| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 507 | 292,557 | VYM, VOOG, VCIT, LQD | 13F-HR | 10/22/2024 | 000183627024000005 |
| Q2 2024 | 489 | 261,849 | VOOG, VYM, JAGG, VCIT | 13F-HR | 7/22/2024 | 000183627024000003 |
| Q1 2024 | 471 | 252,993 | VYM, VOOG, JAGG, VCIT | 13F-HR | 4/17/2024 | 000183627024000002 |
| Q4 2023 | 499 | 228,668 | VYM, VOOG, VCIT, LQD | 13F-HR | 1/22/2024 | 000183627024000001 |
| Q3 2023 | 509 | 203,687 | VYM, VOOG, VCIT, JAGG | 13F-HR | 10/18/2023 | 000183627023000005 |
| Q2 2023 | 322 | 203,555 | VYM, VOOG, VCIT, LQD | 13F-HR | 8/1/2023 | 000183627023000004 |
| Q1 2023 | 362 | 200,190 | VYM, VOOG, VCIT, FLRN | 13F-HR | 5/1/2023 | 000183627023000003 |
| Q4 2022 | 287 | 185,233 | VYM, VOOG, FLRN, VCIT | 13F-HR | 1/19/2023 | 000183627023000001 |
| Q3 2022 | 157 | 69,286 | VYM, VOOG, VCIT, FLRN | 13F-HR | 10/12/2022 | 000183627022000005 |
| Q2 2022 | 311 | 175,685 | VYM, SPYG, FLRN, VEA | 13F-HR | 8/3/2022 | 000183627022000004 |
| Q1 2022 | 250 | 182,216 | VYM, SPYG, VEA, FLRN | 13F-HR | 4/11/2022 | 000183627022000003 |
| Q4 2021 | 246 | 178,037 | VYM, SPYG, LQD, VCIT | 13F-HR | 1/19/2022 | 000183627022000002 |
| Q3 2021 | 239 | 161,264 | LQD, VCIT, VYM, SPYG | 13F-HR | 10/6/2021 | 000183627021000004 |
| Q2 2021 | 210 | 151,664 | LQD, VYM, VCIT, SPYG | 13F-HR | 7/23/2021 | 000183627021000003 |
| Q1 2021 | 205 | 133,520 | VCIT, LQD, VYM, SPYG | 13F-HR | 4/12/2021 | 000183627021000002 |
| Q4 2020 | 189 | 124,882 | VCIT, LQD, VYM, SPYG | 13F-HR | 1/14/2021 | 000183627021000001 |