| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 294 | 314,240 | VOO, JAVA, JGRO, IWR | 13F-HR | 10/15/2024 | 000094151924000007 |
| Q2 2024 | 262 | 293,331 | VOO, JAVA, JGRO, IWR | 13F-HR | 7/30/2024 | 000094151924000005 |
| Q1 2024 | 279 | 290,502 | VOO, JAVA, JGRO, IWR | 13F-HR | 4/12/2024 | 000094151924000004 |
| Q4 2023 | 241 | 203,348 | VOO, GUNR, IWR, VTI | 13F-HR | 1/31/2024 | 000094151924000003 |
| Q3 2023 | 293 | 179,021 | VOO, GUNR, IWR, VTI | 13F-HR | 10/26/2023 | 000094151923000006 |
| Q2 2023 | 240 | 183,100 | VOO, GUNR, IWR, VTI | 13F-HR | 7/14/2023 | 000094151923000005 |
| Q1 2023 | 236 | 161,179 | VOO, IWR, VTI, VB | 13F-HR | 4/18/2023 | 000094151923000004 |
| Q4 2022 | 244 | 158,405 | VOO, IWR, VTI, VB | 13F-HR | 1/26/2023 | 000094151923000001 |
| Q3 2022 | 231 | 143,382 | VOO, IWR, VTI, VB | 13F-HR | 10/11/2022 | 000094151922000006 |
| Q2 2022 | 231 | 163,853 | VOO, VTI, IWR, MUNI | 13F-HR | 7/13/2022 | 000094151922000005 |
| Q1 2022 | 293 | 168,083 | VOO, VTI, IWR, BOND | 13F-HR | 4/15/2022 | 000094151922000003 |
| Q4 2021 | 301 | 173,003 | VOO, VTI, IWR, MUNI | 13F-HR | 1/24/2022 | 000094151922000002 |
| Q3 2021 | 269 | 156,371 | VOO, IWR, VTI, MUNI | 13F-HR | 10/22/2021 | 000094151921000005 |
| Q2 2021 | 236 | 154,128 | VOO, IWR, VTI, VTEB | 13F-HR | 7/27/2021 | 000094151921000004 |
| Q1 2021 | 233 | 144,113 | VOO, IWR, VTI, MUNI | 13F-HR | 4/16/2021 | 000094151921000003 |
| Q4 2020 | 233 | 131,134 | VOO, VTI, IWR, VTEB | 13F-HR | 1/29/2021 | 000094151921000001 |
| Q3 2020 | 226 | 106,993 | VOO, VTI, IWR, VTEB | 13F-HR | 10/27/2020 | 000094151920000010 |
| Q2 2020 | 235 | 100,350 | VOO, VTI, IWR, VTEB | 13F-HR | 7/15/2020 | 000094151920000009 |
| Q1 2020 | 253 | 87,868 | VOO, VTI, IWR, VTEB | 13F-HR | 4/14/2020 | 000094151920000008 |
| Q4 2019 | 256 | 117,391 | VOO, IWR, IVV, VTEB | 13F-HR | 2/24/2020 | 000094151920000007 |