| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,441 | 6,926,315 | AAPL, VOO, SPY, IVV | 13F-HR | 10/17/2024 | 000108514624004982 |
| Q2 2024 | 1,372 | 6,247,652 | VOO, AAPL, SPY, IVV | 13F-HR | 7/24/2024 | 000108514624003202 |
| Q1 2024 | 1,380 | 6,032,773 | VOO, SPY, AAPL, IVV | 13F-HR | 4/16/2024 | 000108514624001851 |
| Q4 2023 | 1,372 | 5,362,216 | VOO, AAPL, SPY, MSFT | 13F-HR | 1/24/2024 | 000108514624000446 |
| Q3 2023 | 1,281 | 4,644,869 | VOO, AAPL, SPY, MSFT | 13F-HR | 10/24/2023 | 000108514623003881 |
| Q2 2023 | 1,193 | 4,415,091 | VOO, AAPL, SPY, MSFT | 13F-HR | 7/18/2023 | 000108514623002752 |
| Q1 2023 | 1,126 | 3,751,145 | VOO, SPY, AAPL, IVV | 13F-HR | 4/27/2023 | 000108514623001917 |
| Q4 2022 | 1,136 | 3,952,009 | VOO, SPY, AAPL, IDEV | 13F-HR | 1/19/2023 | 000108514623000225 |
| Q3 2022 | 1,118 | 3,581,365 | VOO, AAPL, SPY, IDEV | 13F-HR | 10/24/2022 | 000108514622003554 |
| Q2 2022 | 1,189 | 3,967,562 | AAPL, VOO, SPY, GBIL | 13F-HR | 7/22/2022 | 000108514622002533 |
| Q1 2022 | 1,265 | 4,475,744 | AAPL, VOO, SPY, IVV | 13F-HR | 4/26/2022 | 000108514622001563 |
| Q4 2021 | 1,253 | 4,517,218 | AAPL, VOO, SPY, IVV | 13F-HR | 1/14/2022 | 000108514622000125 |
| Q3 2021 | 1,183 | 3,928,243 | VOO, SPY, AAPL, AMZN | 13F-HR | 10/19/2021 | 000108514621002823 |
| Q2 2021 | 1,189 | 4,016,468 | VOO, SPY, AAPL, AMZN | 13F-HR | 7/19/2021 | 000108514621002012 |
| Q1 2021 | 1,117 | 3,613,099 | SPY, VOO, AAPL, AMZN | 13F-HR | 4/27/2021 | 000108514621001328 |
| Q4 2020 | 1,076 | 3,367,893 | AAPL, SPY, VOO, AMZN | 13F-HR | 1/29/2021 | 000108514621000362 |
| Q3 2020 | 1,018 | 3,046,490 | SPY, AAPL, VOO, AMZN | 13F-HR | 10/29/2020 | 000108514620002696 |
| Q2 2020 | 997 | 2,807,366 | SPY, VOO, AAPL, BND | 13F-HR | 7/28/2020 | 000108514620001900 |
| Q1 2020 | 920 | 2,181,697 | VOO, SPY, BND, AAPL | 13F-HR | 5/4/2020 | 000161286520000004 |
| Q4 2019 | 980 | 2,546,557 | VOO, VXUS, SPY, AAPL | 13F-HR | 1/29/2020 | 000161286520000001 |
| Q3 2019 | 961 | 2,312,821 | VOO, VXUS, GBIL, SPY | RESTATEMENT | 11/12/2019 | 000170720219000008 |
| Q2 2019 | 957 | 2,309,188 | GBIL, VOO, VXUS, SPY | 13F-HR | 8/6/2019 | 000170720219000005 |
| Q1 2019 | 935 | 2,223,693 | GBIL, VOO, VXUS, SPY | 13F-HR | 5/7/2019 | 000170720619000005 |
| Q4 2018 | 876 | 1,939,590 | GBIL, VOO, VXUS, BND | 13F-HR | 2/8/2019 | 000161286519000001 |
| Q3 2018 | 3,038 | 2,237,491 | VOO, GBIL, VXUS, SPY | 13F-HR | 11/2/2018 | 000161286518000007 |
| Q2 2018 | 971 | 2,241,746 | VOO, VXUS, SPY, GBIL | 13F-HR | 8/13/2018 | 000161286518000005 |
| Q1 2018 | 3,206 | 2,374,613 | VXUS, VOO, SPY, VTI | 13F-HR | 5/10/2018 | 000161286518000004 |
| Q4 2017 | 2,876 | 2,228,847 | VXUS, VOO, VTI, SPY | 13F-HR | 2/9/2018 | 000161286518000003 |
| Q3 2017 | 918 | 2,118,453 | VXUS, VOO, VTI, SPY | 13F-HR | 11/7/2017 | 000161286517000004 |
| Q2 2017 | 825 | 1,937,439 | VXUS, VOO, VTI, SPY | 13F-HR | 7/31/2017 | 000161286517000003 |
| Q1 2017 | 793 | 1,770,645 | VXUS, VOO, VTI, SPY | 13F-HR | 5/11/2017 | 000161286517000002 |
| Q4 2016 | 719 | 1,608,164 | VOO, VXUS, VXF, BND | 13F-HR | 2/2/2017 | 000161286517000001 |
| Q3 2016 | 677 | 1,482,457 | VOO, VXUS, VXF, CLAYMORE EXCHANGE TRD FD TR | 13F-HR | 11/1/2016 | 000161286516000015 |
| Q2 2016 | 622 | 1,348,539 | VOO, VXUS, VXF, SPY | 13F-HR | 8/12/2016 | 000161286516000014 |
| Q1 2016 | 587 | 1,165,750 | VXUS, VXF, QQQ, SPY | 13F-HR | 5/9/2016 | 000161286516000013 |
| Q4 2015 | 583 | 1,199,364 | QQQ, FV, IJH, CLAYMORE EXCHANGE TRD FD TR | 13F-HR | 2/16/2016 | 000161286516000012 |
| Q3 2015 | 541 | 796,133 | QQQ, PHDG, IJH, SHY | 13F-HR | 10/30/2015 | 000161286515000011 |
| Q2 2015 | 523 | 778,892 | QQQ, VBK, IJH, FV | 13F-HR | 8/12/2015 | 000161286515000010 |
| Q1 2015 | 620 | 840,849 | IJH, QQQ, VBK, FV | 13F-HR | 5/13/2015 | 000161286515000009 |
| Q4 2014 | 507 | 555,521 | IJH, AGG, PDP, VUG | RESTATEMENT | 2/9/2015 | 000161286515000004 |
| Q3 2014 | 318 | 426,378 | VUG, PDP, IJH, VBK | 13F-HR | 11/6/2014 | 000161286514000015 |
| Q2 2014 | 315 | 299,843 | AAPL, XOM, FSK, T | RESTATEMENT | 7/17/2014 | 000161286514000012 |