| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 288 | 763,460 | SPYV, IJH, VUG, JEPI | 13F-HR | 2/5/2024 | 000195175724000195 |
| Q3 2023 | 264 | 686,387 | SPYV, IJH, USFR, JEPI | 13F-HR | 10/10/2023 | 000195175723000529 |
| Q2 2023 | 272 | 702,424 | SPYV, IJH, JEPI, VUG | 13F-HR | 7/19/2023 | 000195175723000403 |
| Q1 2023 | 278 | 656,836 | SPYV, IJH, JEPI, USFR | 13F-HR | 5/10/2023 | 000195175723000280 |
| Q4 2022 | 268 | 614,296 | SPYV, IJH, USFR, IJR | 13F-HR | 2/2/2023 | 000176521623000001 |
| Q3 2022 | 254 | 523,526 | SPYV, IJH, USMV, IJR | 13F-HR | 11/9/2022 | 000176521622000008 |
| Q2 2022 | 274 | 544,046 | SPYV, IJH, USMV, IEMG | 13F-HR | 8/11/2022 | 000176521622000007 |
| Q1 2022 | 294 | 598,634 | SPYV, IJH, IJR, USMV | 13F-HR | 5/12/2022 | 000176521622000006 |
| Q4 2021 | 263 | 526,364 | SPYV, IJH, IJR, IEMG | 13F-HR | 2/10/2022 | 000176521622000001 |
| Q3 2021 | 242 | 472,526 | SPYV, IJH, IEMG, IJR | 13F-HR | 11/12/2021 | 000176521621000006 |
| Q2 2021 | 246 | 458,994 | SPYV, IJH, IEMG, IJR | 13F-HR | 8/6/2021 | 000176521621000005 |
| Q1 2021 | 231 | 413,945 | SPYV, IEMG, IJH, IJR | 13F-HR | 5/5/2021 | 000176521621000004 |
| Q4 2020 | 355 | 1,007,281 | SPY, AAPL, IVV, IJH | 13F-HR | 2/5/2021 | 000176521621000003 |
| Q3 2020 | 318 | 859,165 | SPY, IVV, AAPL, IJH | 13F-HR | 11/5/2020 | 000176521620000006 |
| Q2 2020 | 682 | 901,786 | SPY, IVV, AAPL, IJH | 13F-HR | 8/11/2020 | 000176521620000005 |
| Q1 2020 | 563 | 733,496 | IVV, IWB, AAPL, VOO | 13F-HR | 5/11/2020 | 000176521620000004 |
| Q4 2019 | 590 | 698,796 | IVV, AAPL, SPY, IJR | 13F-HR | 1/28/2020 | 000176521620000002 |
| Q3 2019 | 539 | 533,067 | SPY, AAPL, IVV, PEP | 13F-HR | 11/8/2019 | 000176521619000013 |
| Q2 2019 | 540 | 519,118 | SPY, AAPL, IVV, IJH | 13F-HR | 8/5/2019 | 000176521619000011 |
| Q1 2019 | 514 | 491,399 | SPY, AAPL, IVV, PEP | 13F-HR | 5/9/2019 | 000176521619000009 |
| Q4 2018 | 439 | 376,343 | SPY, AAPL, PEP, IJR | 13F-HR | 2/13/2019 | 000176521619000007 |