| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 93 | 480,010 | RJF, IVV, QQQ, VIS | 13F-HR | 2/4/2025 | 000117266125000496 |
| Q3 2024 | 95 | 445,198 | RJF, IVV, QQQ, PG | 13F-HR | 10/18/2024 | 000117266124004309 |
| Q2 2024 | 104 | 429,038 | RJF, IVV, QQQ, PG | 13F-HR | 8/1/2024 | 000117266124003012 |
| Q1 2024 | 105 | 421,167 | RJF, IVV, QQQ, PG | NEW HOLDINGS | 8/1/2024 | 000117266124003011 |
| Q1 2024 | 30 | 211,709 | RJF, PG, VTI, SCHW | 13F-HR | 4/22/2024 | 000117266124001921 |
| Q4 2023 | 88 | 378,816 | RJF, IVV, QQQ, PG | 13F-HR | 2/7/2024 | 000117266124000530 |
| Q3 2023 | 91 | 356,304 | RJF, IVV, QQQ, PG | 13F-HR | 11/7/2023 | 000117266123003656 |
| Q2 2023 | 90 | 375,684 | RJF, IVV, QQQ, PG | 13F-HR | 8/7/2023 | 000117266123002773 |
| Q1 2023 | 100 | 348,671 | RJF, IVV, QQQ, PG | 13F-HR | 5/10/2023 | 000117266123001943 |
| Q4 2022 | 98 | 346,725 | RJF, IVV, QQQ, PG | 13F-HR | 2/13/2023 | 000117266123000803 |
| Q3 2022 | 100 | 332,520 | RJF, IVV, QQQ, PG | 13F-HR | 10/27/2022 | 000160658722002030 |
| Q2 2022 | 108 | 352,220 | RJF, IVV, VRIG, QQQ | 13F-HR | 7/28/2022 | 000160658722001528 |
| Q1 2022 | 119 | 430,503 | RJF, IVV, VRIG, QQQ | 13F-HR | 4/28/2022 | 000160658722000792 |
| Q4 2021 | 121 | 392,914 | RJF, IVV, VRIG, PG | 13F-HR | 2/7/2022 | 000160658722000368 |
| Q3 2021 | 127 | 361,857 | RJF, IVV, VRIG, PG | 13F-HR | 10/28/2021 | 000160658721001441 |
| Q2 2021 | 131 | 345,160 | RJF, IVV, VRIG, PG | 13F-HR | 8/11/2021 | 000160658721001119 |
| Q1 2021 | 139 | 331,909 | RJF, IVV, QQQ, PG | 13F-HR | 5/10/2021 | 000160658721000642 |
| Q4 2020 | 110 | 272,089 | RJF, IVV, QQQ, PG | 13F-HR | 1/25/2021 | 000160658721000073 |
| Q3 2020 | 107 | 236,276 | RJF, IVV, QQQ, PG | 13F-HR | 11/4/2020 | 000160658720001197 |
| Q2 2020 | 102 | 232,663 | RJF, IVV, QQQ, PG | 13F-HR | 8/7/2020 | 000160658720000871 |
| Q1 2020 | 98 | 196,681 | RJF, IVV, QQQ, VXF | 13F-HR | 5/5/2020 | 000160658720000576 |
| Q4 2019 | 100 | 259,757 | RJF, IVV, VXF, QQQ | 13F-HR | 2/14/2020 | 000160658720000298 |
| Q3 2019 | 95 | 242,905 | RJF, IVV, VXF, QQQ | 13F-HR | 11/14/2019 | 000160658719001034 |
| Q2 2019 | 93 | 244,822 | RJF, IVV, VXF, QQQ | 13F-HR | 8/14/2019 | 000160658719000804 |
| Q1 2019 | 95 | 233,734 | RJF, IVV, VXF, QQQ | 13F-HR | 5/1/2019 | 000160658719000461 |
| Q4 2018 | 90 | 209,096 | RJF, IVV, VXF, QQQ | 13F-HR | 2/6/2019 | 000160658719000172 |
| Q3 2018 | 90 | 234,010 | RJF, IVV, VXF, PG | 13F-HR | 10/31/2018 | 000160658718000812 |
| Q2 2018 | 81 | 236,662 | RJF, IVV, VXF, VEU | 13F-HR | 8/10/2018 | 000160658718000638 |
| Q1 2018 | 80 | 245,087 | RJF, IVV, VEU, VXF | 13F-HR | 5/7/2018 | 000160658718000391 |
| Q4 2017 | 83 | 246,984 | RJF, IVV, VXF, SDY | 13F-HR | 2/9/2018 | 000160658718000165 |
| Q3 2017 | 83 | 240,169 | RJF, IVV, VXF, SDY | 13F-HR | 11/7/2017 | 000160658717000640 |
| Q2 2017 | 239 | 247,784 | RJF, IVV, VXF, SDY | 13F-HR | 8/11/2017 | 000160658717000505 |
| Q1 2017 | 293 | 231,426 | RJF, IVV, SDY, IJH | 13F-HR | 5/12/2017 | 000160658717000338 |
| Q4 2016 | 64 | 200,110 | RJF, SDY, IVV, IJR | 13F-HR | 2/3/2017 | 000160658717000085 |
| Q3 2016 | 74 | 189,718 | RJF, MTUM, SDY, IVV | 13F-HR | 11/14/2016 | 000160658716000869 |
| Q2 2016 | 101 | 247,863 | RJF, MTUM, SDY, SPLV | 13F-HR | 8/5/2016 | 000160658716000704 |
| Q1 2016 | 71 | 153,949 | RJF, MTUM, SPLV, SDY | 13F-HR | 5/3/2016 | 000160658716000562 |
| Q4 2015 | 299 | 245,608 | RJF, MTUM, SPLV, SDY | 13F-HR | 2/5/2016 | 000160658716000379 |
| Q3 2015 | 281 | 228,102 | RJF, MTUM, SDY, SPLV | 13F-HR | 11/9/2015 | 000160658715000300 |
| Q2 2015 | 329 | 178,110 | RJF, RSP.MX, SDY, SPLV | 13F-HR | 8/6/2015 | 000160658715000227 |