| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 51 | 214,343 | IUSG, JEPQ, VTEB, IVV | 13F-HR | 10/9/2024 | 000178624124000006 |
| Q2 2024 | 52 | 199,265 | IUSG, JEPQ, VTEB, IVV | 13F-HR | 7/3/2024 | 000178624124000004 |
| Q1 2024 | 50 | 195,606 | IUSG, VTEB, IVV, IJR | 13F-HR | 4/5/2024 | 000178624124000003 |
| Q4 2023 | 42 | 175,401 | IUSG, JEPI, IVV, VTEB | 13F-HR | 1/17/2024 | 000178624124000001 |
| Q3 2023 | 36 | 129,212 | IUSG, XLV, JEPI, IVV | 13F-HR | 10/16/2023 | 000178624123000006 |
| Q2 2023 | 35 | 135,613 | IUSG, XLV, JEPI, IVV | 13F-HR | 7/19/2023 | 000178624123000005 |
| Q1 2023 | 37 | 124,295 | IUSG, XLV, IVV, IJR | 13F-HR | 4/19/2023 | 000178624123000004 |
| Q4 2022 | 39 | 117,894 | XLV, IUSG, IVV, IJR | 13F-HR | 2/2/2023 | 000178624123000003 |
| Q3 2022 | 36 | 97,291 | IUSG, XLRE, IJR, VEA | 13F-HR | 11/10/2022 | 000178624122000007 |
| Q2 2022 | 30 | 102,647 | XLRE, IUSG, IJR, VEA | 13F-HR | 7/15/2022 | 000178624122000004 |
| Q1 2022 | 30 | 117,439 | IVW, XLRE, IJR, VEA | 13F-HR | 4/19/2022 | 000178624122000003 |
| Q4 2021 | 36 | 144,002 | IVW, IJR, MUB, VEA | 13F-HR | 1/19/2022 | 000178624122000001 |
| Q3 2021 | 36 | 142,379 | IVW, MUB, IJR, VEA | 13F-HR | 10/21/2021 | 000178624121000005 |
| Q2 2021 | 36 | 141,353 | IVW, MUB, IJR, VEA | 13F-HR | 7/12/2021 | 000178624121000004 |
| Q1 2021 | 36 | 130,773 | IVW, MUB, IJR, VEA | 13F-HR | 4/13/2021 | 000178624121000003 |
| Q4 2020 | 33 | 112,293 | IVW, MUB, VEA, USMV | 13F-HR | 1/15/2021 | 000178624121000002 |
| Q3 2020 | 30 | 98,752 | IVW, MUB, VEA, USMV | 13F-HR | 10/21/2020 | 000178624120000008 |
| Q2 2020 | 29 | 91,338 | IVW, MUB, VEA, USMV | 13F-HR | 7/9/2020 | 000178624120000005 |
| Q1 2020 | 25 | 81,912 | EFAV, IVW, USMV, VO | 13F-HR | 4/3/2020 | 000178624120000004 |
| Q4 2019 | 29 | 96,412 | EFAV, IVW, USMV, VO | 13F-HR | 2/3/2020 | 000178624120000003 |