| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 67 | 273 | AGG, VIG, IVV, IVW | 13F-HR | 1/3/2024 | 000162480924000001 |
| Q3 2023 | 57 | 224 | IVV, IVW, SDY, AGG | 13F-HR | 10/10/2023 | 000162480923000004 |
| Q2 2023 | 55 | 208,904 | IVW, VEA, DGS, VYM | 13F-HR | 7/11/2023 | 000162480923000003 |
| Q1 2023 | 51 | 206,750 | IVW, VEA, DGS, SDY | 13F-HR | 4/4/2023 | 000162480923000002 |
| Q4 2022 | 52 | 195,743 | IVW, VEA, SDY, DGS | 13F-HR | 1/3/2023 | 000162480923000001 |
| Q3 2022 | 41 | 175,482 | IVW, VEA, SDY, DGS | 13F-HR | 10/3/2022 | 000162480922000004 |
| Q2 2022 | 43 | 188,297 | IVW, VEA, DGS, SDY | 13F-HR | 7/1/2022 | 000162480922000003 |
| Q1 2022 | 50 | 208,268 | IVW, VEA, DGS, SDY | 13F-HR | 4/1/2022 | 000162480922000002 |
| Q4 2021 | 48 | 219,873 | IVW, SDY, VEA, DGS | 13F-HR | 1/3/2022 | 000162480922000001 |
| Q3 2021 | 48 | 198,612 | IVW, VEA, DGS, DES | 13F-HR | 10/1/2021 | 000162480921000004 |
| Q2 2021 | 49 | 198,143 | IVW, VEA, DGS, DES | 13F-HR | 7/1/2021 | 000162480921000003 |
| Q1 2021 | 47 | 185,310 | IVW, VEA, DGS, DES | 13F-HR | 4/1/2021 | 000162480921000002 |
| Q4 2020 | 47 | 174,630 | IVW, VEA, DGS, DES | 13F-HR | 1/4/2021 | 000162480921000001 |
| Q3 2020 | 44 | 152,168 | IVW, VEA, DGS, SDY | 13F-HR | 10/1/2020 | 000162480920000004 |
| Q2 2020 | 44 | 146,238 | IVW, VEA, DGS, VYM | 13F-HR | 7/1/2020 | 000162480920000003 |
| Q1 2020 | 35 | 147,337 | VYM, IVW, VIG, DGS | 13F-HR | 4/1/2020 | 000162480920000002 |
| Q4 2019 | 35 | 145,870 | IVW, VEA, SDY, DGS | 13F-HR | 1/2/2020 | 000162480920000001 |
| Q3 2019 | 34 | 138,007 | IVW, VEA, DGS, SDY | 13F-HR | 10/1/2019 | 000162480919000004 |
| Q2 2019 | 32 | 134,490 | IVW, VEA, DGS, SDY | 13F-HR | 7/1/2019 | 000162480919000003 |
| Q1 2019 | 38 | 133,864 | IVW, VEA, DGS, SDY | 13F-HR | 4/1/2019 | 000162480919000002 |
| Q4 2018 | 35 | 115,924 | IVW, VEA, DGS, SDY | 13F-HR | 1/2/2019 | 000162480919000001 |
| Q3 2018 | 36 | 129,477 | IVW, VEA, SDY, DGS | 13F-HR | 10/2/2018 | 000162480918000005 |
| Q2 2018 | 34 | 122,924 | IVW, VEA, DGS, DES | RESTATEMENT | 7/5/2018 | 000162480918000004 |
| Q1 2018 | 33 | 119,212 | IVW, VEA, DGS, SDY | 13F-HR | 4/2/2018 | 000162480918000002 |
| Q4 2017 | 34 | 123,065 | IVW, VEA, DGS, SDY | 13F-HR | 1/2/2018 | 000162480918000001 |
| Q3 2017 | 30 | 116,285 | IVW, VEA, DGS, SDY | 13F-HR | 10/4/2017 | 000162480917000006 |
| Q2 2017 | 31 | 116,266 | IVW, VEA, SDY, DGS | 13F-HR | 7/3/2017 | 000162480917000005 |
| Q1 2017 | 30 | 115,383 | IVW, VEA, SDY, DGS | 13F-HR | 4/3/2017 | 000162480917000004 |
| Q4 2016 | 28 | 116,614 | IVW, VEA, SDY, DEM | 13F-HR | 1/3/2017 | 000162480917000001 |
| Q3 2016 | 29 | 116,418 | IVW, VEA, SDY, DEM | 13F-HR | 10/4/2016 | 000162480916000009 |
| Q2 2016 | 27 | 109,438 | IVW, VEA, SDY, VYM | 13F-HR | 7/5/2016 | 000162480916000008 |
| Q1 2016 | 26 | 105,894 | IVW, VEA, SDY, VYM | 13F-HR | 4/1/2016 | 000162480916000007 |
| Q4 2015 | 28 | 101,631 | IVW, VEA, SDY, VYM | RESTATEMENT | 1/11/2016 | 000162480916000006 |
| Q3 2015 | 108 | 141,848 | IVW, VEA, SDY, VYM | 13F-HR | 10/2/2015 | 000162480915000004 |
| Q2 2015 | 96 | 130,029 | IVW, VEA, SDY, DEM | 13F-HR | 7/16/2015 | 000162480915000003 |
| Q1 2015 | 80 | 132,146 | IVW, SDY, VEA, JNK | 13F-HR | 4/7/2015 | 000162480915000002 |
| Q4 2014 | 79 | 125,992 | IVW, SDY, VEA, JNK | 13F-HR | 1/6/2015 | 000162480915000001 |