| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 192 | 429,154 | SPTM, SPYG, MSFT, AGGY | 13F-HR | 4/17/2024 | 000175496024000150 |
| Q4 2023 | 195 | 464,933 | SPTM, AVUV, MSFT, AVDE | 13F-HR | 1/18/2024 | 000175496024000042 |
| Q3 2023 | 157 | 408,347 | IJH, IEFA, IUSV, VTI | 13F-HR | 11/7/2023 | 000175496023000320 |
| Q2 2023 | 183 | 407,317 | SPYG, IJH, SPTM, IEFA | 13F-HR | 7/12/2023 | 000175496023000183 |
| Q1 2023 | 202 | 386,090 | SPYG, SPTM, IJH, QUAL | 13F-HR | 5/3/2023 | 000175496023000142 |
| Q4 2022 | 187 | 378,011 | IJH, SPYG, SPTM, QUAL | 13F-HR | 1/26/2023 | 000175496023000038 |
| Q3 2022 | 189 | 305,826 | SPYG, SPTM, IJH, MSFT | 13F-HR | 10/27/2022 | 000175496022000284 |
| Q2 2022 | 179 | 338,167 | SPYG, SPTM, IEFA, IJH | 13F-HR | 7/18/2022 | 000175496022000182 |
| Q1 2022 | 192 | 425,610 | SPYG, IEFA, IJH, QUAL | 13F-HR | 5/13/2022 | 000175496022000146 |
| Q4 2021 | 175 | 360,382 | SPYG, JPST, IEMG, QUAL | 13F-HR | 1/18/2022 | 000175496022000026 |
| Q3 2021 | 170 | 287,112 | BND, JPST, SPYG, IEMG | 13F-HR | 10/12/2021 | 000175496021000181 |
| Q2 2021 | 162 | 293,873 | BND, JPST, SPYG, MSFT | 13F-HR | 7/12/2021 | 000175496021000105 |
| Q1 2021 | 193 | 378,348 | JPST, BND, SPYG, IEMG | 13F-HR | 4/15/2021 | 000175496021000064 |
| Q4 2020 | 153 | 278,706 | JPST, BND, SPYG, MSFT | 13F-HR | 1/13/2021 | 000175496021000013 |
| Q3 2020 | 137 | 245,173 | JPST, BND, SPYG, MSFT | 13F-HR | 10/9/2020 | 000175496020000064 |
| Q2 2020 | 133 | 206,772 | JPST, BND, MSFT, SPYG | 13F-HR | 7/8/2020 | 000175496020000040 |
| Q1 2020 | 94 | 145,108 | JPST, BND, SPY, MSFT | 13F-HR | 5/7/2020 | 000175496020000031 |