| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 857 | 488,919 | IWF, SPYV, VTI, ABBV | 13F-HR | 4/24/2025 | 000180051325000004 |
| Q4 2024 | 785 | 486,932 | IWF, VTI, SPYV, ABBV | 13F-HR | 1/13/2025 | 000180051325000001 |
| Q3 2024 | 819 | 458,057 | IWF, VTI, SPYV, ABBV | 13F-HR | 10/15/2024 | 000180051324000006 |
| Q2 2024 | 803 | 427,751 | IWF, VTI, SPYV, ABBV | 13F-HR | 7/16/2024 | 000180051324000004 |
| Q1 2024 | 797 | 396,556 | VTI, IWF, SPYV, ABBV | 13F-HR | 4/16/2024 | 000180051324000003 |
| Q4 2023 | 930 | 317,257 | VTI, IWF, ABBV, XLK | 13F-HR | 1/23/2024 | 000180051324000002 |
| Q3 2023 | 1,043 | 280 | VTI, ABBV, IWF, XLK | 13F-HR | 10/10/2023 | 000180051323000005 |
| Q2 2023 | 1,043 | 268,379 | VTI, ABBV, IWF, ABT | 13F-HR | 7/10/2023 | 000180051323000004 |
| Q1 2023 | 1,010 | 269,527 | ABBV, VTI, IWF, XLV | 13F-HR | 4/21/2023 | 000180051323000003 |
| Q4 2022 | 1,066 | 251,613 | ABBV, VTI, IWF, ABT | 13F-HR | 1/19/2023 | 000180051323000001 |
| Q3 2022 | 1,017 | 213,601 | VTI, ABBV, IWF, ABT | 13F-HR | 10/20/2022 | 000180051322000005 |
| Q2 2022 | 1,034 | 232,718 | ABBV, VTI, IWF, ABT | 13F-HR | 7/13/2022 | 000180051322000004 |
| Q1 2022 | 997 | 276,077 | VTI, ABBV, IWF, VGT | 13F-HR | 4/25/2022 | 000180051322000003 |
| Q4 2021 | 924 | 287,361 | VTI, IWF, ABBV, ABT | 13F-HR | 2/10/2022 | 000180051322000002 |
| Q3 2021 | 890 | 256,173 | VTI, IWF, ABBV, EW | 13F-HR | 10/12/2021 | 000180051321000004 |
| Q2 2021 | 872 | 248,084 | VTI, IWF, ABBV, AMZN | 13F-HR | 7/19/2021 | 000180051321000003 |
| Q1 2021 | 777 | 196,680 | VTI, IWF, ABBV, ABT | 13F-HR | 4/14/2021 | 000180051321000002 |
| Q4 2020 | 904 | 187,166 | VTI, IWF, ABBV, AMZN | 13F-HR | 1/20/2021 | 000180051321000001 |
| Q3 2020 | 862 | 168,230 | IWF, VTI, AMZN, ABBV | 13F-HR | 10/6/2020 | 000180051320000007 |
| Q2 2020 | 853 | 151,413 | IWF, VTI, ABBV, AMZN | 13F-HR | 7/7/2020 | 000180051320000006 |
| Q1 2020 | 836 | 112,033 | IWF, VTI, BAX, AMZN | 13F-HR | 4/8/2020 | 000180051320000005 |
| Q4 2019 | 823 | 134,983 | VTI, IWF, BAX, EW | 13F-HR | 1/27/2020 | 000180051320000004 |
| Q3 2019 | 838 | 130,559 | VTI, ITOT, BAX, IWF | 13F-HR | 1/27/2020 | 000180051320000003 |
| Q2 2019 | 811 | 124,578 | VTI, ITOT, BAX, IWF | 13F-HR | 1/27/2020 | 000180051320000002 |
| Q1 2019 | 792 | 117,536 | VTI, ITOT, BAX, EW | 13F-HR | 1/27/2020 | 000180051320000001 |