| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 77 | 109,906 | VOO, VTV, SPY, VUG | 13F-HR | 11/14/2024 | 000100101124000006 |
| Q2 2024 | 61 | 94,823 | VOO, VTV, SPY, VUG | 13F-HR | 8/13/2024 | 000100101124000005 |
| Q1 2024 | 61 | 83,039 | VOO, VTV, VUG, AAPL | 13F-HR | 5/14/2024 | 000100101124000004 |
| Q4 2023 | 59 | 78,017 | VOO, VTV, VUG, AAPL | 13F-HR | 2/14/2024 | 000100101124000003 |
| Q3 2023 | 57 | 73,146 | VOO, VTV, VUG, AAPL | 13F-HR | 11/13/2023 | 000100101123000006 |
| Q2 2023 | 57 | 74,052 | VOO, VTV, VUG, AAPL | 13F-HR | 8/14/2023 | 000100101123000005 |
| Q1 2023 | 57 | 67,735 | VOO, VTV, VUG, AAPL | 13F-HR | 5/12/2023 | 000100101123000003 |
| Q4 2022 | 57 | 87,046 | SPY, VOO, VTV, VUG | 13F-HR | 2/14/2023 | 000100101123000002 |
| Q3 2022 | 59 | 95,061 | SPY, VOO, VTV, VUG | 13F-HR | 11/14/2022 | 000100101122000005 |
| Q1 2022 | 62 | 136,350 | SPY, VOO, AAPL, VTV | 13F-HR | 5/13/2022 | 000100101122000002 |
| Q4 2021 | 68 | 148,680 | SPY, VOO, AAPL, VTV | 13F-HR | 2/10/2022 | 000100101122000001 |
| Q3 2021 | 63 | 129,863 | VOO, SPY, VTV, AAPL | 13F-HR | 11/12/2021 | 000100101121000004 |
| Q2 2021 | 62 | 127,487 | SPY, VOO, VTV, IWP | 13F-HR | 8/9/2021 | 000100101121000003 |
| Q1 2021 | 61 | 118,113 | VOO, SPY, VTV, IWO | 13F-HR | 5/17/2021 | 000100101121000002 |
| Q2 2020 | 56 | 64,596 | VOO, VTV, VUG, AAPL | 13F-HR | 8/12/2022 | 000100101122000004 |