| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,086 | 3,421,070 | GOVT, SPY, AAPL, IVV | 13F-HR | 10/25/2024 | 000198615224000046 |
| Q2 2024 | 1,080 | 3,312,673 | GOVT, SPY, AAPL, IVV | 13F-HR | 7/30/2024 | 000198615224000035 |
| Q1 2024 | 1,079 | 3,118,083 | GOVT, SPY, AAPL, IVV | 13F-HR | 5/2/2024 | 000169408024000002 |
| Q4 2023 | 1,004 | 2,874,167 | GOVT, SPY, AAPL, IVV | 13F-HR | 1/12/2024 | 000169408024000001 |
| Q3 2023 | 969 | 2,564,011 | SPY, IEF, AAPL, IVV | 13F-HR | 11/13/2023 | 000169408023000006 |
| Q2 2023 | 996 | 2,634,900 | SPY, AAPL, IVV, SHV | 13F-HR | 7/31/2023 | 000169408023000005 |
| Q1 2023 | 969 | 2,437,365 | SPY, AAPL, SHV, IVV | 13F-HR | 4/11/2023 | 000169408023000003 |
| Q4 2022 | 916 | 2,235,190 | SPY, AAPL, IEF, IVV | 13F-HR | 1/12/2023 | 000169408023000001 |
| Q3 2022 | 880 | 1,943,732 | SPY, AAPL, IEF, IVV | 13F-HR | 11/3/2022 | 000169408022000004 |
| Q2 2022 | 854 | 1,510,429 | AAPL, IVV, MSFT, BRK-B | 13F-HR | 8/15/2022 | 000169408022000003 |
| Q1 2022 | 860 | 1,786,888 | AAPL, IVV, MSFT, AMZN | 13F-HR | 5/9/2022 | 000169408022000002 |
| Q4 2021 | 882 | 1,889,727 | AAPL, IVV, MSFT, QQQ | 13F-HR | 2/14/2022 | 000169408022000001 |
| Q3 2021 | 861 | 1,690,044 | AAPL, IVV, MSFT, AMZN | 13F-HR | 11/15/2021 | 000169408021000004 |
| Q2 2021 | 821 | 1,686,353 | AAPL, IVV, MSFT, AGG | 13F-HR | 8/11/2021 | 000169408021000003 |
| Q1 2021 | 769 | 1,461,714 | AAPL, IVV, MSFT, AGG | 13F-HR | 5/13/2021 | 000169408021000002 |
| Q4 2020 | 735 | 1,346,200 | AAPL, IVV, MSFT, AGG | 13F-HR | 2/11/2021 | 000169408021000001 |
| Q3 2020 | 671 | 1,153,280 | AAPL, IVV, MSFT, QQQ | 13F-HR | 11/13/2020 | 000169408020000004 |
| Q2 2020 | 648 | 1,017,659 | IVV, AAPL, MSFT, AGG | 13F-HR | 8/5/2020 | 000169408020000003 |
| Q1 2020 | 560 | 737,122 | IVV, AAPL, MSFT, BRK-B | 13F-HR | 5/13/2020 | 000169408020000002 |
| Q4 2019 | 596 | 940,064 | IVV, AAPL, MSFT, USMV | 13F-HR | 2/11/2020 | 000169408020000001 |
| Q3 2019 | 544 | 756,953 | IVV, AAPL, MSFT, USMV | 13F-HR | 11/1/2019 | 000169408019000004 |
| Q2 2019 | 567 | 769,693 | TEAM.MX, IVV, AAPL, ITOT | 13F-HR | 8/15/2019 | 000169408019000003 |
| Q1 2019 | 479 | 675,359 | IVV, TEAM.MX, AAPL, FUTY | 13F-HR | 5/15/2019 | 000169408019000002 |
| Q4 2018 | 430 | 507,494 | IVV, TEAM.MX, AAPL, BRK-B | 13F-HR | 2/15/2019 | 000169408019000001 |
| Q3 2018 | 475 | 658,734 | IVV, TEAM.MX, AAPL, QQQ | 13F-HR | 11/15/2018 | 000169408018000006 |
| Q2 2018 | 418 | 438,609 | AAPL, VIG, BRK-B, ITOT | 13F-HR | 8/15/2018 | 000169408018000004 |
| Q1 2018 | 389 | 394,592 | VIG, BRK-B, AAPL, CSM | 13F-HR | 5/11/2018 | 000169408018000003 |
| Q4 2017 | 283 | 264,819 | VIG, CSM, BRK-B, AAPL | 13F-HR | 2/12/2018 | 000169408018000002 |