| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 112 | 272,668 | IVV, QUAL, IVW, DYNF | 13F-HR | 10/8/2024 | 000175496024000479 |
| Q2 2024 | 802 | 279,699 | IVV, IVW, QUAL, DYNF | 13F-HR | 8/12/2024 | 000183988224025626 |
| Q1 2024 | 803 | 261,356 | IVV, QUAL, DYNF, IVW | 13F-HR | 7/17/2024 | 000183988224022093 |
| Q4 2023 | 785 | 247,209 | IVV, QUAL, EFV, TFLO | 13F-HR | 7/17/2024 | 000183988224022092 |
| Q3 2023 | 770 | 217,924 | IVV, EFV, QUAL, TFLO | 13F-HR | 7/17/2024 | 000183988224022091 |
| Q2 2023 | 730 | 211,148 | IVV, QUAL, TLH, EFV | 13F-HR | 7/17/2024 | 000183988224022090 |
| Q1 2023 | 704 | 198,139 | IVV, QUAL, EFV, TLH | 13F-HR | 7/17/2024 | 000183988224022089 |
| Q4 2022 | 690 | 190,004 | IVV, ITOT, EFV, TLH | 13F-HR | 7/17/2024 | 000183988224022088 |
| Q3 2022 | 702 | 171,206 | ITOT, IVV, EFV, TIP | 13F-HR | 7/17/2024 | 000183988224022087 |
| Q2 2022 | 685 | 190,835 | ITOT, IVV, EFV, TIP | 13F-HR | 7/17/2024 | 000183988224022086 |
| Q1 2022 | 676 | 221,702 | ITOT, IVV, DGRO, EFV | 13F-HR | 7/17/2024 | 000183988224022085 |
| Q4 2021 | 680 | 218,195 | DGRO, USMV, IVV, FALN | 13F-HR | 7/17/2024 | 000183988224022084 |
| Q3 2021 | 648 | 177,683 | DGRO, USMV, IVV, IDU | 13F-HR | 7/17/2024 | 000183988224022083 |
| Q2 2021 | 639 | 2,583,600 | DGRO, USMV, ICLN, IAU | 13F-HR | 7/17/2024 | 000183988224022082 |
| Q1 2021 | 640 | 160,902 | DGRO, USMV, IVV, IDU | 13F-HR | 7/17/2024 | 000183988224022081 |
| Q4 2020 | 600 | 146,715 | DGRO, USMV, IAU, IVV | 13F-HR | 7/17/2024 | 000183988224022080 |
| Q3 2020 | 586 | 139,162 | DGRO, USMV, IVV, IDU | 13F-HR | 7/17/2024 | 000183988224022079 |
| Q2 2020 | 605 | 128,861 | DGRO, USMV, IVV, GLD | 13F-HR | 7/17/2024 | 000183988224022078 |
| Q1 2020 | 583 | 81,092 | IVV, DGRO, GLD, IDU | 13F-HR | 7/17/2024 | 000183988224022077 |
| Q4 2019 | 564 | 130,490 | IVV, DGRO, IJH, FHLC | 13F-HR | 7/17/2024 | 000183988224022075 |
| Q3 2019 | 553 | 110,217 | IVV, IJH, ITA, IDU | 13F-HR | 7/17/2024 | 000183988224022074 |
| Q2 2019 | 501 | 109,977 | IVV, IJH, ITA, FHLC | 13F-HR | 7/17/2024 | 000183988224022073 |
| Q1 2019 | 499 | 89,896 | IVV, IJH, FHLC, ITA | 13F-HR | 7/17/2024 | 000183988224022069 |