| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 342 | 854,018 | AAPL, QUAL, MSFT, VYM | 13F-HR | 2/6/2024 | 000163186424000001 |
| Q3 2023 | 322 | 771,602 | AAPL, QUAL, MSFT, VYM | 13F-HR | 10/25/2023 | 000163186423000004 |
| Q2 2023 | 337 | 804,082 | AAPL, QUAL, MSFT, VYM | 13F-HR | 8/2/2023 | 000163186423000003 |
| Q1 2023 | 323 | 740,103 | AAPL, VYM, QUAL, MSFT | 13F-HR | 5/4/2023 | 000163186423000002 |
| Q4 2022 | 304 | 665,326 | AAPL, VYM, QUAL, SCHD | 13F-HR | 2/6/2023 | 000163186423000001 |
| Q3 2022 | 282 | 601,505 | AAPL, VYM, VB, QUAL | 13F-HR | 11/9/2022 | 000163186422000004 |
| Q2 2022 | 287 | 620,089 | AAPL, VYM, SPY, QUAL | 13F-HR | 8/1/2022 | 000163186422000003 |
| Q1 2022 | 279 | 693,855 | AAPL, SPY, VB, QUAL | 13F-HR | 5/5/2022 | 000163186422000002 |
| Q4 2021 | 270 | 611,496 | AAPL, VB, MSFT, SPY | 13F-HR | 1/20/2022 | 000163186422000001 |
| Q3 2021 | 219 | 427,629 | VB, AAPL, QUAL, VYM | 13F-HR | 10/28/2021 | 000163186421000005 |
| Q2 2021 | 229 | 426,807 | VB, AAPL, QUAL, SPY | 13F-HR | 8/10/2021 | 000163186421000004 |
| Q1 2021 | 195 | 356,008 | VB, AAPL, QUAL, SPY | 13F-HR | 5/12/2021 | 000163186421000002 |
| Q4 2020 | 187 | 328,173 | VB, AAPL, SPY, QUAL | 13F-HR | 2/3/2021 | 000163186421000001 |
| Q3 2020 | 182 | 287,387 | VB, SPY, QUAL, VYM | 13F-HR | 10/29/2020 | 000163186420000004 |
| Q2 2020 | 177 | 269,365 | VB, SPY, DIA, QUAL | 13F-HR | 8/11/2020 | 000163186420000003 |
| Q1 2020 | 163 | 206,016 | DIA, SPY, VB, VYM | 13F-HR | 5/8/2020 | 000163186420000002 |
| Q4 2019 | 191 | 267,499 | VYM, VB, VEU, USMV | 13F-HR | 2/5/2020 | 000163186420000001 |
| Q3 2019 | 176 | 238,783 | VYM, VB, VEU, MDY | 13F-HR | 11/6/2019 | 000163186419000004 |
| Q2 2019 | 186 | 235,147 | VYM, VB, VEU, MDY | 13F-HR | 8/8/2019 | 000163186419000003 |
| Q1 2019 | 183 | 221,526 | VYM, VB, VEU, SPY | 13F-HR | 5/9/2019 | 000163186419000002 |
| Q4 2018 | 162 | 184,495 | VYM, VB, VEU, SPY | 13F-HR | 2/5/2019 | 000163186419000001 |
| Q3 2018 | 158 | 202,555 | VB, VEU, VYM, MDY | 13F-HR | 11/9/2018 | 000163186418000004 |
| Q2 2018 | 144 | 185,945 | VB, VEU, VYM, MDY | 13F-HR | 8/14/2018 | 000163186418000003 |
| Q1 2018 | 141 | 176,585 | VB, VEU, VYM, SPY | 13F-HR | 5/15/2018 | 000163186418000002 |
| Q4 2017 | 149 | 180,941 | VB, VEU, VYM, SPY | 13F-HR | 2/12/2018 | 000163186418000001 |
| Q3 2017 | 141 | 171,928 | VB, VEU, VYM, SPY | 13F-HR | 11/8/2017 | 000163186417000004 |
| Q2 2017 | 137 | 161,619 | VYM, VB, VEU, SPY | 13F-HR | 8/7/2017 | 000163186417000003 |
| Q1 2017 | 127 | 144,647 | VYM, VB, SPY, MDY | 13F-HR | 5/12/2017 | 000163186417000002 |
| Q4 2016 | 122 | 139,317 | VYM, VB, VEA, SPY | 13F-HR | 2/10/2017 | 000163186417000001 |
| Q3 2016 | 120 | 131,947 | VYM, VEA, SPY, VB | 13F-HR | 11/4/2016 | 000163186416000008 |
| Q2 2016 | 113 | 126,153 | VEA, VYM, SPY, VB | 13F-HR | 8/5/2016 | 000163186416000007 |
| Q1 2016 | 110 | 112,593 | SPY, VYM, VEU, VB | 13F-HR | 5/12/2016 | 000163186416000006 |
| Q4 2015 | 106 | 109,538 | SPY, DBEF, VB, VEU | 13F-HR | 2/9/2016 | 000163186416000005 |
| Q3 2015 | 99 | 103,622 | VEU, DBEF, SPY, VB | 13F-HR | 11/10/2015 | 000163186415000004 |
| Q2 2015 | 100 | 108,087 | VEU, DBEF, VYM, SPY | 13F-HR | 7/29/2015 | 000163186415000003 |
| Q1 2015 | 100 | 111,499 | VEU, DBEF, SPY, VB | 13F-HR | 5/5/2015 | 000163186415000002 |
| Q4 2014 | 101 | 107,441 | VEU, DBEF, SPY, JNJ | 13F-HR | 1/27/2015 | 000163186415000001 |