| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 255 | 1,277,280 | ITOT, VMBS, GIGB, AAPL | 13F-HR | 2/13/2025 | 000196404725000002 |
| Q3 2024 | 261 | 1,275,132 | ITOT, VMBS, GIGB, AAPL | RESTATEMENT | 11/14/2024 | 000154261124000007 |
| Q2 2024 | 117 | 545,400 | VMBS, VGIT, SPYG, SPYM | RESTATEMENT | 8/8/2024 | 000181535524000013 |
| Q1 2024 | 242 | 1,140,851 | ITOT, VMBS, GIGB, GSIE | 13F-HR | 5/13/2024 | 000154261124000004 |
| Q4 2023 | 215 | 1,062,658 | ITOT, VMBS, GIGB, AAPL | 13F-HR | 1/26/2024 | 000154261124000001 |
| Q3 2023 | 199 | 965,815 | VMBS, GIGB, AAPL, ITOT | 13F-HR | 11/7/2023 | 000154261123000009 |
| Q2 2023 | 199 | 966,240 | ITOT, VMBS, GIGB, AAPL | 13F-HR | 8/2/2023 | 000154261123000006 |
| Q1 2023 | 195 | 901,324 | VMBS, GIGB, AAPL, GSIE | RESTATEMENT | 5/11/2023 | 000154261123000005 |
| Q4 2022 | 189 | 814,280 | VMBS, GIGB, USMV, ITOT | 13F-HR | 2/13/2023 | 000154261123000001 |
| Q3 2022 | 175 | 717,851 | VMBS, USMV, GIGB, AAPL | 13F-HR | 11/10/2022 | 000154261122000006 |
| Q2 2022 | 181 | 743,659 | VMBS, GIGB, VTIP, VGIT | 13F-HR | 7/26/2022 | 000154261122000004 |
| Q1 2022 | 189 | 921,601 | USMV, VMBS, AAPL, GIGB | 13F-HR | 4/13/2022 | 000154261122000003 |
| Q4 2021 | 198 | 1,004,577 | ITOT, VMBS, AAPL, SPYG | 13F-HR | 2/3/2022 | 000154261122000001 |
| Q3 2021 | 185 | 905,894 | ITOT, VMBS, SPYG, VCSH | 13F-HR | 10/27/2021 | 000154261121000004 |
| Q2 2021 | 191 | 912,028 | ITOT, VMBS, SPYG, VCSH | 13F-HR | 7/26/2021 | 000154261121000003 |
| Q1 2021 | 188 | 852,027 | ITOT, VMBS, VCSH, USMV | 13F-HR | 5/3/2021 | 000154261121000002 |
| Q4 2020 | 175 | 813,603 | ITOT, USMV, VMBS, SHY | 13F-HR | 2/4/2021 | 000154261121000001 |
| Q3 2020 | 153 | 722,809 | USMV, ITOT, VMBS, SHY | 13F-HR | 10/23/2020 | 000154261120000004 |
| Q2 2020 | 131 | 665,391 | SHY, VCSH, USMV, VMBS | 13F-HR | 7/27/2020 | 000154261120000003 |
| Q1 2020 | 123 | 562,831 | SHY, VCSH, VMBS, VGIT | 13F-HR | 4/27/2020 | 000154261120000002 |
| Q4 2019 | 148 | 730,867 | SPYM, GIGB, VMBS, VGIT | 13F-HR | 1/23/2020 | 000154261120000001 |
| Q3 2019 | 133 | 659,540 | SPYM, GIGB, VGIT, VMBS | RESTATEMENT | 11/21/2019 | 000154261119000007 |
| Q2 2019 | 933 | 706,584 | SPYM, GIGB, VGIT, VMBS | 13F-HR | 8/1/2019 | 000154261119000005 |
| Q1 2019 | 866 | 559,719 | BND, SPYM, ITOT, USMV | 13F-HR | 5/2/2019 | 000154261119000004 |
| Q4 2018 | 959 | 567,513 | BND, SPYM, USMV, ITOT | 13F-HR | 2/19/2019 | 000154261119000003 |