| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 117 | 202,554 | DFIV, VCSH, SJNK, PSX | 13F-HR | 11/4/2024 | 000195175724001157 |
| Q2 2024 | 122 | 187,816 | DFIV, PSX, VCSH, VUG | 13F-HR | 8/12/2024 | 000195175724000730 |
| Q1 2024 | 117 | 183,311 | PSX, DFIV, VCSH, VUG | 13F-HR | 4/15/2024 | 000195175724000280 |
| Q4 2023 | 108 | 170,699 | PSX, VCSH, DFIV, VUG | 13F-HR | 1/12/2024 | 000195175724000050 |
| Q3 2023 | 106 | 164,388 | VCSH, PSX, VGSH, DFIV | 13F-HR | 11/14/2023 | 000195175723000703 |
| Q2 2023 | 1,695 | 187,122 | VCSH, VGSH, VUG, DFIV | 13F-HR | 7/10/2023 | 000181249223000004 |
| Q1 2023 | 1,683 | 237,432 | IWF, IWD, VCSH, VGSH | 13F-HR | 5/10/2023 | 000181249223000003 |
| Q4 2022 | 1,639 | 204,456 | IWF, IWD, VCSH, VGSH | 13F-HR | 2/1/2023 | 000181249223000001 |
| Q3 2022 | 1,661 | 217,663 | VCSH, IWF, IWD, VGSH | 13F-HR | 11/3/2022 | 000181249222000004 |
| Q2 2022 | 1,662 | 221,289 | IWD, IWF, VCSH, VGSH | 13F-HR | 8/9/2022 | 000181249222000003 |
| Q1 2022 | 1,689 | 241,902 | IWF, IWD, VCSH, VNQ | RESTATEMENT | 4/21/2022 | 000181249222000002 |
| Q1 2022 | 1,689 | 241,902 | IWF, IWD, VCSH, VNQ | 13F-HR | 4/21/2022 | 000168063822000004 |
| Q4 2021 | 499 | 226,772 | IWD, IWF, VCSH, VNQ | 13F-HR | 1/20/2022 | 000181249222000001 |
| Q3 2021 | 447 | 206,075 | IWD, IWF, VCSH, VNQ | 13F-HR | 11/9/2021 | 000181249221000005 |
| Q2 2021 | 432 | 194,692 | IWD, IWF, VNQ, VCSH | 13F-HR | 8/2/2021 | 000181249221000004 |
| Q1 2021 | 408 | 169,967 | IWD, IWF, VNQ, VCSH | 13F-HR | 5/11/2021 | 000181249221000002 |
| Q4 2020 | 330 | 149,693 | IWD, IWF, VNQ, CWB | 13F-HR | 2/12/2021 | 000181249221000001 |
| Q3 2020 | 420 | 135,606 | IWD, IWF, VNQ, STIP | 13F-HR | 11/5/2020 | 000181249220000005 |
| Q2 2020 | 424 | 128,530 | IWD, IWF, VNQ, STIP | 13F-HR | 8/13/2020 | 000181249220000004 |
| Q1 2020 | 448 | 105,117 | IWD, IWF, VNQ, STIP | 13F-HR | 5/19/2020 | 000181249220000001 |
| Q4 2019 | 442 | 118,553 | IWD, IWF, VNQ, SCZ | 13F-HR | 5/19/2020 | 000181249220000002 |