| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,362 | 1,322,970 | AAPL, ITOT, VTI, SCHX | 13F-HR | 11/4/2024 | 000140465224000003 |
| Q2 2024 | 346 | 1,171,106 | ITOT, AAPL, VTI, NVDA | 13F-HR | 7/30/2024 | 000106299324014177 |
| Q1 2024 | 362 | 1,115,256 | ITOT, VTI, AAPL, SCHX | 13F-HR | 5/16/2024 | 000106299324010387 |
| Q4 2023 | 344 | 1,025,209 | ITOT, AAPL, VTI, SCHX | 13F-HR | 2/13/2024 | 000106299324002893 |
| Q3 2023 | 337 | 906,780 | ITOT, AAPL, SCHX, VTI | 13F-HR | 11/13/2023 | 000106299323020695 |
| Q2 2023 | 358 | 948,113 | AAPL, ITOT, SCHX, VV | 13F-HR | 8/15/2023 | 000106299323016499 |
| Q1 2023 | 353 | 880,355 | ITOT, AAPL, SCHX, VV | 13F-HR | 5/11/2023 | 000106299323010760 |
| Q4 2022 | 342 | 819,119 | ITOT, AAPL, SCHX, VV | 13F-HR | 2/10/2023 | 000106299323002622 |
| Q3 2022 | 312 | 779,242 | ITOT, AAPL, VTI, SCHX | 13F-HR | 11/14/2022 | 000106299322022014 |
| Q2 2022 | 324 | 846,232 | ITOT, AAPL, SCHX, VTI | 13F-HR | 8/15/2022 | 000106299322017934 |
| Q1 2022 | 319 | 850,016 | ITOT, AAPL, VTI, SCHX | 13F-HR | 5/13/2022 | 000106299322012394 |
| Q4 2021 | 345 | 1,057,825 | ITOT, AAPL, VTI, QQQ | 13F-HR | 2/17/2022 | 000106299322004679 |
| Q3 2021 | 363 | 940,205 | ITOT, VTI, AAPL, QQQ | 13F-HR | 10/25/2021 | 000106299321009847 |
| Q2 2021 | 371 | 1,448,673 | ITOT, VTI, SCHX, VV | 13F-HR | 8/9/2021 | 000106299321007164 |
| Q1 2021 | 363 | 848,833 | ITOT, AAPL, VTI, SCHX | 13F-HR | 5/10/2021 | 000106299321004285 |
| Q4 2020 | 274 | 705,119 | ITOT, VTI, AAPL, SCHX | 13F-HR | 2/12/2021 | 000106299321001383 |
| Q3 2020 | 223 | 541,680 | ITOT, VTI, AAPL, VV | 13F-HR | 11/9/2020 | 000106299320005459 |
| Q2 2020 | 205 | 453,830 | ITOT, VTI, PSCH, AAPL | RESTATEMENT | 8/3/2020 | 000106299320003612 |
| Q1 2020 | 155 | 283,009 | ITOT, VTI, VV, SCHX | 13F-HR | 5/6/2020 | 000106299320002148 |
| Q4 2019 | 226 | 463,402 | ITOT, VTI, VV, SCHX | 13F-HR | 1/28/2020 | 000106299320000346 |
| Q3 2019 | 216 | 418,579 | ITOT, VTI, VV, SCHX | 13F-HR | 10/15/2019 | 000106299319003886 |
| Q2 2019 | 258 | 429,292 | ITOT, VTI, SCHX, VV | 13F-HR | 8/13/2019 | 000106299319003330 |
| Q1 2019 | 285 | 450,236 | ITOT, JPST, VTI, TIP | 13F-HR | 5/13/2019 | 000106299319002181 |
| Q4 2018 | 252 | 400,346 | JPST, ITOT, VTI, FDL | 13F-HR | 2/11/2019 | 000106299319000652 |
| Q3 2018 | 299 | 473,464 | ITOT, VTI, SHYG, FDL | 13F-HR | 10/5/2018 | 000106299318003979 |
| Q2 2018 | 294 | 449,914 | ITOT, VTI, SHYG, FDL | 13F-HR | 8/1/2018 | 000106299318003083 |
| Q1 2018 | 316 | 446,149 | ITOT, VTI, SHYG, FDL | 13F-HR | 4/20/2018 | 000106299318001757 |
| Q4 2017 | 228 | 300,421 | ITOT, VTI, FDL, TSLA | 13F-HR | 1/10/2018 | 000106299318000104 |
| Q3 2017 | 281 | 424,319 | ITOT, VTI, PFF, SHYG | 13F-HR | 11/3/2017 | 000106299317004641 |
| Q2 2017 | 220 | 295,557 | ITOT, VTI, PFF, SHYG | 13F-HR | 8/3/2017 | 000106299317003498 |
| Q1 2017 | 254 | 393,448 | ITOT, VTI, PFF, SHYG | 13F-HR | 5/8/2017 | 000106299317002281 |
| Q4 2016 | 240 | 335,524 | VTI, PFF, FTC, FDL | 13F-HR | 2/14/2017 | 000106299317000881 |
| Q3 2016 | 217 | 314,710 | VTI, PFF, FTC, FDL | 13F-HR | 11/9/2016 | 000106299316012092 |
| Q2 2016 | 211 | 329,933 | VTI, BNDX, FTC, FDL | 13F-HR | 8/5/2016 | 000106299316010846 |
| Q1 2016 | 183 | 316,460 | VTI, BNDX, FTC, PFF | 13F-HR | 4/14/2016 | 000106299316008959 |
| Q4 2015 | 179 | 308,125 | IWB, BNDX, FTC, PFF | 13F-HR | 1/26/2016 | 000106299316007287 |
| Q3 2015 | 175 | 268,369 | BNDX, IWB, PFF, LQD | RESTATEMENT | 11/12/2015 | 000106299315005938 |
| Q2 2015 | 194 | 333,320 | IWB, RSP.MX, BNDX, PFF | 13F-HR | 7/27/2015 | 000106299315004011 |
| Q1 2015 | 217 | 330,588 | IWB, RSP.MX, BNDX, PFF | 13F-HR | 5/1/2015 | 000106299315002319 |
| Q4 2014 | 181 | 298,038 | IWB, PFF, BNDX, QQQ | 13F-HR | 2/2/2015 | 000106299315000436 |
| Q3 2014 | 199 | 272,572 | IWB, PFF, QQQ, AMJ | 13F-HR | 11/7/2014 | 000106299314006353 |
| Q2 2014 | 200 | 280,280 | IWB, PFF, AMJ, QQQ | 13F-HR | 7/24/2014 | 000106299314004348 |
| Q1 2014 | 183 | 255,829 | IWB, PFF, AMJ, BNDX | 13F-HR | 5/7/2014 | 000106299314002618 |
| Q4 2013 | 171 | 202,884 | IWB, PFF, AMJ, IAU | 13F-HR | 1/14/2014 | 000106299314000188 |