| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 131 | 239,058 | IJH, IWF, VIG, VYM | 13F-HR | 11/12/2024 | 000176538024000417 |
| Q2 2024 | 134 | 238,920 | AAPL, IWF, IJH, VIG | 13F-HR | 8/5/2024 | 000176538024000276 |
| Q1 2024 | 138 | 226,059 | IJH, IWF, VIG, AAPL | 13F-HR | 5/6/2024 | 000176538024000186 |
| Q4 2023 | 130 | 208,153 | IJH, IWF, VIG, VYM | RESTATEMENT | 2/13/2024 | 000176538024000087 |
| Q3 2023 | 119 | 167,756 | IJH, IWF, VIG, VYM | 13F-HR | 11/6/2023 | 000176538023000199 |
| Q2 2023 | 115 | 168,639 | IJH, IWF, VIG, VYM | 13F-HR | 8/7/2023 | 000176538023000129 |
| Q1 2023 | 116 | 156,296 | IJH, VIG, IWF, VYM | 13F-HR | 5/4/2023 | 000195175723000268 |
| Q4 2022 | 109 | 145,510 | IJH, VIG, IWF, VYM | 13F-HR | 2/13/2023 | 000184444423000001 |
| Q3 2022 | 104 | 131,295 | IJH, VIG, IWF, VYM | 13F-HR | 11/14/2022 | 000195175722000026 |
| Q2 2022 | 107 | 137,738 | VIG, IWF, VYM, IJS | 13F-HR | 8/12/2022 | 000184444422000004 |
| Q1 2022 | 112 | 159,372 | IWF, VIG, AAPL, VYM | 13F-HR | 5/12/2022 | 000184444422000003 |
| Q4 2021 | 106 | 157,047 | IWF, VIG, AAPL, VYM | 13F-HR | 2/14/2022 | 000184444422000001 |
| Q3 2021 | 106 | 141,729 | IWF, VIG, IJS, VYM | 13F-HR | 11/12/2021 | 000184444421000005 |
| Q2 2021 | 111 | 138,710 | IWF, VIG, IJS, VYM | 13F-HR | 8/13/2021 | 000184444421000004 |
| Q1 2021 | 95 | 111,076 | IWF, VIG, IJS, IJR | 13F-HR | 5/17/2021 | 000184444421000003 |
| Q4 2020 | 94 | 101,204 | IAU, IWF, VIG, BAB | RESTATEMENT | 2/12/2021 | 000184444421000002 |