| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 355 | 2,183,548 | ITOT, DFAC, SMTH, DGRW | 13F-HR | 7/29/2025 | 000108514625004227 |
| Q1 2025 | 316 | 1,876,765 | ITOT, DFAC, DGRW, SMTH | 13F-HR | 4/30/2025 | 000108514625002481 |
| Q4 2024 | 272 | 1,663,486 | DFAC, ITOT, DGRW, DFCF | 13F-HR | 1/27/2025 | 000108514625000499 |
| Q3 2024 | 252 | 1,432,352 | DFAC, ITOT, DGRW, SMTH | 13F-HR | 10/17/2024 | 000108514624004984 |
| Q2 2024 | 223 | 1,207,475 | DFAC, ITOT, DGRW, SMTH | 13F-HR | 7/24/2024 | 000108514624003204 |
| Q1 2024 | 205 | 1,024,660 | ITOT, DFAC, SMTH, DGRW | 13F-HR | 4/16/2024 | 000108514624001853 |
| Q4 2023 | 182 | 844,984 | ITOT, ALPS ETF TR, DGRW, MFDX | 13F-HR | 1/24/2024 | 000108514624000444 |
| Q3 2023 | 159 | 669,047 | ITOT, DGRW, BND, MSFT | 13F-HR | 10/24/2023 | 000108514623003883 |
| Q2 2023 | 167 | 651,569 | ITOT, DGRW, BND, MSFT | 13F-HR | 7/18/2023 | 000108514623002754 |
| Q1 2023 | 173 | 594,445 | ITOT, DGRW, BND, AAPL | 13F-HR | 5/1/2023 | 000108514623001986 |
| Q4 2022 | 155 | 559,882 | ITOT, DGRW, BND, QLTA | 13F-HR | 1/19/2023 | 000108514623000227 |
| Q3 2022 | 151 | 494,743 | ITOT, DGRW, BND, AAPL | 13F-HR | 10/24/2022 | 000108514622003556 |
| Q2 2022 | 148 | 528,182 | ITOT, DGRW, BND, MSFT | 13F-HR | 9/6/2022 | 000108514622003194 |
| Q1 2022 | 165 | 602,181 | ITOT, DGRW, BND, AAPL | 13F-HR | 4/26/2022 | 000108514622001565 |
| Q4 2021 | 179 | 634,525 | ITOT, DGRW, MSFT, AAPL | 13F-HR | 1/14/2022 | 000108514622000127 |
| Q3 2021 | 232 | 575,168 | ITOT, DGRW, MSFT, AAPL | 13F-HR | 10/19/2021 | 000108514621002821 |
| Q2 2021 | 124 | 363,174 | DGRW, ITOT, MSFT, SCHD | 13F-HR | 7/19/2021 | 000108514621002010 |
| Q1 2021 | 121 | 316,245 | DGRW, SCHD, ITOT, MSFT | 13F-HR | 4/27/2021 | 000108514621001330 |
| Q4 2020 | 112 | 317,925 | AAPL, DGRW, SCHD, MSFT | 13F-HR | 1/29/2021 | 000108514621000361 |
| Q3 2020 | 111 | 275,417 | AAPL, DGRW, MSFT, SCHD | 13F-HR | 10/29/2020 | 000108514620002698 |
| Q2 2020 | 104 | 236,535 | DGRW, ITOT, MSFT, SCHD | 13F-HR | 7/28/2020 | 000108514620001899 |
| Q1 2020 | 97 | 187,841 | SCHD, DGRW, ITOT, BND | 13F-HR | 5/4/2020 | 000161286520000006 |
| Q4 2019 | 109 | 215,631 | IVV, MINT, SCHD, MGK | 13F-HR | 1/29/2020 | 000161286520000003 |
| Q3 2019 | 83 | 176,416 | BND, SCHD, IVV, IEFA | 13F-HR | 11/12/2019 | 000170720619000008 |
| Q2 2019 | 72 | 158,401 | BND, IVV, SCHD, IEFA | 13F-HR | 8/6/2019 | 000170720219000007 |
| Q1 2019 | 68 | 126,773 | MGK, IEFA, MINT, SCHD | 13F-HR | 5/7/2019 | 000170720619000003 |