| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 82 | 368,799 | VCIT, SPHQ, XMMO, RSP | 13F-HR | 4/21/2025 | 000180874825000002 |
| Q4 2024 | 84 | 380,021 | VCIT, SPHQ, SPLG, QQQ | 13F-HR | 1/29/2025 | 000180874825000001 |
| Q3 2024 | 81 | 346,940 | VCIT, SPHQ, SPLG, QQQ | 13F-HR | 10/25/2024 | 000180874824000004 |
| Q2 2024 | 82 | 324,361 | SPHQ, VCIT, SPLG, QQQ | 13F-HR | 8/12/2024 | 000180874824000003 |
| Q1 2024 | 94 | 310,592 | MOAT, SPLG, VCIT, SPHQ | 13F-HR | 5/6/2024 | 000180874824000002 |
| Q4 2023 | 118 | 275,367 | MOAT, SPLG, VCIT, SPHQ | 13F-HR | 2/8/2024 | 000180874824000001 |
| Q3 2023 | 82 | 201,176 | MOAT, SPLG, SCHD, QQQ | 13F-HR | 10/31/2023 | 000180874823000004 |
| Q2 2023 | 83 | 200,457 | SPLG, SCHD, MOAT, IJR | 13F-HR | 8/2/2023 | 000180874823000003 |
| Q1 2023 | 83 | 164,654 | SPLG, SCHD, IJR, IEMG | 13F-HR | 5/1/2023 | 000180874823000002 |
| Q4 2022 | 155 | 145,774 | SCHD, SPLG, TBX, SPY | 13F-HR | 2/7/2023 | 000180874823000001 |
| Q3 2022 | 83 | 204,062 | FLRN, SCHD, RSP, TBX | 13F-HR | 11/9/2022 | 000180874822000004 |
| Q2 2022 | 83 | 211,787 | FLRN, SCHD, RSP, TBX | 13F-HR | 8/17/2022 | 000180874822000003 |
| Q1 2022 | 87 | 268,176 | FLRN, RSP, SCHD, TBX | 13F-HR | 5/17/2022 | 000180874822000002 |
| Q4 2021 | 86 | 182,614 | SPY, DIA, SCHD, IJR | 13F-HR | 2/2/2022 | 000180874822000001 |
| Q3 2021 | 89 | 198,461 | SPY, IGSB, DIA, SCHD | 13F-HR | 11/10/2021 | 000180874821000005 |
| Q2 2021 | 87 | 207,373 | SPY, IGSB, DIA, SCHD | 13F-HR | 8/10/2021 | 000180874821000004 |
| Q1 2021 | 81 | 191,579 | SPY, IGSB, DIA, IEMG | 13F-HR | 5/10/2021 | 000180874821000003 |
| Q4 2020 | 64 | 177,701 | SPY, IGSB, DIA, QQQ | 13F-HR | 2/16/2021 | 000180874821000001 |
| Q3 2020 | 66 | 157,600 | IGSB, SPY, DIA, QQQ | 13F-HR | 11/12/2020 | 000180874820000005 |
| Q2 2020 | 77 | 113,555 | SPY, DIA, QQQ, AMZN | 13F-HR | 8/13/2020 | 000180874820000004 |
| Q1 2020 | 80 | 70,140 | SPY, DIA, AMZN, MSFT | 13F-HR | 5/14/2020 | 000180874820000003 |
| Q4 2019 | 66 | 126,613 | QQQ, SCHD, RSP, SPY | 13F-HR | 4/21/2020 | 000180874820000002 |