| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 161 | 332,096 | DFAC, VTI, ITOT, VGSH | 13F-HR | 2/14/2024 | 000172554724000533 |
| Q3 2023 | 149 | 277,764 | DFAC, VTI, VGSH, ITOT | 13F-HR | 11/1/2023 | 000172554723001689 |
| Q2 2023 | 150 | 275,803 | DFAC, VTI, ITOT, VGSH | 13F-HR | 8/7/2023 | 000172554723000184 |
| Q1 2023 | 155 | 261,898 | DFAC, VTI, ITOT, VTIP | 13F-HR | 5/10/2023 | 000172554723000123 |
| Q4 2022 | 140 | 233,643 | DFAC, VTI, ITOT, SLYV | 13F-HR | 2/7/2023 | 000172554723000030 |
| Q3 2022 | 137 | 226,336 | DFAC, VTI, SLYV, ITOT | 13F-HR | 10/27/2022 | 000172554722000163 |
| Q2 2022 | 145 | 230,619 | DFAC, VTI, SLYV, AAPL | 13F-HR | 7/25/2022 | 000172554722000114 |
| Q1 2022 | 133 | 204,115 | VTI, SLYV, IWN, AAPL | 13F-HR | 4/29/2022 | 000172554722000074 |
| Q4 2021 | 124 | 215,069 | DFAC, VTI, SLYV, IWN | 13F-HR | 1/24/2022 | 000172554722000008 |
| Q3 2021 | 116 | 201,453 | DFAC, VTI, AMD calls, SLYV | 13F-HR | 10/20/2021 | 000172554721000090 |
| Q2 2021 | 128 | 188,929 | DFAC, VTI, SLYV, IWN | 13F-HR | 8/2/2021 | 000172554721000070 |
| Q1 2021 | 109 | 159,454 | VTI, SLYV, IWN, VEA | 13F-HR | 5/10/2021 | 000172554721000040 |
| Q4 2020 | 104 | 144,883 | VTI, SLYV, VEA, IWN | 13F-HR | 1/28/2021 | 000172554721000004 |
| Q3 2020 | 97 | 120,540 | VTI, SLYV, VEA, AAPL | 13F-HR | 10/19/2020 | 000172554720000076 |
| Q2 2020 | 95 | 114,619 | VTI, SLYV, VEA, USB | 13F-HR | 7/13/2020 | 000172554720000054 |
| Q1 2020 | 90 | 98,810 | VTI, VEA, SLYV, USB | 13F-HR | 4/29/2020 | 000172554720000036 |
| Q4 2019 | 98 | 109,114 | USB, VTI, VBR, VEA | 13F-HR | 1/14/2020 | 000172554720000007 |
| Q3 2019 | 116 | 121,817 | VBR, VTI, USB, VEA | 13F-HR | 10/28/2019 | 000172554719000058 |
| Q2 2019 | 115 | 123,955 | VBR, VTI, VEA, USB | 13F-HR | 7/23/2019 | 000172554719000041 |
| Q1 2019 | 544 | 132,667 | VBR, VTI, VEA, USB | 13F-HR | 4/12/2019 | 000114420419019488 |
| Q4 2018 | 536 | 118,128 | VBR, VTI, VEA, USB | 13F-HR | 1/24/2019 | 000114420419002478 |
| Q3 2018 | 536 | 133,598 | VBR, VTI, VEA, USB | 13F-HR | 10/11/2018 | 000114420418053368 |
| Q2 2018 | 530 | 133,034 | VBR, VEA, VTI, USB | 13F-HR | 7/10/2018 | 000114420418037772 |
| Q1 2018 | 544 | 134,613 | VBR, VEA, VTI, USB | 13F-HR | 4/13/2018 | 000114420418020420 |
| Q4 2017 | 91 | 122,762 | VBR, IVV, VEA, VTI | 13F-HR | 1/31/2018 | 000114420418004768 |
| Q3 2017 | 64 | 71,482 | VBR, VTI, VEA, BSV | 13F-HR | 10/30/2017 | 000114420417054652 |
| Q2 2017 | 95 | 109,522 | VBR, IVV, USB, VTI | 13F-HR | 7/24/2017 | 000114420417037766 |
| Q1 2017 | 93 | 108,047 | VBR, IVV, USB, VTI | 13F-HR | 5/2/2017 | 000114420417023863 |
| Q4 2016 | 89 | 98,134 | VBR, IVV, USB, VTI | RESTATEMENT | 2/10/2017 | 000114420417007336 |