| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 606 | 1,477,488 | AAPL, BBUS, SPMD, IVV | 13F-HR | 4/18/2025 | 000108514625002197 |
| Q4 2024 | 580 | 1,481,238 | AAPL, BBUS, SPMD, IVV | 13F-HR | 1/21/2025 | 000108514625000321 |
| Q3 2024 | 566 | 1,420,330 | AAPL, BBUS, SPMD, IVV | 13F-HR | 10/16/2024 | 000108514624004949 |
| Q2 2024 | 556 | 1,299,609 | AAPL, BBUS, SPMD, IVV | 13F-HR | 7/16/2024 | 000108514624003030 |
| Q1 2024 | 535 | 1,235,197 | AAPL, BBUS, SPMD, IVV | 13F-HR | 4/19/2024 | 000108514624001916 |
| Q4 2023 | 520 | 1,162,814 | AAPL, BBUS, SPMD, IVV | 13F-HR | 1/10/2024 | 000108514624000174 |
| Q3 2023 | 524 | 1,059,364 | AAPL, BBUS, IVV, SPLG | 13F-HR | 11/6/2023 | 000108514623004125 |
| Q2 2023 | 502 | 1,119,728 | AAPL, BBUS, IVV, SPMD | 13F-HR | 7/14/2023 | 000108514623002715 |
| Q1 2023 | 469 | 1,018,198 | AAPL, BBUS, IVV, SPMD | 13F-HR | 5/15/2023 | 000108514623002457 |
| Q3 2022 | 443 | 898,177 | AAPL, IVV, BBUS, SPMD | 13F-HR | 10/14/2022 | 000108514622003414 |
| Q2 2022 | 446 | 902,140 | AAPL, IVV, BBUS, SPMD | 13F-HR | 8/3/2022 | 000108514622002757 |
| Q1 2022 | 461 | 1,029,073 | AAPL, IVV, BBUS, SPMD | 13F-HR | 4/20/2022 | 000108514622001469 |
| Q4 2021 | 499 | 1,049,029 | AAPL, IVV, VTI, VXUS | 13F-HR | 2/14/2022 | 000108514622000998 |
| Q3 2021 | 452 | 939,905 | AAPL, IVV, VTI, VXUS | 13F-HR | 11/12/2021 | 000108514621003168 |
| Q2 2021 | 475 | 950,062 | AAPL, IVV, USMV, VTI | 13F-HR | 8/9/2021 | 000108514621002271 |
| Q1 2021 | 454 | 845,520 | AAPL, IVV, USMV, VTI | 13F-HR | 4/30/2021 | 000108514621001389 |
| Q4 2020 | 421 | 796,540 | AAPL, IVV, USMV, VTI | 13F-HR | 1/29/2021 | 000108514621000355 |
| Q3 2020 | 389 | 674,585 | AAPL, IVV, USMV, VTI | 13F-HR | 10/13/2020 | 000108514620002482 |
| Q2 2020 | 377 | 618,273 | IVV, AAPL, VTI, USMV | 13F-HR | 7/16/2020 | 000108514620001807 |
| Q1 2020 | 346 | 518,705 | IVV, AAPL, USMV, VTI | 13F-HR | 5/13/2020 | 000108514620001445 |
| Q4 2019 | 350 | 617,216 | IVV, VTI, AAPL, VXUS | 13F-HR | 2/20/2020 | 000108514620000955 |
| Q3 2019 | 345 | 566,831 | IVV, VTI, AAPL, BOND | 13F-HR | 10/29/2019 | 000108514619002654 |
| Q2 2019 | 361 | 556,741 | IVV, VTI, BND, BOND | 13F-HR | 8/2/2019 | 000108514619002054 |
| Q1 2019 | 503 | 823,380 | IVV, BOND, VTI, BND | 13F-HR | 5/13/2019 | 000108514619001459 |
| Q4 2018 | 331 | 468,217 | IVV, VTI, BOND, BND | 13F-HR | 2/13/2019 | 000108514619000617 |
| Q3 2018 | 1,300 | 7,946,348 | BND, VXUS, VTI, BOND | 13F-HR | 10/19/2018 | 000108514618002358 |
| Q2 2018 | 1,454 | 8,867,712 | BND, VXUS, BOND, USMV | 13F-HR | 7/20/2018 | 000108514618001722 |
| Q1 2018 | 379 | 524,189 | IVV, VTI, BOND, BND | 13F-HR | 4/24/2018 | 000108514618001142 |
| Q4 2017 | 408 | 532,872 | IVV, VTI, BOND, BND | 13F-HR | 2/9/2018 | 000108514618000473 |
| Q3 2017 | 386 | 482,592 | IVV, VTI, BOND, BND | 13F-HR | 11/14/2017 | 000108514617002457 |
| Q2 2017 | 387 | 445,879 | IVV, VTI, BND, BOND | 13F-HR | 8/11/2017 | 000108514617001762 |
| Q1 2017 | 341 | 404,347 | IVV, VTI, BND, BOND | 13F-HR | 5/12/2017 | 000108514617001192 |
| Q4 2016 | 279 | 311,795 | IVV, VTI, BND, BOND | 13F-HR | 2/14/2017 | 000108514617000668 |
| Q3 2016 | 272 | 270,849 | IVV, BND, VTI, BOND | 13F-HR | 10/31/2016 | 000108514616004601 |
| Q1 2016 | 94 | 131,683 | BND, VTI, BOND, IVW | 13F-HR | 5/16/2016 | 000108514616003779 |