| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 478 | 1,834,183 | AVLV, AVUS, JPST, VTI | 13F-HR | 8/5/2026 | 000160031926000004 |
| Q1 2026 | 456 | 1,681,179 | AVLV, JPST, AVUS, VTI | 13F-HR | 5/14/2026 | 000160031926000002 |
| Q4 2025 | 448 | 1,543,245 | JPST, AVLV, AVUS, VTI | 13F-HR | 1/23/2026 | 000160031926000001 |
| Q3 2025 | 434 | 1,442,126 | JPST, AVLV, AVUS, VCIT | 13F-HR | 11/10/2025 | 000160031925000002 |
| Q2 2025 | 428 | 1,314,845 | JPST, AVLV, AVUS, VCIT | 13F-HR | 8/5/2025 | 000108514625004534 |
| Q1 2025 | 399 | 1,155,667 | JPST, AVLV, VCIT, AVUS | 13F-HR | 5/2/2025 | 000108514625002555 |
| Q4 2024 | 129 | 957,999 | JPST, AVLV, AVUS, VCIT | 13F-HR | 1/16/2025 | 000108514625000275 |
| Q3 2024 | 136 | 954,048 | JPST, AVLV, DFIC, DIHP | 13F-HR | 10/31/2024 | 000108514624005267 |
| Q2 2024 | 132 | 808,192 | JPST, AVLV, DFIC, DIHP | 13F-HR | 8/1/2024 | 000108514624003436 |
| Q1 2024 | 102 | 667,938 | JPST, AVLV, DFIC, DIHP | 13F-HR | 4/30/2024 | 000108514624002146 |
| Q4 2023 | 99 | 659,818 | WFG, JPST, AVLV, JMST | 13F-HR | 2/5/2024 | 000108514624000726 |
| Q3 2023 | 104 | 623,521 | WFG, JPST, VGIT, AVLV | 13F-HR | 10/23/2023 | 000108514623003855 |
| Q2 2023 | 103 | 498,704 | JPST, VGIT, AMERICAN CENTY ETF TR, AAPL | 13F-HR | 7/24/2023 | 000108514623002840 |
| Q1 2023 | 113 | 458,184 | AVLV, JPST, JMST, DIHP | 13F-HR | 4/12/2023 | 000108514623001662 |
| Q4 2022 | 111 | 413,430 | AVLV, JMST, JPST, DIHP | 13F-HR | 1/27/2023 | 000108514623000398 |
| Q3 2022 | 126 | 361,507 | AVLV, AAPL, JPST, JMST | 13F-HR | 10/28/2022 | 000108514622003641 |
| Q2 2022 | 224 | 482,542 | WFG, AVLV, JPST, HPQ | 13F-HR | 8/4/2022 | 000108514622002795 |
| Q1 2022 | 239 | 411,293 | AAPL, HPQ, JMST, JPST | 13F-HR | 5/4/2022 | 000108514622001725 |
| Q4 2021 | 243 | 454,367 | JMST, HPQ, AAPL, JPST | 13F-HR | 2/7/2022 | 000108514622000541 |
| Q3 2021 | 239 | 363,457 | AAPL, JPST, A, HPQ | 13F-HR | 11/2/2021 | 000108514621002974 |
| Q2 2021 | 229 | 314,576 | JPST, AAPL, VTI, PG | 13F-HR | 8/6/2021 | 000108514621002265 |
| Q1 2021 | 156 | 197,174 | JPST, VTI, AAPL, JPM | 13F-HR | 5/20/2021 | 000108514621001812 |
| Q2 2014 | 98 | 119,481 | AMJ, CL, RPG, RPV | 13F-HR | 8/14/2014 | 000108514614001781 |
| Q1 2014 | 93 | 99,448 | AMJ, XOM, VTI, JNJ | 13F-HR | 5/1/2014 | 000108514614000943 |
| Q4 2013 | 85 | 97,295 | AMJ, XOM, VTI, GOOGL | 13F-HR | 2/21/2014 | 000108514614000753 |