| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,713 | 8,606,321 | AAPL, BKLC, IVV, ACIO | 13F-HR | 2/14/2025 | 000173710925000002 |
| Q3 2024 | 1,670 | 8,205,510 | QUAL, BKLC, AAPL, IVV | 13F-HR | 11/14/2024 | 000173710924000006 |
| Q2 2024 | 1,643 | 7,320,763 | IVV, QUAL, AAPL, BKLC | 13F-HR | 8/14/2024 | 000173710924000004 |
| Q1 2024 | 1,644 | 6,901,945 | IVV, QUAL, AAPL, BKLC | 13F-HR | 5/15/2024 | 000173710924000002 |
| Q4 2023 | 1,590 | 6,104,120 | AAPL, IVV, QUAL, BKLC | 13F-HR | 2/13/2024 | 000173710924000001 |
| Q3 2023 | 1,557 | 5,668,882 | AAPL, IVV, QUAL, PDBC | 13F-HR | 11/15/2023 | 000173710923000005 |
| Q2 2023 | 1,560 | 5,835,349 | AAPL, IVV, QUAL, SPLG | 13F-HR | 8/15/2023 | 000173710923000003 |
| Q1 2023 | 1,346 | 4,851,314 | AAPL, IVV, QUAL, USMV | 13F-HR | 5/3/2023 | 000173710923000002 |
| Q4 2022 | 1,038 | 3,680,210 | IVV, IEF, QUAL, USMV | 13F-HR | 2/13/2023 | 000173710923000001 |
| Q3 2022 | 949 | 3,130,067 | IVV, QUAL, AAPL, USMV | 13F-HR | 11/14/2022 | 000173710922000004 |
| Q2 2022 | 979 | 3,211,544 | IVV, QUAL, SHV, AAPL | 13F-HR | 8/8/2022 | 000173710922000003 |
| Q1 2022 | 938 | 3,271,839 | IVV, QUAL, TIP, AAPL | 13F-HR | 5/12/2022 | 000173710922000002 |
| Q4 2021 | 982 | 3,363,390 | QUAL, USMV, AAPL, IVV | 13F-HR | 2/15/2022 | 000173710922000001 |
| Q3 2021 | 936 | 3,072,983 | QUAL, USMV, IVV, EFG | 13F-HR | 11/15/2021 | 000173710921000013 |
| Q2 2021 | 797 | 2,822,361 | QUAL, IVV, USMV, VLUE | 13F-HR | 8/13/2021 | 000173710921000011 |
| Q1 2021 | 732 | 2,435,774 | VLUE, QUAL, IVV, EFG | 13F-HR | 5/13/2021 | 000173710921000009 |
| Q4 2020 | 622 | 2,113,968 | QUAL, IVV, VLUE, EFG | 13F-HR | 2/12/2021 | 000173710921000001 |
| Q3 2020 | 568 | 1,622,228 | QUAL, VLUE, EFG, USMV | 13F-HR | 11/13/2020 | 000173710920000007 |
| Q2 2020 | 512 | 1,389,931 | LQD, QUAL, VLUE, EFG | 13F-HR | 7/30/2020 | 000173710920000006 |
| Q1 2020 | 413 | 1,082,570 | QUAL, LQD, INTF, USMV | 13F-HR | 5/18/2020 | 000173710920000004 |
| Q4 2019 | 471 | 1,185,207 | QUAL, INTF, USMV, IVV | 13F-HR | 2/20/2020 | 000173710920000002 |
| Q3 2019 | 422 | 889,197 | QUAL, INTF, USMV, MTUM | 13F-HR | 11/15/2019 | 000173710919000004 |
| Q2 2019 | 389 | 763,418 | QUAL, INTF, MTUM, VTI | 13F-HR | 8/15/2019 | 000173710919000003 |
| Q1 2019 | 330 | 590,690 | INTF, VTI, MTUM, LRGF | 13F-HR | 5/15/2019 | 000173710919000002 |
| Q4 2018 | 265 | 368,092 | VTI, IJH, CDC, IUSG | 13F-HR | 2/14/2019 | 000173710919000001 |
| Q3 2018 | 250 | 330,995 | VTI, IJH, CDC, CFO | 13F-HR | 11/13/2018 | 000173710918000005 |
| Q2 2018 | 229 | 292,970 | VXUS, IJH, CDC, IUSG | 13F-HR | 7/27/2018 | 000173710918000003 |
| Q1 2018 | 198 | 249,411 | VTI, CLAYMORE GUGGENHEIM, IJH, CDC | 13F-HR | 5/15/2018 | 000173710918000002 |
| Q4 2017 | 191 | 233,749 | VTI, CLAYMORE GUGGENHEIM, IJH, CDC | 13F-HR | 5/15/2018 | 000173710918000001 |