| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 62 | 133,523 | SCHR, FDL, IYW, SCHE | 13F-HR | 5/13/2025 | 000180329525000002 |
| Q4 2024 | 59 | 124,603 | SCHR, FDL, IYW, SCHE | 13F-HR | 2/5/2025 | 000180329525000001 |
| Q3 2024 | 53 | 121,592 | SCHR, FDL, IYW, SCHE | 13F-HR | 11/5/2024 | 000180329524000005 |
| Q2 2024 | 50 | 108,418 | SCHR, FDL, IYW, SCHE | 13F-HR | 8/7/2024 | 000180329524000003 |
| Q1 2024 | 91 | 209,821 | VTI, SCHR, FDL, IYW | 13F-HR | 5/13/2024 | 000180329524000002 |
| Q4 2023 | 87 | 178,572 | VTI, SCHR, FDL, IYW | 13F-HR | 1/25/2024 | 000180329524000001 |
| Q3 2023 | 83 | 168,227 | VTI, SCHR, SCHP, FDL | 13F-HR | 11/7/2023 | 000180329523000004 |
| Q2 2023 | 83 | 172,362 | VTI, SCHP, SCHR, FDL | 13F-HR | 8/10/2023 | 000180329523000003 |
| Q1 2023 | 81 | 161,812 | VTI, SCHP, SCHR, FDL | 13F-HR | 5/8/2023 | 000180329523000002 |
| Q4 2022 | 84 | 146,488 | VTI, SCHR, FDL, SCHP | 13F-HR | 2/8/2023 | 000180329523000001 |
| Q3 2022 | 85 | 145,240 | VTI, SCHR, SCHP, FDL | 13F-HR | 11/10/2022 | 000180329522000004 |
| Q2 2022 | 80 | 140,426 | VTI, SCHR, FDL, SCHP | 13F-HR | 8/8/2022 | 000180329522000003 |
| Q1 2022 | 83 | 157,590 | VTI, FDL, SCHP, SCHR | 13F-HR | 5/6/2022 | 000180329522000002 |
| Q4 2021 | 86 | 162,956 | VTI, SCHR, FDL, IEF | 13F-HR | 2/2/2022 | 000180329522000001 |
| Q3 2021 | 81 | 152,373 | VTI, SCHR, FDL, IEF | 13F-HR | 10/29/2021 | 000180329521000005 |
| Q2 2021 | 82 | 162,561 | VTI, SCHR, FDL, SCHE | 13F-HR | 8/9/2021 | 000180329521000004 |
| Q1 2021 | 89 | 154,728 | VTI, SCHR, FDL, SCHE | 13F-HR | 5/7/2021 | 000180329521000003 |
| Q4 2020 | 87 | 146,286 | VTI, SCHR, FDL, SCHE | 13F-HR | 2/8/2021 | 000180329521000001 |
| Q3 2020 | 76 | 124,013 | SCHR, VTI, IEF, FDL | 13F-HR | 11/4/2020 | 000177094020000006 |
| Q2 2020 | 79 | 120,730 | VTI, SCHR, IEF, FDL | 13F-HR | 8/12/2020 | 000180329520000003 |
| Q1 2020 | 29 | 22,957 | RYE, AAPL, MSFT, CNC | 13F-HR | 5/8/2020 | 000180329520000002 |
| Q4 2019 | 44 | 96,922 | VTI, IEF, SCHE, VDC | 13F-HR | 2/13/2020 | 000180329520000001 |