| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 238 | 172,496 | IVV, VEA, PWV, VYM | 13F-HR | 11/5/2024 | 000179995724000007 |
| Q2 2024 | 242 | 164,914 | IVV, VEA, VYM, IBDQ | 13F-HR | 7/15/2024 | 000179995724000005 |
| Q1 2024 | 225 | 158,926 | IVV, VEA, VYM, IBDQ | 13F-HR | 4/23/2024 | 000179995724000004 |
| Q4 2023 | 235 | 148,585 | IVV, VEA, SPYG, IBDS | 13F-HR | 1/22/2024 | 000179995724000001 |
| Q3 2023 | 295 | 134,513 | VTV, SPYG, IVV, VEA | 13F-HR | 10/24/2023 | 000179995723000005 |
| Q2 2023 | 284 | 169,444 | SPYG, VTV, VEA, IVV | 13F-HR | 7/17/2023 | 000179995723000004 |
| Q1 2023 | 285 | 157,305 | SPYG, VTV, VEA, IVV | 13F-HR | 5/1/2023 | 000179995723000003 |
| Q4 2022 | 389 | 161,125 | MGV, VTV, IVV, SPYG | 13F-HR | 1/18/2023 | 000179995723000001 |
| Q3 2022 | 347 | 152,259 | IVV, MGV, VTV, SPYG | 13F-HR | 11/4/2022 | 000179995722000005 |
| Q2 2022 | 324 | 178,263 | VTV, MGV, VCLT, VEA | 13F-HR | 7/19/2022 | 000179995722000004 |
| Q1 2022 | 302 | 194,750 | MGV, VTV, FALN, VEA | 13F-HR | 4/25/2022 | 000179995722000003 |
| Q4 2021 | 310 | 193,626 | SPYG, IVV, VEA, FLOT | 13F-HR | 1/26/2022 | 000179995722000002 |
| Q3 2021 | 310 | 170,932 | IVV, DGRO, FLOT, QUAL | 13F-HR | 11/3/2021 | 000179995721000005 |
| Q2 2021 | 58 | 154,234 | IVV, DGRO, FLOT, QUAL | 13F-HR | 8/2/2021 | 000179995721000003 |
| Q1 2021 | 58 | 145,353 | USMV, FLOT, DGRO, QUAL | 13F-HR | 5/7/2021 | 000179995721000002 |
| Q4 2020 | 49 | 130,481 | USMV, DGRO, FLOT, SPYG | 13F-HR | 1/25/2021 | 000179995721000001 |
| Q3 2020 | 46 | 114,734 | USMV, FLOT, DGRO, SPYG | 13F-HR | 11/3/2020 | 000179995720000004 |
| Q2 2020 | 44 | 106,214 | USMV, FLOT, DGRO, SPYG | 13F-HR | 8/12/2020 | 000179995720000003 |
| Q1 2020 | 41 | 92,882 | USMV, FLOT, DGRO, SPYG | 13F-HR | 4/28/2020 | 000179995720000002 |
| Q4 2019 | 47 | 111,957 | FLOT, LGLV, DGRO, SPYG | 13F-HR | 1/21/2020 | 000179995720000001 |