| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 102 | 307,745 | SPY, SCHB, SPHD, FNDF | 13F-HR | 11/12/2024 | 000175496024000556 |
| Q2 2024 | 108 | 297,205 | SPY, SCHB, FNDF, SPHD | 13F-HR | 7/18/2024 | 000175496024000295 |
| Q1 2024 | 105 | 290,256 | SPY, SCHB, FNDF, SPHD | 13F-HR | 4/10/2024 | 000175496024000129 |
| Q4 2023 | 97 | 262,584 | SPY, SCHB, FNDF, SPHD | 13F-HR | 1/9/2024 | 000175496024000010 |
| Q3 2023 | 100 | 245,295 | SPY, SCHB, FNDF, SPHD | 13F-HR | 11/13/2023 | 000175496023000338 |
| Q2 2023 | 110 | 247,175 | SPY, SCHB, SPHD, FNDF | 13F-HR | 7/28/2023 | 000175496023000229 |
| Q1 2023 | 98 | 222,442 | SPY, SCHB, FNDF, FTSM | 13F-HR | 5/11/2023 | 000175496023000160 |
| Q4 2022 | 113 | 228,796 | SPY, SCHB, SPHD, FTSM | 13F-HR | 1/30/2023 | 000175496023000053 |
| Q3 2022 | 139 | 272,639 | VONE, VTV, VOO, SPHQ | 13F-HR | 11/3/2022 | 000175496022000295 |
| Q2 2022 | 107 | 213,899 | SPY, SCHB, SPHD, FTSM | 13F-HR | 8/1/2022 | 000175496022000207 |
| Q1 2022 | 123 | 238,364 | SPY, SCHB, SPHD, FTSM | 13F-HR | 4/20/2022 | 000175496022000102 |
| Q4 2021 | 115 | 234,804 | SPY, SCHB, SPHD, FTSM | 13F-HR | 1/11/2022 | 000175496022000008 |
| Q3 2021 | 114 | 215,247 | SPY, SCHB, SPHD, FTSM | 13F-HR | 10/12/2021 | 000175496021000182 |
| Q2 2021 | 112 | 210,789 | SPY, SPHD, SCHB, FTSM | 13F-HR | 8/13/2021 | 000175496021000162 |
| Q1 2021 | 106 | 187,412 | SPY, SCHB, FTSM, SPHD | 13F-HR | 4/14/2021 | 000175496021000061 |
| Q4 2020 | 95 | 164,707 | AGG, SPY, SCHB, FTSM | 13F-HR | 2/3/2021 | 000175496021000031 |
| Q3 2020 | 89 | 147,635 | AGG, SPY, SPYG, RIO | 13F-HR | 11/12/2020 | 000175496020000083 |
| Q2 2020 | 86 | 137,178 | AGG, SPY, SPYG, MSFT | 13F-HR | 7/31/2020 | 000175496020000053 |
| Q1 2020 | 80 | 99,713 | SPY, JNK, MSFT, PG | 13F-HR | 4/14/2020 | 000175496020000023 |
| Q4 2019 | 92 | 129,896 | SPYG, SPY, JNK, MTUM | 13F-HR | 1/30/2020 | 000175496020000010 |
| Q3 2019 | 87 | 123,832 | SPYG, SPY, MSFT, PG | 13F-HR | 10/25/2019 | 000175496019000038 |
| Q2 2019 | 91 | 123,447 | SPYG, SPY, MSFT, RIO | 13F-HR | 8/5/2019 | 000175496019000026 |