| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 417 | 1,335,397 | SPMO, SVAL, IWS, XMMO | 13F-HR | 4/24/2025 | 000108514625002307 |
| Q4 2024 | 403 | 1,344,205 | SVAL, SPMO, XMMO, MAGS | 13F-HR | 1/27/2025 | 000108514625000510 |
| Q3 2024 | 397 | 1,317,809 | SVAL, SPMO, IWS, MAGS | 13F-HR | 10/31/2024 | 000108514624005242 |
| Q2 2024 | 381 | 1,190,575 | XMMO, MAGS, VOO, QQQ | 13F-HR | 8/2/2024 | 000108514624003443 |
| Q1 2024 | 379 | 1,084,450 | VOO, QQQ, MSFT, AAPL | 13F-HR | 5/1/2024 | 000108514624002155 |
| Q4 2023 | 383 | 1,077,605 | QTEC, VOO, MSFT, QQQ | 13F-HR | 2/12/2024 | 000108514624001053 |
| Q3 2023 | 348 | 953,542 | VOO, MSFT, QQQ, AAPL | 13F-HR | 10/31/2023 | 000108514623004007 |
| Q2 2023 | 365 | 982,189 | VOO, AAPL, MSFT, QQQ | 13F-HR | 7/31/2023 | 000108514623002987 |
| Q1 2023 | 458 | 1,792,564 | MCD, LMT, KMB, INFL | 13F-HR | 5/1/2023 | 000108514623001988 |
| Q4 2022 | 3,256 | 2,239,559 | JNJ, AAPL, PG, MSFT | 13F-HR | 2/14/2023 | 000139834423003272 |
| Q3 2022 | 1,629 | 1,694,092 | SHY, SHV, KMLM, USFR | 13F-HR | 10/27/2022 | 000139834422020789 |
| Q2 2022 | 1,520 | 1,125,601 | SHY, SHV, KMLM, IWY | 13F-HR | 7/18/2022 | 000139834422013449 |
| Q1 2022 | 2,813 | 1,773,709 | AGG, IVV, AAPL, QQQ | 13F-HR | 5/13/2022 | 000139834422009493 |
| Q4 2021 | 749 | 1,182,463 | IVV, IJR, VOO, AGG | 13F-HR | 2/14/2022 | 000139834422003009 |
| Q1 2021 | 712 | 1,250,425 | IVV, IJR, SPTM, EQAL | 13F-HR | 5/17/2021 | 000139834421010990 |
| Q4 2020 | 658 | 1,083,155 | IVV, IJR, SPTM, MDYG | 13F-HR | 5/17/2021 | 000139834421010989 |