| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 317 | 874,488 | VLUE, VEA, QUAL, VV | 13F-HR | 4/16/2024 | 000179454324000002 |
| Q4 2023 | 293 | 771,254 | VLUE, VEA, QUAL, VV | 13F-HR | 4/16/2024 | 000179454324000003 |
| Q3 2023 | 265 | 674,993 | VUSB, MINT, VLUE, VEA | 13F-HR | 10/11/2023 | 000179454323000009 |
| Q2 2023 | 237 | 643,536 | VUSB, MINT, VLUE, VEA | 13F-HR | 7/11/2023 | 000179454323000008 |
| Q1 2023 | 227 | 609,836 | VUSB, MINT, VLUE, VEA | 13F-HR | 4/20/2023 | 000179454323000006 |
| Q4 2022 | 200 | 565,877 | VUSB, MINT, VLUE, VEA | RESTATEMENT | 1/24/2023 | 000179454323000004 |
| Q3 2022 | 165 | 501,610 | VUSB, MINT, VLUE, SPD | 13F-HR | 10/11/2022 | 000179454322000009 |
| Q2 2022 | 162 | 542,344 | VLUE, VUSB, MINT, QUAL | 13F-HR | 8/9/2022 | 000179454322000008 |
| Q1 2022 | 164 | 587,693 | VLUE, SHYG, VUSB, QUAL | 13F-HR | 4/28/2022 | 000179454322000007 |
| Q4 2021 | 139 | 575,861 | VLUE, SHYG, MINT, QUAL | 13F-HR | 1/27/2022 | 000179454322000001 |
| Q3 2021 | 142 | 551,288 | SHYG, VLUE, MINT, QUAL | 13F-HR | 10/14/2021 | 000159261321000005 |
| Q2 2021 | 130 | 519,701 | SHYG, VLUE, MINT, QUAL | 13F-HR | 7/29/2021 | 000179454321000005 |
| Q1 2021 | 133 | 505,506 | SHYG, MINT, VLUE, QUAL | 13F-HR | 5/7/2021 | 000179454321000004 |
| Q4 2020 | 432 | 465,176 | MINT, SHYG, QUAL, VLUE | 13F-HR | 2/16/2021 | 000179454321000002 |
| Q3 2020 | 407 | 402,534 | MINT, SHYG, QUAL, VLUE | RESTATEMENT | 11/20/2020 | 000179454320000005 |
| Q2 2020 | 113 | 342,138 | MINT, SHYG, QUAL, VLUE | 13F-HR | 8/5/2020 | 000165203520000006 |
| Q1 2020 | 80 | 275,534 | VEA, QUAL, MTUM, VLUE | 13F-HR | 5/6/2020 | 000179454320000003 |
| Q4 2019 | 118 | 280,519 | VTI, VEA, IGSB, VTV | 13F-HR | 2/13/2020 | 000179454320000001 |