| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 705 | 256,712 | VIG, VUG, VGIT, DFUV | 13F-HR | 2/2/2024 | 000184374524000001 |
| Q3 2023 | 681 | 214,865 | VIG, VUG, VGIT, DFUV | 13F-HR | 11/7/2023 | 000184374523000004 |
| Q2 2023 | 630 | 202,463 | VIG, VUG, DFUV, VLUE | 13F-HR | 8/3/2023 | 000184374523000003 |
| Q1 2023 | 628 | 178,617 | VIG, LRGF, VUG, SMLF | 13F-HR | 5/9/2023 | 000184374523000002 |
| Q4 2022 | 785 | 167,056 | VIG, LRGF, SMLF, VUG | 13F-HR | 2/7/2023 | 000184374523000001 |
| Q3 2022 | 757 | 161,292 | VIG, LRGF, SMLF, VUG | 13F-HR | 10/31/2022 | 000184374522000006 |
| Q2 2022 | 744 | 165,022 | VIG, LRGF, SMLF, VUG | 13F-HR | 8/4/2022 | 000184374522000005 |
| Q1 2022 | 774 | 182,831 | VIG, LRGF, SMLF, AAPL | 13F-HR | 4/29/2022 | 000184374522000004 |
| Q4 2021 | 731 | 161,620 | VIG, LRGF, SMLF, VUG | 13F-HR | 1/31/2022 | 000184374522000002 |
| Q3 2021 | 463 | 124,770 | VIG, LRGF, SMLF, VUG | 13F-HR | 11/8/2021 | 000184374521000006 |
| Q2 2021 | 411 | 123,783 | VIG, LRGF, SMLF, VUG | 13F-HR | 7/29/2021 | 000184374521000005 |
| Q4 2020 | 390 | 104,290 | VIG, LRGF, SMLF, VUG | 13F-HR | 2/2/2021 | 000184374521000003 |