| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 213 | 500,925 | DFUS, DFAI, JCPB, SPHQ | 13F-HR | 2/5/2025 | 000139834425001968 |
| Q3 2024 | 288 | 555,034 | DFUS, DFAI, SPHQ, JCPB | 13F-HR | 11/13/2024 | 000139834424020701 |
| Q2 2024 | 239 | 503,352 | DFUS, DFAI, SPHQ, VTV | RESTATEMENT | 3/11/2025 | 000139834425005438 |
| Q1 2024 | 260 | 454,087 | VONE, DFUS, SPHQ, DFAI | RESTATEMENT | 3/11/2025 | 000139834425005440 |
| Q4 2023 | 214 | 412,538 | VONE, DFUS, SPHQ, DFAI | RESTATEMENT | 3/11/2025 | 000139834425005439 |
| Q3 2023 | 220 | 346,256 | VONE, SPHQ, DFUS, VTV | RESTATEMENT | 3/11/2025 | 000139834425005445 |
| Q2 2023 | 209 | 350,205 | VONE, VTV, VOO, SPHQ | RESTATEMENT | 3/11/2025 | 000139834425005443 |
| Q1 2023 | 216 | 334,386 | VONE, VTV, VOO, SPHQ | RESTATEMENT | 3/11/2025 | 000139834425005446 |
| Q4 2022 | 115 | 302,294 | VONE, VTV, VOO, SPHQ | 13F-HR | 1/30/2023 | 000175496023000051 |
| Q3 2022 | 139 | 272,639 | VONE, VTV, VOO, SPHQ | 13F-HR | 11/3/2022 | 000175496022000292 |
| Q2 2022 | 153 | 315,084 | VONE, VTV, VOO, IJR | 13F-HR | 8/1/2022 | 000175496022000204 |
| Q1 2022 | 153 | 315,084 | VONE, VTV, VOO, IJR | 13F-HR | 4/19/2022 | 000175496022000100 |
| Q4 2021 | 143 | 289,682 | VONE, VOO, VTV, IJR | 13F-HR | 1/12/2022 | 000175496022000013 |
| Q3 2021 | 131 | 244,259 | VOO, VTV, VONE, IJR | 13F-HR | 10/12/2021 | 000175496021000185 |
| Q2 2021 | 131 | 218,265 | VOO, VTV, IJR, SPHQ | 13F-HR | 7/22/2021 | 000175496021000144 |
| Q1 2021 | 122 | 188,838 | VOO, IJR, VTV, SPHQ | 13F-HR | 4/13/2021 | 000175496021000056 |
| Q4 2020 | 119 | 168,223 | VOO, SPHQ, IJR, PEP | 13F-HR | 1/15/2021 | 000175496021000018 |
| Q3 2020 | 75 | 127,286 | VOO, NOBL, SPHQ, PEP | 13F-HR | 10/21/2020 | 000175496020000071 |
| Q2 2020 | 92 | 132,132 | VOO, NOBL, SPHQ, PEP | RESTATEMENT | 7/8/2020 | 000175496020000036 |
| Q1 2020 | 93 | 109,583 | VOO, NOBL, SPHQ, PEP | 13F-HR | 4/13/2020 | 000175496020000016 |
| Q4 2019 | 102 | 143,990 | VOO, IJR, NOBL, SPHQ | 13F-HR | 1/9/2020 | 000175496020000004 |
| Q3 2019 | 103 | 144,650 | VOO, IJR, NOBL, SPHQ | 13F-HR | 10/16/2019 | 000175496019000028 |
| Q2 2019 | 99 | 141,453 | VOO, IJR, SPHQ, NOBL | 13F-HR | 7/18/2019 | 000175496019000022 |
| Q1 2019 | 96 | 134,604 | VOO, IJR, SPHQ, NOBL | 13F-HR | 5/30/2019 | 000175496019000017 |
| Q4 2018 | 80 | 116,071 | VOO, SPHQ, IJR, PEP | 13F-HR | 5/30/2019 | 000175496019000016 |