| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 82 | 243,026 | VIG, IVV, IJH, SDY | 13F-HR | 10/21/2025 | 000106299325016238 |
| Q2 2025 | 82 | 226,722 | VIG, IVV, SDY, IJH | 13F-HR | 7/22/2025 | 000106299325013050 |
| Q1 2025 | 78 | 211,282 | VIG, IVV, SDY, IJH | 13F-HR | 4/22/2025 | 000106299325007747 |
| Q4 2024 | 79 | 210,951 | VIG, IVV, IJH, SDY | 13F-HR | 1/15/2025 | 000106299325000793 |
| Q3 2024 | 80 | 213,724 | VIG, IVV, SDY, IJH | 13F-HR | 10/15/2024 | 000106299324017671 |
| Q2 2024 | 78 | 199,272 | VIG, IVV, SDY, IJH | 13F-HR | 7/16/2024 | 000106299324013830 |
| Q1 2024 | 78 | 197,701 | VIG, IVV, SDY, IJH | 13F-HR | 4/18/2024 | 000106299324008536 |
| Q4 2023 | 74 | 182,766 | VIG, IVV, SDY, IJH | 13F-HR | 1/16/2024 | 000106299324000855 |
| Q3 2023 | 70 | 166,968 | VIG, IVV, SDY, IJH | 13F-HR | 10/18/2023 | 000106299323019521 |
| Q2 2023 | 71 | 172,682 | VIG, IVV, SDY, IJH | 13F-HR | 7/12/2023 | 000106299323014829 |
| Q1 2023 | 66 | 164,737 | VIG, IVV, SDY, IJH | 13F-HR | 4/13/2023 | 000106299323009102 |
| Q4 2022 | 65 | 164,336 | VIG, SDY, IVV, IJH | 13F-HR | 1/17/2023 | 000106299323000931 |
| Q3 2022 | 58 | 143,475 | VIG, IVV, SDY, IJH | 13F-HR | 10/24/2022 | 000106299322021058 |
| Q2 2022 | 59 | 150,218 | VIG, IVV, SDY, IJH | 13F-HR | 8/2/2022 | 000106299322017035 |
| Q1 2022 | 62 | 168,366 | VIG, IVV, IJH, SDY | 13F-HR | 4/28/2022 | 000106299322010961 |
| Q4 2021 | 68 | 180,645 | VIG, IVV, IJH, SDY | 13F-HR | 2/2/2022 | 000106299322002152 |
| Q3 2021 | 67 | 165,050 | VIG, IJH, IVV, SDY | 13F-HR | 11/4/2021 | 000106299321010243 |
| Q2 2021 | 68 | 166,254 | VIG, IJH, IVV, SDY | 13F-HR | 7/22/2021 | 000106299321006655 |
| Q1 2021 | 63 | 155,522 | VIG, IJH, IVV, SDY | 13F-HR | 4/20/2021 | 000106299321003752 |
| Q4 2020 | 59 | 146,450 | VIG, IJH, IVV, SDY | 13F-HR | 1/19/2021 | 000106299321000414 |
| Q3 2020 | 58 | 128,408 | VIG, IJH, IVV, SDY | 13F-HR | 10/20/2020 | 000106299320005020 |
| Q2 2020 | 59 | 118,879 | VIG, IJH, SDY, IVV | 13F-HR | 7/13/2020 | 000106299320003272 |
| Q1 2020 | 57 | 98,546 | VIG, IJH, SDY, IVV | 13F-HR | 5/22/2020 | 000106299320002567 |
| Q4 2019 | 58 | 123,857 | VIG, IJH, SDY, IVV | 13F-HR | 1/21/2020 | 000106299320000249 |
| Q3 2019 | 55 | 115,573 | VIG, IJH, SDY, IVV | 13F-HR | 10/21/2019 | 000106299319003966 |