| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 183,047 | VTI, WMT, ABBV, AAPL | 13F-HR | 8/12/2026 | 000109783326000008 |
| Q1 2026 | 30 | 167,606 | VTI, WMT, ABBV, AAPL | 13F-HR | 5/13/2026 | 000109783326000005 |
| Q4 2025 | 29 | 164,350 | VTI, WMT, ABBV, AAPL | 13F-HR | 2/12/2026 | 000109783326000002 |
| Q3 2025 | 29 | 161,243 | VTI, WMT, ABBV, AAPL | 13F-HR | 11/10/2025 | 000109783325000014 |
| Q2 2025 | 29 | 150,453 | VTI, WMT, ABBV, PEG | 13F-HR | 8/12/2025 | 000109783325000012 |
| Q1 2025 | 30 | 140,282 | VTI, ABBV, WMT, AAPL | 13F-HR | 5/14/2025 | 000094469525000008 |
| Q4 2024 | 29 | 135,397 | VTI, WMT, AAPL, ABBV | 13F-HR | 2/11/2025 | 000109783325000006 |
| Q3 2024 | 30 | 142,383 | VTI, ABBV, WMT, AAPL | 13F-HR | 11/12/2024 | 000109783324000010 |
| Q2 2024 | 38 | 154,863 | VTI, ABBV, AAPL, WMT | 13F-HR | 8/13/2024 | 000109783324000006 |
| Q1 2024 | 38 | 153,197 | VTI, ABBV, WMT, NEE | 13F-HR | 5/3/2024 | 000109783324000002 |
| Q4 2023 | 40 | 174,328 | VTI, ITOT, ABBV, AAPL | 13F-HR | 2/9/2024 | 000109783324000001 |
| Q3 2023 | 41 | 162,474 | VTI, ITOT, ABBV, PSX | 13F-HR | 11/8/2023 | 000109783323000019 |
| Q2 2023 | 73 | 278,322 | VTI, ITOT, VEU, PSX | 13F-HR | 8/10/2023 | 000109783323000007 |
| Q1 2023 | 1 | 281 | HYG | NEW HOLDINGS | 8/31/2023 | 000109783323000017 |
| Q1 2023 | 72 | 276,461 | VTI, ITOT, PSX, VEU | 13F-HR | 5/12/2023 | 000109783323000004 |
| Q4 2022 | 1 | 274 | HYG | NEW HOLDINGS | 8/31/2023 | 000109783323000016 |
| Q4 2022 | 72 | 280,494 | VTI, ITOT, PSX, ABBV | 13F-HR | 2/9/2023 | 000109783323000002 |
| Q3 2022 | 1 | 265 | HYG | NEW HOLDINGS | 8/31/2023 | 000109783323000015 |
| Q3 2022 | 91 | 429,061 | VTI, NEE, ABBV, APD | 13F-HR | 11/4/2022 | 000109783322000008 |
| Q2 2022 | 1 | 274 | HYG | NEW HOLDINGS | 8/31/2023 | 000109783323000014 |
| Q2 2022 | 91 | 461,756 | VTI, ABBV, NEE, APD | 13F-HR | 7/29/2022 | 000109783322000006 |
| Q1 2022 | 1 | 306 | HYG | NEW HOLDINGS | 8/31/2023 | 000109783323000013 |
| Q1 2022 | 94 | 650,703 | VTI, VEA, VYM, SCHD | 13F-HR | 5/11/2022 | 000109783322000005 |
| Q4 2021 | 92 | 699,554 | VTI, VYM, VEA, NEE | 13F-HR | 2/7/2022 | 000109783322000003 |
| Q3 2021 | 93 | 653,968 | VTI, VYM, VEA, SCHD | 13F-HR | 11/4/2021 | 000094469521000102 |
| Q2 2021 | 94 | 663,951 | VTI, VYM, VEA, SCHD | 13F-HR | 8/11/2021 | 000109783321000007 |
| Q1 2021 | 99 | 682,864 | VTI, VYM, VCIT, VEA | 13F-HR | 5/10/2021 | 000109783321000005 |
| Q4 2020 | 96 | 638,488 | VTI, VYM, VCIT, VEA | 13F-HR | 2/16/2021 | 000109783321000003 |
| Q3 2020 | 91 | 528,195 | VTI, VYM, VEA, SCHD | 13F-HR | 11/12/2020 | 000109783320000010 |
| Q2 2020 | 89 | 493,409 | VTI, VYM, VEA, SCHD | 13F-HR | 8/13/2020 | 000109783320000008 |
| Q1 2020 | 92 | 474,375 | VTI, VEA, VYM, SCHD | 13F-HR | 5/14/2020 | 000109783320000006 |
| Q4 2019 | 104 | 611,134 | VTI, VEA, VYM, SCHD | 13F-HR | 2/12/2020 | 000109783320000003 |
| Q3 2019 | 105 | 575,198 | VTI, VEA, ICSH, VYM | 13F-HR | 11/12/2019 | 000109783319000008 |
| Q2 2019 | 92 | 531,230 | VTI, VEA, VYM, SCHD | 13F-HR | 8/7/2019 | 000109783319000006 |
| Q1 2019 | 87 | 505,609 | VTI, VEA, VYM, SCHD | 13F-HR | 5/7/2019 | 000109783319000004 |
| Q4 2018 | 88 | 465,055 | VTI, VEA, VYM, SCHD | 13F-HR | 2/13/2019 | 000109783319000002 |
| Q3 2018 | 87 | 575,107 | VTI, VEA, SCHD, VYM | 13F-HR | 11/8/2018 | 000109783318000013 |
| Q2 2018 | 92 | 552,019 | VTI, VEA, SCHD, VYM | 13F-HR | 8/9/2018 | 000109783318000009 |
| Q1 2018 | 94 | 544,832 | VTI, VEA, SCHD, VYM | 13F-HR | 5/9/2018 | 000109783318000006 |
| Q4 2017 | 91 | 561,428 | VTI, VEA, SCHD, VYM | 13F-HR | 2/9/2018 | 000109783318000003 |
| Q3 2017 | 93 | 551,339 | VTI, VEA, SCHD, VYM | 13F-HR | 11/15/2017 | 000109783317000012 |
| Q2 2017 | 94 | 589,237 | VTI, VEA, SCHD, VYM | 13F-HR | 7/28/2017 | 000109783317000010 |
| Q1 2017 | 89 | 585,173 | VTI, VEA, SCHD, DVY | 13F-HR | 5/12/2017 | 000109783317000008 |
| Q4 2016 | 93 | 568,081 | VTI, VEA, SCHD, DVY | 13F-HR | 2/8/2017 | 000109783317000006 |
| Q3 2016 | 91 | 587,740 | VTI, VEA, SCHD, HDV | 13F-HR | 11/14/2016 | 000109783316000011 |
| Q2 2016 | 82 | 567,522 | VTI, VEA, HDV, SCHD | 13F-HR | 8/4/2016 | 000109783316000008 |
| Q1 2016 | 72 | 520,783 | VTI, VEA, IVV, DUK | 13F-HR | 5/12/2016 | 000109783316000006 |
| Q4 2015 | 81 | 561,203 | VTI, VEA, IVV, ES | 13F-HR | 2/10/2016 | 000109783316000004 |
| Q3 2015 | 81 | 530,172 | VTI, VEA, IVV, ES | 13F-HR | 11/6/2015 | 000156276215000293 |
| Q2 2015 | 83 | 549,640 | VTI, IVV, VEA, JNJ | 13F-HR | 8/12/2015 | 000095012315008591 |
| Q1 2015 | 82 | 569,378 | VTI, VWO, IVV, VEA | 13F-HR | 5/14/2015 | 000095012315005914 |
| Q4 2014 | 82 | 557,650 | VTI, VWO, VEA, IWF | 13F-HR | 2/9/2015 | 000095012315001148 |
| Q3 2014 | 81 | 525,462 | VTI, VWO, VEA, VTV | 13F-HR | 11/12/2014 | 000095012314011356 |
| Q2 2014 | 82 | 507,468 | VTI, VWO, VEA, VTV | 13F-HR | 8/12/2014 | 000095012314008421 |
| Q1 2014 | 75 | 434,256 | VWO, VTI, VEA, VTV | 13F-HR | 5/8/2014 | 000095012314005144 |
| Q4 2013 | 75 | 369,882 | VWO, VTI, VEA, VTV | 13F-HR | 2/11/2014 | 000095012314001636 |