| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 348,881 | VOO, JCPB, VEA, COWZ | 13F-HR | 10/3/2024 | 000157326324000006 |
| Q2 2024 | 35 | 322,995 | VOO, JCPB, VEA, COWZ | 13F-HR | 7/22/2024 | 000157326324000004 |
| Q1 2024 | 31 | 304,805 | VOO, JCPB, COWZ, VEA | 13F-HR | 4/19/2024 | 000157326324000003 |
| Q4 2023 | 33 | 274,379 | VOO, BSV, COWZ, VEA | 13F-HR | 1/5/2024 | 000157326324000001 |
| Q3 2023 | 36 | 245,964 | VOO, BSV, COWZ, VEA | 13F-HR | 10/19/2023 | 000157326323000017 |
| Q2 2023 | 35 | 249,051 | VOO, BSV, VEA, COWZ | 13F-HR | 8/1/2023 | 000157326323000016 |
| Q1 2023 | 33 | 234,070 | VOO, BSV, VEA, COWZ | 13F-HR | 5/5/2023 | 000157326323000003 |
| Q4 2022 | 36 | 216,408 | VOO, BSV, COWZ, VEA | 13F-HR | 2/6/2023 | 000157326323000002 |
| Q3 2022 | 34 | 191,343 | VOO, BSV, BNDX, COWZ | 13F-HR | 10/11/2022 | 000175496022000237 |
| Q2 2022 | 36 | 192,996 | VOO, BSV, COWZ, STIP | 13F-HR | 7/14/2022 | 000175496022000179 |
| Q1 2022 | 28 | 216,844 | IVV, BSV, VEA, QUAL | 13F-HR | 5/11/2022 | 000175496022000139 |
| Q4 2021 | 30 | 204,727 | IVV, BSV, VEA, QUAL | 13F-HR | 1/27/2022 | 000157326322000001 |
| Q3 2021 | 29 | 187,609 | IVV, BSV, VEA, QUAL | 13F-HR | 10/13/2021 | 000157326321000004 |
| Q2 2021 | 28 | 164,246 | IVV, BSV, VEA, QUAL | 13F-HR | 8/4/2021 | 000157326321000003 |
| Q1 2021 | 29 | 145,581 | IVV, BSV, VEA, QUAL | 13F-HR | 4/14/2021 | 000157326321000002 |
| Q4 2020 | 27 | 133,399 | IVV, VEA, BSV, QUAL | 13F-HR | 2/9/2021 | 000157326321000001 |