| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 193 | 538,517 | VOO, IEMG, IEF, AAPL | 13F-HR | 5/14/2025 | 000117266125001829 |
| Q4 2024 | 192 | 591,952 | VOO, IEMG, IEF, AAPL | 13F-HR | 2/14/2025 | 000117266125000947 |
| Q3 2024 | 192 | 638,045 | VOO, IEMG, AAPL, IEF | 13F-HR | 11/12/2024 | 000117266124004585 |
| Q2 2024 | 193 | 591,767 | VOO, IEMG, MSFT, IEF | 13F-HR | 8/13/2024 | 000117266124003322 |
| Q1 2024 | 197 | 611,308 | VOO, IEMG, IEF, MSFT | 13F-HR | 5/14/2024 | 000117266124002289 |
| Q4 2023 | 191 | 554,359 | VOO, IEMG, IEF, AAPL | 13F-HR | 2/13/2024 | 000117266124000807 |
| Q3 2023 | 183 | 456,527 | VOO, IEMG, IEF, AAPL | 13F-HR | 11/9/2023 | 000117266123003692 |
| Q2 2023 | 171 | 535,834 | VOO, AAPL, IEMG, IEF | 13F-HR | 8/10/2023 | 000117266123002857 |
| Q1 2023 | 173 | 475,546 | VOO, IEMG, IEF, AAPL | 13F-HR | 5/9/2023 | 000117266123001906 |
| Q4 2022 | 180 | 437,972 | IEMG, IEF, VOO, AAPL | 13F-HR | 2/1/2023 | 000117266123000389 |
| Q3 2022 | 177 | 392,416 | IEF, IEMG, AAPL, VOO | 13F-HR | 11/14/2022 | 000117266122002384 |
| Q2 2022 | 147 | 395,129 | IEF, IEMG, VOO, AAPL | 13F-HR | 8/15/2022 | 000117266122001836 |
| Q1 2022 | 156 | 461,743 | IEF, IEMG, AAPL, VOO | 13F-HR | 5/11/2022 | 000117266122001231 |
| Q4 2021 | 154 | 502,390 | IEMG, IEF, AAPL, VOO | 13F-HR | 2/11/2022 | 000117266122000336 |
| Q3 2021 | 145 | 435,458 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 11/9/2021 | 000117266121002129 |
| Q2 2021 | 147 | 488,442 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 8/16/2021 | 000117266121001696 |
| Q1 2021 | 132 | 439,956 | IEMG, AAPL, MSFT, AMZN | 13F-HR | 5/14/2021 | 000117266121001129 |
| Q4 2020 | 130 | 461,568 | AAPL, AMZN, MSFT, JNJ | 13F-HR | 2/8/2021 | 000117266121000275 |
| Q3 2020 | 127 | 415,158 | AAPL, MSFT, V, JNJ | 13F-HR | 11/6/2020 | 000117266120002065 |
| Q2 2020 | 131 | 393,922 | MSFT, AGG, AAPL, V | 13F-HR | 8/5/2020 | 000117266120001580 |
| Q1 2020 | 139 | 376,837 | MSFT, V, AGG, JNJ | 13F-HR | 5/11/2020 | 000117266120001174 |
| Q4 2019 | 116 | 426,132 | AGG, V, SPY, AAPL | 13F-HR | 2/10/2020 | 000117266120000382 |
| Q3 2019 | 116 | 401,589 | MSFT, V, AGG, BNDX | 13F-HR | 11/1/2019 | 000117266119002101 |
| Q2 2019 | 108 | 337,681 | MSFT, V, JNJ, PEP | 13F-HR | 8/2/2019 | 000117266119001606 |
| Q1 2019 | 100 | 318,951 | CVX, V, MSFT, VZ | 13F-HR | 5/14/2019 | 000117266119001192 |
| Q4 2018 | 89 | 340,524 | VZ, PEP, CVX, JNJ | 13F-HR | 2/4/2019 | 000117266119000291 |
| Q3 2018 | 93 | 483,529 | GOOGL, JNJ, VZ, AAPL | 13F-HR | 11/6/2018 | 000117266118001943 |
| Q2 2018 | 95 | 441,772 | GOOGL, AAPL, WFC, PEP | 13F-HR | 8/2/2018 | 000117266118001450 |
| Q1 2018 | 90 | 616,106 | GOOGL, JNJ, WFC, AAPL | 13F-HR | 4/25/2018 | 000117266118000962 |
| Q4 2017 | 91 | 683,696 | WFC, JNJ, GOOGL, EEM | 13F-HR | 2/5/2018 | 000117266118000252 |
| Q3 2017 | 91 | 656,575 | WFC, JNJ, GOOGL, HD | 13F-HR | 11/13/2017 | 000117266117001934 |
| Q2 2017 | 97 | 664,241 | WFC, JNJ, GOOGL, HD | 13F-HR | 1/4/2018 | 000117266118000041 |
| Q1 2017 | 103 | 802,645 | WFC, JNJ, GOOGL, HD | 13F-HR | 1/4/2018 | 000117266118000040 |
| Q4 2016 | 96 | 768,151 | WFC, JNJ, AAPL, HD | 13F-HR | 1/4/2018 | 000117266118000039 |