| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 262 | 1,026,585 | VOO, SPY, DBEF, IWD | 13F-HR | 2/14/2024 | 000117266124001233 |
| Q3 2023 | 246 | 860,381 | VOO, SPY, DBEF, IWD | 13F-HR | 11/13/2023 | 000117266123003797 |
| Q2 2023 | 247 | 801,813 | VOO, SPY, IWD, DBEF | 13F-HR | 8/9/2023 | 000117266123002832 |
| Q1 2023 | 177 | 678,004 | VOO, SPY, IWD, DBEF | 13F-HR | 5/12/2023 | 000117266123002085 |
| Q4 2022 | 148 | 590,777 | VOO, SPY, IWD, DBEF | 13F-HR | 2/14/2023 | 000117266123000864 |
| Q3 2022 | 130 | 460,157 | VOO, SPY, IWD, IWM | 13F-HR | 11/10/2022 | 000117266122002362 |
| Q2 2022 | 135 | 479,353 | VOO, SPY, IWD, IWM | 13F-HR | 8/10/2022 | 000117266122001770 |
| Q1 2022 | 170 | 537,083 | VOO, SPY, IWM, IWV | 13F-HR | 5/13/2022 | 000117266122001288 |
| Q4 2021 | 177 | 513,206 | VOO, SPY, IWV, OEF | 13F-HR | 2/11/2022 | 000117266122000334 |
| Q3 2021 | 157 | 458,374 | VOO, SPY, IWV, OEF | 13F-HR | 11/15/2021 | 000117266121002273 |
| Q2 2021 | 140 | 461,578 | VOO, SPY, IWV, OEF | 13F-HR | 8/9/2021 | 000117266121001585 |
| Q1 2021 | 121 | 424,082 | VOO, SPY, IWV, OEF | 13F-HR | 5/10/2021 | 000117266121001070 |
| Q4 2020 | 119 | 397,833 | VOO, SPY, IWV, OEF | 13F-HR | 2/16/2021 | 000117266121000658 |
| Q3 2020 | 82 | 350,688 | VOO, SPY, IWV, OEF | 13F-HR | 11/13/2020 | 000117266120002150 |
| Q2 2020 | 83 | 330,198 | SPY, VOO, IWV, PRF | 13F-HR | 8/14/2020 | 000117266120001687 |
| Q1 2020 | 68 | 347,810 | VOO, SPY, IWV, VEA | 13F-HR | 5/12/2020 | 000117266120001195 |
| Q4 2019 | 58 | 325,311 | VOO, SPY, SPLV, PRF | 13F-HR | 2/12/2020 | 000117266120000420 |
| Q3 2019 | 69 | 276,064 | VOO, SPY, PRF, IYR | 13F-HR | 11/13/2019 | 000117266119002184 |
| Q2 2019 | 24 | 255,421 | SPY, VOO, PRF, IYR | 13F-HR | 8/14/2019 | 000117266119001767 |
| Q1 2019 | 25 | 246,552 | SPY, VOO, PRF, IYR | 13F-HR | 5/13/2019 | 000117266119001171 |
| Q4 2018 | 28 | 214,473 | SPY, VOO, PRF, VTWO | 13F-HR | 2/12/2019 | 000117266119000397 |
| Q3 2018 | 30 | 169,162 | SPY, PRF, VOO, IYR | 13F-HR | 11/13/2018 | 000117266118002008 |
| Q2 2018 | 33 | 230,315 | BSX, SPY, VOO, IYR | 13F-HR | 8/14/2018 | 000117266118001647 |
| Q1 2018 | 32 | 204,867 | SPY, BSX, PRF, JNJ | 13F-HR | 5/15/2018 | 000117266118001197 |
| Q4 2017 | 32 | 198,333 | SPY, BSX, PRF, JNJ | 13F-HR | 2/9/2018 | 000117266118000335 |
| Q3 2017 | 32 | 204,127 | SPY, BSX, PRF, JNJ | 13F-HR | 11/13/2017 | 000117266117001950 |
| Q2 2017 | 28 | 195,927 | SPY, BSX, PRF, JNJ | 13F-HR | 8/11/2017 | 000117266117001534 |
| Q1 2017 | 22 | 184,965 | SPY, BSX, PRF, IVV | 13F-HR | 5/15/2017 | 000117266117001063 |
| Q4 2016 | 21 | 168,325 | SPY, BSX, PRF, IVV | 13F-HR | 2/10/2017 | 000117266117000343 |
| Q3 2016 | 27 | 175,594 | SPY, BSX, PRF, JNJ | 13F-HR | 11/14/2016 | 000117266116004244 |
| Q2 2016 | 23 | 173,665 | SPY, BSX, PRF, JNJ | 13F-HR | 8/10/2016 | 000117266116003700 |
| Q1 2016 | 26 | 167,334 | SPY, BSX, PRF, IVV | 13F-HR | 5/13/2016 | 000117266116003274 |
| Q4 2015 | 29 | 167,991 | SPY, BSX, PRF, JNJ | 13F-HR | 2/8/2016 | 000117266116002463 |
| Q3 2015 | 29 | 156,581 | SPY, BSX, PRF, JNJ | 13F-HR | 11/12/2015 | 000117266115001917 |
| Q2 2015 | 33 | 171,635 | SPY, BSX, PRF, JNJ | 13F-HR | 8/6/2015 | 000117266115001426 |
| Q1 2015 | 39 | 172,842 | SPY, BSX, PRF, JNJ | 13F-HR | 5/12/2015 | 000117266115001017 |
| Q4 2014 | 38 | 172,507 | SPY, PRF, BSX, VWO | 13F-HR | 2/9/2015 | 000117266115000291 |
| Q3 2014 | 41 | 177,300 | SPY, PRF, BSX, DBEF | 13F-HR | 11/3/2014 | 000117266114001659 |
| Q2 2014 | 24 | 149,676 | SPY, BSX, PRF, SPLV | 13F-HR | 8/12/2014 | 000117266114001343 |
| Q1 2014 | 22 | 150,423 | SPY, BSX, PRF, SPLV | 13F-HR | 5/7/2014 | 000117266114000938 |
| Q4 2013 | 23 | 147,993 | SPY, BSX, PRF, SPLV | 13F-HR | 2/5/2014 | 000117266114000223 |