| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 377 | $2.22B | +$115M | -$13.3M | +$102M | SDY, VIG, VTI, VYM, AAPL | 13F-HR | 1/28/2025, 12:23 PM |
| 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 | 333 | $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 | -$6.73M | +$33.2M | SDY, VIG, VYM, VTI, AAPL | 13F-HR | 10/23/2023, 08:25 PM |
| Q2 2023 | 322 | $1.49B | +$40.6M | -$7.54M | +$33.1M | SDY, VIG, VYM, AAPL, VTI | 13F-HR | 7/26/2023, 08:41 PM |
| Q1 2023 | 327 | $1.39B | +$45.7M | -$6.17M | +$39.5M | SDY, VIG, VYM, AAPL, VO | 13F-HR | 4/24/2023, 09:37 PM |
| Q4 2022 | 324 | $1.3B | +$77.7M | -$15.9M | +$61.7M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/27/2023, 06:26 AM |
| Q3 2022 | 298 | $1.16B | +$130M | -$6.5M | +$123M | SDY, VIG, VYM, VTI, VO | 13F-HR | 10/13/2022, 08:07 PM |
| Q2 2022 | 297 | $1.19B | +$32.2M | -$12.4M | +$19.8M | SDY, VIG, VYM, VTI, VO | 13F-HR | 7/15/2022, 09:56 AM |
| Q1 2022 | 299 | $1.35B | +$40.1M | -$11.3M | +$28.8M | SDY, VIG, VTI, VO, VYM | 13F-HR | 4/20/2022, 08:45 PM |
| Q4 2021 | 309 | $1.46B | +$49.4M | -$6.63M | +$42.8M | SDY, VIG, VO, VTI, AAPL | 13F-HR | 1/18/2022, 05:38 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 | -$5.51M | +$170M | SDY, VIG, VO, AAPL, VTI | 13F-HR | 1/22/2021, 04:11 PM |
| Q3 2020 | 227 | $769M | +$67.4M | -$2.54M | +$64.8M | SDY, VIG, VO, AAPL, VTI | 13F-HR | 10/14/2020, 12:47 PM |
| Q2 2020 | 212 | $702M | +$34.8M | -$13.7M | +$21.1M | SDY, VIG, VO, VTI, AAPL | 13F-HR | 7/21/2020, 05:04 PM |
| Q1 2020 | 192 | $574M | +$15.1M | -$24.1M | -$9.07M | SDY, VIG, VO, VYM, VTI | 13F-HR | 4/21/2020, 12:54 PM |
| Q4 2019 | 210 | $761M | +$23.5M | -$11.6M | +$11.9M | SDY, VIG, VO, VYM, VTI | 13F-HR | 1/24/2020, 03:59 PM |
| Q3 2019 | 200 | $702M | +$21.6M | -$10.5M | +$11.1M | SDY, VIG, VO, VYM, VTI | 13F-HR | 10/15/2019, 04:20 PM |
| Q2 2019 | 208 | $687M | +$15M | -$23.4M | -$8.35M | SDY, VIG, VO, VYM, VTI | 13F-HR | 7/11/2019, 09:01 AM |
| Q1 2019 | 214 | $685M | +$14.8M | -$8.79M | +$5.99M | SDY, VIG, VO, VYM, VTI | 13F-HR | 4/9/2019, 09:58 AM |
| Q4 2018 | 226 | $628M | +$71.4M | -$5.25M | +$66.2M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/17/2019, 06:15 PM |
| Q3 2018 | 202 | $636M | +$10.4M | -$4.03M | +$6.34M | SDY, VIG, VO, VYM, VTI | 13F-HR | 10/19/2018, 05:20 PM |
| Q2 2018 | 199 | $597M | +$14.2M | -$2.76M | +$11.4M | SDY, VIG, VO, VYM, VTI | 13F-HR | 8/1/2018, 05:18 PM |
| Q1 2018 | 192 | $573M | +$15.2M | -$3.25M | +$12M | SDY, VIG, VO, VYM, VTI | 13F-HR | 5/1/2018, 03:19 PM |
| Q4 2017 | 194 | $576M | +$9.14M | -$6M | +$3.14M | SDY, VIG, VYM, VO, VTI | 13F-HR | 1/30/2018, 02:51 PM |
| Q3 2017 | 187 | $547M | +$8.39M | -$9.08M | -$687K | SDY, VIG, VYM, VO, VTI | 13F-HR | 11/2/2017, 03:32 PM |
| Q2 2017 | 177 | $528M | +$12.4M | -$1.53M | +$10.9M | SDY, VIG, VYM, VO, VTI | 13F-HR | 8/1/2017, 01:57 PM |
| Q1 2017 | 172 | $510M | +$13.2M | -$2.42M | +$10.8M | SDY, VIG, VYM, VO, VTI | 13F-HR | 5/5/2017, 01:45 PM |
| Q4 2016 | 628 | $497M | +$14.2M | -$3.92M | +$10.3M | SDY, VIG, VYM, VO, EVT | 13F-HR | 1/23/2017, 05:12 PM |
| Q3 2016 | 696 | $487M | +$14.7M | -$3.2M | +$11.5M | SDY, VIG, VYM, VO, EVT | 13F-HR | 10/25/2016, 02:46 PM |
| Q2 2016 | 698 | $470M | +$19.9M | -$8.61M | +$11.3M | SDY, VIG, VYM, VO, EVT | 13F-HR | 7/22/2016, 02:25 PM |
| Q1 2016 | 746 | $453M | +$36.9M | -$3.57M | +$33.3M | SDY, VIG, VYM, VO, EVT | 13F-HR | 4/15/2016, 06:17 PM |
| Q4 2015 | 715 | $407M | +$33.1M | -$8.06M | +$25M | SDY, VIG, VO, VYM, EVT | 13F-HR | 1/15/2016, 01:48 PM |
| Q3 2015 | 701 | $375M | +$22.6M | -$2.81M | +$19.8M | SDY, VIG, VYM, VO, EVT | 13F-HR | 10/21/2015, 02:43 PM |
| Q2 2015 | 726 | $390M | +$13.9M | -$10.6M | +$3.32M | SDY, VIG, VYM, VO, EVT | 13F-HR | 7/27/2015, 10:40 AM |
| Q1 2015 | 677 | $397M | +$27.2M | -$2.68M | +$24.5M | SDY, VIG, VYM, VO, EVT | 13F-HR | 4/14/2015, 03:50 PM |
| Q4 2014 | 612 | $372M | +$41M | -$2.8M | +$38.2M | SDY, VIG, VYM, EVT, VO | 13F-HR | 1/9/2015, 04:03 PM |
| Q3 2014 | 593 | $327M | +$13.3M | -$3.1M | +$10.2M | SDY, VIG, VYM, EVT, VO | 13F-HR | 10/22/2014, 03:23 PM |
| Q2 2014 | 565 | $319M | +$21.2M | -$1.53M | +$19.7M | SDY, VIG, VYM, EVT, VO | 13F-HR | 7/21/2014, 02:16 PM |
| Q1 2014 | 558 | $298M | +$23.5M | -$2.48M | +$21.1M | SDY, VIG, VYM, EVT, VO | Restatement | 4/14/2014, 03:41 PM |
| Q4 2013 | 497 | $275M | +$16M | -$3.32M | +$12.7M | SDY, VIG, VYM, EVT, VO | 13F-HR | 2/11/2014, 05:07 PM |
| Q3 2013 | 483 | $110M | +$11.9M | -$1.4M | +$10.5M | VYM, AAPL, XOM, PG, CVS | 13F-HR | 2/25/2014, 05:08 PM |
| Q2 2013 | 446 | $94.6M | +$8.2M | -$2M | +$6.2M | VYM, PG, XOM, AAPL, CVS | 13F-HR | 2/28/2014, 04:33 PM |
| Q1 2013 | 429 | $193M | +$27.9M | -$1.06M | +$26.9M | SDY, VIG, EVT, VYM, AAPL | 13F-HR | 3/3/2014, 12:13 PM |
| Q4 2012 | 449 | $151M | SDY, VIG, EVT, VYM, AAPL | 13F-HR | 3/6/2014, 05:37 PM |