| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 911 | 1,493,842 | AAPL, SPY, VOO, VTV | 13F-HR | 11/12/2021 | 000158064221005427 |
| Q2 2021 | 924 | 1,485,609 | AAPL, SPY, VOO, VTV | 13F-HR | 8/10/2021 | 000158064221003659 |
| Q1 2021 | 858 | 1,367,311 | AAPL, SPY, IJR, VOO | 13F-HR | 5/11/2021 | 000158064221002333 |
| Q4 2020 | 802 | 1,303,057 | AAPL, SPY, VOO, IJR | 13F-HR | 2/10/2021 | 000158064221000622 |
| Q3 2020 | 753 | 1,144,345 | AGG, AAPL, SPY, IGIB | 13F-HR | 11/10/2020 | 000158064220004122 |
| Q2 2020 | 746 | 1,038,503 | AGG, IVV, AAPL, SPY | 13F-HR | 8/6/2020 | 000158064220002896 |
| Q1 2020 | 686 | 870,557 | AGG, BIL, SHY, IVV | 13F-HR | 5/11/2020 | 000158064220002108 |
| Q4 2019 | 732 | 1,069,097 | SPY, IVV, AAPL, VOO | 13F-HR | 2/11/2020 | 000158064220000651 |
| Q3 2019 | 699 | 937,053 | SPY, VOO, IVV, AAPL | 13F-HR | 11/7/2019 | 000158064219005067 |
| Q2 2019 | 746 | 960,620 | SPY, VOO, IVV, AAPL | 13F-HR | 8/6/2019 | 000158064219003548 |
| Q1 2019 | 728 | 916,885 | SPY, VOO, NEAR, AAPL | 13F-HR | 5/7/2019 | 000158064219002376 |
| Q4 2018 | 689 | 805,715 | SPY, VOO, AAPL, IVV | 13F-HR | 2/14/2019 | 000158064219000814 |