| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2021 | 276 | 286,720 | MUB, IVV, AGG, IWB | 13F-HR | 5/13/2021 | 000154878421000002 |
| Q4 2020 | 254 | 281,848 | MUB, IVV, AGG, IWB | 13F-HR | 2/4/2021 | 000154878421000001 |
| Q3 2020 | 199 | 219,065 | MUB, IVV, AGG, IWB | 13F-HR | 11/9/2020 | 000154878420000003 |
| Q2 2020 | 176 | 209,685 | MUB, DCH, IVV, AGG | 13F-HR | 8/4/2020 | 000154878420000002 |
| Q1 2020 | 30 | 99,458 | IJR, IVV, IWB, AGG | 13F-HR | 4/29/2020 | 000179446720000004 |
| Q4 2019 | 35 | 169,120 | iShares Core S&P 500 UCITS ETF, IVV, IDEV, IWB | 13F-HR | 1/8/2020 | 000154878420000001 |
| Q3 2019 | 48 | 188,227 | IVV, CSTNL, IDEV, IWB | 13F-HR | 11/15/2019 | 000154878419000004 |
| Q2 2019 | 1,014 | 223,006 | IVV, IDEV, IWB, AGG | 13F-HR | 8/14/2019 | 000154878419000003 |
| Q1 2019 | 86 | 2,781 | CMCSA, NBTB, 1/100 BERKSHIRE HTWY CLA, VO | 13F-HR | 5/15/2019 | 000154878419000002 |