| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 140 | 218,201 | IVV, VOO, QQQ, ITOT | 13F-HR | 4/17/2025 | 000166773125000454 |
| Q4 2024 | 146 | 225,906 | IVV, VOO, QQQ, ITOT | 13F-HR | 3/4/2025 | 000166773125000319 |
| Q3 2024 | 146 | 221,228 | IVV, VOO, ITOT, QQQ | 13F-HR | 10/31/2024 | 000094431724000005 |
| Q2 2024 | 139 | 205,983 | IVV, VOO, ITOT, QQQ | 13F-HR | 7/26/2024 | 000094431724000004 |
| Q1 2024 | 131 | 188,606 | IVV, ITOT, QQQ, NOBL | 13F-HR | 5/1/2024 | 000094431724000003 |
| Q4 2023 | 126 | 174,334 | IVV, ITOT, QQQ, NOBL | 13F-HR | 2/21/2024 | 000094431724000001 |
| Q3 2023 | 125 | 163,431 | IVV, NOBL, ITOT, QQQ | 13F-HR | 11/14/2023 | 000094431723000004 |
| Q2 2023 | 129 | 177,329 | IVV, NOBL, ITOT, QQQ | 13F-HR | 8/4/2023 | 000094431723000003 |
| Q1 2023 | 128 | 164,536 | IVV, NOBL, ITOT, QQQ | 13F-HR | 5/12/2023 | 000094431723000002 |
| Q4 2022 | 131 | 161,966 | IVV, NOBL, ITOT, QQQ | 13F-HR | 2/13/2023 | 000094431723000001 |
| Q3 2022 | 122 | 150,410 | IVV, NOBL, ITOT, QQQ | 13F-HR | 11/3/2022 | 000094431722000005 |
| Q2 2022 | 126 | 161,480 | IVV, NOBL, ITOT, QQQ | 13F-HR | 8/2/2022 | 000094431722000004 |
| Q1 2022 | 142 | 191,052 | IVV, NOBL, QQQ, ITOT | 13F-HR | 5/2/2022 | 000094431722000003 |
| Q4 2021 | 146 | 201,948 | IVV, QQQ, NOBL, ITOT | 13F-HR | 2/3/2022 | 000094431722000002 |
| Q3 2021 | 156 | 172,821 | IVV, QQQ, ITOT, NOBL | 13F-HR | 11/12/2021 | 000094431721000005 |
| Q2 2021 | 163 | 171,864 | IVV, QQQ, NOBL, ITOT | 13F-HR | 8/12/2021 | 000094431721000003 |
| Q1 2021 | 156 | 163,807 | IVV, QQQ, NOBL, ITOT | 13F-HR | 4/6/2021 | 000094431721000002 |
| Q4 2020 | 149 | 167,748 | IVV, QQQ, ITOT, NOBL | 13F-HR | 2/5/2021 | 000094431721000001 |
| Q3 2020 | 136 | 267,668 | AGG, IJH, IJJ, IJR | 13F-HR | 11/12/2020 | 000094431720000006 |
| Q2 2020 | 131 | 139,602 | IVV, FUTY, QQQ, NOBL | 13F-HR | 8/26/2020 | 000094431720000005 |
| Q1 2020 | 124 | 119,241 | IVV, FUTY, JNJ, QQQ | 13F-HR | 4/20/2020 | 000094431720000004 |
| Q4 2019 | 135 | 150,049 | IVV, NOBL, JNJ, QQQ | 13F-HR | 2/5/2020 | 000094431720000003 |
| Q3 2019 | 128 | 135,014 | IVV, NOBL, JNJ, PEP | 13F-HR | 11/6/2019 | 000094431719000006 |
| Q2 2019 | 128 | 133,140 | IVV, NOBL, JNJ, QQQ | 13F-HR | 8/14/2019 | 000094431719000005 |
| Q1 2019 | 133 | 126,330 | IVV, NOBL, JNJ, QQQ | RESTATEMENT | 5/14/2019 | 000094431719000004 |
| Q4 2018 | 112 | 93,331 | IVV, JNJ, NOBL, PEP | 13F-HR | 2/13/2019 | 000094431719000001 |
| Q3 2018 | 118 | 111,680 | IVV, JNJ, QQQ, NOBL | 13F-HR | 10/9/2018 | 000094431718000003 |
| Q1 2018 | 119 | 116,345 | IVV, JNJ, QQQ, NOBL | 13F-HR | 4/24/2018 | 000094431718000002 |
| Q4 2017 | 124 | 118,178 | IVV, JNJ, PEP, NOBL | 13F-HR | 2/22/2018 | 000094431718000001 |
| Q3 2017 | 128 | 113,523 | IVV, DVY, JNJ, PEP | 13F-HR | 11/17/2017 | 000094431717000009 |
| Q2 2017 | 128 | 96,336 | IWM, IVV, JNJ, DVY | 13F-HR | 7/11/2017 | 000094431717000008 |
| Q1 2017 | 119 | 108,444 | IVV, IWM, DVY, JNJ | 13F-HR | 4/6/2017 | 000094431717000007 |
| Q4 2016 | 126 | 103,893 | IVV, IWM, DVY, JNJ | 13F-HR | 2/13/2017 | 000094431717000006 |