| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 291 | 1,970,950 | VOO, VEA, VO, VIG | 13F-HR | 4/22/2024 | 000139834424007424 |
| Q4 2023 | 280 | 1,661,075 | VOO, VEA, VIG, VO | 13F-HR | 1/31/2024 | 000139834424001544 |
| Q3 2023 | 274 | 1,354,326 | VOO, VEA, VIG, BRK-B | 13F-HR | 11/6/2023 | 000139834423020172 |
| Q2 2023 | 274 | 2,556,903 | INTU, VOO, VEA, VIG | 13F-HR | 8/9/2023 | 000139834423014390 |
| Q1 2023 | 271 | 1,111,244 | VOO, VEA, QQQ, BRK-B | 13F-HR | 5/15/2023 | 000139834423009736 |
| Q4 2022 | 262 | 929,706 | VOO, VEA, QQQ, VIG | 13F-HR | 2/13/2023 | 000139834423002968 |
| Q3 2022 | 255 | 2,124,562 | INTU, VOO, QQQ, VIG | 13F-HR | 11/4/2022 | 000139834422021423 |
| Q2 2022 | 260 | 2,137,901 | INTU, QQQ, VOO, VIG | 13F-HR | 8/9/2022 | 000139834422015076 |
| Q1 2022 | 275 | 2,507,456 | INTU, VOO, MSFT, VIG | 13F-HR | 5/10/2022 | 000139834422009202 |
| Q4 2021 | 271 | 3,118,792 | INTU, VOO, MSFT, SPY | 13F-HR | 2/10/2022 | 000139834422002568 |
| Q3 2021 | 265 | 570,269 | VOO, MSFT, SPY, VIG | 13F-HR | 11/3/2021 | 000139834421020904 |
| Q2 2021 | 264 | 554,181 | VOO, MSFT, SPY, VIG | 13F-HR | 8/10/2021 | 000139834421015856 |
| Q1 2021 | 242 | 496,220 | VOO, SPY, MSFT, VIG | 13F-HR | 5/11/2021 | 000139834421010319 |
| Q4 2020 | 219 | 433,661 | VOO, SPY, MSFT, VIG | 13F-HR | 2/11/2021 | 000139834421002958 |
| Q3 2020 | 207 | 377,797 | VOO, SPY, MSFT, VIG | 13F-HR | 11/12/2020 | 000139834420021832 |
| Q2 2020 | 198 | 346,965 | MSFT, SPY, VOO, VIG | 13F-HR | 8/12/2020 | 000139834420015555 |
| Q1 2020 | 183 | 297,228 | SPY, MSFT, VOO, VIG | 13F-HR | 5/11/2020 | 000139834420009761 |
| Q4 2019 | 199 | 362,080 | SPY, MSFT, VOO, VIG | 13F-HR | 2/12/2020 | 000139834420002719 |
| Q3 2019 | 194 | 328,451 | SPY, MSFT, VOO, VIG | 13F-HR | 11/12/2019 | 000139834419019517 |
| Q2 2019 | 193 | 321,825 | SPY, MSFT, VOO, VIG | 13F-HR | 8/12/2019 | 000139834419014064 |
| Q1 2019 | 187 | 311,796 | SPY, VOO, MSFT, VIG | 13F-HR | 5/13/2019 | 000139834419008644 |
| Q4 2018 | 178 | 290,874 | SPY, VIG, VOO, MSFT | 13F-HR | 2/8/2019 | 000139834419002287 |
| Q3 2018 | 187 | 297,100 | SPY, VIG, MSFT, VOO | 13F-HR | 11/9/2018 | 000139834418016243 |
| Q2 2018 | 170 | 272,281 | SPY, VIG, MSFT, VOO | 13F-HR | 8/7/2018 | 000139834418011339 |
| Q1 2018 | 171 | 256,761 | SPY, MSFT, VIG, VOO | 13F-HR | 5/7/2018 | 000139834418006977 |
| Q4 2017 | 166 | 254,821 | SPY, VIG, MSFT, VOO | 13F-HR | 2/9/2018 | 000139834418001858 |
| Q3 2017 | 164 | 237,417 | SPY, VIG, MSFT, KO | 13F-HR | 11/13/2017 | 000139834417014486 |
| Q2 2017 | 152 | 219,861 | SPY, VIG, MSFT, KO | 13F-HR | 8/14/2017 | 000139834417010213 |
| Q1 2017 | 152 | 213,297 | SPY, MSFT, VIG, KO | 13F-HR | 5/9/2017 | 000139834417006104 |
| Q4 2016 | 150 | 198,203 | SPY, VIG, MSFT, KO | 13F-HR | 2/10/2017 | 000139834417001777 |
| Q3 2016 | 141 | 182,743 | SPY, VIG, MSFT, KO | 13F-HR | 11/10/2016 | 000139834416020590 |
| Q2 2016 | 135 | 172,921 | SPY, KO, VIG, MSFT | 13F-HR | 8/15/2016 | 000139834416016669 |