| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,089 | 2,024,819 | IVV, SPY, USMV, ITOT | 13F-HR | 1/26/2024 | 000176475424000001 |
| Q3 2023 | 2,091 | 1,942,210 | IVV, SPY, USMV, AAPL | 13F-HR | 10/11/2023 | 000176475423000005 |
| Q2 2023 | 2,069 | 1,909,250 | IVV, SPY, USMV, ITOT | 13F-HR | 8/8/2023 | 000176475423000003 |
| Q1 2023 | 2,041 | 1,646,806 | IVV, SPY, USMV, ITOT | 13F-HR | 4/25/2023 | 000176475423000002 |
| Q4 2022 | 2,014 | 1,651,152 | IVV, IJR, USMV, SPY | 13F-HR | 1/30/2023 | 000176475423000001 |
| Q3 2022 | 2,050 | 1,452,161 | IVV, SPY, IJR, USMV | 13F-HR | 11/14/2022 | 000176475422000005 |
| Q2 2022 | 2,672 | 2,024,368 | IVV, AAPL, SPY, IJR | 13F-HR | 7/22/2022 | 000176475422000004 |
| Q1 2022 | 2,822 | 2,328,291 | AAPL, IVV, SPY, IJR | 13F-HR | 5/16/2022 | 000176475422000003 |
| Q4 2021 | 2,759 | 2,626,578 | AAPL, IVV, SPY, IJR | 13F-HR | 2/8/2022 | 000176475422000002 |
| Q3 2021 | 2,830 | 2,610,189 | IVV, AAPL, IJR, SPY | 13F-HR | 11/9/2021 | 000176475421000026 |
| Q2 2021 | 2,842 | 2,563,908 | IVV, AAPL, IJR, SSO | 13F-HR | 7/8/2021 | 000176475421000004 |
| Q1 2021 | 3,117 | 3,582,805 | IVV, AAPL, VTI, SPYV | 13F-HR | 6/17/2021 | 000176475421000003 |
| Q4 2020 | 2,879 | 2,490,290 | IVV, AAPL, UYG, IJR | 13F-HR | 5/18/2021 | 000176475421000001 |
| Q3 2020 | 2,626 | 1,929,142 | IVV, AAPL, GOVT, USIG | 13F-HR | 9/7/2021 | 000176475421000023 |
| Q2 2020 | 2,560 | 1,797,953 | IVV, AAPL, GOVT, AGG | 13F-HR | 9/7/2021 | 000176475421000022 |
| Q1 2020 | 2,468 | 1,488,580 | IVV, MINT, AAPL, USMV | 13F-HR | 9/7/2021 | 000176475421000021 |
| Q4 2019 | 2,541 | 1,874,324 | IVV, USMV, AAPL, SPY | 13F-HR | 9/7/2021 | 000176475421000020 |
| Q3 2019 | 2,484 | 1,674,450 | IVV, USMV, SPY, AAPL | 13F-HR | 9/7/2021 | 000176475421000019 |
| Q2 2019 | 2,487 | 1,612,375 | IVV, USMV, SPY, AAPL | 13F-HR | 9/7/2021 | 000176475421000018 |
| Q1 2019 | 2,397 | 1,515,554 | IVV, SPY, AAPL, XOM | 13F-HR | 9/7/2021 | 000176475421000017 |
| Q4 2018 | 2,376 | 1,351,773 | IVV, SPY, AAPL, XOM | 13F-HR | 9/7/2021 | 000176475421000016 |
| Q3 2018 | 2,405 | 1,501,792 | IVV, SPY, AAPL, XOM | 13F-HR | 9/7/2021 | 000176475421000015 |
| Q2 2018 | 2,252 | 1,282,912 | IVV, BUFF, XOM, AAPL | 13F-HR | 9/7/2021 | 000176475421000014 |
| Q1 2018 | 2,163 | 1,145,109 | IVV, AAPL, XOM, IJH | 13F-HR | 9/7/2021 | 000176475421000013 |
| Q4 2017 | 2,163 | 1,119,114 | IVV, XOM, AAPL, IJH | 13F-HR | 9/7/2021 | 000176475421000012 |
| Q3 2017 | 2,112 | 1,006,623 | IVV, XOM, AAPL, T | 13F-HR | 9/7/2021 | 000176475421000011 |
| Q2 2017 | 2,065 | 974,853 | IVV, XOM, AAPL, IJH | 13F-HR | 9/7/2021 | 000176475421000010 |
| Q1 2017 | 2,054 | 961,566 | IVV, XOM, AAPL, IJH | 13F-HR | 9/7/2021 | 000176475421000009 |
| Q4 2016 | 2,044 | 758,012 | XOM, AAPL, T, IVV | 13F-HR | 9/7/2021 | 000176475421000008 |
| Q3 2016 | 1,968 | 742,670 | XOM, AAPL, T, IVV | 13F-HR | 9/7/2021 | 000176475421000007 |
| Q2 2016 | 1,799 | 689,232 | XOM, AAPL, T, IVV | 13F-HR | 9/7/2021 | 000176475421000006 |
| Q1 2016 | 1,783 | 654,095 | XOM, AAPL, T, GE | 13F-HR | 9/7/2021 | 000176475421000005 |