| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 72 | 178,662 | SPLG, SPYG, IWR, SCHF | 13F-HR | 10/15/2024 | 000195175724001028 |
| Q2 2024 | 70 | 177,285 | SPLG, SPYG, IWR, SCHF | 13F-HR | 7/31/2024 | 000195175724000584 |
| Q1 2024 | 72 | 166,015 | SPLG, SPYG, IWR, SCHF | 13F-HR | 4/18/2024 | 000195175724000310 |
| Q4 2023 | 54 | 148,969 | SPLG, SPYG, SCHF, IWR | 13F-HR | 1/30/2024 | 000195175724000151 |
| Q3 2023 | 62 | 152,759 | SPLG, SPYG, SCHF, IWR | 13F-HR | 10/10/2023 | 000195175723000518 |
| Q2 2023 | 65 | 159,222 | SPLG, SCHD, SPYG, IJH | 13F-HR | 7/14/2023 | 000195175723000350 |
| Q1 2023 | 63 | 151,187 | SPLG, SCHD, SPYG, IJH | 13F-HR | 4/12/2023 | 000195175723000146 |
| Q4 2022 | 101 | 180,009 | SPLG, SCHD, AX, SPYG | 13F-HR | 1/19/2023 | 000195175723000024 |
| Q3 2022 | 95 | 163,794 | SPLG, SCHD, SPYG, AX | 13F-HR | 10/17/2022 | 000177116922000005 |
| Q2 2022 | 110 | 177,533 | SPLG, SCHD, IEFA, SPYG | 13F-HR | 7/15/2022 | 000177116922000004 |
| Q1 2022 | 123 | 204,067 | SPLG, SCHD, IEFA, SPYG | 13F-HR | 4/12/2022 | 000177116922000003 |
| Q4 2021 | 96 | 191,830 | SPLG, SCHD, SPY, IEFA | 13F-HR | 1/20/2022 | 000177116922000002 |
| Q3 2021 | 107 | 172,673 | SPLG, SCHD, HMST, MSFT | 13F-HR | 10/26/2021 | 000177116921000001 |
| Q2 2021 | 88 | 128,715 | SPLG, SCHD, HMST, MINT | 13F-HR | 7/16/2021 | 000160658721000759 |
| Q1 2021 | 78 | 101,498 | SPLG, SCHD, MINT, SPYG | 13F-HR | 5/4/2021 | 000160658721000569 |
| Q4 2020 | 83 | 94,873 | SPLG, MINT, KMPR, SCHD | 13F-HR | 2/4/2021 | 000160658721000187 |
| Q3 2020 | 59 | 106,734 | GBIL, KMPR, SPLG, MINT | 13F-HR | 11/10/2020 | 000160658720001233 |
| Q2 2020 | 61 | 107,257 | KMPR, GBIL, SPLG, MINT | 13F-HR | 8/4/2020 | 000160658720000809 |
| Q1 2020 | 62 | 104,122 | KMPR, TDY, SCHX, QQQ | 13F-HR | 4/24/2020 | 000160658720000449 |
| Q4 2019 | 101 | 157,997 | SCHX, KMPR, TDY, SCHD | 13F-HR | 1/30/2020 | 000160658720000148 |
| Q3 2019 | 84 | 146,651 | KMPR, SCHX, TDY, SCHD | 13F-HR | 11/14/2019 | 000122107319000125 |
| Q2 2019 | 69 | 140,015 | KMPR, SCHX, TDY, SCHD | 13F-HR | 8/6/2019 | 000122107319000089 |
| Q1 2019 | 64 | 124,601 | SCHX, KMPR, SCHD, TDY | 13F-HR | 5/3/2019 | 000122107319000057 |
| Q4 2018 | 55 | 102,796 | SCHX, KMPR, SCHD, TDY | 13F-HR | 5/3/2019 | 000122107319000056 |