| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 84 | 132,288 | VTI, DGRO, FFSM, IBTG | 13F-HR | 10/21/2025 | 000180411625000004 |
| Q2 2025 | 85 | 126,174 | VTI, FFSM, DGRO, IBTG | 13F-HR | 7/16/2025 | 000108514625003878 |
| Q1 2025 | 80 | 114,513 | VTI, DGRO, FFSM, IBTG | 13F-HR | 5/1/2025 | 000108514625002530 |
| Q4 2024 | 77 | 135,441 | DGRO, DFAC, IJH, IJR | 13F-HR | 2/14/2025 | 000108514625001640 |
| Q3 2024 | 77 | 119,931 | DGRO, DFAC, IJH, IJR | 13F-HR | 11/12/2024 | 000108514624005531 |
| Q2 2024 | 72 | 107,062 | DGRO, DFAC, IJH, IJR | 13F-HR | 8/14/2024 | 000108514624003847 |
| Q1 2024 | 70 | 101,579 | DGRO, DFAC, IJH, IJR | 13F-HR | 5/10/2024 | 000108514624002378 |
| Q4 2023 | 64 | 100,177 | HDV, DFAC, IJH, IBTE | 13F-HR | 2/6/2024 | 000108514624000765 |
| Q3 2023 | 61 | 96,983 | IBTD, HDV, DFAC, IJH | 13F-HR | 11/13/2023 | 000108514623004263 |
| Q2 2023 | 62 | 102,136 | IBTD, HDV, IJH, DFAC | 13F-HR | 8/9/2023 | 000108514623003184 |
| Q1 2023 | 63 | 97,223 | IBTD, HDV, IJH, DFAC | 13F-HR | 5/4/2023 | 000108514623002057 |
| Q4 2022 | 128 | 86,960 | IBTD, IJH, HDV, IJR | 13F-HR | 2/14/2023 | 000139834423003472 |
| Q3 2022 | 51 | 66,414 | VTIP, IJH, HDV, IJR | 13F-HR | 11/14/2022 | 000180411622000004 |
| Q2 2022 | 53 | 67,033 | VTIP, IJH, IJR, VTI | 13F-HR | 8/12/2022 | 000180411622000003 |
| Q1 2022 | 35 | 43,723 | IJR, IJH, VTIP, VIG | 13F-HR | 5/16/2022 | 000180411622000002 |
| Q4 2021 | 71 | 82,110 | ITOT, IJR, PFF, IJH | 13F-HR | 2/14/2022 | 000180411622000001 |
| Q3 2021 | 37 | 33,558 | IJR, BSV, MSFT, IJH | 13F-HR | 11/9/2021 | 000180411621000004 |
| Q2 2021 | 135 | 250,616 | FBND, SCHX, IUSV, ITOT | 13F-HR | 8/4/2021 | 000180411621000003 |
| Q1 2021 | 127 | 190,594 | ITOT, IUSV, IJR, MINT | 13F-HR | 5/14/2021 | 000180411621000002 |
| Q4 2020 | 122 | 169,284 | ITOT, BND, IJR, VIG | 13F-HR | 2/12/2021 | 000180411621000001 |
| Q3 2020 | 111 | 136,260 | BND, ITOT, IJR, VIG | 13F-HR | 11/12/2020 | 000180411620000006 |
| Q2 2020 | 105 | 109,610 | ITOT, VYM, IJR, PFF | 13F-HR | 7/31/2020 | 000180411620000005 |
| Q1 2020 | 90 | 89,297 | ITOT, VYM, PFF, IJR | 13F-HR | 4/27/2020 | 000180411620000004 |
| Q4 2019 | 109 | 118,384 | ITOT, PFF, VYM, IJR | 13F-HR | 2/21/2020 | 000180411620000002 |