| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 276 | 994,390 | JCPB, SPYV, SPYG, AVDE | 13F-HR | 10/17/2024 | 000184150624000008 |
| Q2 2024 | 267 | 859,212 | JCPB, VTI, AVDE, SPYG | 13F-HR | 7/10/2024 | 000184150624000004 |
| Q1 2024 | 251 | 787,924 | JCPB, VTI, AVDE, IQDG | 13F-HR | 4/12/2024 | 000184150624000003 |
| Q4 2023 | 244 | 721,954 | JCPB, VTI, AVDE, IQDG | 13F-HR | 1/5/2024 | 000184150624000002 |
| Q3 2023 | 253 | 742,972 | VTI, IMTB, SPMB, AVDE | 13F-HR | 10/13/2023 | 000184150623000004 |
| Q2 2023 | 226 | 697,046 | IMTB, VTI, SPMB, IQDG | 13F-HR | 7/10/2023 | 000184150623000003 |
| Q1 2023 | 217 | 634,550 | IMTB, VTI, SPMB, IQDG | 13F-HR | 4/4/2023 | 000184150623000002 |
| Q4 2022 | 217 | 568,296 | SPSB, VTI, IQDG, AVDE | 13F-HR | 1/9/2023 | 000184150623000001 |
| Q3 2022 | 225 | 398,722 | SPSB, VTI, VEA, BSV | 13F-HR | 10/18/2022 | 000184150622000005 |
| Q2 2022 | 205 | 354,778 | VTI, BSV, SPSB, VEA | 13F-HR | 7/27/2022 | 000184150622000003 |
| Q1 2022 | 216 | 401,255 | VTI, VEA, BSV, SPSB | 13F-HR | 4/4/2022 | 000184150622000002 |
| Q4 2021 | 214 | 384,154 | VTI, BSV, VEA, SPSB | 13F-HR | 1/14/2022 | 000184150622000001 |
| Q3 2021 | 198 | 306,053 | BSV, SPSB, VTV, SWAN | 13F-HR | 10/7/2021 | 000184150621000007 |
| Q2 2021 | 207 | 316,587 | BSV, SPSB, VTV, VUG | 13F-HR | 7/20/2021 | 000184150621000006 |
| Q1 2021 | 198 | 277,996 | BSV, SPSB, VTV, VUG | 13F-HR | 4/20/2021 | 000184150621000005 |
| Q4 2020 | 191 | 249,924 | BSV, SPSB, VEA, VTV | 13F-HR | 1/26/2021 | 000184150621000001 |