| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 343 | 1,130,929 | SPY, SPYV, IWF, VUG | 13F-HR | 1/16/2024 | 000169203824000001 |
| Q3 2023 | 351 | 1,060,288 | SPY, SPYV, IWF, VUG | 13F-HR | 10/24/2023 | 000169203823000004 |
| Q2 2023 | 285 | 1,083,057 | SPY, SPYV, IWF, VUG | 13F-HR | 8/1/2023 | 000169203823000003 |
| Q1 2023 | 277 | 922,436 | SPY, SPYV, IWF, VUG | 13F-HR | 5/15/2023 | 000169203823000002 |
| Q4 2022 | 245 | 842,956 | SPY, SPYV, VUG, IWF | 13F-HR | 1/30/2023 | 000169203823000001 |
| Q3 2022 | 203 | 707,474 | SPY, SPYV, VUG, VTV | 13F-HR | 11/7/2022 | 000169203822000008 |
| Q2 2022 | 180 | 763,546 | SPY, VUG, SPYV, ITOT | 13F-HR | 8/8/2022 | 000169203822000007 |
| Q1 2022 | 358 | 352,807 | SPY, VUG, IWR, VTV | 13F-HR | 5/5/2022 | 000169203822000002 |
| Q4 2021 | 370 | 374,053 | SPY, VUG, IWR, BAC | 13F-HR | 2/8/2022 | 000169203822000001 |
| Q3 2021 | 433 | 388,823 | SPY, VUG, IWR, BAC | 13F-HR | 10/27/2021 | 000169203821000004 |
| Q2 2021 | 457 | 377,920 | SPY, VUG, IWR, BAC | 13F-HR | 7/21/2021 | 000169203821000003 |
| Q1 2021 | 457 | 339,922 | SPY, VUG, IWR, BAC | 13F-HR | 5/6/2021 | 000169203821000002 |
| Q4 2020 | 440 | 331,548 | SPY, VUG, IWR, USMV | 13F-HR | 1/27/2021 | 000169203821000001 |
| Q3 2020 | 449 | 351,171 | NET, SPY, VUG, USMV | 13F-HR | 10/26/2020 | 000169203820000004 |
| Q2 2020 | 447 | 263,991 | SPY, VUG, USMV, IWF | 13F-HR | 8/4/2020 | 000169203820000003 |
| Q1 2020 | 473 | 269,499 | SPY, SDY, VUG, VYM | 13F-HR | 4/9/2020 | 000169203820000002 |
| Q4 2019 | 667 | 276,047 | SDY, IWD, AMLP, SPY | 13F-HR | 1/6/2020 | 000169203820000001 |
| Q3 2019 | 372 | 226,367 | IWD, SPY, SDY, AMLP | 13F-HR | 10/16/2019 | 000169203819000004 |
| Q2 2019 | 469 | 197,403 | IWD, IWF, AMLP, SPY | 13F-HR | 8/5/2019 | 000169203819000003 |
| Q1 2019 | 392 | 239,888 | IWD, IWF, AMLP, SPY | 13F-HR | 4/16/2019 | 000169203819000002 |
| Q4 2018 | 337 | 275,102 | IWD, AMLP, IWM, IWF | 13F-HR | 1/29/2019 | 000169203819000001 |
| Q3 2018 | 307 | 247,615 | IWD, IWF, IWN, SPY | 13F-HR | 10/29/2018 | 000169203818000007 |
| Q2 2018 | 349 | 235,583 | IWD, IWF, IWN, IWO | 13F-HR | 8/10/2018 | 000169203818000006 |
| Q1 2018 | 306 | 238,699 | IWD, IWF, IWN, VYM | 13F-HR | 5/7/2018 | 000169203818000005 |
| Q4 2017 | 449 | 224,143 | IWF, IWD, IWN, SPY | RESTATEMENT | 4/10/2018 | 000169203818000004 |
| Q3 2017 | 544 | 275,687 | JNJ, IWF, IWD, IWN | 13F-HR | 11/6/2017 | 000169203817000006 |
| Q2 2017 | 304 | 177,071 | JNJ, IWF, SBAC, BAC | 13F-HR | 8/11/2017 | 000169203817000004 |
| Q1 2017 | 351 | 168,787 | IWF, VYM, BAC, SBAC | RESTATEMENT | 5/15/2017 | 000169203817000003 |
| Q4 2016 | 235 | 133,881 | VYM, IWF, BAC, SPY | 13F-HR | 1/24/2017 | 000169203817000001 |