| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 369 | $2.1B | +$88.6M | -$11.3M | +$77.3M | SDY, VIG, VTI, VYM, VO | 13F-HR | 10/23/2024, 05:14 PM |
| Q2 2024 | 349 | $1.9B | +$58.1M | -$10.8M | +$47.2M | SDY, VIG, VTI, VYM, GOOG | 13F-HR | 7/23/2024, 09:56 PM |
| Q1 2024 | 334 | $1.82B | +$90.5M | -$10.8M | +$79.7M | SDY, VIG, VYM, VTI, VO | 13F-HR | 4/29/2024, 08:43 PM |
| Q4 2023 | 311 | $1.63B | +$33.5M | -$13.2M | +$20.3M | SDY, VIG, VYM, VTI, VO | Restatement | 2/12/2024, 05:24 PM |
| Q3 2023 | 306 | $1.46B | +$40M | -$16.8M | +$23.1M | SDY, VIG, VYM, VTI, AAPL | 13F-HR | 10/23/2023, 08:25 PM |
| Q2 2023 | 322 | $1.49B | +$40.6M | -$12.2M | +$28.5M | SDY, VIG, VYM, AAPL, VTI | 13F-HR | 7/26/2023, 08:41 PM |
| Q1 2023 | 327 | $1.39B | +$45.7M | -$8.14M | +$37.5M | SDY, VIG, VYM, AAPL, VO | 13F-HR | 4/24/2023, 09:37 PM |
| Q4 2022 | 324 | $1.3B | +$77.7M | -$24.9M | +$52.7M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/27/2023, 07:26 AM |
| Q3 2022 | 300 | $1.16B | +$130M | -$9.22M | +$121M | SDY, VIG, VYM, VTI, VO | 13F-HR | 10/13/2022, 08:07 PM |
| Q2 2022 | 298 | $1.19B | +$32M | -$17.7M | +$14.3M | SDY, VIG, VYM, VTI, VO | 13F-HR | 7/15/2022, 09:56 AM |
| Q1 2022 | 309 | $1.35B | +$40.1M | -$16M | +$24.1M | SDY, VIG, VTI, VO, VYM | 13F-HR | 4/20/2022, 08:45 PM |
| Q4 2021 | 309 | $1.46B | +$49.4M | -$14.7M | +$34.7M | SDY, VIG, VO, VTI, AAPL | 13F-HR | 1/18/2022, 06:38 PM |
| Q3 2021 | 308 | $1.32B | +$60.4M | -$6.55M | +$53.9M | SDY, VIG, VO, VTI, GOOGL | 13F-HR | 10/20/2021, 09:45 PM |
| Q2 2021 | 291 | $1.29B | +$79.2M | -$19M | +$60.2M | SDY, VIG, VO, VTI, GOOGL | 13F-HR | 7/19/2021, 07:22 PM |
| Q1 2021 | 266 | $1.14B | +$65M | -$6.55M | +$58.4M | SDY, VIG, VO, VTI, AAPL | 13F-HR | 4/23/2021, 03:54 PM |
| Q4 2020 | 239 | $1.02B | +$175M | -$9.62M | +$166M | SDY, VIG, VO, AAPL, VTI | 13F-HR | 1/22/2021, 05:11 PM |
| Q3 2020 | 227 | $769M | +$67.4M | -$15.1M | +$52.3M | SDY, VIG, VO, AAPL, VTI | 13F-HR | 10/14/2020, 12:47 PM |
| Q2 2020 | 212 | $702M | +$34.8M | -$15.4M | +$19.4M | SDY, VIG, VO, VTI, AAPL | 13F-HR | 7/21/2020, 05:04 PM |
| Q1 2020 | 192 | $574M | +$15.1M | -$32.8M | -$17.8M | SDY, VIG, VO, VYM, VTI | 13F-HR | 4/21/2020, 12:54 PM |
| Q4 2019 | 210 | $761M | +$23.5M | -$13.4M | +$10.1M | SDY, VIG, VO, VYM, VTI | 13F-HR | 1/24/2020, 04:59 PM |
| Q3 2019 | 200 | $702M | +$21.6M | -$18.7M | +$2.9M | SDY, VIG, VO, VYM, VTI | 13F-HR | 10/15/2019, 04:20 PM |
| Q2 2019 | 208 | $687M | +$15M | -$34.9M | -$19.8M | SDY, VIG, VO, VYM, VTI | 13F-HR | 7/11/2019, 09:01 AM |
| Q1 2019 | 214 | $685M | +$14.8M | -$17.5M | -$2.71M | SDY, VIG, VO, VYM, VTI | 13F-HR | 4/9/2019, 09:58 AM |
| Q4 2018 | 229 | $629M | +$71.4M | -$17.7M | +$53.7M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/17/2019, 07:15 PM |
| Q3 2018 | 202 | $636M | +$10.4M | -$5.59M | +$4.78M | SDY, VIG, VO, VYM, VTI | 13F-HR | 10/19/2018, 05:20 PM |
| Q2 2018 | 199 | $597M | +$14.2M | -$5.26M | +$8.94M | SDY, VIG, VO, VYM, VTI | 13F-HR | 8/1/2018, 05:18 PM |
| Q1 2018 | 192 | $573M | +$15.2M | -$6.48M | +$8.72M | SDY, VIG, VO, VYM, VTI | 13F-HR | 5/1/2018, 03:19 PM |
| Q4 2017 | 194 | $576M | +$9.14M | -$6.63M | +$2.5M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/30/2018, 03:51 PM |
| Q3 2017 | 187 | $547M | +$8.39M | -$9.69M | -$1.3M | SDY, VIG, VYM, VO, VTI | 13F-HR | 11/2/2017, 03:32 PM |
| Q2 2017 | 177 | $529M | +$12.4M | -$3.52M | +$8.9M | SDY, VIG, VYM, VO, VTI | 13F-HR | 8/1/2017, 01:57 PM |
| Q1 2017 | 172 | $510M | +$13.2M | -$23.6M | -$10.3M | SDY, VIG, VYM, VO, VTI | 13F-HR | 5/5/2017, 01:45 PM |
| Q4 2016 | 639 | $497M | +$14.2M | -$12.1M | +$2.15M | SDY, VIG, VYM, VO, EVT | 13F-HR | 1/23/2017, 06:12 PM |
| Q3 2016 | 710 | $487M | +$14.7M | -$7.55M | +$7.2M | SDY, VIG, VYM, VO, EVT | 13F-HR | 10/25/2016, 02:46 PM |
| Q2 2016 | 711 | $470M | +$19.9M | -$15.9M | +$4M | SDY, VIG, VYM, VO, EVT | 13F-HR | 7/22/2016, 02:25 PM |
| Q1 2016 | 766 | $453M | +$36.9M | -$4.73M | +$32.2M | SDY, VIG, VYM, VO, EVT | 13F-HR | 4/15/2016, 06:17 PM |
| Q4 2015 | 736 | $407M | +$33.1M | -$14.7M | +$18.4M | SDY, VIG, VO, VYM, EVT | 13F-HR | 1/15/2016, 02:48 PM |
| Q3 2015 | 723 | $375M | +$22.6M | -$10.8M | +$11.7M | SDY, VIG, VYM, VO, EVT | 13F-HR | 10/21/2015, 02:43 PM |
| Q2 2015 | 745 | $390M | +$13.9M | -$12.5M | +$1.46M | SDY, VIG, VYM, VO, EVT | 13F-HR | 7/27/2015, 10:40 AM |
| Q1 2015 | 698 | $397M | +$27.2M | -$3.38M | +$23.8M | SDY, VIG, VYM, VO, EVT | 13F-HR | 4/14/2015, 03:50 PM |
| Q4 2014 | 631 | $372M | +$41M | -$10.8M | +$30.2M | SDY, VIG, VYM, EVT, VO | 13F-HR | 1/9/2015, 05:03 PM |
| Q3 2014 | 605 | $327M | +$13.3M | -$3.77M | +$9.55M | SDY, VIG, VYM, EVT, VO | 13F-HR | 10/22/2014, 03:23 PM |
| Q2 2014 | 574 | $319M | +$21.2M | -$2.93M | +$18.3M | SDY, VIG, VYM, EVT, VO | 13F-HR | 7/21/2014, 02:16 PM |
| Q1 2014 | 567 | $298M | +$23.5M | -$4.25M | +$19.3M | SDY, VIG, VYM, EVT, VO | Restatement | 4/14/2014, 03:41 PM |
| Q4 2013 | 503 | $275M | +$16M | -$4.51M | +$11.5M | SDY, VIG, VYM, EVT, VO | 13F-HR | 2/11/2014, 06:07 PM |
| Q3 2013 | 489 | $245M | +$25.7M | -$2.19M | +$23.5M | SDY, VIG, VYM, EVT, VO | 13F-HR | 2/25/2014, 06:08 PM |
| Q2 2013 | 452 | $213M | +$18.4M | -$4.74M | +$13.7M | SDY, VIG, VYM, EVT, SPY | 13F-HR | 2/28/2014, 05:33 PM |
| Q1 2013 | 433 | $197M | +$30.2M | -$2.83M | +$27.3M | SDY, VIG, EVT, VYM, SPY | 13F-HR | 3/3/2014, 01:13 PM |
| Q4 2012 | 452 | $153M | $0 | $0 | SDY, VIG, EVT, VYM, AAPL | 13F-HR | 3/6/2014, 06:37 PM |