| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 118 | 248,798 | IVV, EFA, AGG, EEM | 13F-HR | 4/18/2024 | 000178033024000003 |
| Q4 2023 | 122 | 229,189 | IVV, EFA, AGG, EEM | 13F-HR | 1/31/2024 | 000178033024000001 |
| Q3 2023 | 108 | 199,720 | IVV, AGG, EFA, EEM | 13F-HR | 10/23/2023 | 000178033023000005 |
| Q2 2023 | 118 | 213,340 | IVV, EFA, AGG, QUAL | 13F-HR | 7/27/2023 | 000178033023000004 |
| Q1 2023 | 121 | 209,698 | IVV, QQQ, EFA, SPYV | 13F-HR | 4/17/2023 | 000178033023000003 |
| Q4 2022 | 122 | 203,931 | SCHO, IVV, IJH, IJR | 13F-HR | 1/25/2023 | 000178033023000001 |
| Q3 2022 | 114 | 196,126 | SCHO, IVV, SPTM, IJH | 13F-HR | 10/20/2022 | 000178033022000005 |
| Q2 2022 | 107 | 199,998 | SCHO, IVV, SCHV, RSP | 13F-HR | 7/26/2022 | 000178033022000004 |
| Q1 2022 | 108 | 216,213 | IVV, QQQ, RSP, SCHV | 13F-HR | 4/18/2022 | 000178033022000003 |
| Q4 2021 | 109 | 246,056 | IVV, QQQ, RSP, SCHG | 13F-HR | 1/19/2022 | 000178033022000001 |
| Q3 2021 | 101 | 229,880 | QUAL, QQQ, RSP, MTUM | 13F-HR | 10/18/2021 | 000178033021000007 |
| Q2 2021 | 99 | 218,365 | DVY, SCHV, QQQ, RSP | 13F-HR | 7/21/2021 | 000178033021000006 |
| Q1 2021 | 68 | 179,009 | IJH, IWM, RSP, DVY | 13F-HR | 4/21/2021 | 000178033021000005 |
| Q4 2020 | 61 | 155,153 | IJH, QUAL, SCHG, EWJ | 13F-HR | 1/19/2021 | 000178033021000001 |
| Q3 2020 | 55 | 142,465 | SPDW, SCHG, AGGY, QQQ | 13F-HR | 10/23/2020 | 000178033020000006 |
| Q2 2020 | 55 | 137,529 | SCHV, SPDW, SCHG, AGGY | 13F-HR | 7/14/2020 | 000178033020000005 |
| Q1 2020 | 60 | 120,874 | SCHO, QQQ, AGGY, SCHG | 13F-HR | 4/13/2020 | 000178033020000003 |
| Q4 2019 | 58 | 139,548 | SCHV, SPDW, AGGY, QQQ | 13F-HR | 1/21/2020 | 000178033020000002 |
| Q3 2019 | 59 | 135,329 | SCHV, SPDW, AGGY, LGLV | 13F-HR | 11/12/2019 | 000178033019000003 |
| Q2 2019 | 48 | 124,791 | SCHG, FXI, SCHV, QUAL | 13F-HR | 7/19/2019 | 000178033019000002 |