| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 365 | 1,275,110 | QUAL, MSFT, RSP, AAPL | 13F-HR | 5/14/2024 | 000172554724002148 |
| Q4 2023 | 365 | 1,208,656 | QUAL, MSFT, RSP, AAPL | 13F-HR | 2/9/2024 | 000172554724000508 |
| Q3 2023 | 327 | 1,029,335 | QUAL, RSP, MSFT, AAPL | 13F-HR | 11/6/2023 | 000172554723001737 |
| Q2 2023 | 342 | 1,098,598 | QUAL, MSFT, RSP, AAPL | 13F-HR | 8/14/2023 | 000172554723000252 |
| Q1 2023 | 282 | 834,558 | QUAL, RSP, MSFT, AAPL | 13F-HR | 5/15/2023 | 000172554723000134 |
| Q4 2022 | 216 | 461,808 | QUAL, SPY, VIG, IUSB | 13F-HR | 2/6/2023 | 000172554723000020 |
| Q3 2022 | 190 | 366,709 | QUAL, SPY, VIG, AAPL | 13F-HR | 11/1/2022 | 000172554722000170 |
| Q2 2022 | 192 | 366,117 | QUAL, SPY, VIG, AAPL | 13F-HR | 8/1/2022 | 000172554722000131 |
| Q1 2022 | 203 | 417,647 | QUAL, SPY, VHT, VIG | 13F-HR | 5/5/2022 | 000172554722000081 |
| Q4 2021 | 209 | 370,394 | SPY, VHT, VIG, AAPL | 13F-HR | 2/8/2022 | 000172554722000036 |
| Q3 2021 | 188 | 195,751 | AAPL, SCHB, SPY, IVV | 13F-HR | 11/1/2021 | 000172554721000096 |
| Q2 2021 | 183 | 193,601 | AAPL, SCHB, SPY, IVV | 13F-HR | 8/2/2021 | 000172554721000072 |
| Q1 2021 | 177 | 181,632 | AAPL, SCHB, SPY, IVV | 13F-HR | 5/4/2021 | 000172554721000037 |
| Q4 2020 | 170 | 173,523 | AAPL, SPY, SCHB, IVV | 13F-HR | 2/2/2021 | 000172554721000007 |
| Q3 2020 | 154 | 152,521 | AAPL, SPY, SCHB, IVV | 13F-HR | 11/6/2020 | 000172554720000081 |
| Q2 2020 | 150 | 138,146 | AAPL, SPY, SCHB, IVV | 13F-HR | 8/4/2020 | 000172554720000065 |
| Q1 2020 | 142 | 156,478 | SPY, IJH, AAPL, IJR | 13F-HR | 5/5/2020 | 000172554720000041 |
| Q4 2019 | 173 | 226,160 | SPY, IJH, IJR, IEFA | 13F-HR | 2/6/2020 | 000172554720000019 |
| Q3 2019 | 168 | 201,176 | SPY, IJH, IJR, SCHB | 13F-HR | 11/12/2019 | 000172554719000063 |
| Q2 2019 | 159 | 189,074 | SPY, IJH, IJR, SCHB | 13F-HR | 8/9/2019 | 000172554719000051 |
| Q1 2019 | 159 | 177,943 | SPY, IJH, IJR, IVV | RESTATEMENT | 5/21/2019 | 000172554719000040 |
| Q4 2018 | 143 | 137,732 | SPY, IJH, IVV, MDY | 13F-HR | 2/14/2019 | 000172554719000011 |