| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 303 | 1,135,910 | VOO, IVV, IWD, FNDF | 13F-HR | 11/12/2024 | 000091376024000172 |
| Q2 2024 | 295 | 1,020,867 | VOO, IVV, IWD, FNDF | 13F-HR | 8/7/2024 | 000091376024000140 |
| Q1 2024 | 278 | 914,902 | VOO, IVV, IWD, IWR | 13F-HR | 5/1/2024 | 000091376024000080 |
| Q4 2023 | 264 | 814,824 | VOO, IVV, IWD, IWR | 13F-HR | 2/12/2024 | 000091376024000029 |
| Q3 2023 | 254 | 728,414 | VOO, IVV, IWD, IWR | 13F-HR | 11/14/2023 | 000091376023000150 |
| Q2 2023 | 269 | 775,308 | VOO, IVV, IWD, GXC | 13F-HR | 8/14/2023 | 000091376023000116 |
| Q1 2023 | 262 | 736,525 | IVV, VOO, IWD, SHY | 13F-HR | 5/11/2023 | 000091376023000077 |
| Q4 2022 | 111 | 151,924 | AAPL, MSFT, AMZN, AME | 13F-HR | 2/10/2023 | 000091376023000027 |
| Q3 2022 | 200 | 188,727 | AAPL, AMZN, MSFT, AME | 13F-HR | 11/8/2022 | 000091376022000162 |
| Q2 2022 | 213 | 195,544 | AAPL, MSFT, AMZN, AME | 13F-HR | 7/27/2022 | 000091376022000109 |
| Q1 2022 | 74 | 138,748 | META, PTON, SPSB, GOLDMAN SACHS ETF TR | RESTATEMENT | 5/11/2022 | 000091376022000091 |
| Q4 2021 | 541 | 836,802 | VOO, IVV, XLV, AAPL | 13F-HR | 2/10/2022 | 000091376022000035 |
| Q3 2021 | 466 | 695,580 | VOO, IVV, XLV, AGG | 13F-HR | 10/20/2021 | 000091376021000163 |
| Q2 2021 | 472 | 674,298 | VOO, IVV, XLV, AGG | 13F-HR | 8/6/2021 | 000091376021000127 |
| Q1 2021 | 413 | 556,746 | FTSM, VOO, IVV, XLV | RESTATEMENT | 6/30/2021 | 000091376021000112 |
| Q4 2020 | 365 | 454,597 | FTSM, VOO, XLV, IVV | 13F-HR | 2/3/2021 | 000091376021000021 |
| Q3 2020 | 328 | 310,641 | VOO, IVV, FTSM, AAPL | 13F-HR | 11/12/2020 | 000091376020000180 |
| Q2 2020 | 296 | 263,685 | FTSM, IVV, AAPL, BND | 13F-HR | 8/12/2020 | 000091376020000138 |
| Q1 2020 | 249 | 188,351 | IVV, BND, AAPL, AMZN | 13F-HR | 4/30/2020 | 000091376020000056 |
| Q4 2019 | 305 | 245,256 | IVV, AAPL, VTV, AMZN | 13F-HR | 1/24/2020 | 000091376020000010 |
| Q3 2019 | 255 | 160,074 | AAPL, AMZN, AGG, VTV | 13F-HR | 11/12/2019 | 000091376019000134 |
| Q2 2019 | 239 | 155,638 | IVV, AGG, AAPL, AMZN | RESTATEMENT | 7/17/2019 | 000091376019000090 |
| Q1 2019 | 226 | 131,353 | AAPL, AMZN, IVV, IVW | 13F-HR | 4/5/2019 | 000091376019000063 |
| Q4 2018 | 199 | 103,633 | AAPL, AMZN, QQQ, IVW | 13F-HR | 1/15/2019 | 000091376019000006 |
| Q3 2018 | 235 | 134,706 | AAPL, AMZN, QQQ, ADME | 13F-HR | 10/3/2018 | 000091376018000130 |
| Q2 2018 | 220 | 116,096 | AAPL, AMZN, IVV, ADME | 13F-HR | 7/23/2018 | 000091376018000110 |
| Q1 2018 | 209 | 104,501 | AAPL, AMZN, IVV, VEU | 13F-HR | 4/19/2018 | 000165039318000008 |
| Q4 2017 | 195 | 95,830 | AAPL, VEU, ADME, PFF | 13F-HR | 2/9/2018 | 000165039318000003 |
| Q3 2017 | 166 | 80,234 | AAPL, PFF, ADME, VEU | RESTATEMENT | 11/14/2017 | 000091376017000114 |
| Q2 2017 | 374 | 320,322 | T, AAPL, JNJ, XOM | 13F-HR | 8/31/2017 | 000091376017000099 |
| Q1 2017 | 60 | 44,710 | T, VZ, CVX, CAPE | 13F-HR | 5/9/2017 | 000091376017000062 |
| Q4 2016 | 78 | 57,273 | T, VZ, CVX, CAPE | 13F-HR | 2/13/2017 | 000091376017000028 |
| Q3 2016 | 66 | 44,753 | T, VZ, CVX, JNJ | RESTATEMENT | 2/13/2017 | 000091376017000026 |