| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 205 | 357,409 | IVV, SPLG, IUSB, IVW | 13F-HR | 1/17/2025 | 000166773125000056 |
| Q3 2024 | 204 | 348,821 | IVV, IUSB, SPLG, VYM | 13F-HR | 11/14/2024 | 000180184624000004 |
| Q2 2024 | 205 | 326,462 | IVV, SPLG, VYM, IUSB | 13F-HR | 7/16/2024 | 000180184624000003 |
| Q1 2024 | 208 | 345,328 | SPLG, IVV, ABBV, VYM | 13F-HR | 4/15/2024 | 000180184624000002 |
| Q4 2023 | 198 | 320,644 | IVV, SPLG, VYM, ABBV | 13F-HR | 1/12/2024 | 000180184624000001 |
| Q3 2023 | 190 | 293,238 | SPLG, IVV, ABBV, VYM | 13F-HR | 10/19/2023 | 000180184623000004 |
| Q2 2023 | 191 | 292,130 | SPLG, VYM, ABBV, QUAL | 13F-HR | 7/20/2023 | 000180184623000003 |
| Q1 2023 | 193 | 290,793 | VYM, ABBV, SPLG, IVV | 13F-HR | 4/13/2023 | 000180184623000002 |
| Q4 2022 | 183 | 261,414 | VYM, ESGU, ABBV, SPLG | 13F-HR | 1/20/2023 | 000180184623000001 |
| Q3 2022 | 169 | 217,235 | VYM, ESGU, ABBV, SPLG | 13F-HR | 10/18/2022 | 000180184622000006 |
| Q2 2022 | 146 | 358,051 | ABBV, ABT, MSFT, TSLA | 13F-HR | 7/26/2022 | 000180184622000005 |
| Q1 2022 | 153 | 209,766 | ABBV, VYM, ABT, VYMI | 13F-HR | 4/19/2022 | 000180184622000003 |
| Q4 2021 | 172 | 243,550 | VYM, ESGU, ABT, ABBV | 13F-HR | 2/15/2022 | 000180184622000002 |