| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 154 | 319,746 | MSFT, SCHD, AAPL, VUG | 13F-HR | 1/24/2024 | 000108514624000462 |
| Q3 2023 | 147 | 280,028 | MSFT, SCHD, AAPL, VUG | 13F-HR | 12/6/2023 | 000108514623004565 |
| Q2 2023 | 152 | 272,266 | MSFT, SCHD, AAPL, VEA | 13F-HR | 1/24/2024 | 000108514624000465 |
| Q1 2023 | 160 | 245,640 | MSFT, SCHD, AAPL, VEA | 13F-HR | 4/17/2023 | 000108514623001721 |
| Q4 2022 | 145 | 211,181 | MSFT, AAPL, SCHD, VEA | 13F-HR | 2/9/2023 | 000108514623000940 |
| Q3 2022 | 123 | 148,609 | MSFT, AAPL, VEA, BRK-B | 13F-HR | 10/26/2022 | 000108514622003620 |
| Q2 2022 | 82 | 98,535 | MSFT, BRK-B, VEA, AAPL | 13F-HR | 8/2/2022 | 000108514622002725 |
| Q1 2022 | 84 | 108,828 | MSFT, BRK-B, AAPL, VNQ | 13F-HR | 5/10/2022 | 000108514622001969 |
| Q4 2021 | 86 | 115,888 | MSFT, AAPL, BRK-B, JPGB | 13F-HR | 2/8/2022 | 000108514622000643 |
| Q3 2021 | 79 | 108,720 | MSFT, JPGB, BRK-B, AAPL | 13F-HR | 11/12/2021 | 000108514621003165 |
| Q2 2021 | 228 | 1,207,577 | MSFT, JPGB, VMBS, BRK-B | 13F-HR | 8/11/2021 | 000108514621002398 |
| Q1 2021 | 80 | 135,431 | MSFT, QUS, JQUA, JPGB | 13F-HR | 5/12/2021 | 000108514621001573 |
| Q4 2020 | 79 | 129,065 | MSFT, QUS, JQUA, JPGB | 13F-HR | 2/5/2021 | 000108514621000497 |
| Q3 2020 | 74 | 117,481 | MSFT, QUS, JQUA, JPGB | 13F-HR | 11/16/2020 | 000108514620003040 |
| Q2 2020 | 85 | 112,621 | MSFT, QUS, JPGB, JQUA | 13F-HR | 8/20/2020 | 000108514620002371 |
| Q1 2020 | 70 | 94,906 | JPGB, QUS, MSFT, JQUA | 13F-HR | 4/28/2020 | 000108514620001226 |
| Q4 2019 | 80 | 114,035 | QUS, JPGB, JQUA, EFAV | 13F-HR | 2/7/2020 | 000108514620000461 |
| Q3 2019 | 69 | 104,395 | QUS, JPGB, JQUA, EFAV | 13F-HR | 10/31/2019 | 000108514619002686 |
| Q2 2019 | 63 | 98,527 | JPGB, QUS, JQUA, EFAV | 13F-HR | 8/20/2019 | 000108514619002390 |
| Q1 2019 | 61 | 95,953 | QUS, JPGB, BRK-B, EFAV | 13F-HR | 5/23/2019 | 000108514619001740 |
| Q4 2018 | 58 | 89,568 | JPGB, QUS, BRK-B, EFAV | 13F-HR | 3/8/2019 | 000108514619001030 |