| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 36 | 406,512 | VTI, VOO, BRK-B, PGR | 13F-HR | 5/7/2025 | 000166916225000031 |
| Q4 2024 | 37 | 371,925 | VTI, VOO, WMT, JPM | 13F-HR | 2/5/2025 | 000166916225000004 |
| Q3 2024 | 35 | 339,345 | VTI, VOO, WMT, PGR | 13F-HR | 11/6/2024 | 000166916224000043 |
| Q2 2024 | 34 | 288,517 | VTI, VOO, MSFT, WMT | 13F-HR | 8/7/2024 | 000166916224000030 |
| Q1 2024 | 35 | 252,982 | VTI, VOO, VYM, MSFT | 13F-HR | 5/1/2024 | 000166916224000022 |
| Q4 2023 | 33 | 201,639 | VTI, VYM, VOO, MSFT | 13F-HR | 2/7/2024 | 000166916224000002 |
| Q3 2023 | 34 | 176,196 | VTI, VYM, XOM, CVX | 13F-HR | 11/1/2023 | 000166916223000053 |
| Q2 2023 | 34 | 165,265 | VTI, VYM, XOM, WMT | 13F-HR | 8/2/2023 | 000166916223000042 |
| Q1 2023 | 33 | 137,078 | VTI, VYM, XOM, CVX | 13F-HR | 5/4/2023 | 000166916223000030 |
| Q4 2022 | 26 | 114,308 | VTI, VYM, CVX, XOM | 13F-HR | 2/10/2023 | 000166916223000005 |
| Q3 2022 | 2 | 94,898 | VTI, VYM | 13F-HR | 11/2/2022 | 000166916222000044 |
| Q2 2022 | 2 | 100,200 | VTI, VYM | 13F-HR | 8/5/2022 | 000166916222000031 |
| Q1 2022 | 2 | 119,288 | VTI, VYM | 13F-HR | 5/4/2022 | 000166916222000023 |
| Q4 2021 | 2 | 123,389 | VTI, VYM | 13F-HR | 2/11/2022 | 000166916222000003 |