| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 746 | 1,901,846 | SPYV, SPYG, AAPL, SGOV | 13F-HR | 4/22/2025 | 000169176625000002 |
| Q4 2024 | 737 | 1,904,098 | SPYV, SPYG, SPY, AAPL | 13F-HR | 1/21/2025 | 000169176625000001 |
| Q3 2024 | 724 | 1,820,901 | SPYV, SPYG, AAPL, NVDA | 13F-HR | 10/21/2024 | 000169176624000003 |
| Q1 2024 | 678 | 1,556,159 | SPYG, SPYV, VTI, AAPL | 13F-HR | 4/16/2024 | 000169176624000002 |
| Q4 2023 | 625 | 1,375,143 | SPYG, SPYV, AAPL, VTI | 13F-HR | 1/10/2024 | 000169176624000001 |
| Q3 2023 | 614 | 1,202,362 | SPYG, SPYV, AAPL, VTI | 13F-HR | 10/17/2023 | 000169176623000003 |
| Q2 2023 | 614 | 1,210,657 | SPYG, SPYV, AAPL, VTI | 13F-HR | 7/11/2023 | 000178571723000004 |
| Q1 2023 | 621 | 1,061,715 | AAPL, VTI, SPYG, SPYV | 13F-HR | 4/12/2023 | 000169176623000002 |
| Q4 2022 | 608 | 975,475 | VTI, AAPL, SPYG, SPYV | 13F-HR | 1/13/2023 | 000169176623000001 |
| Q3 2022 | 587 | 862,211 | VTI, AAPL, AMZN, SPYG | 13F-HR | 10/13/2022 | 000169176622000005 |
| Q2 2022 | 593 | 890,255 | VTI, AAPL, SPYG, AMZN | 13F-HR | 7/13/2022 | 000169176622000004 |
| Q1 2022 | 621 | 1,037,814 | VTI, AAPL, AMZN, SPYV | 13F-HR | 4/13/2022 | 000169176622000003 |
| Q4 2021 | 657 | 1,056,694 | VTI, AAPL, AMZN, SPTL | RESTATEMENT | 2/17/2022 | 000169176622000002 |
| Q3 2021 | 623 | 930,755 | VTI, AAPL, AMZN, SPTL | 13F-HR | 11/1/2021 | 000169176621000006 |
| Q2 2021 | 634 | 932,270 | VTI, AAPL, AMZN, SPTL | 13F-HR | 7/26/2021 | 000169176621000005 |
| Q1 2021 | 633 | 880,840 | VTI, AAPL, AMZN, VGSH | 13F-HR | 5/3/2021 | 000169176621000004 |
| Q4 2020 | 559 | 806,482 | AAPL, AMZN, GLD, VTI | 13F-HR | 2/8/2021 | 000169176621000002 |
| Q3 2020 | 2,033 | 740,571 | GLD, AMZN, AAPL, EDV | 13F-HR | 10/13/2020 | 000169176620000004 |
| Q2 2020 | 2,166 | 681,136 | GLD, VTI, AMZN, AAPL | 13F-HR | 7/31/2020 | 000169176620000003 |
| Q1 2020 | 1,952 | 500,044 | GLD, AMZN, VTI, AAPL | 13F-HR | 5/12/2020 | 000169176620000002 |
| Q4 2019 | 1,941 | 571,055 | VTI, AAPL, GLD, AMZN | 13F-HR | 2/14/2020 | 000169176620000001 |
| Q3 2019 | 1,946 | 510,250 | VTI, AMZN, AAPL, GLD | 13F-HR | 10/22/2019 | 000169176619000004 |
| Q2 2019 | 1,969 | 481,872 | VTI, AMZN, AAPL, GLD | 13F-HR | 7/22/2019 | 000169176619000003 |
| Q1 2019 | 1,936 | 486,833 | VTI, AMZN, AAPL, GLD | 13F-HR | 4/15/2019 | 000169176619000002 |
| Q4 2018 | 1,990 | 411,482 | VTI, AMZN, AAPL, GLD | 13F-HR | 1/28/2019 | 000169176619000001 |
| Q3 2018 | 2,124 | 539,263 | VTI, AMZN, AAPL, QQQ | 13F-HR | 11/5/2018 | 000169176618000002 |
| Q2 2018 | 2,124 | 499,642 | VTI, AMZN, AAPL, QQQ | 13F-HR | 8/14/2018 | 000169176618000001 |
| Q1 2018 | 364 | 336,356 | VTI, AAPL, AMZN, VB | 13F-HR | 4/24/2018 | 000122107318000024 |
| Q4 2017 | 371 | 347,883 | VTI, AAPL, QQQ, VB | 13F-HR | 1/24/2018 | 000122107318000003 |
| Q3 2017 | 347 | 308,216 | VTI, AAPL, VWO, VB | 13F-HR | 10/23/2017 | 000122107317000089 |
| Q2 2017 | 343 | 288,026 | VTI, AAPL, VB, AMZN | 13F-HR | 8/9/2017 | 000122107317000080 |
| Q1 2017 | 324 | 261,764 | VTI, AAPL, VB, SDY | 13F-HR | 5/16/2017 | 000122107317000064 |
| Q4 2016 | 288 | 231,730 | VTI, AAPL, VB, IVV | 13F-HR | 5/16/2017 | 000122107317000063 |