| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 85 | 247,634 | VTV, VUG, AAPL, SMMD | 13F-HR | 10/12/2023 | 000195175723000560 |
| Q2 2023 | 110 | 272,560 | VTV, VUG, AAPL, SMMD | 13F-HR | 7/24/2023 | 000195175723000420 |
| Q1 2023 | 104 | 256,078 | VTV, VUG, AAPL, SMMD | 13F-HR | 4/20/2023 | 000195175723000201 |
| Q4 2022 | 117 | 246,562 | VTV, VUG, SMMD, LMBS | 13F-HR | 1/24/2023 | 000195175723000042 |
| Q3 2022 | 107 | 231,670 | VTV, VUG, LMBS, AAPL | 13F-HR | 10/17/2022 | 000176360822000004 |
| Q2 2022 | 121 | 244,463 | VTV, VUG, AAPL, LMBS | 13F-HR | 7/18/2022 | 000176360822000003 |
| Q1 2022 | 123 | 283,978 | VTV, VUG, AAPL, VO | 13F-HR | 4/27/2022 | 000176360822000002 |
| Q4 2021 | 113 | 289,688 | VUG, VTV, AAPL, VO | 13F-HR | 2/11/2022 | 000176360822000001 |
| Q3 2021 | 131 | 266,729 | VUG, VTV, VO, LMBS | 13F-HR | 11/1/2021 | 000176360821000005 |
| Q2 2021 | 125 | 255,800 | VUG, VTV, VO, AAPL | 13F-HR | 7/26/2021 | 000176360821000004 |
| Q1 2021 | 120 | 232,621 | VUG, VTV, VO, LMBS | 13F-HR | 4/27/2021 | 000176360821000002 |
| Q4 2020 | 108 | 207,256 | VUG, VTV, VO, LMBS | 13F-HR | 2/8/2021 | 000176360821000001 |
| Q3 2020 | 103 | 177,505 | VUG, VTV, LMBS, VO | 13F-HR | 11/9/2020 | 000176360820000004 |
| Q2 2020 | 96 | 162,917 | VUG, VTV, LMBS, VO | 13F-HR | 8/6/2020 | 000176360820000003 |
| Q1 2020 | 87 | 130,501 | VTV, VUG, LMBS, LQD | 13F-HR | 4/16/2020 | 000176360820000002 |
| Q4 2019 | 87 | 160,615 | VTV, VUG, VO, LMBS | 13F-HR | 1/31/2020 | 000176360820000001 |
| Q3 2019 | 88 | 139,779 | VTV, VUG, VO, LQD | 13F-HR | 11/14/2019 | 000176360819000004 |
| Q2 2019 | 95 | 141,369 | VTV, VUG, VO, LQD | 13F-HR | 8/8/2019 | 000176360819000003 |
| Q1 2019 | 85 | 88,549 | VTV, VUG, VB, HDV | 13F-HR | 5/16/2019 | 000176360819000002 |
| Q4 2018 | 757 | 114,200 | VTV, VUG, LQD, VO | 13F-HR | 2/15/2019 | 000176360819000001 |