| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 230 | 768,144 | AAPL, VYM, VUG, IJR | 13F-HR | 4/21/2025 | 000169771525000003 |
| Q4 2024 | 228 | 798,182 | AAPL, VUG, VYM, IJR | 13F-HR | 1/14/2025 | 000169771525000001 |
| Q3 2024 | 229 | 764,157 | AAPL, VUG, VYM, IJR | 13F-HR | 10/10/2024 | 000169771524000006 |
| Q2 2024 | 220 | 699,745 | AAPL, VUG, VYM, IJR | 13F-HR | 8/6/2024 | 000169771524000005 |
| Q1 2024 | 223 | 659,411 | AAPL, VYM, VUG, IJR | 13F-HR | 5/10/2024 | 000169771524000003 |
| Q4 2023 | 205 | 633,080 | AAPL, VYM, VUG, IJR | 13F-HR | 2/9/2024 | 000169771524000001 |
| Q3 2023 | 170 | 456,092 | AAPL, VYM, VUG, IJR | 13F-HR | 10/20/2023 | 000139834423019509 |
| Q2 2023 | 179 | 539,956 | AAPL, VYM, VUG, IJR | 13F-HR | 8/9/2023 | 000139834423014448 |
| Q1 2023 | 175 | 505,232 | AAPL, VYM, VUG, IJR | 13F-HR | 5/12/2023 | 000139834423009625 |
| Q4 2022 | 178 | 476,486 | AAPL, VYM, VUG, IJR | 13F-HR | 2/13/2023 | 000139834423002932 |
| Q3 2022 | 168 | 470,614 | AAPL, VYM, VUG, IJR | 13F-HR | 11/7/2022 | 000139834422021516 |
| Q2 2022 | 177 | 498,182 | AAPL, VYM, VUG, IJR | 13F-HR | 8/11/2022 | 000139834422015388 |
| Q1 2022 | 187 | 611,818 | AAPL, VYM, VUG, IJR | 13F-HR | 5/4/2022 | 000139834422008813 |
| Q4 2021 | 201 | 645,184 | AAPL, VYM, VUG, XLE | 13F-HR | 2/4/2022 | 000139834422002124 |
| Q3 2021 | 197 | 599,237 | AAPL, VYM, VUG, XLE | 13F-HR | 11/1/2021 | 000139834421020790 |
| Q2 2021 | 190 | 576,051 | AAPL, VYM, VUG, XLE | 13F-HR | 7/21/2021 | 000139834421014637 |
| Q1 2021 | 180 | 505,760 | AAPL, VYM, VUG, FPE | 13F-HR | 5/12/2021 | 000139834421010569 |
| Q4 2020 | 267 | 477,807 | AAPL, VYM, VUG, FPE | 13F-HR | 2/4/2021 | 000139834421002330 |
| Q3 2020 | 240 | 437,375 | AAPL, VYM, VUG, FPE | 13F-HR | 11/5/2020 | 000139834420021394 |
| Q2 2020 | 246 | 426,180 | AAPL, VUG, SH, VYM | 13F-HR | 7/30/2020 | 000139834420014646 |
| Q1 2020 | 236 | 349,565 | AAPL, TLT, VUG, VYM | 13F-HR | 5/8/2020 | 000139834420009723 |
| Q4 2019 | 236 | 412,222 | AAPL, VUG, VYM, TLT | 13F-HR | 2/7/2020 | 000139834420002388 |
| Q3 2019 | 146 | 301,210 | AAPL, VUG, TLT, MINT | 13F-HR | 11/7/2019 | 000139834419019242 |
| Q2 2019 | 154 | 351,663 | AAPL, VYM, VUG, TLT | 13F-HR | 7/25/2019 | 000139834419012428 |
| Q1 2019 | 176 | 348,036 | AAPL, TLT, VUG, VYM | 13F-HR | 5/10/2019 | 000139834419008437 |
| Q4 2018 | 160 | 309,542 | VUG, VYM, AAPL, FPE | 13F-HR | 1/31/2019 | 000139834419001670 |
| Q3 2018 | 156 | 306,986 | AAPL, VUG, FPE, EZM | 13F-HR | 11/9/2018 | 000139834418016189 |
| Q2 2018 | 171 | 304,765 | AAPL, VYM, FPF, VUG | 13F-HR | 8/14/2018 | 000139834418011876 |
| Q1 2018 | 168 | 288,349 | VYM, AAPL, FPE, VUG | 13F-HR | 5/15/2018 | 000139834418007625 |
| Q4 2017 | 170 | 286,287 | VYM, AAPL, FPE, VUG | 13F-HR | 2/13/2018 | 000139834418002001 |
| Q3 2017 | 161 | 237,589 | VYM, AAPL, VUG, GOOGL | 13F-HR | 11/13/2017 | 000139834417014462 |
| Q2 2017 | 143 | 202,490 | VYM, AAPL, TBF, GOOGL | RESTATEMENT | 8/16/2017 | 000139834417010423 |
| Q1 2017 | 155 | 195,227 | AAPL, VYM, PG, TBF | 13F-HR | 5/11/2017 | 000139834417006244 |
| Q4 2016 | 154 | 189,300 | AAPL, FPE, VYM, PG | 13F-HR | 2/14/2017 | 000139834417002098 |