| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 88 | 725,669 | JCPB, SPYG, HTRB, SLYV | 13F-HR | 11/12/2024 | 000176538024000436 |
| Q2 2024 | 83 | 654,641 | SLYV, SPYG, JCPB, DON | 13F-HR | 8/13/2024 | 000176538024000314 |
| Q1 2024 | 86 | 665,573 | SLYV, DON, SPYG, JCPB | 13F-HR | 5/14/2024 | 000176538024000224 |
| Q4 2023 | 84 | 634,301 | SLYV, DON, SPYG, VTV | 13F-HR | 2/13/2024 | 000176538024000135 |
| Q3 2023 | 84 | 537,294 | SLYV, DON, SPYG, BSV | 13F-HR | 11/14/2023 | 000176538023000250 |
| Q2 2023 | 85 | 542,111 | SLYV, DON, SPYG, BSV | 13F-HR | 8/11/2023 | 000176538023000172 |
| Q1 2023 | 86 | 515,814 | SLYV, DON, SPYG, BSV | 13F-HR | 5/2/2023 | 000176538023000072 |
| Q4 2022 | 82 | 471,700 | SLYV, DON, SPYG, VTV | 13F-HR | 2/13/2023 | 000184143323000001 |
| Q3 2022 | 75 | 412,883 | SLYV, DON, SPYG, VTV | 13F-HR | 10/25/2022 | 000184143322000004 |
| Q2 2022 | 74 | 410,016 | SLYV, DON, SPYG, VTV | 13F-HR | 7/19/2022 | 000184143322000003 |
| Q1 2022 | 81 | 447,692 | DON, SLYV, SPYG, VTV | 13F-HR | 4/19/2022 | 000184143322000002 |
| Q4 2021 | 78 | 406,341 | SLYV, DON, SPYG, VUG | 13F-HR | 2/1/2022 | 000184143322000001 |
| Q3 2021 | 74 | 367,704 | SLYV, DON, SPYG, VUG | 13F-HR | 10/13/2021 | 000184143321000032 |
| Q2 2021 | 70 | 341,067 | SLYV, DON, SPYG, VUG | 13F-HR | 7/29/2021 | 000184143321000031 |
| Q1 2021 | 69 | 326,443 | SLYV, DON, SPYG, VUG | 13F-HR | 4/20/2021 | 000184143321000002 |
| Q4 2020 | 68 | 297,071 | SLYV, DON, SPYG, VUG | 13F-HR | 2/8/2021 | 000184143321000001 |
| Q3 2020 | 65 | 257,112 | SLYV, DON, SPYG, VUG | 13F-HR | 5/24/2021 | 000184143321000030 |
| Q2 2020 | 51 | 238,321 | SLYV, DON, SPYG, VUG | 13F-HR | 5/24/2021 | 000184143321000029 |
| Q1 2020 | 49 | 192,345 | SLYV, DON, SPYG, VUG | 13F-HR | 5/24/2021 | 000184143321000028 |
| Q4 2019 | 51 | 251,461 | SLYV, DON, SPYG, VTV | 13F-HR | 5/24/2021 | 000184143321000027 |
| Q3 2019 | 50 | 236,163 | SLYV, DON, SPYG, VTV | 13F-HR | 5/24/2021 | 000184143321000026 |
| Q2 2019 | 48 | 230,946 | SLYV, DON, VUG, SPYG | 13F-HR | 5/24/2021 | 000184143321000025 |
| Q1 2019 | 47 | 224,598 | SLYV, VUG, DON, VTV | 13F-HR | 5/24/2021 | 000184143321000024 |
| Q4 2018 | 44 | 202,169 | VCSH, VUG, VTV, SLYV | 13F-HR | 5/24/2021 | 000184143321000023 |
| Q3 2018 | 47 | 258,744 | VCSH, VUG, VBR, VTV | 13F-HR | 5/24/2021 | 000184143321000022 |
| Q2 2018 | 44 | 267,724 | VCSH, VUG, VBR, VTV | 13F-HR | 5/24/2021 | 000184143321000021 |
| Q1 2018 | 44 | 285,152 | BND, VCSH, VUG, VBR | 13F-HR | 5/24/2021 | 000184143321000020 |
| Q4 2017 | 39 | 294,506 | BND, VCSH, VUG, VBR | 13F-HR | 5/24/2021 | 000184143321000019 |
| Q3 2017 | 36 | 283,447 | BND, VCSH, VUG, VBR | 13F-HR | 5/24/2021 | 000184143321000018 |
| Q2 2017 | 36 | 278,010 | BND, VUG, VCSH, VBR | 13F-HR | 5/24/2021 | 000184143321000017 |
| Q1 2017 | 36 | 271,587 | BND, VUG, VCSH, VBR | 13F-HR | 5/24/2021 | 000184143321000016 |
| Q4 2016 | 36 | 257,587 | BND, VCSH, VUG, VBR | 13F-HR | 5/24/2021 | 000184143321000015 |
| Q3 2016 | 35 | 243,058 | BND, VUG, VCSH, VBR | 13F-HR | 5/24/2021 | 000184143321000014 |
| Q2 2016 | 35 | 218,030 | VUG, VCSH, BSV, VBR | 13F-HR | 5/24/2021 | 000184143321000013 |
| Q1 2016 | 34 | 194,777 | VUG, VCSH, VBR, BSV | 13F-HR | 5/24/2021 | 000184143321000012 |
| Q4 2015 | 31 | 175,148 | VUG, VCSH, IWS, VTV | 13F-HR | 5/24/2021 | 000184143321000011 |
| Q3 2015 | 31 | 158,982 | VUG, IWS, VCSH, VTV | 13F-HR | 5/24/2021 | 000184143321000010 |
| Q2 2015 | 33 | 167,075 | VUG, IWS, VTV, VBR | 13F-HR | 5/24/2021 | 000184143321000009 |
| Q1 2015 | 32 | 155,048 | VUG, IWS, VTV, VBR | 13F-HR | 5/24/2021 | 000184143321000008 |
| Q4 2014 | 32 | 144,137 | VUG, IWS, VTV, VWO | 13F-HR | 5/24/2021 | 000184143321000007 |
| Q3 2014 | 32 | 144,137 | VUG, IWS, VTV, VWO | 13F-HR | 5/24/2021 | 000184143321000006 |
| Q2 2014 | 33 | 148,398 | VUG, IWS, VTV, VWO | 13F-HR | 5/24/2021 | 000184143321000005 |
| Q1 2014 | 32 | 143,517 | VUG, IWS, VTV, VWO | 13F-HR | 5/24/2021 | 000184143321000004 |
| Q4 2013 | 32 | 141,097 | VUG, IWS, VTV, VWO | 13F-HR | 5/24/2021 | 000184143321000003 |