| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 181 | 329,450 | SPLG, SCHD, LMBS, VOO | 13F-HR | 2/17/2022 | 000110465922024618 |
| Q3 2021 | 169 | 292,338 | SPLG, SCHD, LMBS, VOO | 13F-HR | 11/12/2021 | 000110465921137814 |
| Q2 2021 | 162 | 288,069 | SPLG, SCHD, LMBS, VOO | 13F-HR | 8/13/2021 | 000110465921105151 |
| Q1 2021 | 152 | 255,712 | SPLG, SCHD, LMBS, VOO | 13F-HR | 5/14/2021 | 000110465921066762 |
| Q4 2020 | 143 | 244,708 | SPLG, SCHD, SPTS, VGIT | 13F-HR | 2/16/2021 | 000110465921023438 |
| Q3 2020 | 137 | 212,989 | CSCO, RTX, GOOG, CVX | 13F-HR | 11/4/2020 | 000110465920121083 |
| Q2 2020 | 120 | 183,298 | SPLG, VOO, SCHD, SPTS | 13F-HR | 8/14/2020 | 000110465920095660 |
| Q1 2020 | 111 | 149,824 | SPLG, VOO, SCHD, SPTS | 13F-HR | 5/13/2020 | 000110465920060801 |
| Q4 2019 | 134 | 161,582 | VOO, SPLG, BRK-B, AAPL | 13F-HR | 2/10/2020 | 000110465920013246 |
| Q3 2019 | 151 | 220,576 | VOO, SPLG, VGSH, BRK-B | 13F-HR | 11/14/2019 | 000110465919064224 |
| Q2 2019 | 189 | 155,780 | VOO, SPLG, BRK-B, AAPL | 13F-HR | 8/12/2019 | 000114420419039160 |
| Q1 2019 | 137 | 140,955 | VOO, BRK-B, SPLG, AAPL | 13F-HR | 5/8/2019 | 000114420419024478 |
| Q4 2018 | 135 | 120,292 | VOO, BRK-B, VGSH, IJH | 13F-HR | 2/4/2019 | 000114420419004630 |
| Q3 2018 | 143 | 134,904 | VOO, BRK-B, IJH, BND | 13F-HR | 11/13/2018 | 000114420418059029 |
| Q2 2018 | 489 | 142,993 | VOO, BRK-B, BND, IJH | 13F-HR | 8/7/2018 | 000114420418042314 |
| Q1 2018 | 493 | 133,914 | BRK-B, VOO, VB, BND | 13F-HR | 5/14/2018 | 000114420418028027 |
| Q4 2017 | 479 | 130,807 | BRK-B, VOO, VB, BND | 13F-HR | 2/1/2018 | 000114420418005120 |
| Q3 2017 | 493 | 122,479 | BRK-B, VOO, VB, BND | 13F-HR | 11/13/2017 | 000114420417058423 |
| Q2 2017 | 484 | 118,998 | BRK-B, VOO, VB, BND | 13F-HR | 8/14/2017 | 000114420417043257 |
| Q1 2017 | 425 | 151,257 | SANDISK CORP, PRICELINE GRP INC, BRK-B, LAM RESEARCH CORP | 13F-HR | 5/15/2017 | 000114420417027096 |
| Q4 2016 | 425 | 150,741 | SANDISK CORP, PRICELINE GRP INC, BRK-B, VOO | 13F-HR | 5/15/2017 | 000114420417027094 |