| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 154 | 241,609 | IVV, DFAS, SCHF, FTEC | 13F-HR | 5/2/2025 | 000139834425008596 |
| Q4 2024 | 159 | 243,279 | IVV, DFAS, FTEC, IJH | 13F-HR | 1/29/2025 | 000139834425001330 |
| Q3 2024 | 156 | 241,374 | IVV, DFAS, FTEC, IJH | 13F-HR | 10/30/2024 | 000139834424019647 |
| Q2 2024 | 156 | 216,768 | IVV, DFAS, IJH, SCHF | 13F-HR | 7/25/2024 | 000139834424013057 |
| Q1 2024 | 166 | 208,027 | DFAS, IJH, SCHF, JEPI | 13F-HR | 4/25/2024 | 000139834424007709 |
| Q4 2023 | 161 | 189,285 | DFAS, FTEC, JEPI, IJH | 13F-HR | 1/19/2024 | 000139834424000774 |
| Q3 2023 | 154 | 168,627 | JEPI, FTEC, DFAS, SCHF | 13F-HR | 10/23/2023 | 000139834423019571 |
| Q2 2023 | 160 | 165,058 | FTEC, DFAS, VYM, IJH | 13F-HR | 7/19/2023 | 000139834423013242 |
| Q1 2023 | 174 | 175,046 | QYLD, FTEC, VYM, SCHA | 13F-HR | 5/9/2023 | 000139834423009216 |
| Q4 2022 | 171 | 164,473 | VYM, QYLD, FTEC, SCHA | 13F-HR | 1/30/2023 | 000139834423001313 |
| Q3 2022 | 163 | 146,786 | VYM, QYLD, FTEC, LOW | 13F-HR | 10/31/2022 | 000139834422021033 |
| Q2 2022 | 163 | 154,262 | VYM, QYLD, FTEC, IGSB | 13F-HR | 8/1/2022 | 000139834422014446 |
| Q1 2022 | 172 | 176,713 | FTEC, QYLD, VYM, IGSB | 13F-HR | 5/10/2022 | 000139834422009225 |
| Q4 2021 | 159 | 177,385 | FTEC, VYM, QYLD, LOW | 13F-HR | 2/7/2022 | 000139834422002276 |
| Q3 2021 | 160 | 159,370 | FTEC, VYM, IGSB, LOW | 13F-HR | 11/2/2021 | 000139834421020824 |
| Q2 2021 | 163 | 165,536 | FTEC, VYM, IGSB, LOW | 13F-HR | 7/27/2021 | 000139834421014872 |
| Q1 2021 | 159 | 153,976 | VYM, FTEC, LOW, IGSB | 13F-HR | 5/4/2021 | 000139834421009481 |
| Q4 2020 | 163 | 141,613 | FTEC, VYM, ARKK, VOOG | 13F-HR | 2/11/2021 | 000139834421002954 |
| Q3 2020 | 137 | 116,634 | FTEC, VYM, LOW, IGSB | 13F-HR | 11/9/2020 | 000139834420021732 |
| Q2 2020 | 135 | 115,442 | FTEC, VYM, V, LOW | 13F-HR | 8/4/2020 | 000139834420014958 |
| Q1 2020 | 137 | 97,970 | VYM, VOOG, IGSB, V | 13F-HR | 5/8/2020 | 000139834420009687 |
| Q4 2019 | 155 | 128,723 | VYM, VOOG, V, LOW | 13F-HR | 2/5/2020 | 000139834420002188 |
| Q3 2019 | 147 | 122,125 | VYM, VOOG, V, DUK | 13F-HR | 11/4/2019 | 000139834419019019 |
| Q2 2019 | 148 | 118,457 | VYM, VOOG, V, MINT | 13F-HR | 8/13/2019 | 000139834419014194 |
| Q1 2019 | 155 | 115,440 | VYM, VOOG, V, DUK | 13F-HR | 5/9/2019 | 000139834419008379 |
| Q4 2018 | 133 | 98,505 | VYM, VOOG, DUK, V | 13F-HR | 2/8/2019 | 000139834419002334 |
| Q3 2018 | 142 | 112,546 | VYM, VOOG, V, LOW | 13F-HR | 11/5/2018 | 000139834418015930 |
| Q2 2018 | 147 | 111,290 | VYM, VOOG, V, BXMX | 13F-HR | 8/13/2018 | 000139834418011652 |
| Q1 2018 | 153 | 109,834 | VYM, VOOG, BXMX, V | 13F-HR | 5/8/2018 | 000139834418007072 |
| Q4 2017 | 148 | 110,586 | VYM, VOOG, BXMX, NNC | 13F-HR | 2/1/2018 | 000139834418001347 |
| Q3 2017 | 145 | 105,146 | VYM, VOOG, BXMX, NNC | 13F-HR | 11/2/2017 | 000139834417014076 |
| Q2 2017 | 133 | 100,591 | VYM, VOOG, BXMX, NNC | 13F-HR | 8/9/2017 | 000139834417009960 |
| Q1 2017 | 138 | 100,330 | VYM, VOOG, BXMX, DUK | 13F-HR | 5/8/2017 | 000139834417006003 |
| Q4 2016 | 141 | 96,857 | VYM, VOOG, BXMX, NNC | 13F-HR | 2/8/2017 | 000139834417001549 |