| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 54 | 142,302 | VOO, IJH, IJR, IVV | 13F-HR | 5/5/2025 | 000156363425000003 |
| Q4 2024 | 56 | 163,407 | VOO, IJH, IJR, INNOVATOR ETFS TRUST | 13F-HR | 1/29/2025 | 000156363425000001 |
| Q3 2024 | 49 | 129,866 | VOO, IJH, IJR, IVV | 13F-HR | 10/17/2024 | 000156363424000007 |
| Q2 2024 | 44 | 112,824 | VOO, IJH, IJR, IVV | 13F-HR | 7/15/2024 | 000156363424000004 |
| Q1 2024 | 44 | 122,340 | VOO, MDY, IJH, IJR | 13F-HR | 4/19/2024 | 000156363424000003 |
| Q4 2023 | 39 | 113,250 | VOO, IJR, MDY, IJH | 13F-HR | 1/16/2024 | 000156363424000001 |
| Q3 2023 | 35 | 89,048 | VOO, IJR, IJH, IVV | 13F-HR | 10/25/2023 | 000156363423000005 |
| Q2 2023 | 38 | 92,987 | VOO, IJR, IJH, IVV | 13F-HR | 7/28/2023 | 000156363423000004 |
| Q1 2023 | 26 | 23,167 | VTI, LMT, PI, VEA | 13F-HR | 4/21/2023 | 000156363423000003 |
| Q4 2022 | 26 | 19,784 | VTI, LMT, PI, VWO | 13F-HR | 1/24/2023 | 000156363423000001 |
| Q3 2022 | 23 | 22,485 | TBF, VTI, LMT, PI | 13F-HR | 10/21/2022 | 000156363422000005 |
| Q2 2022 | 22 | 64,900 | VOO, IJR, IJH, TBF | 13F-HR | 7/19/2022 | 000156363422000004 |
| Q1 2022 | 26 | 129,302 | IVV, MDY, VOO, IJR | 13F-HR | 4/26/2022 | 000156363422000003 |
| Q4 2021 | 32 | 155,001 | IVV, MDY, VOO, IJR | 13F-HR | 1/19/2022 | 000156363422000001 |
| Q3 2021 | 31 | 140,554 | IVV, VOO, VTIP, JPST | 13F-HR | 10/14/2021 | 000156363421000005 |
| Q2 2021 | 28 | 142,349 | IVV, VOO, JPST, VTIP | 13F-HR | 7/20/2021 | 000156363421000004 |
| Q1 2021 | 25 | 135,990 | IVV, IJR, VOO, IJH | 13F-HR | 4/22/2021 | 000156363421000003 |
| Q4 2020 | 21 | 104,537 | IVV, JPST, VOO, IJR | 13F-HR | 1/20/2021 | 000156363421000002 |
| Q3 2020 | 20 | 76,688 | IVV, VOO, JPST, IJH | 13F-HR | 10/30/2020 | 000156363420000006 |
| Q2 2020 | 14 | 56,040 | IVV, VOO, JPST, IJH | 13F-HR | 7/17/2020 | 000156363420000005 |
| Q1 2020 | 10 | 24,925 | VOO, IJH, IJR, LMT | 13F-HR | 5/4/2020 | 000156363420000004 |
| Q4 2019 | 15 | 119,463 | VOO, IJR, IJH, MDY | 13F-HR | 1/22/2020 | 000156363420000002 |
| Q3 2019 | 15 | 89,858 | VOO, IJH, IJR, LMT | 13F-HR | 10/21/2019 | 000156363419000007 |
| Q2 2019 | 15 | 90,197 | VOO, IJH, IJR, LMT | 13F-HR | 7/11/2019 | 000156363419000005 |
| Q1 2019 | 13 | 111,239 | VOO, IJH, IJR, MDY | RESTATEMENT | 4/23/2019 | 000156363419000004 |
| Q4 2018 | 11 | 77,491 | VOO, IJR, IJH, LMT | 13F-HR | 1/25/2019 | 000156363419000001 |
| Q3 2018 | 12 | 100,018 | IJR, VOO, IJH, VTI | 13F-HR | 10/17/2018 | 000156363418000005 |
| Q2 2018 | 12 | 97,622 | IJR, IJH, VOO, VTI | 13F-HR | 7/17/2018 | 000156363418000004 |
| Q1 2018 | 11 | 119,803 | IJR, IJH, VOO, MDY | 13F-HR | 4/10/2018 | 000156363418000003 |
| Q4 2017 | 10 | 119,377 | VOO, IJH, IJR, MDY | 13F-HR | 1/25/2018 | 000156363418000001 |
| Q3 2017 | 8 | 113,488 | IJR, VOO, IJH, BSV | 13F-HR | 10/6/2017 | 000156363417000009 |
| Q2 2017 | 8 | 111,155 | VOO, IJH, IJR, BSV | 13F-HR | 7/18/2017 | 000156363417000008 |
| Q1 2017 | 8 | 109,792 | VOO, IJH, IJR, MDY | 13F-HR | 4/28/2017 | 000156363417000006 |
| Q4 2016 | 11 | 104,856 | IJR, IJH, VOO, MDY | 13F-HR | 1/24/2017 | 000156363417000004 |