| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,235 | 12,309,664 | IVV, AAPL, VTI, QQQ | 13F-HR | 2/13/2024 | 000108514624001187 |
| Q3 2023 | 2,201 | 11,584,744 | IVV, AAPL, VTI, MSFT | 13F-HR | 11/14/2023 | 000108514623004411 |
| Q2 2023 | 2,192 | 11,895,094 | IVV, AAPL, VTI, BSV | 13F-HR | 8/9/2023 | 000108514623003191 |
| Q1 2023 | 2,164 | 11,441,404 | IVV, AAPL, VTI, BSV | 13F-HR | 5/15/2023 | 000108514623002382 |
| Q4 2022 | 2,109 | 10,790,010 | IVV, VTI, AAPL, BSV | 13F-HR | 2/14/2023 | 000108514623001271 |
| Q3 2022 | 1,753 | 5,008,591 | SCHD, IVV, BSV, JPST | 13F-HR | 11/14/2022 | 000108514622003932 |
| Q2 2022 | 1,821 | 6,286,867 | AAPL, SCHD, FTCS, IVV | 13F-HR | 8/11/2022 | 000108514622002987 |
| Q1 2022 | 1,878 | 6,963,045 | AAPL, SCHD, IVV, FTCS | 13F-HR | 5/12/2022 | 000108514622002014 |
| Q4 2021 | 1,870 | 6,981,728 | AAPL, SCHD, QQQ, FTCS | 13F-HR | 2/14/2022 | 000108514622000915 |
| Q3 2021 | 1,794 | 6,289,006 | AAPL, QQQ, SCHD, FTCS | 13F-HR | 11/16/2021 | 000108514621003412 |
| Q2 2021 | 1,773 | 6,226,232 | AAPL, QQQ, FTCS, SCHD | 13F-HR | 8/13/2021 | 000108514621002476 |
| Q1 2021 | 1,614 | 5,081,224 | AAPL, QQQ, FTCS, VTI | 13F-HR | 5/17/2021 | 000108514621001717 |
| Q4 2020 | 1,568 | 5,052,857 | AAPL, QQQ, VTI, AMZN | 13F-HR | 2/17/2021 | 000108514621001015 |
| Q3 2020 | 642 | 1,220,841 | VUG, AAPL, QQQ, VTV | 13F-HR | 11/13/2020 | 000108514620002917 |
| Q2 2020 | 612 | 1,079,572 | VUG, QQQ, AAPL, VTV | 13F-HR | 8/13/2020 | 000108514620002188 |
| Q1 2020 | 541 | 816,753 | QQQ, VUG, FVD, AAPL | 13F-HR | 5/8/2020 | 000108514620001361 |
| Q4 2019 | 587 | 995,533 | VUG, AAPL, FVD, SDY | 13F-HR | 2/10/2020 | 000108514620000468 |
| Q3 2019 | 536 | 822,889 | VUG, FVD, SDY, QQQ | 13F-HR | 11/6/2019 | 000108514619002730 |
| Q2 2019 | 522 | 775,568 | VUG, IWF, SPY, SDY | 13F-HR | 8/12/2019 | 000108514619002185 |
| Q1 2019 | 487 | 708,156 | VUG, IWF, SDY, IJR | 13F-HR | 5/6/2019 | 000108514619001354 |
| Q4 2018 | 455 | 612,735 | VUG, IWF, SPY, QQQ | 13F-HR | 2/15/2019 | 000108514619000978 |
| Q3 2018 | 480 | 695,058 | IWF, VUG, QQQ, AAPL | 13F-HR | 11/14/2018 | 000108514618002651 |
| Q2 2018 | 422 | 568,946 | IWF, VUG, QQQ, IWR | 13F-HR | 8/14/2018 | 000108514618002134 |
| Q1 2018 | 394 | 534,004 | IWF, VUG, QQQ, IWD | 13F-HR | 5/9/2018 | 000108514618001300 |
| Q4 2017 | 410 | 544,568 | IWF, VUG, IWD, AGG | 13F-HR | 2/8/2018 | 000108514618000415 |
| Q3 2017 | 394 | 451,544 | IWF, VUG, AAPL, QQQ | 13F-HR | 11/16/2017 | 000108514617002495 |
| Q2 2017 | 385 | 407,939 | VUG, IWF, VTV, AAPL | RESTATEMENT | 8/17/2017 | 000108514617001955 |
| Q1 2017 | 360 | 362,200 | VUG, IWF, VTV, SPY | 13F-HR | 5/15/2017 | 000108514617001369 |
| Q4 2016 | 327 | 299,982 | VUG, SPY, IWF, VTV | 13F-HR | 2/15/2017 | 000108514617000799 |
| Q3 2016 | 279 | 232,790 | VUG, AGG, IWF, AAPL | 13F-HR | 11/15/2016 | 000108514616004885 |
| Q2 2016 | 297 | 255,270 | VUG, SPY, AGG, T | 13F-HR | 8/10/2016 | 000108514616004227 |
| Q1 2016 | 279 | 230,855 | SPY, VUG, AGG, AAPL | 13F-HR | 5/13/2016 | 000108514616003745 |
| Q4 2015 | 258 | 217,744 | SPY, VUG, IWF, AAPL | 13F-HR | 2/16/2016 | 000108514616003230 |