| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,052 | 551,168 | VONG, BIV, VOO, SCHD | 13F-HR | 11/12/2024 | 000139834424020433 |
| Q2 2024 | 1,040 | 518,030 | VONG, BIV, VOO, IWF | 13F-HR | 8/12/2024 | 000139834424014343 |
| Q1 2024 | 1,034 | 507,304 | VONG, BIV, VOO, IWF | 13F-HR | 5/14/2024 | 000139834424009603 |
| Q4 2023 | 997 | 459,767 | VONG, BIV, VOO, IWF | 13F-HR | 2/13/2024 | 000139834424002675 |
| Q3 2023 | 1,017 | 401,177 | VONG, BIV, VOO, IWF | 13F-HR | 11/14/2023 | 000139834423020675 |
| Q2 2023 | 1,059 | 504,369 | VONG, VIG, VOO, IWF | 13F-HR | 8/14/2023 | 000139834423014865 |
| Q1 2023 | 1,060 | 469,927 | VONG, VIG, VOO, SCHD | 13F-HR | 5/15/2023 | 000139834423009884 |
| Q4 2022 | 1,067 | 441,935 | VIG, VONG, VOO, SCHD | 13F-HR | 2/14/2023 | 000139834423003461 |
| Q3 2022 | 926 | 395,381 | VONG, VIG, VOO, SCHD | 13F-HR | 11/14/2022 | 000139834422022108 |
| Q2 2022 | 923 | 402,574 | VIG, VONG, VOO, SCHD | 13F-HR | 8/16/2022 | 000139834422015746 |
| Q1 2022 | 952 | 452,459 | VIG, VONG, VOO, IWF | 13F-HR | 5/16/2022 | 000139834422009797 |
| Q4 2021 | 995 | 458,979 | VIG, VONG, VOO, IWF | 13F-HR | 2/14/2022 | 000139834422003280 |
| Q3 2021 | 965 | 429,308 | VIG, VONG, IWF, VOO | 13F-HR | 11/15/2021 | 000139834421021602 |
| Q2 2021 | 986 | 454,961 | VIG, VONG, IWF, VOO | 13F-HR | 8/17/2021 | 000139834421016368 |
| Q1 2021 | 978 | 411,092 | VIG, VONG, IWF, VOO | 13F-HR | 5/17/2021 | 000139834421010924 |
| Q4 2020 | 910 | 371,821 | VIG, VONG, IWF, VOO | 13F-HR | 2/16/2021 | 000139834421003465 |
| Q3 2020 | 1,002 | 297,220 | IWF, VIG, VONG, VOO | 13F-HR | 11/12/2020 | 000139834420021961 |
| Q2 2020 | 733 | 253,925 | IWF, VIG, VONG, VOO | 13F-HR | 8/13/2020 | 000139834420015662 |
| Q1 2020 | 168 | 184,763 | IWF, VIG, VONG, IWD | 13F-HR | 5/11/2020 | 000139834420009778 |
| Q4 2019 | 93 | 95,958 | IWF, IWD, VONG, VIG | 13F-HR | 2/14/2020 | 000139834420003613 |