| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2023 | 7 | 2,358 | SPYV, SPYG, NTSX, SLYV | 13F-HR | 5/11/2023 | 000117266123001993 |
| Q4 2022 | 120 | 253,208 | SPYV, SPYG, SLYV, SPTM | 13F-HR | 2/13/2023 | 000117266123000730 |
| Q3 2022 | 123 | 240,058 | SPYV, SPYG, SLYV, SPTM | 13F-HR | 10/11/2022 | 000160658722001831 |
| Q2 2022 | 121 | 245,842 | SPYV, SPYG, VTI, TOTL | 13F-HR | 7/13/2022 | 000160658722001313 |
| Q1 2022 | 128 | 260,963 | SPYG, SPYV, VTI, SPLV | 13F-HR | 4/13/2022 | 000160658722000655 |
| Q4 2021 | 549 | 503,599 | MMM, SPYG, SPYV, VTI | 13F-HR | 2/11/2022 | 000160658722000484 |
| Q3 2021 | 105 | 259,642 | SPYV, SPYG, VTI, IEFA | 13F-HR | 11/4/2021 | 000160658721001516 |
| Q2 2021 | 620 | 268,314 | SPYG, SPYV, VTI, IEFA | 13F-HR | 7/26/2021 | 000160658721000890 |
| Q1 2021 | 99 | 232,533 | SPYV, SPYG, VTI, IEFA | 13F-HR | 5/4/2021 | 000160658721000564 |
| Q4 2020 | 99 | 211,908 | SPYV, VTI, SPYG, IEFA | 13F-HR | 2/9/2021 | 000160658721000246 |
| Q3 2020 | 89 | 183,731 | VTI, SPYV, SPYG, NTSX | 13F-HR | 10/15/2020 | 000160658720001042 |
| Q2 2020 | 93 | 179,842 | SPYV, SPYG, VTI, NTSX | 13F-HR | 7/16/2020 | 000160658720000739 |
| Q1 2020 | 92 | 149,822 | SPYV, SPYG, VTI, BND | 13F-HR | 4/30/2020 | 000160658720000546 |
| Q4 2019 | 94 | 173,650 | SPYV, VTI, SPYG, IEMG | 13F-HR | 1/27/2020 | 000160658720000114 |
| Q3 2019 | 88 | 156,763 | SPYV, VTI, SPYG, IEMG | 13F-HR | 10/18/2019 | 000160658719000884 |
| Q2 2019 | 90 | 147,479 | VTI, SPYV, SPYG, IEMG | 13F-HR | 7/25/2019 | 000160658719000682 |
| Q1 2019 | 71 | 139,453 | VTI, SPYV, SPYG, IEMG | 13F-HR | 4/17/2019 | 000160658719000377 |
| Q4 2018 | 59 | 132,568 | VTI, SPYV, SPYG, IEMG | 13F-HR | 1/31/2019 | 000160658719000103 |
| Q3 2018 | 44 | 136,958 | SPYV, VTI, VBR, IWP | 13F-HR | 10/17/2018 | 000160658718000744 |
| Q2 2018 | 40 | 137,279 | SPYV, VTI, VBR, IEMG | 13F-HR | 8/1/2018 | 000160658718000577 |
| Q1 2018 | 44 | 127,994 | VTI, SPYV, SPYG, IEMG | 13F-HR | 5/11/2018 | 000160658718000418 |
| Q4 2017 | 456 | 132,843 | VTI, SPYV, SPYG, IEMG | 13F-HR | 2/12/2018 | 000160658718000183 |