| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 639 | 860,507 | SPY, MSFT, VTI, AAPL | 13F-HR | 10/16/2024 | 000170683624000008 |
| Q2 2024 | 618 | 789,248 | SPY, MSFT, VTI, NVDA | 13F-HR | 7/29/2024 | 000170683624000004 |
| Q1 2024 | 664 | 757,358 | SPY, MSFT, VTI, AAPL | 13F-HR | 4/23/2024 | 000170683624000003 |
| Q4 2023 | 604 | 687,355 | MSFT, AAPL, VTI, SPY | RESTATEMENT | 4/23/2024 | 000170683624000002 |
| Q3 2023 | 247 | 616,173 | MSFT, SPY, AAPL, VTI | 13F-HR | 10/20/2023 | 000170683623000010 |
| Q2 2023 | 208 | 588,357 | MSFT, AAPL, VTI, CHD | 13F-HR | 8/7/2023 | 000170683623000008 |
| Q1 2023 | 193 | 541,786 | MSFT, AAPL, VTI, IAU | 13F-HR | 5/10/2023 | 000170683623000004 |
| Q4 2022 | 185 | 499,429 | VTI, AAPL, MSFT, CSX | 13F-HR | 2/1/2023 | 000170683623000002 |
| Q3 2022 | 175 | 470,264 | VTI, AAPL, MSFT, WIW | 13F-HR | 11/7/2022 | 000170683622000010 |
| Q2 2022 | 189 | 554,252 | VTI, AAPL, MSFT, WIW | 13F-HR | 8/4/2022 | 000170683622000006 |
| Q1 2022 | 189 | 631,505 | WIW, VTI, IAU, GLD | 13F-HR | 5/4/2022 | 000170683622000004 |
| Q4 2021 | 215 | 719,410 | AAPL, MSFT, VTI, IAU | 13F-HR | 1/24/2022 | 000170683622000002 |
| Q3 2021 | 209 | 655,117 | GLD, AAPL, IAU, MSFT | 13F-HR | 11/3/2021 | 000170683621000008 |
| Q2 2021 | 133 | 556,841 | GLD, MSFT, AAPL, VCSH | 13F-HR | 7/29/2021 | 000170683621000006 |
| Q1 2021 | 205 | 616,819 | GLD, IAU, MSFT, WIW | 13F-HR | 4/26/2021 | 000170683621000004 |
| Q4 2020 | 200 | 602,750 | GLD, IEI, IAU, AAPL | 13F-HR | 1/26/2021 | 000170683621000002 |
| Q3 2020 | 182 | 536,869 | IEI, GLD, AAPL, MSFT | 13F-HR | 11/4/2020 | 000170683620000009 |
| Q2 2020 | 165 | 463,933 | IEI, GLD, SHY, MSFT | 13F-HR | 7/22/2020 | 000170683620000007 |
| Q1 2020 | 146 | 389,528 | IEI, SHY, GLD, MSFT | 13F-HR | 4/27/2020 | 000170683620000005 |
| Q4 2019 | 193 | 530,043 | IEI, SHY, GLD, VTI | 13F-HR | 1/29/2020 | 000170683620000002 |
| Q3 2019 | 184 | 451,188 | IEI, SHY, VTI, NEE | 13F-HR | 10/25/2019 | 000170683619000008 |
| Q2 2019 | 125 | 256,361 | IEI, SHY, VTI, SHV | 13F-HR | 7/30/2019 | 000170683619000006 |
| Q1 2019 | 131 | 267,045 | SHY, VTI, IEI, SHV | 13F-HR | 4/18/2019 | 000170683619000004 |
| Q4 2018 | 92 | 220,175 | SHY, VTI, IEI, SHV | 13F-HR | 1/24/2019 | 000170683619000002 |
| Q3 2018 | 122 | 237,148 | VCIT, MSFT, VTI, IJR | 13F-HR | 10/18/2018 | 000170683618000016 |
| Q2 2018 | 126 | 227,549 | VCSH, VCIT, IJR, BNDX | 13F-HR | 7/31/2018 | 000170683618000014 |
| Q1 2018 | 145 | 225,353 | VCSH, VCIT, VTI, BNDX | 13F-HR | 5/8/2018 | 000170683618000010 |
| Q4 2017 | 148 | 236,949 | VCIT, VCSH, BNDX, VTI | 13F-HR | 1/23/2018 | 000170683618000005 |
| Q3 2017 | 145 | 221,678 | VCIT, VCSH, BNDX, IHDG | 13F-HR | 10/12/2017 | 000170683617000008 |
| Q2 2017 | 123 | 203,474 | VCSH, BNDX, IHDG, IJR | 13F-HR | 8/10/2017 | 000170683617000004 |
| Q1 2017 | 101 | 198,990 | VCSH, VCIT, BNDX, IJR | 13F-HR | 5/16/2017 | 000170683617000002 |