| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 207 | 564,646 | VOO, XBIL, AGG, VUG | 13F-HR | 11/1/2024 | 000101856124000004 |
| Q2 2024 | 203 | 535,847 | VOO, XBIL, VUG, AGG | 13F-HR | 8/1/2024 | 000101856124000003 |
| Q1 2024 | 207 | 529,446 | VOO, XBIL, VUG, VEA | 13F-HR | 5/8/2024 | 000101856124000002 |
| Q4 2023 | 244 | 570,781 | VOO, VUG, VB, VEA | 13F-HR | 1/17/2024 | 000101856124000001 |
| Q3 2023 | 240 | 560,270 | VOO, VEA, VUG, VB | 13F-HR | 10/10/2023 | 000101856123000005 |
| Q2 2023 | 244 | 563,009 | VOO, VEA, VUG, VO | 13F-HR | 7/20/2023 | 000101856123000004 |
| Q1 2023 | 223 | 513,888 | VOO, VEA, VO, VB | 13F-HR | 4/26/2023 | 000101856123000002 |
| Q4 2022 | 217 | 471,044 | VOO, VEA, VO, VB | 13F-HR | 1/20/2023 | 000101856123000001 |
| Q3 2022 | 215 | 419,202 | VOO, VEA, VO, VB | 13F-HR | 10/12/2022 | 000101856122000004 |
| Q2 2022 | 207 | 420,014 | VOO, VEA, VO, VB | 13F-HR | 7/12/2022 | 000101856122000003 |
| Q1 2022 | 219 | 498,722 | VOO, VEA, VO, VB | 13F-HR | 4/18/2022 | 000101856122000002 |
| Q4 2021 | 216 | 499,637 | VOO, VEA, VO, VUG | 13F-HR | 1/31/2022 | 000101856122000001 |
| Q3 2021 | 212 | 323,169 | AAPL, SPTS, QQQ, AVUS | 13F-HR | 11/15/2021 | 000101856121000004 |
| Q2 2021 | 232 | 339,091 | SPTS, AAPL, MSFT, QQQ | 13F-HR | 7/23/2021 | 000101856121000003 |
| Q1 2021 | 201 | 273,919 | SPTS, AAPL, MSFT, QQQ | 13F-HR | 4/12/2021 | 000101856121000002 |
| Q4 2020 | 220 | 254,780 | SPTS, AAPL, MSFT, SQ | 13F-HR | 1/25/2021 | 000101856121000001 |
| Q3 2020 | 198 | 190,830 | SPTS, QQQ, SQ, META | 13F-HR | 10/15/2020 | 000101856120000006 |
| Q2 2020 | 186 | 143,486 | QQQ, SPTS, AAPL, MSFT | 13F-HR | 7/10/2020 | 000101856120000005 |
| Q1 2020 | 160 | 101,097 | QQQ, SPTS, AAPL, MSFT | 13F-HR | 4/15/2020 | 000101856120000004 |
| Q4 2019 | 160 | 119,214 | QQQ, SPTS, AAPL, MMC | 13F-HR | 1/27/2020 | 000101856120000002 |