| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 404 | 1,852,888 | AAPL, IVV, MSFT, BND | 13F-HR | 10/24/2024 | 000108514624005137 |
| Q2 2024 | 387 | 1,814,111 | AAPL, MSFT, IVV, BND | 13F-HR | 7/30/2024 | 000108514624003343 |
| Q1 2024 | 396 | 1,760,935 | IVV, MSFT, AAPL, BND | 13F-HR | 5/1/2024 | 000108514624002168 |
| Q4 2023 | 399 | 1,603,380 | AAPL, IVV, MSFT, VERX | 13F-HR | 2/2/2024 | 000108514624000681 |
| Q3 2023 | 393 | 1,528,352 | AAPL, IVV, MSFT, VERX | 13F-HR | 11/7/2023 | 000108514623004166 |
| Q2 2023 | 282 | 1,064,226 | IVV, VERX, MSFT, BND | 13F-HR | 8/11/2023 | 000108514623003269 |
| Q1 2023 | 268 | 959,188 | IVV, MSFT, BND, IWY | 13F-HR | 5/1/2023 | 000108514623001996 |
| Q4 2022 | 267 | 925,696 | IVV, MSFT, MRK, BND | 13F-HR | 2/10/2023 | 000108514623001038 |
| Q3 2022 | 139 | 282,105 | IVV, SCHD, VOT, VIG | 13F-HR | 11/3/2022 | 000108514622003775 |
| Q2 2022 | 151 | 303,992 | IVV, VOT, VIG, SCHD | 13F-HR | 8/9/2022 | 000108514622002923 |
| Q1 2022 | 160 | 358,352 | IVV, VOT, RSP, VIG | 13F-HR | 5/13/2022 | 000108514622002067 |
| Q4 2021 | 109 | 263,426 | IVV, VOT, VIG, RSP | 13F-HR | 2/9/2022 | 000108514622000692 |
| Q3 2021 | 101 | 220,516 | IVV, VOT, VIG, RSP | 13F-HR | 11/12/2021 | 000108514621003214 |
| Q2 2021 | 100 | 220,906 | IVV, VOT, VIG, RSP | 13F-HR | 8/10/2021 | 000108514621002321 |
| Q1 2021 | 93 | 203,990 | IVV, VOT, SLQT, VIG | 13F-HR | 5/10/2021 | 000108514621001562 |
| Q4 2020 | 95 | 202,365 | IVV, VOT, VIG, SLQT | 13F-HR | 2/2/2021 | 000108514621000391 |
| Q3 2020 | 91 | 172,139 | IVV, VOT, VIG, MSFT | 13F-HR | 11/9/2020 | 000108514620002800 |
| Q2 2020 | 86 | 158,353 | IVV, VOT, VIG, MSFT | 13F-HR | 8/7/2020 | 000108514620002059 |
| Q1 2020 | 78 | 147,070 | IVV, VOT, VIG, SPY | 13F-HR | 5/1/2020 | 000108514620001274 |
| Q4 2019 | 89 | 137,860 | IVV, VOT, VIG, MSFT | 13F-HR | 1/31/2020 | 000108514620000348 |
| Q3 2019 | 80 | 119,905 | IVV, VOT, VIG, SPY | 13F-HR | 11/8/2019 | 000108514619002795 |
| Q2 2019 | 86 | 117,865 | IVV, VOT, VIG, SPY | 13F-HR | 8/14/2019 | 000108514619002332 |
| Q1 2019 | 84 | 110,866 | IVV, VOT, VIG, SPY | 13F-HR | 5/15/2019 | 000139834419008913 |
| Q4 2018 | 75 | 109,784 | IVV, VIG, VOT, SPY | 13F-HR | 2/12/2019 | 000139834419002478 |
| Q3 2018 | 88 | 119,123 | IVV, VIG, VOT, SPY | 13F-HR | 11/7/2018 | 000139834418016101 |
| Q2 2018 | 93 | 114,061 | IVV, VIG, VOT, SPY | 13F-HR | 8/10/2018 | 000139834418011620 |
| Q1 2018 | 85 | 110,099 | IVV, VIG, VOT, SPY | 13F-HR | 5/11/2018 | 000139834418007271 |
| Q4 2017 | 68 | 76,230 | IVV, VOT, REGN, SPY | 13F-HR | 2/14/2018 | 000139834418002275 |
| Q3 2017 | 80 | 96,091 | IVV, VIG, VOT, REGN | 13F-HR | 11/14/2017 | 000139834417014648 |
| Q2 2017 | 72 | 88,650 | IVV, VIG, VOT, REGN | 13F-HR | 8/11/2017 | 000139834417010162 |
| Q1 2017 | 86 | 97,235 | IVV, VIG, VOT, REGN | 13F-HR | 5/12/2017 | 000139834417006277 |
| Q4 2016 | 81 | 98,118 | IVV, VIG, VOT, SHYD | 13F-HR | 3/29/2017 | 000122107317000041 |