| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 339 | 640,136 | DGRW, FLQH, ITOT, XC | 13F-HR | 8/7/2025 | 000176538025000311 |
| Q1 2025 | 362 | 597,964 | DGRW, FLQH, ITOT, XC | 13F-HR | 5/14/2025 | 000176538025000226 |
| Q4 2024 | 345 | 604,870 | DGRW, ITOT, FLQH, AAPL | 13F-HR | 2/13/2025 | 000176538025000099 |
| Q3 2024 | 358 | 595,361 | DGRW, ITOT, XC, FLQH | 13F-HR | 11/13/2024 | 000176538024000455 |
| Q2 2024 | 334 | 561,588 | DGRW, ITOT, DWM, XC | 13F-HR | 8/13/2024 | 000176538024000333 |
| Q1 2024 | 324 | 558,215 | DGRW, ITOT, DWM, DNL | 13F-HR | 5/14/2024 | 000176538024000218 |
| Q4 2023 | 299 | 520,640 | DGRW, USMV, ITOT, DWM | RESTATEMENT | 2/13/2024 | 000176538024000115 |
| Q3 2023 | 265 | 499,704 | ITOT, DGRW, USMV, IEFA | 13F-HR | 11/13/2023 | 000176538023000227 |
| Q2 2023 | 262 | 535,487 | ITOT, USMV, DGRW, AGG | 13F-HR | 8/8/2023 | 000176538023000151 |
| Q1 2023 | 251 | 489,427 | ITOT, USMV, DGRO, AGG | 13F-HR | 5/3/2023 | 000176538023000080 |
| Q4 2022 | 242 | 464,152 | ITOT, USMV, DGRO, AGG | 13F-HR | 2/6/2023 | 000176538023000006 |
| Q3 2022 | 222 | 418,240 | ITOT, USMV, AGG, DGRO | 13F-HR | 11/9/2022 | 000176538022000152 |
| Q2 2022 | 219 | 402,277 | ITOT, USMV, DGRO, AGG | 13F-HR | 8/8/2022 | 000176538022000122 |
| Q1 2022 | 241 | 444,522 | ITOT, USMV, DGRO, AGG | 13F-HR | 5/4/2022 | 000176538022000061 |
| Q4 2021 | 205 | 435,840 | USMV, ITOT, DGRO, AGG | 13F-HR | 2/4/2022 | 000176538022000024 |
| Q3 2021 | 183 | 407,919 | USMV, ITOT, DGRO, GOVT | 13F-HR | 10/26/2021 | 000176538021000102 |
| Q2 2021 | 173 | 394,976 | USMV, ITOT, DGRO, GOVT | 13F-HR | 7/21/2021 | 000176538021000066 |
| Q1 2021 | 158 | 364,935 | USMV, ITOT, DGRO, EFAV | 13F-HR | 4/28/2021 | 000176538021000047 |
| Q4 2020 | 142 | 353,702 | USMV, ITOT, DGRO, EFAV | 13F-HR | 2/2/2021 | 000176538021000012 |
| Q3 2020 | 135 | 327,822 | USMV, ITOT, EFAV, DGRO | 13F-HR | 11/9/2020 | 000176538020000091 |
| Q2 2020 | 45 | 278,266 | USMV, ITOT, EFAV, DGRO | 13F-HR | 8/7/2020 | 000176538020000068 |
| Q1 2020 | 55 | 269,740 | USMV, EFAV, ITOT, EEMV | 13F-HR | 5/12/2020 | 000176538020000055 |
| Q4 2019 | 113 | 316,183 | USMV, EFAV, ITOT, EEMV | 13F-HR | 1/27/2020 | 000176538020000010 |
| Q3 2019 | 113 | 300,810 | USMV, EFAV, ITOT, EEMV | 13F-HR | 11/7/2019 | 000176538019000110 |
| Q2 2019 | 111 | 282,769 | USMV, EFAV, ITOT, EEMV | 13F-HR | 8/7/2019 | 000176538019000081 |
| Q1 2019 | 1,082 | 295,143 | USMV, EFAV, ITOT, EEMV | 13F-HR | 5/14/2019 | 000173081019000003 |
| Q4 2018 | 1,014 | 258,298 | USMV, EFAV, ITOT, EEMV | 13F-HR | 1/16/2019 | 000173081019000001 |
| Q3 2018 | 946 | 276,088 | USMV, EFAV, ITOT, EEMV | 13F-HR | 10/30/2018 | 000173081018000004 |
| Q2 2018 | 951 | 263,515 | USMV, EFAV, ITOT, EEMV | 13F-HR | 7/17/2018 | 000173081018000003 |
| Q1 2018 | 891 | 251,542 | USMV, EFAV, ITOT, EEMV | 13F-HR | 4/12/2018 | 000173081018000002 |
| Q4 2017 | 889 | 243,631 | USMV, EFAV, ITOT, EEMV | 13F-HR | 2/9/2018 | 000173081018000001 |