| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 210 | 527,504 | VOO, VIG, IEF, AAPL | 13F-HR | 11/12/2024 | 000176538024000434 |
| Q2 2024 | 234 | 480,803 | VOO, VIG, IEF, AAPL | 13F-HR | 7/12/2024 | 000108514624002881 |
| Q1 2024 | 226 | 459,645 | VOO, VIG, IEF, AAPL | 13F-HR | 4/11/2024 | 000108514624001720 |
| Q4 2023 | 178 | 375,070 | VOO, MINT, VIG, IEF | 13F-HR | 1/18/2024 | 000108514624000276 |
| Q3 2023 | 167 | 344,425 | MINT, VIG, VOO, IEF | 13F-HR | 10/10/2023 | 000108514623003660 |
| Q2 2023 | 159 | 305,760 | VIG, RSP, IEF, VOO | 13F-HR | 7/11/2023 | 000108514623002640 |
| Q1 2023 | 136 | 326,752 | RSP, VIG, IEF, RZV | 13F-HR | 4/17/2023 | 000108514623001718 |
| Q4 2022 | 139 | 343,116 | RSP, VIG, IEF, RZV | 13F-HR | 1/20/2023 | 000108514623000268 |
| Q3 2022 | 128 | 334,299 | RSP, VIG, EMNT, IEF | 13F-HR | 10/11/2022 | 000108514622003316 |
| Q2 2022 | 135 | 356,619 | RSP, VIG, FTSL, USFR | 13F-HR | 7/11/2022 | 000108514622002324 |
| Q1 2022 | 158 | 397,849 | RSP, VIG, EMNT, FTSL | 13F-HR | 4/18/2022 | 000108514622001443 |
| Q4 2021 | 157 | 337,020 | RSP, VOO, FTSL, EMNT | 13F-HR | 1/18/2022 | 000108514622000146 |
| Q3 2021 | 142 | 295,293 | RSP, VOO, EMNT, FTSL | 13F-HR | 10/12/2021 | 000108514621002770 |
| Q2 2021 | 138 | 298,741 | RSP, VOO, EMNT, FTSL | 13F-HR | 7/13/2021 | 000108514621001969 |
| Q1 2021 | 128 | 246,239 | RSP, VOO, FTSL, VTI | 13F-HR | 5/3/2021 | 000108514621001432 |
| Q4 2020 | 121 | 237,462 | RSP, VIG, VOO, AAPL | 13F-HR | 1/27/2021 | 000108514621000277 |