| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 663 | 1,830,652 | SPY, IBTF, AAPL, SGOV | 13F-HR | 4/30/2025 | 000108514625002482 |
| Q4 2024 | 711 | 2,090,397 | SPY, AAPL, IBTF, NVDA | 13F-HR | 1/27/2025 | 000108514625000498 |
| Q3 2024 | 733 | 2,180,951 | SPY, AAPL, SGOV, NVDA | 13F-HR | 10/17/2024 | 000108514624004983 |
| Q2 2024 | 700 | 2,022,359 | SPY, SGOV, AAPL, NVDA | 13F-HR | 7/24/2024 | 000108514624003203 |
| Q1 2024 | 659 | 1,687,332 | AAPL, SCHG, IVV, SPY | 13F-HR | 4/16/2024 | 000108514624001852 |
| Q4 2023 | 683 | 1,736,914 | AAPL, SCHG, IVV, MSFT | 13F-HR | 1/24/2024 | 000108514624000445 |
| Q3 2023 | 666 | 1,516,038 | AAPL, SCHG, IVV, UCON | 13F-HR | 10/24/2023 | 000108514623003882 |
| Q2 2023 | 622 | 1,411,023 | AAPL, SCHG, IVV, PG | 13F-HR | 7/18/2023 | 000108514623002753 |
| Q1 2023 | 597 | 1,299,287 | AAPL, PG, SCHG, DGRO | 13F-HR | 4/27/2023 | 000108514623001919 |
| Q4 2022 | 561 | 1,199,750 | AAPL, PG, SCHG, DGRO | 13F-HR | 1/19/2023 | 000108514623000226 |
| Q3 2022 | 487 | 950,841 | SCHG, AAPL, PG, DGRO | 13F-HR | 10/24/2022 | 000108514622003555 |
| Q2 2022 | 502 | 1,102,545 | LECO, IVV, AAPL, DGRO | 13F-HR | 7/22/2022 | 000108514622002530 |
| Q1 2022 | 510 | 1,231,659 | LECO, IVV, AAPL, GLD | 13F-HR | 4/26/2022 | 000108514622001564 |
| Q4 2021 | 541 | 1,389,048 | LECO, AAPL, VUG, AGG | 13F-HR | 1/14/2022 | 000108514622000126 |
| Q3 2021 | 497 | 1,170,505 | LECO, AGG, AAPL, VEA | 13F-HR | 10/19/2021 | 000108514621002822 |
| Q2 2021 | 527 | 1,130,163 | LECO, AGG, FIXD, AAPL | 13F-HR | 7/19/2021 | 000108514621002011 |
| Q1 2021 | 475 | 941,957 | LECO, AGG, FIXD, AAPL | 13F-HR | 4/27/2021 | 000108514621001329 |
| Q4 2020 | 395 | 725,335 | LECO, AAPL, AGG, DGRO | 13F-HR | 1/29/2021 | 000108514621000363 |
| Q3 2020 | 303 | 410,532 | AAPL, SCHG, DGRO, LMBS | 13F-HR | 10/29/2020 | 000108514620002697 |
| Q2 2020 | 269 | 326,165 | DGRO, LMBS, AAPL, SCHG | 13F-HR | 7/28/2020 | 000108514620001898 |
| Q1 2020 | 290 | 141,174 | DGRO, LMBS, SCHG, AAPL | 13F-HR | 5/4/2020 | 000161286520000005 |
| Q4 2019 | 161 | 176,299 | SCHF, DGRO, SCHV, SCHG | 13F-HR | 1/29/2020 | 000161286520000002 |
| Q3 2019 | 246 | 261,369 | SCHF, VIG, DGRO, SCHV | 13F-HR | 11/12/2019 | 000170720619000009 |
| Q2 2019 | 232 | 250,696 | SCHF, VIG, DGRO, SCHG | 13F-HR | 8/6/2019 | 000170720219000006 |
| Q1 2019 | 214 | 185,018 | VIG, VEA, SPY, AAPL | 13F-HR | 5/7/2019 | 000170720619000004 |
| Q4 2018 | 185 | 149,874 | VIG, SPY, AAPL, VEA | 13F-HR | 2/12/2019 | 000170720219000002 |