| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 183 | 427,825 | VYM, QQQ, IJR, VO | 13F-HR | 11/4/2024 | 000195175724001162 |
| Q2 2024 | 180 | 410,679 | QQQ, VYM, IJR, SMH | 13F-HR | 8/2/2024 | 000195175724000626 |
| Q1 2024 | 190 | 417,410 | VYM, QQQ, VO, IJR | 13F-HR | 4/24/2024 | 000195175724000383 |
| Q4 2023 | 184 | 397,167 | QQQ, VYM, VO, IJR | 13F-HR | 1/29/2024 | 000195175724000139 |
| Q3 2023 | 141 | 263,554 | VYM, QQQ, VO, IJR | 13F-HR | 10/16/2023 | 000195175723000576 |
| Q2 2023 | 145 | 276,738 | VYM, QQQ, VO, IJR | 13F-HR | 7/20/2023 | 000195175723000406 |
| Q1 2023 | 142 | 260,765 | VYM, QQQ, VO, IJR | 13F-HR | 5/2/2023 | 000195175723000235 |
| Q4 2022 | 153 | 244,229 | VYM, QQQ, VO, IJR | 13F-HR | 1/19/2023 | 000195175723000015 |
| Q3 2022 | 142 | 220,782 | VYM, QQQ, VO, IJR | 13F-HR | 10/20/2022 | 000184699122000004 |
| Q2 2022 | 141 | 221,967 | VYM, QQQ, VO, IJR | 13F-HR | 7/22/2022 | 000184699122000003 |
| Q1 2022 | 142 | 246,556 | VYM, QQQ, VO, IJR | 13F-HR | 4/27/2022 | 000184699122000002 |
| Q4 2021 | 120 | 225,676 | VYM, QQQ, VO, IJR | 13F-HR | 1/19/2022 | 000184699122000001 |
| Q3 2021 | 60 | 135,175 | VYM, QQQ, VO, IJR | 13F-HR | 10/25/2021 | 000184699121000005 |
| Q2 2021 | 68 | 137,160 | VYM, QQQ, VO, IJR | 13F-HR | 8/5/2021 | 000184699121000003 |
| Q1 2021 | 67 | 125,806 | VYM, QQQ, VO, IJR | 13F-HR | 4/26/2021 | 000184699121000002 |
| Q4 2020 | 55 | 109,200 | VYM, QQQ, VO, USMV | 13F-HR | 2/19/2021 | 000184699121000001 |