| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 69 | 271,510 | SPY, DIA, OEF, VIG | 13F-HR | 11/14/2024 | 000160063624000005 |
| Q2 2024 | 65 | 250,852 | SPY, DIA, OEF, VYM | 13F-HR | 8/12/2024 | 000160063624000004 |
| Q1 2024 | 65 | 240,652 | SPY, DIA, EFA, OEF | 13F-HR | 5/14/2024 | 000160063624000003 |
| Q4 2023 | 67 | 202,991 | SPY, DIA, EFA, IJR | 13F-HR | 2/13/2024 | 000160063624000001 |
| Q3 2023 | 65 | 172,187 | SPY, DIA, EFA, IJR | 13F-HR | 11/13/2023 | 000160063623000004 |
| Q2 2023 | 66 | 163,817 | SPY, MCD, DIA, EFA | 13F-HR | 8/11/2023 | 000160063623000003 |
| Q1 2023 | 61 | 113,416 | SPY, SCHD, VIG, MGV | 13F-HR | 5/12/2023 | 000160063623000002 |
| Q4 2022 | 54 | 83,201 | SPY, MGV, VIG, SCHD | 13F-HR | 2/9/2023 | 000160063623000001 |
| Q3 2022 | 58 | 83,906 | SPY, MGV, DVY, VIG | 13F-HR | 11/14/2022 | 000160063622000004 |
| Q2 2022 | 60 | 92,960 | SPY, MGV, SCHD, VIG | 13F-HR | 8/12/2022 | 000160063622000003 |
| Q1 2022 | 64 | 117,021 | SPY, MGV, SCHD, VIG | 13F-HR | 5/13/2022 | 000160063622000002 |
| Q4 2021 | 66 | 151,145 | MGV, SPY, VIG, VIGI | 13F-HR | 2/8/2022 | 000160063622000001 |
| Q3 2021 | 63 | 138,551 | MGV, VIGI, SPY, VIG | 13F-HR | 11/9/2021 | 000160063621000005 |
| Q2 2021 | 67 | 176,092 | MGV, VIG, VIGI, SPY | 13F-HR | 8/10/2021 | 000160063621000004 |
| Q1 2021 | 65 | 150,359 | MGV, VIG, SPY, VIGI | 13F-HR | 5/13/2021 | 000160063621000003 |
| Q4 2020 | 63 | 125,302 | SPY, VIG, VV, GLD | 13F-HR | 2/12/2021 | 000160063621000002 |
| Q2 2016 | 37 | 38,701 | SPY, DIA, PAYC, AAPL | 13F-HR | 8/5/2016 | 000160063616000007 |
| Q1 2016 | 41 | 76,773 | SPY, DIA, IWM, SDS | 13F-HR | 5/11/2016 | 000160063616000006 |
| Q4 2015 | 41 | 76,773 | SPY, DIA, IWM, SDS | 13F-HR | 2/4/2016 | 000160063616000005 |
| Q3 2015 | 27 | 58,106 | SPY, DIA, SDS, XOM | 13F-HR | 10/28/2015 | 000160063615000004 |
| Q2 2015 | 41 | 114,767 | SPY, DIA, JPM, XLF | 13F-HR | 8/3/2015 | 000160063615000003 |
| Q1 2015 | 39 | 129,208 | SPY, DIA, XLF, HEDJ | 13F-HR | 4/21/2015 | 000160063615000002 |
| Q4 2014 | 34 | 139,625 | SPY, DIA, USMV, HEDJ | 13F-HR | 2/4/2015 | 000160063615000001 |
| Q3 2014 | 41 | 148,569 | DIA, SPY, AAPL, EEM | 13F-HR | 11/6/2014 | 000160063614000005 |
| Q2 2014 | 39 | 105,946 | EEM, DIA, VTV, VGK | RESTATEMENT | 8/6/2014 | 000160063614000004 |
| Q1 2014 | 37 | 106,722 | SPY, VTV, VUG, XLF | 13F-HR | 5/8/2014 | 000160063614000002 |
| Q4 2013 | 37 | 111,377 | VUG, DIA, VIG, VTV | 13F-HR | 3/5/2014 | 000160063614000001 |