| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 97 | 361,034 | VUG, VEA, SDY, DGRO | 13F-HR | 4/24/2025 | 000176794025000003 |
| Q4 2024 | 94 | 360,387 | VUG, VEA, DGRO, SDY | 13F-HR | 1/21/2025 | 000176794025000001 |
| Q3 2024 | 98 | 368,134 | VUG, VEA, SDY, DGRO | 13F-HR | 10/24/2024 | 000176794024000005 |
| Q2 2024 | 42 | 135,450 | DGRO, SDY, VCSH, VGSH | 13F-HR | 7/18/2024 | 000176794024000003 |
| Q1 2024 | 97 | 343,062 | VUG, VEA, SDY, DGRO | 13F-HR | 4/24/2024 | 000172877824000003 |
| Q4 2023 | 96 | 323,836 | VUG, VEA, SDY, DGRO | 13F-HR | 1/25/2024 | 000176794024000001 |
| Q3 2023 | 96 | 292,954 | VUG, VEA, SDY, DGRO | 13F-HR | 10/30/2023 | 000176794023000004 |
| Q2 2023 | 35 | 114,801 | SDY, DGRO, VCSH, VGSH | 13F-HR | 7/18/2023 | 000176794023000003 |
| Q1 2023 | 100 | 287,029 | SDY, VUG, VEA, DGRO | 13F-HR | 5/1/2023 | 000176794023000002 |
| Q4 2022 | 97 | 270,339 | SDY, VYM, VCSH, VEA | 13F-HR | 2/6/2023 | 000176794023000001 |
| Q3 2022 | 98 | 219,068 | SDY, RPG, VYM, VCSH | 13F-HR | 10/31/2022 | 000176794022000004 |
| Q2 2022 | 100 | 224,772 | SDY, RPG, VYM, VCSH | 13F-HR | 8/5/2022 | 000176794022000003 |
| Q1 2022 | 102 | 251,855 | SDY, RPG, VYM, VCSH | 13F-HR | 5/3/2022 | 000176794022000002 |
| Q4 2021 | 105 | 264,238 | RPG, SDY, VYM, VCSH | 13F-HR | 2/8/2022 | 000176794022000001 |
| Q3 2021 | 39 | 115,106 | RPG, SDY, VCSH, EFAV | 13F-HR | 11/12/2021 | 000176794021000002 |
| Q1 2021 | 95 | 218,154 | SDY, RPG, VYM, VCSH | 13F-HR | 5/13/2021 | 000176773021000004 |
| Q4 2020 | 87 | 190,745 | RPG, SDY, HDV, EFAV | 13F-HR | 1/21/2021 | 000176794021000001 |
| Q3 2020 | 82 | 168,517 | RPG, SDY, HDV, EFAV | 13F-HR | 10/23/2020 | 000176794020000004 |
| Q2 2020 | 81 | 157,243 | SDY, RPG, HDV, EFAV | 13F-HR | 7/21/2020 | 000176794020000003 |
| Q1 2020 | 78 | 132,465 | SDY, HDV, RPG, EFAV | 13F-HR | 4/15/2020 | 000176794020000002 |
| Q4 2019 | 83 | 150,771 | SDY, HDV, RPG, EFAV | 13F-HR | 1/23/2020 | 000176794020000001 |
| Q3 2019 | 80 | 137,014 | SDY, HDV, RPG, EFAV | 13F-HR | 10/28/2019 | 000176794019000004 |
| Q2 2019 | 81 | 129,967 | SDY, HDV, RPG, EFAV | 13F-HR | 7/24/2019 | 000176794019000003 |
| Q1 2019 | 79 | 120,503 | SDY, HDV, RPG, EFAV | 13F-HR | 4/24/2019 | 000176794019000002 |
| Q4 2018 | 77 | 102,788 | SDY, HDV, RPG, EFAV | 13F-HR | 2/13/2019 | 000176794019000001 |