| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,233 | 11,023,440 | AAPL, MSFT, NVDA, VNLA | 13F-HR | 11/14/2024 | 000169772324000005 |
| Q2 2024 | 1,230 | 9,997,044 | AAPL, MSFT, NVDA, VNLA | 13F-HR | 8/12/2024 | 000169772324000004 |
| Q1 2024 | 1,141 | 8,847,328 | AAPL, MSFT, VOO, VNLA | 13F-HR | 5/15/2024 | 000169772324000003 |
| Q4 2023 | 2,040 | 19,584,106 | AAPL, MSFT, SPLG, VOO | 13F-HR | 2/14/2024 | 000169772324000002 |
| Q3 2023 | 1,939 | 16,732,510 | AAPL, SPLG, MSFT, IVV | 13F-HR | 10/11/2023 | 000169772323000005 |
| Q2 2023 | 1,889 | 16,634,008 | AAPL, SPLG, VOO, IVV | 13F-HR | 7/10/2023 | 000169772323000004 |
| Q1 2023 | 1,867 | 15,538,659 | AAPL, BIL, SPLG, IVV | 13F-HR | 4/14/2023 | 000169772323000003 |
| Q4 2022 | 1,812 | 13,830,187 | BIL, SPLG, AAPL, VOO | 13F-HR | 1/31/2023 | 000169772323000002 |
| Q3 2022 | 1,740 | 12,610,918 | BIL, VOO, AAPL, SPLG | 13F-HR | 10/25/2022 | 000169772322000005 |
| Q2 2022 | 1,715 | 12,499,057 | VOO, AAPL, SPLG, IVV | 13F-HR | 8/3/2022 | 000169772322000004 |
| Q1 2022 | 1,659 | 14,574,824 | VOO, AAPL, IVV, SPLG | 13F-HR | 4/18/2022 | 000169772322000003 |
| Q4 2021 | 1,688 | 14,341,032 | VOO, AAPL, IVV, IWY | 13F-HR | 1/20/2022 | 000169772322000002 |
| Q3 2021 | 1,620 | 12,138,836 | VOO, AAPL, IVV, IWY | 13F-HR | 11/1/2021 | 000169772321000005 |
| Q2 2021 | 1,592 | 11,449,516 | VOO, IWY, AAPL, IVV | 13F-HR | 7/21/2021 | 000169772321000003 |
| Q1 2021 | 1,477 | 9,905,452 | VOO, AAPL, IWY, TLT | 13F-HR | 4/27/2021 | 000169772321000002 |
| Q4 2020 | 1,370 | 8,815,240 | VOO, AAPL, TLT, QQQ | 13F-HR | 2/1/2021 | 000169772321000001 |
| Q3 2020 | 1,282 | 7,006,508 | VOO, TLT, AAPL, QQQ | 13F-HR | 11/6/2020 | 000169772320000005 |
| Q2 2020 | 1,263 | 6,470,195 | VOO, TLT, IWY, AAPL | 13F-HR | 8/5/2020 | 000169772320000003 |
| Q1 2020 | 1,112 | 4,351,549 | SHV, VOO, IWY, AAPL | 13F-HR | 5/7/2020 | 000169772320000002 |
| Q4 2019 | 1,135 | 4,608,261 | VOO, IWY, AAPL, VEA | 13F-HR | 1/15/2020 | 000169772320000001 |
| Q3 2019 | 992 | 3,460,779 | VOO, IWY, IWX, AAPL | 13F-HR | 11/5/2019 | 000169772319000004 |
| Q2 2019 | 975 | 3,328,962 | VOO, IWY, IVV, IWX | 13F-HR | 7/22/2019 | 000169772319000003 |
| Q1 2019 | 642 | 1,439,162 | VOO, IWY, IWX, VEA | 13F-HR | 5/14/2019 | 000169772319000002 |
| Q4 2018 | 478 | 584,199 | AAPL, MSFT, XOM, CVX | 13F-HR | 2/15/2019 | 000169772319000001 |
| Q3 2018 | 607 | 1,817,314 | VOO, IWY, VEA, IWX | 13F-HR | 11/14/2018 | 000169772318000005 |
| Q2 2018 | 459 | 1,469,575 | VOO, ANGL, VEA, IWY | 13F-HR | 8/15/2018 | 000169772318000004 |
| Q1 2018 | 458 | 1,295,673 | VOO, ANGL, VEA, TLT | 13F-HR | 5/14/2018 | 000169772318000003 |
| Q4 2017 | 416 | 1,133,044 | VOO, ANGL, VEA, TLT | 13F-HR | 2/6/2018 | 000169772318000001 |
| Q3 2017 | 398 | 1,077,638 | VOO, ANGL, VEA, TLT | 13F-HR | 11/8/2017 | 000169772317000004 |
| Q2 2017 | 379 | 838,041 | VOO, VEA, ANGL, AGG | 13F-HR | 8/14/2017 | 000169772317000003 |
| Q1 2017 | 271 | 539,505 | VOO, AGG, VEA, HYG | 13F-HR | 5/11/2017 | 000169772317000002 |
| Q4 2016 | 189 | 246,887 | AGG, VOO, VEA, IVV | 13F-HR | 2/14/2017 | 000169772317000001 |