| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 477 | 8,549,526 | IVV, IJR, QQQM, SPHQ | 13F-HR | 2/1/2024 | 000172733624000001 |
| Q3 2023 | 468 | 7,599,776 | IVV, IJR, QQQM, SPHQ | 13F-HR | 11/8/2023 | 000172733623000006 |
| Q2 2023 | 89 | 6,234,955 | IVV, QQQM, IJR, SPHQ | 13F-HR | 7/21/2023 | 000172733623000004 |
| Q1 2023 | 132 | 5,850,015 | IVV, SPYG, IJR, SPHQ | 13F-HR | 4/14/2023 | 000172733623000003 |
| Q4 2022 | 196 | 6,415,177 | IVV, DGRO, IJR, SPYD | 13F-HR | 1/20/2023 | 000172733623000001 |
| Q3 2022 | 106 | 5,902,856 | IVV, DGRO, SPYD, IJR | 13F-HR | 10/24/2022 | 000172733622000004 |
| Q2 2022 | 106 | 6,286,280 | IVV, DGRO, SPYD, IJR | 13F-HR | 7/21/2022 | 000172733622000003 |
| Q1 2022 | 79 | 6,685,929 | DGRO, IVV, GSLC, IJR | 13F-HR | 4/14/2022 | 000172733622000002 |
| Q4 2021 | 100 | 7,869,554 | DGRO, IVV, GSLC, IJR | 13F-HR | 1/25/2022 | 000172733622000001 |
| Q3 2021 | 156 | 7,452,509 | IVV, DGRO, GSLC, IJR | 13F-HR | 11/12/2021 | 000172733621000008 |
| Q2 2021 | 67 | 7,546,416 | IVV, DGRO, GSLC, IJR | 13F-HR | 7/20/2021 | 000172733621000006 |
| Q1 2021 | 55 | 6,910,926 | IVV, DGRO, GSLC, IJR | 13F-HR | 4/20/2021 | 000172733621000004 |
| Q4 2020 | 52 | 6,007,700 | IVV, GSLC, DGRO, IJR | 13F-HR | 1/19/2021 | 000172733621000002 |
| Q3 2020 | 66 | 5,108,806 | IVV, GSLC, DGRO, IJR | 13F-HR | 10/19/2020 | 000172733620000010 |
| Q2 2020 | 40 | 4,858,110 | IVV, GSLC, DGRO, IJR | RESTATEMENT | 8/5/2020 | 000172733620000008 |
| Q1 2020 | 20 | 3,192,003 | IVV, GSLC, IJR, IJH | 13F-HR | 4/20/2020 | 000172733620000004 |
| Q4 2019 | 22 | 3,457,484 | IVV, IJR, GSLC, IJH | 13F-HR | 1/14/2020 | 000172733620000002 |
| Q3 2019 | 27 | 3,201,275 | IVV, IJR, GSLC, IJH | 13F-HR | 10/21/2019 | 000172733619000011 |
| Q2 2019 | 54 | 3,120,991 | IVV, IJR, GSLC, IJH | 13F-HR | 7/15/2019 | 000172733619000009 |
| Q1 2019 | 34 | 3,047,741 | IVV, GSLC, FNDA, IJR | RESTATEMENT | 4/15/2019 | 000172733619000007 |
| Q4 2018 | 57 | 2,471,698 | IVV, GSLC, FNDA, REET | 13F-HR | 1/24/2019 | 000172733619000003 |
| Q3 2018 | 37 | 2,826,348 | IVV, GSLC, FNDA, REET | 13F-HR | 10/26/2018 | 000172733618000007 |
| Q2 2018 | 34 | 2,521,753 | IVV, GSLC, FNDA, REET | 13F-HR | 7/24/2018 | 000172733618000005 |
| Q1 2018 | 49 | 2,095,464 | LQD, BSV, VFH, DGRO | 13F-HR | 4/17/2018 | 000172733618000003 |
| Q4 2017 | 59 | 2,121,419 | IVV, GSLC, FNDA, IEFA | 13F-HR | 2/14/2018 | 000172733618000001 |