q4 2019 | 848 | 623,701 | MGK, VOE, VEA, VOT | 13F-HR | 2/11/2020 | 000159986820000002 |
| Q3 2019 | 854 | 570,746 | MGK, VEA, VOE, LQD | 13F-HR | 10/9/2019 | 000159986819000005 |
| Q2 2019 | 855 | 557,530 | MGK, QQQ, VEA, VOE | 13F-HR | 8/14/2019 | 000159986819000003 |
| Q1 2019 | 665 | 471,557 | MGK, VOE, VEA, MGV | 13F-HR | 5/8/2019 | 000159986819000002 |
| Q4 2018 | 737 | 414,379 | MGK, VOE, VEA, MGV | 13F-HR | 2/13/2019 | 000159986819000001 |
| Q3 2018 | 739 | 468,449 | MGK, VOE, VEA, MGV | 13F-HR | 11/14/2018 | 000159986818000005 |
| Q2 2018 | 782 | 443,712 | MGK, VOE, VEA, VOT | 13F-HR | 8/16/2018 | 000159986818000004 |
| Q1 2018 | 810 | 432,425 | MGK, VOE, VEA, MGV | 13F-HR | 5/15/2018 | 000159986818000002 |
| Q4 2017 | 812 | 447,063 | MGK, VOE, VEA, MGV | 13F-HR | 2/8/2018 | 000159986818000001 |
| Q3 2017 | 502 | 304,066 | MGK, VOE, VEA, MGV | 13F-HR | 11/8/2017 | 000159986817000004 |
| Q2 2017 | 458 | 244,937 | MGK, VOE, VEA, MGV | 13F-HR | 8/15/2017 | 000159986817000003 |
| Q1 2017 | 494 | 299,483 | MGK, VOE, MGV, VEA | 13F-HR | 5/12/2017 | 000159986817000002 |
| Q4 2016 | 507 | 267,799 | MGK, VOE, MGV, VEA | 13F-HR | 2/8/2017 | 000159986817000001 |
| Q3 2016 | 471 | 255,178 | MGK, VOE, MGV, VEA | 13F-HR | 11/15/2016 | 000159986816000009 |
| Q2 2016 | 477 | 235,568 | MGK, VOE, MGV, VEA | RESTATEMENT | 8/5/2016 | 000159986816000008 |
| Q1 2016 | 505 | 226,005 | MGK, VOE, MGV, VEA | 13F-HR | 4/27/2016 | 000159986816000006 |
| Q4 2015 | 479 | 182,862 | MGK, MGV, VOE, VOT | 13F-HR | 2/10/2016 | 000159986816000005 |
| Q3 2015 | 420 | 170,673 | MGK, MGV, VOE, VOT | 13F-HR | 11/9/2015 | 000159986815000004 |
| Q2 2015 | 402 | 128,126 | MGK, MGV, VOE, LQD | 13F-HR | 8/21/2015 | 000159986815000003 |
| Q1 2015 | 392 | 129,507 | MGK, MGV, VOE, LQD | 13F-HR | 5/15/2015 | 000159986815000002 |
| Q4 2014 | 348 | 125,652 | MGV, MGK, VOE, LQD | 13F-HR | 2/12/2015 | 000159986815000001 |
| Q3 2014 | 343 | 117,591 | MGV, MGK, LQD, VOE | 13F-HR | 11/10/2014 | 000159986814000004 |
| Q2 2014 | 337 | 119,180 | MGV, MGK, LQD, VOE | 13F-HR | 8/14/2014 | 000159986814000003 |
| Q1 2014 | 361 | 119,700 | HYG, MGV, MGK, LQD | 13F-HR | 5/14/2014 | 000159986814000002 |
| Q4 2013 | 59 | 105,434 | HYG, MGV, MGK, SCHA | 13F-HR | 2/14/2014 | 000159986814000001 |