| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 158 | 719,941 | JAAA, VYM, VUG, VOE | 13F-HR | 4/9/2025 | 000108514625001972 |
| Q4 2024 | 155 | 715,975 | JAAA, VYM, VUG, VOE | 13F-HR | 1/14/2025 | 000108514625000197 |
| Q3 2024 | 156 | 715,150 | JAAA, VYM, VUG, VOE | 13F-HR | 10/4/2024 | 000108514624004641 |
| Q2 2024 | 149 | 653,721 | JAAA, VYM, VUG, VOE | 13F-HR | 7/12/2024 | 000108514624002877 |
| Q1 2024 | 152 | 605,150 | JAAA, VYM, VUG, VBR | 13F-HR | 4/12/2024 | 000108514624001776 |
| Q4 2023 | 141 | 554,873 | JAAA, VYM, VUG, VBR | 13F-HR | 1/10/2024 | 000108514624000176 |
| Q3 2023 | 138 | 512,784 | JAAA, VYM, VUG, VOE | 13F-HR | 10/13/2023 | 000108514623003704 |
| Q2 2023 | 139 | 521,924 | JAAA, VYM, VUG, VOE | 13F-HR | 7/20/2023 | 000108514623002786 |
| Q1 2023 | 141 | 498,613 | JAAA, VYM, ABBV, VOE | 13F-HR | 4/7/2023 | 000108514623001547 |
| Q4 2022 | 127 | 472,015 | ABBV, VYM, VOE, VBR | 13F-HR | 1/18/2023 | 000108514623000188 |
| Q3 2022 | 119 | 443,422 | VYM, ABBV, VOE, VBR | 13F-HR | 10/18/2022 | 000108514622003488 |
| Q2 2022 | 119 | 455,615 | ABBV, VYM, VOE, VBR | 13F-HR | 7/27/2022 | 000108514622002618 |
| Q1 2022 | 106 | 488,529 | ABBV, VYM, VOE, VBR | 13F-HR | 4/14/2022 | 000108514622001414 |
| Q4 2021 | 102 | 474,423 | VOE, VYM, VUG, VBR | 13F-HR | 1/20/2022 | 000108514622000264 |
| Q3 2021 | 88 | 434,693 | VOE, VBR, VUG, VYM | 13F-HR | 10/7/2021 | 000108514621002686 |
| Q2 2021 | 85 | 405,800 | VOE, VBR, SPYV, VUG | 13F-HR | 7/16/2021 | 000108514621002005 |
| Q1 2021 | 85 | 377,242 | VOE, SPYV, VBR, LMBS | 13F-HR | 4/14/2021 | 000108514621001197 |
| Q4 2020 | 83 | 355,272 | LMBS, SPYV, VOE, SPYG | 13F-HR | 1/22/2021 | 000108514621000239 |
| Q3 2020 | 79 | 291,002 | LMBS, SPYG, SPYV, VOE | 13F-HR | 10/14/2020 | 000108514620002516 |
| Q2 2020 | 77 | 254,711 | SPYG, SPYV, LMBS, VUG | 13F-HR | 7/9/2020 | 000108514620001711 |
| Q1 2020 | 74 | 202,619 | SPYV, SPYG, DON, VUG | 13F-HR | 4/23/2020 | 000108514620001194 |
| Q4 2019 | 80 | 296,226 | SPYV, SPYG, LMBS, GSY | 13F-HR | 1/14/2020 | 000108514620000136 |
| Q3 2019 | 77 | 228,312 | SPYV, SPYG, DON, VYM | 13F-HR | 10/22/2019 | 000108514619002613 |
| Q2 2019 | 75 | 231,573 | SPYV, SPYG, DON, VYM | 13F-HR | 7/15/2019 | 000108514619001887 |
| Q1 2019 | 75 | 225,819 | SPYV, SPYG, DON, VYM | 13F-HR | 4/16/2019 | 000108514619001181 |
| Q4 2018 | 73 | 200,307 | SPYV, SPYG, ABBV, DON | 13F-HR | 1/22/2019 | 000108514619000208 |
| Q3 2018 | 75 | 235,828 | SPYV, SPYG, DON, ABBV | 13F-HR | 11/14/2018 | 000108514618002720 |
| Q2 2018 | 76 | 212,291 | SPYV, SPYG, DON, ABBV | 13F-HR | 7/19/2018 | 000108514618001713 |
| Q1 2018 | 74 | 204,604 | SPYV, SPYG, ABBV, DON | 13F-HR | 4/18/2018 | 000108514618001105 |
| Q4 2017 | 71 | 205,922 | VYM, VUG, ABBV, IWS | 13F-HR | 1/16/2018 | 000108514618000124 |
| Q3 2017 | 67 | 197,196 | VYM, VUG, ABBV, IWS | 13F-HR | 11/14/2017 | 000108514617002456 |
| Q2 2017 | 68 | 184,222 | VYM, VUG, ABBV, IWS | 13F-HR | 7/19/2017 | 000108514617001521 |
| Q1 2017 | 66 | 176,747 | VYM, VUG, ABBV, IWS | 13F-HR | 5/9/2017 | 000108514617001130 |
| Q4 2016 | 61 | 157,683 | VYM, VUG, ABBV, IWS | 13F-HR | 2/1/2017 | 000108514617000230 |
| Q3 2016 | 60 | 154,183 | VYM, VUG, ABBV, IWS | 13F-HR | 11/14/2016 | 000108514616004874 |
| Q2 2016 | 61 | 153,012 | VYM, VUG, ABBV, IWS | 13F-HR | 8/2/2016 | 000108514616004126 |
| Q1 2016 | 58 | 142,675 | VYM, VUG, ABBV, ABT | 13F-HR | 4/27/2016 | 000108514616003534 |
| Q4 2015 | 53 | 136,298 | VYM, VUG, ABBV, ABT | 13F-HR | 1/13/2016 | 000108514616002595 |
| Q3 2015 | 54 | 126,618 | VYM, VUG, ABBV, ABT | 13F-HR | 10/21/2015 | 000108514615002045 |
| Q2 2015 | 56 | 135,218 | VYM, VUG, ABBV, ABT | 13F-HR | 8/7/2015 | 000108514615001618 |
| Q1 2015 | 56 | 124,237 | VYM, VUG, ABBV, ABT | 13F-HR | 6/2/2015 | 000108514615001359 |
| Q4 2014 | 58 | 107,886 | VYM, VUG, ABBV, ABT | 13F-HR | 2/13/2015 | 000108514615000493 |