| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 185 | 286,294 | SPYV, SPYG, SPMD, SPY | 13F-HR | 4/18/2024 | 000117266124001896 |
| Q4 2023 | 176 | 271,422 | SPYV, SPYG, SPMD, SPY | 13F-HR | 2/6/2024 | 000117266124000480 |
| Q3 2023 | 166 | 248,663 | SPYV, SPYG, SPMD, SPY | 13F-HR | 10/18/2023 | 000117266123003443 |
| Q2 2023 | 172 | 263,264 | SPYV, SPYG, SPMD, SPY | 13F-HR | 7/20/2023 | 000117266123002558 |
| Q1 2023 | 173 | 259,653 | SPYV, SPYG, SPY, VYM | 13F-HR | 5/1/2023 | 000117266123001770 |
| Q4 2022 | 164 | 242,876 | SPYV, SPYG, VYM, SPY | 13F-HR | 1/23/2023 | 000117266123000263 |
| Q3 2022 | 148 | 226,344 | SPYG, SPYV, SPY, VYM | 13F-HR | 10/27/2022 | 000160658722002028 |
| Q2 2022 | 174 | 226,484 | SPYG, SPYV, VYM, SPMD | 13F-HR | 7/25/2022 | 000160658722001427 |
| Q1 2022 | 170 | 272,051 | SPYG, SPYV, SPMD, VYM | 13F-HR | 5/3/2022 | 000160658722000874 |
| Q4 2021 | 159 | 282,984 | SPYG, SPYV, SPMD, VYM | 13F-HR | 1/28/2022 | 000160658722000164 |
| Q3 2021 | 154 | 259,740 | SPYG, SPYV, SPMD, VYM | 13F-HR | 11/1/2021 | 000160658721001461 |
| Q2 2021 | 168 | 314,188 | SPYV, SPYG, SPMD, VYM | 13F-HR | 8/5/2021 | 000160658721001048 |
| Q1 2021 | 158 | 281,951 | SPYV, SPYG, SPMD, VYM | 13F-HR | 5/4/2021 | 000160658721000562 |
| Q4 2020 | 132 | 240,092 | SPYV, SPYG, SPMD, VYM | 13F-HR | 1/20/2021 | 000160658721000049 |
| Q3 2020 | 135 | 206,676 | SPYV, SPYG, SPMD, VYM | 13F-HR | 10/15/2020 | 000160658720001040 |
| Q2 2020 | 123 | 171,400 | SPYG, SPYV, SPMD, VYM | 13F-HR | 8/3/2020 | 000160658720000782 |
| Q1 2020 | 103 | 128,438 | SPYV, SPYG, VYM, SPMD | 13F-HR | 4/22/2020 | 000160658720000414 |
| Q4 2019 | 104 | 149,949 | SPYV, SPYG, VYM, SPMD | 13F-HR | 1/15/2020 | 000160658720000030 |
| Q3 2019 | 135 | 154,683 | SPYG, SPYV, VYM, SPLV | 13F-HR | 10/11/2019 | 000160658719000848 |
| Q2 2019 | 201 | 173,202 | IVV, VYM, OEF, BND | 13F-HR | 7/26/2019 | 000160658719000695 |
| Q1 2019 | 175 | 162,242 | IVV, VYM, OEF, BND | 13F-HR | 5/7/2019 | 000160658719000499 |
| Q4 2018 | 106 | 110,281 | IVV, VYM, BND, OEF | 13F-HR | 2/7/2019 | 000160658719000174 |
| Q3 2018 | 1,064 | 166,614 | IVV, VYM, OEF, BND | 13F-HR | 11/14/2018 | 000160658718000896 |
| Q2 2018 | 144 | 122,819 | IVV, VYM, BND, OEF | 13F-HR | 8/14/2018 | 000160658718000674 |
| Q3 2017 | 45 | 73,147 | IVV, VYM, BND, OEF | 13F-HR | 2/15/2018 | 000172023518000001 |