| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 343 | 1,025,797 | IVV, VTI, SPMO, SCHG | 13F-HR | 8/14/2026 | 000186758726000005 |
| Q1 2026 | 336 | 885,846 | VTI, SPMO, SCHG, VEA | 13F-HR | 5/13/2026 | 000186758726000004 |
| Q4 2025 | 308 | 920,135 | VTI, SPMO, SCHG, VEA | 13F-HR | 2/11/2026 | 000186758726000002 |
| Q3 2025 | 307 | 879,567 | VTI, SPMO, SCHG, IUSB | 13F-HR | 2/3/2026 | 000186758726000001 |
| Q2 2025 | 297 | 802,570 | VTI, IUSB, SCHG, VEA | 13F-HR | 10/16/2025 | 000186758725000005 |
| Q1 2025 | 271 | 732,502 | VTI, IVV, IUSB, MTUM | 13F-HR | 6/2/2025 | 000186758725000003 |
| Q4 2024 | 248 | 822,780 | IVV, IUSB, SCHG, MTUM | 13F-HR | 2/19/2025 | 000186758725000002 |
| Q3 2024 | 254 | 826,249 | IVV, IUSB, SCHG, QUAL | 13F-HR | 11/19/2024 | 000186758724000004 |
| Q2 2024 | 265 | 906,389 | IVV, IUSB, IVW, QUAL | 13F-HR | 8/16/2024 | 000186758724000003 |
| Q1 2024 | 242 | 843,542 | IVV, IUSB, SCHG, QUAL | 13F-HR | 5/24/2024 | 000186758724000002 |
| Q4 2023 | 217 | 782,432 | IVV, IUSB, SCHG, QQQ | 13F-HR | 2/7/2024 | 000186758724000001 |
| Q3 2023 | 191 | 691,835 | IVV, JPST, BIL, SHY | 13F-HR | 11/21/2023 | 000186758723000005 |
| Q2 2023 | 181 | 691,547 | IVV, JPST, EFV, BIL | 13F-HR | 7/28/2023 | 000186758723000003 |
| Q1 2023 | 162 | 645,867 | IVV, EFV, JPST, HYG | 13F-HR | 4/28/2023 | 000186758723000002 |
| Q4 2022 | 165 | 642,630 | JPST, EFV, IVV, EMB | 13F-HR | 2/1/2023 | 000186758723000001 |
| Q3 2022 | 171 | 583,450 | BIL, IVV, SHY, VTV | 13F-HR | 11/23/2022 | 000186758722000005 |
| Q2 2022 | 182 | 645,992 | IVV, BIL, VSPY, VTV | 13F-HR | 8/11/2022 | 000186758722000004 |
| Q1 2022 | 187 | 607,929 | IVV, VSPY, BIL, VTV | 13F-HR | 5/12/2022 | 000186758722000002 |
| Q4 2021 | 181 | 638,931 | IVV, VSPY, EFV, BIL | 13F-HR | 2/24/2022 | 000186758722000001 |
| Q3 2021 | 200 | 632,710 | IVV, IJR, SCHG, HYG | 13F-HR | 11/10/2021 | 000186758721000018 |
| Q2 2021 | 198 | 610,415 | IVV, SCHG, TIP, HYG | 13F-HR | 7/19/2021 | 000186758721000017 |
| Q1 2021 | 201 | 578,195 | VTV, SCHG, IJR, HYG | 13F-HR | 6/23/2021 | 000186758721000016 |
| Q4 2020 | 163 | 550,664 | LQD, HYG, EMB, SCHG | 13F-HR | 6/23/2021 | 000186758721000015 |
| Q3 2020 | 152 | 429,316 | IEF, IVV, TLT, SCHG | 13F-HR | 6/23/2021 | 000186758721000014 |
| Q2 2020 | 148 | 336,872 | IEF, IVV, TLT, TIP | 13F-HR | 6/23/2021 | 000186758721000013 |
| Q1 2020 | 106 | 241,344 | IVV, SCHG, TLT, SCHR | 13F-HR | 6/23/2021 | 000186758721000012 |
| Q4 2019 | 93 | 266,379 | SCHH, IVV, SCHG, SCHF | 13F-HR | 6/23/2021 | 000186758721000011 |
| Q3 2019 | 82 | 222,105 | SCHH, SCHG, IEI, SCHR | 13F-HR | 6/23/2021 | 000186758721000010 |
| Q2 2019 | 66 | 194,747 | SCHH, SCHG, SCHR, SCHV | 13F-HR | 6/23/2021 | 000186758721000009 |
| Q1 2019 | 78 | 199,415 | SCHH, SCHG, SLYG, SCHR | 13F-HR | 6/23/2021 | 000186758721000008 |
| Q4 2018 | 49 | 177,812 | SCHO, SCHH, SCHG, SLYG | 13F-HR | 6/23/2021 | 000186758721000007 |
| Q3 2018 | 51 | 196,219 | SCHG, SLYG, SCHF, SCHV | 13F-HR | 6/23/2021 | 000186758721000006 |
| Q2 2018 | 46 | 171,405 | SCHG, SLYG, SLYV, SCHF | 13F-HR | 6/23/2021 | 000186758721000005 |
| Q1 2018 | 43 | 155,618 | SCHG, SLYG, SCHV, SCHF | 13F-HR | 6/23/2021 | 000186758721000004 |
| Q4 2017 | 38 | 135,927 | SCHG, SLYV, SCHV, SLYG | 13F-HR | 6/23/2021 | 000186758721000003 |
| Q3 2017 | 32 | 114,244 | SLYV, SCHG, SLYG, SCHV | 13F-HR | 6/23/2021 | 000186758721000002 |
| Q2 2017 | 26 | 70,248 | SLYV, SCHG, SLYG, SCHV | 13F-HR | 6/23/2021 | 000186758721000001 |