| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 332 | 948,270 | SCHG, MSFT, AAPL, SCHV | 13F-HR | 2/14/2024 | 000172554724000518 |
| Q3 2023 | 316 | 834,379 | SCHG, AAPL, MSFT, SCHV | 13F-HR | 11/6/2023 | 000172554723001739 |
| Q2 2023 | 341 | 864,453 | AAPL, MSFT, SCHG, DGRO | 13F-HR | 8/7/2023 | 000172554723000179 |
| Q1 2023 | 334 | 821,238 | AAPL, MSFT, DGRO, IWR | 13F-HR | 5/15/2023 | 000172554723000132 |
| Q4 2022 | 330 | 796,070 | AAPL, DGRO, IWR, MSFT | 13F-HR | 2/9/2023 | 000172554723000049 |
| Q3 2022 | 316 | 720,446 | AAPL, IWR, MSFT, DGRO | 13F-HR | 11/4/2022 | 000172554722000187 |
| Q2 2022 | 231 | 442,308 | IWR, DGRO, SCHV, IWB | 13F-HR | 8/1/2022 | 000172554722000129 |
| Q1 2022 | 331 | 840,666 | AAPL, IWR, MSFT, DGRO | 13F-HR | 5/2/2022 | 000172554722000075 |
| Q4 2021 | 318 | 830,257 | AAPL, MSFT, IWR, SCHG | 13F-HR | 2/1/2022 | 000172554722000022 |
| Q3 2021 | 317 | 749,185 | IWR, AAPL, MSFT, IWB | 13F-HR | 11/1/2021 | 000172554721000094 |
| Q2 2021 | 226 | 454,506 | IWR, SCHG, IWB, DGRO | 13F-HR | 8/10/2021 | 000172554721000078 |
| Q1 2021 | 214 | 410,195 | IWR, IWB, SCHG, DGRO | 13F-HR | 5/14/2021 | 000172554721000048 |
| Q4 2020 | 212 | 385,770 | IWR, SCHG, IWB, DGRO | 13F-HR | 2/8/2021 | 000172554721000011 |
| Q3 2020 | 194 | 320,385 | IWR, SCHG, IWB, CWB | 13F-HR | 11/13/2020 | 000172554720000091 |
| Q2 2020 | 190 | 288,176 | IWR, IWB, SCHG, BND | 13F-HR | 7/31/2020 | 000172554720000064 |
| Q1 2020 | 170 | 231,543 | IWR, IWB, BND, SCHG | 13F-HR | 5/8/2020 | 000172554720000043 |
| Q4 2019 | 178 | 275,170 | IWR, IWB, SCHG, SCHV | 13F-HR | 2/4/2020 | 000172554720000014 |