| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 233 | 441,553 | IVV, SPYG, SCHD, VIGI | 13F-HR | 11/1/2024 | 000178554524000006 |
| Q2 2024 | 258 | 410,634 | IVV, SPYG, SCHD, VIGI | 13F-HR | 8/12/2024 | 000178554524000004 |
| Q1 2024 | 133 | 382,000 | IVV, SCHD, SPYG, AVDE | 13F-HR | 5/10/2024 | 000165403324000004 |
| Q4 2023 | 22 | 346,510 | IVV, VIGI, AVDE, SPYG | 13F-HR | 2/12/2024 | 000178554524000001 |
| Q3 2023 | 22 | 313,713 | IVV, AVDE, VIGI, SPYG | 13F-HR | 11/9/2023 | 000178554523000007 |
| Q2 2023 | 23 | 318,387 | IVV, VIGI, AVDE, SPYG | 13F-HR | 8/11/2023 | 000178554523000005 |
| Q1 2023 | 23 | 308,741 | IVV, AVDE, VIGI, SCHD | 13F-HR | 5/12/2023 | 000165403323000006 |
| Q4 2022 | 22 | 294,343 | IVV, SCHD, VIGI, AVDE | 13F-HR | 2/2/2023 | 000178554523000002 |
| Q3 2022 | 21 | 269,128 | IVV, VIGI, SCHD, AVDE | 13F-HR | 10/27/2022 | 000178554522000005 |
| Q2 2022 | 23 | 289,141 | IVV, VIGI, AVDE, SCHD | 13F-HR | 7/22/2022 | 000178554522000004 |
| Q1 2022 | 21 | 325,342 | IVV, IEFA, SCHD, GQRE | 13F-HR | 5/9/2022 | 000178554522000003 |
| Q4 2021 | 24 | 347,417 | IVV, IEFA, GQRE, SPYG | 13F-HR | 1/31/2022 | 000178554522000001 |
| Q3 2021 | 22 | 328,086 | IVV, IXUS, SCHD, GQRE | 13F-HR | 11/4/2021 | 000178554521000006 |
| Q2 2021 | 23 | 336,187 | IVV, IXUS, SCHD, SPYG | 13F-HR | 8/4/2021 | 000178554521000005 |
| Q1 2021 | 24 | 316,758 | IVV, IXUS, SCHD, MTUM | 13F-HR | 4/28/2021 | 000178554521000003 |
| Q4 2020 | 22 | 272,271 | IVV, IXUS, MTUM, SCHD | 13F-HR | 2/11/2021 | 000178554521000002 |
| Q3 2020 | 21 | 236,365 | IVV, IXUS, MTUM, SCHD | 13F-HR | 11/5/2020 | 000178554520000006 |
| Q2 2020 | 23 | 220,564 | IVV, IXUS, MTUM, SCHD | 13F-HR | 8/11/2020 | 000178554520000005 |
| Q1 2020 | 30 | 187,937 | IVV, IXUS, BIV, IJH | 13F-HR | 5/15/2020 | 000178554520000003 |
| Q4 2019 | 32 | 216,572 | IVV, IXUS, BIV, IJH | 13F-HR | 2/10/2020 | 000178554520000002 |