| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 106 | 180,060 | SPYG, IVE, IWN, IWO | 13F-HR | 2/12/2024 | 000095012324001434 |
| Q3 2023 | 107 | 162,901 | IVE, SPYG, IWN, IWO | 13F-HR | 11/14/2023 | 000095012323010510 |
| Q2 2023 | 105 | 160,509 | IVE, SPYG, VCSH, JPST | 13F-HR | 8/14/2023 | 000095012323008262 |
| Q1 2023 | 100 | 139,796 | IVE, SPYG, VCSH, JPST | 13F-HR | 5/15/2023 | 000095012323005008 |
| Q4 2022 | 99 | 122,633 | IVE, VCSH, IWN, DVY | 13F-HR | 2/8/2023 | 000095012323001126 |
| Q3 2022 | 96 | 115,829 | IVE, VCSH, IVW, IWN | 13F-HR | 11/9/2022 | 000095012322011179 |
| Q2 2022 | 92 | 116,292 | IVE, IVW, VCSH, IWN | 13F-HR | 8/15/2022 | 000095012322009134 |
| Q1 2022 | 97 | 126,681 | IVE, IVW, VCSH, IWN | 13F-HR | 5/13/2022 | 000095012322005642 |
| Q4 2021 | 95 | 141,412 | IVW, IVE, EFA, IWN | 13F-HR | 2/1/2022 | 000095012322000759 |
| Q3 2021 | 90 | 130,948 | IVW, IVE, EFA, IWN | 13F-HR | 11/2/2021 | 000095012321013805 |
| Q2 2021 | 97 | 131,813 | IVW, IVE, EFA, IWO | 13F-HR | 8/9/2021 | 000095012321009939 |
| Q1 2021 | 88 | 115,547 | IVW, IVE, IWN, IWO | 13F-HR | 5/11/2021 | 000095012321005789 |
| Q4 2020 | 86 | 102,864 | IVW, IVE, IWO, IWN | 13F-HR | 2/9/2021 | 000095012321001342 |