| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 226 | 706,766 | VTI, BRK-B, MSFT, VGT | 13F-HR | 10/15/2024 | 000194104024000433 |
| Q2 2024 | 210 | 663,650 | VTI, BRK-B, MSFT, VGT | 13F-HR | 7/9/2024 | 000194104024000272 |
| Q1 2024 | 216 | 671,553 | VTI, BRK-B, MSFT, VYM | 13F-HR | 4/17/2024 | 000194104024000183 |
| Q4 2023 | 216 | 623,936 | VTI, BRK-B, MSFT, VYM | 13F-HR | 1/23/2024 | 000194104024000030 |
| Q3 2023 | 202 | 556,925 | VTI, BRK-B, MSFT, VYM | 13F-HR | 10/24/2023 | 000194104023000295 |
| Q2 2023 | 206 | 588,131 | VTI, BRK-B, MSFT, VYM | 13F-HR | 8/9/2023 | 000194104023000203 |
| Q1 2023 | 208 | 558,507 | VTI, BRK-B, VYM, MSFT | 13F-HR | 5/8/2023 | 000194104023000129 |
| Q4 2022 | 208 | 516,038 | VTI, BRK-B, VYM, SCHD | 13F-HR | 2/9/2023 | 000194104023000067 |
| Q3 2022 | 191 | 458,755 | VTI, BRK-B, VYM, MSFT | 13F-HR | 11/14/2022 | 000136555922000009 |
| Q2 2022 | 201 | 481,054 | VTI, VYM, BRK-B, MSFT | 13F-HR | 7/22/2022 | 000136555922000006 |
| Q1 2022 | 210 | 558,900 | VTI, BRK-B, MSFT, VYM | 13F-HR | 5/4/2022 | 000136555922000004 |
| Q4 2021 | 207 | 566,672 | VTI, MSFT, VGT, VYM | 13F-HR | 1/27/2022 | 000136555922000002 |
| Q3 2021 | 202 | 519,155 | VTI, MSFT, VGT, VYM | 13F-HR | 10/15/2021 | 000136555921000008 |
| Q2 2021 | 195 | 510,463 | VTI, VYM, VGT, MSFT | 13F-HR | 8/9/2021 | 000136555921000006 |
| Q1 2021 | 188 | 463,003 | VTI, VYM, VGT, BRK-B | 13F-HR | 4/28/2021 | 000136555921000004 |
| Q4 2020 | 180 | 419,236 | VTI, VYM, VGT, BRK-B | 13F-HR | 2/4/2021 | 000136555921000002 |
| Q3 2020 | 163 | 358,110 | VTI, VYM, VGT, BRK-B | 13F-HR | 11/13/2020 | 000136555920000008 |
| Q2 2020 | 191 | 339,112 | VTI, VYM, VGT, MSFT | 13F-HR | 8/13/2020 | 000136555920000006 |
| Q1 2020 | 183 | 279,074 | VTI, VYM, BRK-B, VGT | 13F-HR | 5/12/2020 | 000136555920000003 |
| Q4 2019 | 218 | 361,964 | VTI, VYM, BRK-B, PRF | 13F-HR | 2/10/2020 | 000136555920000002 |
| Q3 2019 | 236 | 376,329 | VTI, VYM, BRK-B, PRF | 13F-HR | 11/12/2019 | 000136555919000009 |
| Q2 2019 | 230 | 376,604 | VTI, VYM, BRK-B, PRF | 13F-HR | 8/12/2019 | 000136555919000007 |
| Q1 2019 | 214 | 359,079 | VTI, VYM, BRK-B, PRF | 13F-HR | 5/9/2019 | 000136555919000005 |
| Q4 2018 | 218 | 329,589 | VTI, VYM, BRK-B, PRF | 13F-HR | 2/7/2019 | 000136555919000003 |
| Q3 2018 | 240 | 388,391 | VTI, VYM, BRK-B, VGT | 13F-HR | 11/13/2018 | 000136555918000008 |
| Q2 2018 | 241 | 380,208 | VTI, VYM, BRK-B, VGT | 13F-HR | 8/14/2018 | 000136555918000006 |
| Q1 2018 | 236 | 381,139 | VTI, VYM, VGT, BRK-B | 13F-HR | 4/19/2018 | 000114036118019032 |
| Q4 2017 | 242 | 397,138 | VTI, VYM, VGT, BRK-B | 13F-HR | 1/30/2018 | 000114036118003820 |
| Q3 2017 | 234 | 377,042 | VTI, VYM, VGT, BRK-B | 13F-HR | 10/18/2017 | 000114036117038910 |
| Q2 2017 | 236 | 364,738 | VTI, VYM, VGT, BRK-B | 13F-HR | 7/31/2017 | 000114036117029414 |
| Q1 2017 | 238 | 350,142 | VTI, VYM, VGT, BRK-B | 13F-HR | 4/25/2017 | 000114036117016755 |
| Q4 2016 | 239 | 340,847 | VTI, VYM, BRK-B, VGT | 13F-HR | 1/27/2017 | 000114036117003057 |
| Q3 2016 | 242 | 331,570 | VTI, VYM, VGT, BRK-B | 13F-HR | 10/27/2016 | 000114036116083732 |
| Q2 2016 | 231 | 318,664 | VTI, VYM, BRK-B, KR | 13F-HR | 7/28/2016 | 000114036116073649 |
| Q1 2016 | 234 | 302,905 | VTI, VYM, KR, BRK-B | 13F-HR | 5/10/2016 | 000114036116064260 |
| Q4 2015 | 243 | 291,374 | VTI, VYM, KR, BRK-B | 13F-HR | 1/20/2016 | 000114036116048082 |
| Q3 2015 | 244 | 280,505 | VTI, VYM, KR, BRK-B | 13F-HR | 10/20/2015 | 000114036115038072 |
| Q2 2015 | 258 | 297,957 | VTI, VYM, KR, BRK-B | 13F-HR | 7/30/2015 | 000114036115029085 |
| Q1 2015 | 254 | 314,796 | VTI, VYM, KR, BRK-B | 13F-HR | 5/5/2015 | 000114036115017586 |
| Q4 2014 | 246 | 297,896 | VTI, VYM, KR, BRK-B | 13F-HR | 2/5/2015 | 000114036115004248 |
| Q3 2014 | 251 | 289,119 | VTI, VYM, BRK-B, VDE | 13F-HR | 10/28/2014 | 000114036114039134 |
| Q2 2014 | 261 | 293,731 | VTI, VYM, VDE, BRK-B | 13F-HR | 8/1/2014 | 000114036114030291 |
| Q1 2014 | 256 | 289,110 | VTI, VYM, VDE, BRK-B | 13F-HR | 4/24/2014 | 000114036114017420 |
| Q4 2013 | 250 | 287,555 | VTI, VYM, VDE, BRK-B | 13F-HR | 1/23/2014 | 000114036114003027 |