| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 81 | 167,920 | SCHD, BSV, VIG, AAPL | 13F-HR | 11/7/2024 | 000108514624005391 |
| Q2 2024 | 71 | 146,781 | SCHD, BSV, VIG, AAPL | 13F-HR | 8/9/2024 | 000108514624003626 |
| Q1 2024 | 76 | 143,941 | SCHD, BSV, VIG, AAPL | 13F-HR | 5/8/2024 | 000108514624002349 |
| Q4 2023 | 69 | 140,190 | SCHD, BSV, VIG, VCSH | 13F-HR | 1/31/2024 | 000108514624000574 |
| Q3 2023 | 65 | 130,647 | SCHD, BSV, VIG, VCSH | 13F-HR | 10/27/2023 | 000082110323000009 |
| Q2 2023 | 66 | 137,443 | BSV, SCHD, VIG, AAPL | 13F-HR | 7/19/2023 | 000082110323000006 |
| Q1 2023 | 70 | 134,501 | BSV, VIG, SCHD, AAPL | 13F-HR | 5/11/2023 | 000082110323000004 |
| Q4 2022 | 73 | 131,004 | BSV, VIG, SCHD, SDY | 13F-HR | 2/8/2023 | 000082110323000002 |
| Q3 2022 | 66 | 123,786 | BSV, VIG, SCHD, VCSH | 13F-HR | 11/8/2022 | 000082110322000008 |
| Q2 2022 | 70 | 130,464 | BSV, VIG, SCHD, VCSH | 13F-HR | 8/3/2022 | 000082110322000006 |
| Q1 2022 | 75 | 142,392 | BSV, VIG, SCHD, AAPL | 13F-HR | 5/19/2022 | 000082110322000004 |
| Q4 2021 | 78 | 150,203 | BSV, VIG, SCHD, AAPL | 13F-HR | 1/27/2022 | 000082110322000002 |
| Q3 2021 | 72 | 137,405 | BSV, VIG, SCHD, VCSH | 13F-HR | 11/9/2021 | 000082110321000008 |
| Q2 2021 | 69 | 136,874 | BSV, VIG, SCHD, VCSH | 13F-HR | 7/28/2021 | 000082110321000006 |
| Q1 2021 | 63 | 127,093 | BSV, VIG, SCHD, VCSH | 13F-HR | 4/28/2021 | 000082110321000004 |
| Q4 2020 | 60 | 123,400 | BSV, VIG, SCHD, VCSH | 13F-HR | 1/26/2021 | 000082110321000002 |
| Q3 2020 | 57 | 113,519 | BSV, VCSH, VGIT, VIG | 13F-HR | 11/2/2020 | 000082110320000009 |
| Q2 2020 | 56 | 107,152 | BSV, VCSH, VGIT, VIG | 13F-HR | 7/21/2020 | 000082110320000007 |
| Q1 2020 | 63 | 71,268 | QUAL, SHY, AGG, IQLT | 13F-HR | 5/5/2020 | 000082110320000005 |
| Q4 2019 | 55 | 108,134 | BSV, EFAV, VCSH, MGV | 13F-HR | 1/14/2020 | 000082110320000003 |
| Q3 2019 | 52 | 104,238 | BSV, VCSH, EFAV, MGV | 13F-HR | 10/25/2019 | 000082110319000009 |
| Q2 2019 | 57 | 98,530 | BSV, VCSH, EFAV, MGV | 13F-HR | 7/15/2019 | 000082110319000007 |
| Q1 2019 | 53 | 84,135 | BSV, VCSH, EFAV, MGV | 13F-HR | 4/3/2019 | 000082110319000005 |
| Q4 2018 | 48 | 80,900 | BSV, VCSH, EFAV, MGV | 13F-HR | 1/16/2019 | 000082110319000002 |
| Q3 2018 | 58 | 107,593 | BSV, VCSH, EFAV, AAPL | 13F-HR | 10/5/2018 | 000082110318000006 |
| Q2 2018 | 53 | 103,512 | BSV, VCSH, EFAV, MGV | 13F-HR | 9/5/2018 | 000082110318000004 |
| Q1 2018 | 52 | 102,054 | BSV, VCSH, EFAV, MGV | 13F-HR | 5/10/2018 | 000082110318000002 |