| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 262 | 359,441 | BMAR, IVV, QMAR, FMAR | 13F-HR | 4/14/2025 | 000176715125000001 |
| Q4 2024 | 248 | 348,239 | BMAR, IVV, QMAR, FMAR | 13F-HR | 1/14/2025 | 000191139125000002 |
| Q3 2024 | 254 | 348,245 | BMAR, IVV, QMAR, FMAR | 13F-HR | 10/23/2024 | 000176715124000005 |
| Q2 2024 | 256 | 320,441 | BJUN, ITOT, QJUN, FDEC | 13F-HR | 7/18/2024 | 000176715124000003 |
| Q1 2024 | 258 | 323,772 | BMAR, IVV, QMAR, FMAR | 13F-HR | 4/22/2024 | 000176715124000002 |
| Q4 2023 | 246 | 285,930 | USEP, PJUN, VTV, QJUN | 13F-HR | 1/29/2024 | 000176715124000001 |
| Q3 2023 | 199 | 261,851 | USEP, PJUN, VTV, QJUN | 13F-HR | 10/10/2023 | 000176715123000003 |
| Q2 2023 | 197 | 264,494 | USEP, PJUN, VTV, QJUN | 13F-HR | 7/10/2023 | 000176715123000002 |
| Q1 2023 | 179 | 224,874 | USEP, PJUN, VTV, IYE | 13F-HR | 4/18/2023 | 000143774923010549 |
| Q4 2022 | 170 | 210,620 | USEP, VTV, PJUN, SGOV | 13F-HR | 2/14/2023 | 000143774923003397 |
| Q3 2022 | 182 | 223,038 | VTV, DGRW, PJUN, ITOT | 13F-HR | 10/25/2022 | 000143774922024678 |
| Q2 2022 | 186 | 244,409 | DGRW, ITOT, IYE, IJR | 13F-HR | 7/28/2022 | 000143774922017991 |
| Q1 2022 | 196 | 299,024 | ITOT, DGRW, IVV, IYE | RESTATEMENT | 7/28/2022 | 000143774922017989 |
| Q4 2021 | 208 | 340,415 | STC, ITOT, IVV, IJR | 13F-HR | 1/21/2022 | 000143774922001375 |
| Q3 2021 | 211 | 305,797 | IVV, ITOT, IJR, STC | 13F-HR | 10/22/2021 | 000143774921024129 |
| Q2 2021 | 210 | 312,744 | IVV, IJR, ITOT, HYDB | 13F-HR | 7/21/2021 | 000143774921017314 |
| Q1 2021 | 189 | 287,694 | IVV, STC, ITOT, IJR | 13F-HR | 5/4/2021 | 000143774921010701 |
| Q4 2020 | 183 | 274,600 | IVV, PSEP, STC, ITOT | 13F-HR | 2/4/2021 | 000143774921001993 |
| Q3 2020 | 167 | 251,553 | IVV, USMV, ITOT, STC | 13F-HR | 11/10/2020 | 000143774920023321 |
| Q2 2020 | 161 | 235,910 | IVV, ITOT, USMV, IEI | 13F-HR | 7/17/2020 | 000143774920015358 |
| Q1 2020 | 156 | 177,100 | IVV, ITOT, NEAR, USMV | 13F-HR | 4/16/2020 | 000143774920007839 |
| Q4 2019 | 142 | 177,460 | IVV, ITOT, USMV, STC | 13F-HR | 2/12/2020 | 000143774920002412 |
| Q3 2019 | 163 | 167,870 | IVV, STC, ITOT, USMV | 13F-HR | 10/17/2019 | 000143774919020184 |
| Q2 2019 | 153 | 151,681 | STC, ITOT, IVV, USMV | 13F-HR | 8/15/2019 | 000143774919016914 |
| Q1 2019 | 145 | 121,387 | STC, QUS, ITOT, RSP | 13F-HR | 5/6/2019 | 000143774919008803 |
| Q4 2018 | 175 | 219,378 | STC, SPY, RSP, SPDW | 13F-HR | 2/13/2019 | 000143774919002405 |