| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 230 | 483,779 | VTI, VEA, AGG, VWO | 13F-HR | 4/17/2024 | 000169263224000002 |
| Q4 2023 | 190 | 414,240 | VTI, VEA, AGG, VWO | 13F-HR | 1/12/2024 | 000169263224000001 |
| Q3 2023 | 189 | 381,900 | VTI, VEA, AGG, VWO | 13F-HR | 10/11/2023 | 000169263223000004 |
| Q2 2023 | 196 | 394,596 | VTI, VEA, AGG, VWO | 13F-HR | 7/12/2023 | 000169263223000003 |
| Q1 2023 | 189 | 378,123 | VTI, VEA, AGG, VWO | 13F-HR | 4/25/2023 | 000169263223000002 |
| Q4 2022 | 186 | 360,115 | VTI, VEA, AGG, VWO | 13F-HR | 1/27/2023 | 000169263223000001 |
| Q3 2022 | 162 | 272,313 | VEA, AGG, VWO, VOO | 13F-HR | 10/28/2022 | 000169263222000004 |
| Q2 2022 | 534 | 307,345 | VEA, AGG, VWO, VOO | 13F-HR | 7/22/2022 | 000169263222000003 |
| Q1 2022 | 545 | 324,560 | VEA, AGG, VWO, VOOV | 13F-HR | 4/29/2022 | 000169263222000002 |
| Q4 2021 | 536 | 237,762 | VOOV, MSFT, VTI, CATH | 13F-HR | 2/1/2022 | 000169263222000001 |
| Q3 2021 | 433 | 218,908 | VOOV, MSFT, VTI, CATH | 13F-HR | 10/18/2021 | 000169263221000006 |
| Q2 2021 | 419 | 207,212 | VOOV, MSFT, VTI, VIOV | 13F-HR | 8/10/2021 | 000169263221000005 |
| Q1 2021 | 421 | 198,665 | VOOV, MSFT, VIOV, IJR | 13F-HR | 4/14/2021 | 000169263221000003 |
| Q4 2020 | 407 | 157,962 | VOOV, MSFT, XEL, DAKT | 13F-HR | 1/27/2021 | 000169263221000001 |
| Q3 2020 | 408 | 150,583 | VOOV, MSFT, DAKT, T | 13F-HR | 10/26/2020 | 000169263220000004 |
| Q2 2020 | 400 | 132,899 | DAKT, MSFT, T, ABBV | 13F-HR | 8/5/2020 | 000169263220000003 |
| Q1 2020 | 427 | 111,081 | DAKT, T, VZ, GILD | 13F-HR | 4/14/2020 | 000169263220000002 |
| Q4 2019 | 406 | 137,363 | DAKT, T, ABBV, MSFT | 13F-HR | 1/31/2020 | 000169263220000001 |
| Q3 2019 | 395 | 132,624 | DAKT, T, MSFT, BP | 13F-HR | 10/17/2019 | 000169263219000004 |
| Q2 2019 | 503 | 125,425 | DAKT, T, MSFT, CVX | 13F-HR | 7/26/2019 | 000169263219000003 |
| Q1 2019 | 283 | 128,232 | DAKT, T, CCI, VZ | 13F-HR | 4/15/2019 | 000169263219000002 |
| Q4 2018 | 278 | 117,810 | DAKT, VZ, T, KO | 13F-HR | 1/28/2019 | 000169263219000001 |
| Q3 2018 | 267 | 132,911 | DAKT, VZ, T, KO | 13F-HR | 10/10/2018 | 000169263218000004 |
| Q2 2018 | 265 | 130,316 | DAKT, VZ, T, OXY | 13F-HR | 7/31/2018 | 000169263218000003 |
| Q1 2018 | 262 | 124,550 | DAKT, T, VZ, KO | 13F-HR | 4/20/2018 | 000169263218000002 |
| Q4 2017 | 280 | 126,969 | DAKT, T, VZ, VOD | 13F-HR | 1/18/2018 | 000169263218000001 |
| Q3 2017 | 290 | 122,687 | DAKT, ABBV, T, VZ | 13F-HR | 10/25/2017 | 000169263217000005 |
| Q2 2017 | 253 | 118,038 | DAKT, T, ABBV, PM | 13F-HR | 7/31/2017 | 000169263217000004 |
| Q1 2017 | 255 | 115,787 | DAKT, T, PM, VZ | 13F-HR | 4/27/2017 | 000169263217000003 |
| Q4 2016 | 265 | 109,549 | DAKT, T, VZ, MCD | 13F-HR | 1/19/2017 | 000169263217000002 |