| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 97 | 491,718 | SDY, IJR, RSP, IVV | 13F-HR | 4/15/2024 | 000195175724000276 |
| Q4 2023 | 110 | 520,381 | SDY, IJR, RSP, IVV | 13F-HR | 1/18/2024 | 000195175724000077 |
| Q3 2023 | 104 | 452,003 | SDY, IJR, RSP, IVV | 13F-HR | 10/10/2023 | 000195175723000525 |
| Q2 2023 | 108 | 467,081 | SDY, IJR, RSP, IVV | 13F-HR | 7/17/2023 | 000195175723000364 |
| Q1 2023 | 108 | 440,611 | SDY, IJR, RSP, IVV | 13F-HR | 4/12/2023 | 000195175723000149 |
| Q4 2022 | 108 | 413,070 | SDY, RSP, IJR, IVV | RESTATEMENT | 1/19/2023 | 000195175723000030 |
| Q3 2022 | 98 | 378,809 | SDY, IJR, RSP, AAPL | 13F-HR | 10/17/2022 | 000184410722000005 |
| Q2 2022 | 106 | 395,454 | SDY, RSP, IJR, AAPL | 13F-HR | 7/11/2022 | 000184410722000004 |
| Q1 2022 | 117 | 457,804 | SDY, RSP, AAPL, IJR | 13F-HR | 4/18/2022 | 000184410722000003 |
| Q4 2021 | 128 | 441,630 | RSP, SDY, IJR, AAPL | RESTATEMENT | 2/10/2022 | 000184410722000002 |
| Q3 2021 | 122 | 395,357 | RSP, SDY, IJR, IVV | 13F-HR | 11/15/2021 | 000184410721000004 |
| Q2 2021 | 124 | 386,056 | RSP, SDY, IJR, IVV | 13F-HR | 7/22/2021 | 000184410721000003 |
| Q1 2021 | 123 | 351,193 | RSP, SDY, IJR, IVV | 13F-HR | 4/27/2021 | 000184410721000002 |
| Q4 2020 | 119 | 302,588 | RSP, SDY, AAPL, IVV | 13F-HR | 2/8/2021 | 000184410721000001 |