| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 214 | 4,521,343 | AAPL, IWF, SPY, IVV | 13F-HR | 11/14/2024 | 000157824224000005 |
| Q2 2024 | 213 | 4,339,793 | AAPL, IWF, SPY, IVV | 13F-HR | 8/13/2024 | 000157824224000003 |
| Q1 2024 | 194 | 4,034,575 | AAPL, SPY, IWF, IVV | 13F-HR | 5/14/2024 | 000157824224000002 |
| Q4 2023 | 185 | 3,936,333 | AAPL, IWF, SPY, IVV | 13F-HR | 2/14/2024 | 000157824224000001 |
| Q3 2023 | 197 | 4,013,093 | AAPL, IVV, IWF, SPY | 13F-HR | 11/14/2023 | 000157824223000004 |
| Q2 2023 | 159 | 756,055 | SPY, VTI, SCHB, AAPL | 13F-HR | 8/11/2023 | 000157824223000003 |
| Q1 2023 | 162 | 691,572 | SPY, VTI, SCHB, AAPL | 13F-HR | 5/9/2023 | 000157824223000002 |
| Q4 2022 | 160 | 647,347 | SPY, VTI, SCHB, BRK-A | 13F-HR | 2/13/2023 | 000157824223000001 |
| Q3 2022 | 161 | 606,421 | SPY, VTI, SCHB, AAPL | 13F-HR | 11/14/2022 | 000157824222000004 |
| Q2 2022 | 163 | 628,774 | SPY, VTI, SCHB, AAPL | 13F-HR | 8/12/2022 | 000157824222000003 |
| Q1 2022 | 184 | 761,937 | SPY, VTI, SCHB, AAPL | 13F-HR | 5/16/2022 | 000157824222000002 |
| Q4 2021 | 196 | 766,132 | SPY, VTI, SCHB, AAPL | 13F-HR | 2/14/2022 | 000157824222000001 |
| Q3 2021 | 177 | 693,322 | SPY, VTI, SCHB, AAPL | 13F-HR | 11/12/2021 | 000157824221000003 |
| Q2 2021 | 177 | 696,368 | SPY, VTI, SCHB, QQQ | 13F-HR | 8/16/2021 | 000157824221000002 |
| Q1 2021 | 161 | 626,852 | SPY, VTI, SCHB, QQQ | 13F-HR | 5/17/2021 | 000164624721000004 |
| Q4 2020 | 223 | 698,130 | SPY, VTI, SCHB, MRK | 13F-HR | 2/18/2021 | 000157824221000001 |
| Q3 2020 | 201 | 605,464 | SPY, VTI, SCHB, MRK | 13F-HR | 11/16/2020 | 000157824220000004 |
| Q2 2020 | 199 | 571,102 | SPY, VTI, SCHB, MRK | 13F-HR | 8/14/2020 | 000157824220000003 |
| Q1 2020 | 192 | 512,704 | SPY, VTI, SCHB, MRK | 13F-HR | 5/15/2020 | 000157824220000002 |
| Q4 2019 | 189 | 577,497 | SPY, VTI, SCHB, MRK | 13F-HR | 2/24/2020 | 000157824220000001 |
| Q3 2019 | 167 | 469,856 | SPY, VTI, SCHB, MRK | 13F-HR | 11/15/2019 | 000157824219000004 |
| Q2 2019 | 158 | 461,408 | SPY, VTI, SCHB, MRK | 13F-HR | 8/14/2019 | 000157824219000003 |
| Q1 2019 | 160 | 446,052 | SPY, VTI, SCHB, MRK | 13F-HR | 5/15/2019 | 000157824219000002 |
| Q4 2018 | 80 | 266,805 | SPY, VTI, SCHB, XLF | 13F-HR | 2/14/2019 | 000157824219000001 |
| Q3 2018 | 97 | 317,096 | SPY, VTI, SCHB, XLF | 13F-HR | 11/14/2018 | 000157824218000004 |
| Q2 2018 | 100 | 294,335 | SPY, VTI, SCHB, GS | 13F-HR | 8/15/2018 | 000157824218000003 |
| Q1 2018 | 96 | 277,363 | SPY, VTI, SCHB, GS | 13F-HR | 5/15/2018 | 000157824218000002 |
| Q4 2017 | 96 | 263,990 | SPY, VTI, SCHB, GS | 13F-HR | 2/14/2018 | 000157824218000001 |
| Q3 2017 | 89 | 243,508 | SPY, VTI, SCHB, EFA | 13F-HR | 11/14/2017 | 000157824217000008 |
| Q2 2017 | 83 | 225,894 | SPY, VTI, SCHB, EFA | 13F-HR | 8/11/2017 | 000157824217000006 |
| Q1 2017 | 76 | 208,498 | SPY, VTI, SCHB, GS | 13F-HR | 5/15/2017 | 000157824217000004 |
| Q4 2016 | 67 | 187,388 | SPY, VTI, SCHB, GS | 13F-HR | 5/12/2017 | 000157824217000003 |