| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 291 | 608,311 | AGG, IWB, SPDW, VIG | 13F-HR | 2/18/2025 | 000168901325000002 |
| Q3 2024 | 282 | 584,806 | BND, IWB, SPDW, VIG | 13F-HR | 11/14/2024 | 000168901324000005 |
| Q2 2024 | 270 | 538,266 | BND, IWB, SPDW, NVDA | 13F-HR | 8/14/2024 | 000168901324000003 |
| Q1 2024 | 257 | 502,208 | BND, IWB, SPDW, VIG | 13F-HR | 5/14/2024 | 000168901324000002 |
| Q4 2023 | 239 | 437,256 | BND, IWB, SPDW, VIG | 13F-HR | 2/14/2024 | 000168901324000001 |
| Q3 2023 | 229 | 387,526 | BND, IWB, SPDW, VIG | 13F-HR | 11/14/2023 | 000168901323000005 |
| Q2 2023 | 228 | 371,494 | VIG, BND, IWB, SPDW | 13F-HR | 8/14/2023 | 000168901323000004 |
| Q1 2023 | 222 | 347,884 | BND, VIG, SPTS, SPDW | 13F-HR | 5/10/2023 | 000168901323000003 |
| Q4 2022 | 208 | 312,777 | BND, VIG, SPTS, IWB | 13F-HR | 2/14/2023 | 000168901323000001 |
| Q3 2022 | 191 | 281,160 | BND, VIG, SPTS, IWB | 13F-HR | 11/14/2022 | 000168901322000004 |
| Q2 2022 | 208 | 315,708 | BND, VIG, IWB, JNJ | 13F-HR | 8/15/2022 | 000168901322000003 |
| Q1 2022 | 202 | 342,116 | VIG, IWB, BND, IGIB | 13F-HR | 5/12/2022 | 000168901322000002 |
| Q4 2021 | 211 | 365,266 | VIG, BND, AAPL, IWB | 13F-HR | 2/11/2022 | 000168901322000001 |
| Q3 2021 | 211 | 325,777 | VIG, SPAB, IWB, VCIT | 13F-HR | 11/15/2021 | 000168901321000007 |
| Q2 2021 | 206 | 312,669 | VIG, SPAB, IWB, VCIT | 13F-HR | 8/16/2021 | 000168901321000006 |
| Q1 2021 | 200 | 283,717 | VIG, IWB, SPAB, VCIT | 13F-HR | 5/12/2021 | 000168901321000002 |
| Q4 2020 | 185 | 266,817 | VIG, JNJ, SPAB, IWB | 13F-HR | 2/16/2021 | 000168901321000001 |
| Q3 2020 | 154 | 231,985 | VIG, SPAB, JNJ, IWB | 13F-HR | 11/13/2020 | 000168901320000004 |
| Q2 2020 | 149 | 194,253 | VIG, AAPL, BSV, MSFT | 13F-HR | 8/14/2020 | 000168901320000003 |
| Q1 2020 | 101 | 163,290 | VIG, IWB, JNJ, SPAB | 13F-HR | 5/14/2020 | 000168901320000002 |
| Q4 2019 | 145 | 218,312 | IWB, VIG, JNJ, SPAB | 13F-HR | 2/14/2020 | 000168901320000001 |
| Q3 2019 | 158 | 177,780 | VIG, IWB, BSV, AAPL | 13F-HR | 11/19/2019 | 000168901319000004 |
| Q2 2019 | 144 | 180,279 | JNJ, VIG, IWB, BSV | 13F-HR | 8/14/2019 | 000168901319000003 |
| Q1 2019 | 122 | 174,159 | JNJ, IWB, VIG, BSV | 13F-HR | 5/15/2019 | 000168901319000002 |
| Q4 2018 | 106 | 150,283 | JNJ, IWB, VIG, SPIB | 13F-HR | 2/14/2019 | 000168901319000001 |
| Q3 2018 | 108 | 174,335 | IWB, JNJ, AAPL, AMZN | 13F-HR | 11/14/2018 | 000168901318000004 |
| Q2 2018 | 106 | 162,419 | IWB, JNJ, AMZN, SPIB | 13F-HR | 8/13/2018 | 000168901318000003 |
| Q1 2018 | 107 | 160,163 | IWB, JNJ, LMT, AAPL | 13F-HR | 5/14/2018 | 000168901318000002 |
| Q4 2017 | 102 | 153,235 | JNJ, IWB, VCSH, VIG | 13F-HR | 2/15/2018 | 000168901318000001 |
| Q3 2017 | 107 | 154,453 | JNJ, IWB, VIG, VCSH | 13F-HR | 11/14/2017 | 000168901317000004 |
| Q2 2017 | 105 | 142,148 | JNJ, IWB, VCSH, LMT | 13F-HR | 8/14/2017 | 000168901317000003 |
| Q1 2017 | 106 | 134,664 | JNJ, IWB, VIG, AAPL | 13F-HR | 5/12/2017 | 000168901317000002 |
| Q4 2016 | 103 | 119,049 | JNJ, LMT, AAPL, VIG | 13F-HR | 2/9/2017 | 000168901317000001 |