| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | Reported by Lido Advisors, LLC | 13F-NT | 2/14/2024 | 000117266124001254 | ||
| Q4 2022 | 1,053 | 1,219,786 | AGG, SPY, VOO, VEA | 13F-HR | 1/23/2023 | 000161393923000001 |
| Q3 2022 | 1,017 | 1,118,164 | AGG, SPY, VOO, IVV | 13F-HR | 10/27/2022 | 000161393922000006 |
| Q2 2022 | 1,100 | 1,156,752 | AGG, SPY, VOO, VEA | 13F-HR | 7/13/2022 | 000161393922000005 |
| Q1 2022 | 991 | 1,286,152 | AGG, SPY, VOO, VXF | 13F-HR | 4/27/2022 | 000161393922000004 |
| Q4 2021 | 1,001 | 1,325,216 | AGG, SPY, VOO, VXF | 13F-HR | 1/18/2022 | 000161393922000001 |
| Q3 2021 | 984 | 1,228,269 | AGG, SPY, VXF, VOO | 13F-HR | 11/5/2021 | 000161393921000028 |
| Q2 2021 | 962 | 1,226,751 | AGG, VXF, SPY, VOO | 13F-HR | 7/19/2021 | 000161393921000005 |
| Q1 2021 | 970 | 1,135,565 | AGG, VXF, SPY, VOO | 13F-HR | 5/24/2021 | 000161393921000004 |
| Q4 2020 | 970 | 1,135,565 | AGG, VXF, SPY, VOO | 13F-HR | 5/24/2021 | 000161393921000002 |
| Q4 2020 | 901 | 1,083,187 | AGG, VXF, SPY, VOO | RESTATEMENT | 5/24/2021 | 000161393921000003 |
| Q3 2020 | 824 | 994,987 | AGG, SPY, VOO, VXF | 13F-HR | 9/1/2021 | 000161393921000008 |
| Q2 2020 | 804 | 932,515 | AGG, SPY, VOO, VXF | 13F-HR | 9/7/2021 | 000161393921000011 |
| Q1 2020 | 817 | 777,095 | AGG, SPY, VOO, SPLV | 13F-HR | 9/7/2021 | 000161393921000010 |
| Q4 2019 | 902 | 902,130 | AGG, SPY, VXF, SPLV | 13F-HR | 9/14/2021 | 000161393921000027 |
| Q3 2019 | 753 | 829,724 | AGG, SPY, VXF, SPLV | 13F-HR | 9/14/2021 | 000161393921000026 |
| Q2 2019 | 797 | 841,362 | AGG, SPY, VXF, VEA | 13F-HR | 9/13/2021 | 000161393921000025 |
| Q1 2019 | 846 | 863,815 | AGG, SPY, VEA, VXF | 13F-HR | 9/13/2021 | 000161393921000024 |
| Q4 2018 | 793 | 773,066 | AGG, SPY, VEA, MINT | 13F-HR | 9/13/2021 | 000161393921000023 |
| Q3 2018 | 794 | 843,593 | AGG, SPY, VEA, VXF | 13F-HR | 9/13/2021 | 000161393921000022 |
| Q2 2018 | 788 | 807,666 | AGG, SPY, VEA, VOO | 13F-HR | 9/13/2021 | 000161393921000021 |
| Q1 2018 | 798 | 803,087 | AGG, SPY, VEA, VOO | 13F-HR | 9/13/2021 | 000161393921000020 |
| Q4 2017 | 828 | 838,029 | AGG, SPY, VEA, VOO | 13F-HR | 9/13/2021 | 000161393921000019 |
| Q3 2017 | 855 | 804,786 | AGG, SPY, VEA, VOO | 13F-HR | 9/13/2021 | 000161393921000018 |
| Q2 2017 | 803 | 784,952 | AGG, SPY, VEA, VXF | 13F-HR | 9/13/2021 | 000161393921000017 |
| Q1 2017 | 791 | 772,669 | AGG, SPY, VXF, SPLV | 13F-HR | 9/13/2021 | 000161393921000016 |
| Q4 2016 | 744 | 648,056 | AGG, SPY, VXF, VOO | 13F-HR | 9/13/2021 | 000161393921000015 |
| Q3 2016 | 758 | 664,589 | AGG, SPY, VOO, VXF | 13F-HR | 9/13/2021 | 000161393921000014 |
| Q2 2016 | 748 | 644,300 | AGG, SPY, BIV, VOO | 13F-HR | 9/7/2021 | 000161393921000013 |
| Q1 2016 | 750 | 621,144 | AGG, SPY, VOO, BIV | 13F-HR | 9/7/2021 | 000161393921000009 |