| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 64 | 198,307 | RSP, SPLG, USMV, SPYV | 13F-HR | 2/11/2025 | 000180300525000001 |
| Q3 2024 | 69 | 196,441 | RSP, SPLG, USMV, SPYV | 13F-HR | 11/12/2024 | 000180300524000005 |
| Q2 2024 | 52 | 179,202 | SPYG, RSP, OEF, XLE | 13F-HR | 8/13/2024 | 000180300524000003 |
| Q1 2024 | 63 | 164,407 | RSP, SPLG, SPYV, USMV | 13F-HR | 5/7/2024 | 000180300524000002 |
| Q4 2023 | 59 | 148,963 | USMV, SPLG, RSP, SPYV | 13F-HR | 2/8/2024 | 000180300524000001 |
| Q3 2023 | 59 | 142,173 | SPLG, USMV, RSP, SPYV | 13F-HR | 11/7/2023 | 000180300523000004 |
| Q2 2023 | 59 | 138,287 | SPLG, SPDW, USMV, SPYV | 13F-HR | 7/25/2023 | 000180300523000003 |
| Q1 2023 | 57 | 127,990 | USMV, SPDW, SPLG, SPYV | 13F-HR | 5/9/2023 | 000180300523000002 |
| Q4 2022 | 65 | 122,348 | USMV, SPLG, SPYV, SPDW | 13F-HR | 2/10/2023 | 000180300523000001 |
| Q3 2022 | 55 | 107,063 | USMV, SPLG, IVV, SPYV | 13F-HR | 11/15/2022 | 000180300522000006 |
| Q2 2022 | 55 | 184,654 | SPTS, IVV, SPLG, USMV | NEW HOLDINGS | 7/28/2022 | 000180300522000005 |
| Q2 2022 | 55 | 184,654 | SPTS, IVV, SPLG, USMV | NEW HOLDINGS | 7/28/2022 | 000180300522000004 |
| Q2 2022 | 61 | 199,660 | IVV, SPLG, SPTS, USMV | 13F-HR | 7/27/2022 | 000180300522000003 |
| Q1 2022 | 61 | 199,660 | IVV, SPLG, SPTS, USMV | 13F-HR | 5/10/2022 | 000180300522000002 |
| Q4 2021 | 59 | 182,840 | IVV, USMV, VGSH, VEA | 13F-HR | 2/14/2022 | 000180300522000001 |
| Q3 2021 | 58 | 183,871 | IVV, USMV, VGSH, VEA | 13F-HR | 11/9/2021 | 000180300521000004 |
| Q2 2021 | 54 | 191,626 | IEMG, VEA, RSP, IVV | 13F-HR | 7/26/2021 | 000180300521000003 |
| Q1 2021 | 52 | 179,472 | IEMG, VEA, RSP, IVV | 13F-HR | 4/29/2021 | 000180300521000002 |
| Q4 2020 | 41 | 161,445 | VGSH, USMV, IVV, IEMG | 13F-HR | 2/12/2021 | 000180300521000001 |
| Q3 2020 | 32 | 145,651 | VGSH, USMV, IVV, IUSV | 13F-HR | 10/28/2020 | 000180300520000005 |
| Q2 2020 | 29 | 132,712 | USMV, VGSH, QQQ, GLD | 13F-HR | 8/7/2020 | 000180300520000003 |
| Q1 2020 | 27 | 126,247 | USMV, VGSH, QQQ, EFAV | 13F-HR | 4/28/2020 | 000180300520000002 |