| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 70 | 120,238 | SCHD, VFVA, VDC, VUG | 13F-HR | 11/8/2023 | 000181967923000004 |
| Q2 2023 | 66 | 110,482 | SCHD, VDC, SPLV, VUG | 13F-HR | 7/13/2023 | 000181967923000003 |
| Q1 2023 | 67 | 108,405 | SCHD, VDC, VFVA, TDIV | 13F-HR | 5/12/2023 | 000181967923000002 |
| Q4 2022 | 70 | 134,402 | SCHD, STPZ, FTSL, VDC | 13F-HR | 1/24/2023 | 000181967923000001 |
| Q3 2022 | 68 | 133,309 | STPZ, SCHD, FTSL, VDC | 13F-HR | 10/12/2022 | 000181967922000004 |
| Q2 2022 | 71 | 123,415 | SCHD, FTSL, STPZ, SPLV | 13F-HR | 7/18/2022 | 000181967922000003 |
| Q1 2022 | 82 | 185,405 | FPE, FTSL, SCHD, XLF | 13F-HR | 5/10/2022 | 000181967922000002 |
| Q4 2021 | 88 | 198,066 | FPE, FTSL, SCHD, XLF | 13F-HR | 2/4/2022 | 000181967922000001 |
| Q3 2021 | 82 | 170,173 | SCHD, FTSL, XLF, SPLV | 13F-HR | 11/9/2021 | 000181967921000005 |
| Q2 2021 | 85 | 189,679 | SCHD, FPE, FTSL, XLF | 13F-HR | 8/13/2021 | 000181967921000004 |
| Q1 2021 | 84 | 186,882 | BIV, FPE, FTSL, SCHD | 13F-HR | 4/27/2021 | 000181967921000002 |
| Q4 2020 | 55 | 175,379 | BIV, FPE, FTSL, SCHD | 13F-HR | 1/25/2021 | 000181967921000001 |
| Q3 2020 | 48 | 160,705 | BIV, VGSH, SCHD, FTSL | 13F-HR | 10/27/2020 | 000181967920000012 |
| Q2 2020 | 56 | 170,080 | BIV, VGSH, SCHD, SIRI | 13F-HR | 7/31/2020 | 000181967920000003 |
| Q1 2020 | 39 | 144,076 | FDN, FTSM, FTSL, QYLD | 13F-HR | 7/31/2020 | 000181967920000002 |
| Q4 2019 | 57 | 190,409 | FPE, FTSM, FTSL, RYU | 13F-HR | 7/31/2020 | 000181967920000001 |
| Q3 2019 | 54 | 177,551 | FPE, FTSM, FTSL, RYU | 13F-HR | 8/4/2020 | 000181967920000011 |
| Q2 2019 | 55 | 164,353 | FTSM, FPE, FTSL, RYU | 13F-HR | 8/4/2020 | 000181967920000010 |
| Q1 2019 | 50 | 154,988 | FTSM, FPE, FTSL, RYU | 13F-HR | 8/4/2020 | 000181967920000009 |
| Q4 2018 | 42 | 115,581 | FTSM, FPE, FTSL, RYU | 13F-HR | 8/4/2020 | 000181967920000008 |
| Q3 2018 | 46 | 141,038 | FTSL, FVD, IJR, IJH | 13F-HR | 8/4/2020 | 000181967920000007 |
| Q2 2018 | 46 | 134,476 | FTSL, HYLS, IJR, FVD | 13F-HR | 8/4/2020 | 000181967920000006 |
| Q1 2018 | 51 | 133,721 | FTSL, HYLS, FVD, FDD | 13F-HR | 8/4/2020 | 000181967920000005 |
| Q4 2017 | 48 | 133,497 | FTSL, IJR, FVD, RSP.MX | 13F-HR | 8/4/2020 | 000181967920000004 |