| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,067 | 1,772,258 | XOM, BND, VOO, QUAL | 13F-HR | 2/6/2024 | 000171574024000002 |
| Q3 2023 | 1,072 | 1,618,759 | XOM, BND, VOO, IQLT | 13F-HR | 10/30/2023 | 000171574023000005 |
| Q2 2023 | 1,051 | 1,577,790 | XOM, VOO, BND, IQLT | 13F-HR | 7/31/2023 | 000171574023000004 |
| Q1 2023 | 1,112 | 1,498,040 | XOM, VOO, BND, VXUS | 13F-HR | 4/21/2023 | 000171574023000003 |
| Q4 2022 | 1,047 | 1,436,450 | XOM, VOO, BND, VXUS | 13F-HR | 2/6/2023 | 000171574023000001 |
| Q3 2022 | 1,165 | 1,198,073 | XOM, VOO, BND, FIXD | 13F-HR | 11/3/2022 | 000171574022000007 |
| Q2 2022 | 1,002 | 1,139,904 | XOM, VOO, FIXD, VXUS | 13F-HR | 7/21/2022 | 000171574022000006 |
| Q1 2022 | 866 | 1,169,389 | XOM, VOO, FLQL, FIXD | 13F-HR | 4/21/2022 | 000171574022000005 |
| Q4 2021 | 835 | 1,107,439 | XOM, VOO, FLQL, FIXD | 13F-HR | 1/18/2022 | 000171574022000001 |
| Q3 2021 | 782 | 982,315 | XOM, VOO, FIXD, VXUS | 13F-HR | 10/15/2021 | 000171574021000004 |
| Q2 2021 | 695 | 915,290 | XOM, VOO, FIXD, VXUS | 13F-HR | 8/6/2021 | 000171574021000003 |
| Q1 2021 | 649 | 717,885 | XOM, VOO, VOE, VXUS | 13F-HR | 4/15/2021 | 000171574021000002 |
| Q4 2020 | 557 | 538,853 | VOO, XOM, ICSH, FLQL | 13F-HR | 1/14/2021 | 000171574021000001 |
| Q3 2020 | 465 | 450,609 | ICSH, VOO, FIXD, BND | 13F-HR | 10/6/2020 | 000171574020000004 |
| Q2 2020 | 471 | 425,511 | ICSH, VOO, ACWV, XOM | 13F-HR | 7/8/2020 | 000171574020000003 |
| Q1 2020 | 453 | 366,686 | ACWV, VOO, FIXD, BND | 13F-HR | 4/20/2020 | 000171574020000002 |
| Q4 2019 | 406 | 313,019 | IDLV, XOM, FIXD, BND | 13F-HR | 2/10/2020 | 000171574020000001 |
| Q3 2019 | 367 | 203,222 | IDLV, XOM, VOO, SPLV | RESTATEMENT | 11/6/2019 | 000171574019000005 |
| Q2 2019 | 361 | 165,469 | XOM, VOO, HFXI, VZ | 13F-HR | 7/11/2019 | 000171574019000003 |
| Q1 2019 | 365 | 207,300 | VOO, XOM, SCHE, JPST | 13F-HR | 4/8/2019 | 000171574019000002 |
| Q4 2018 | 359 | 200,359 | ACWI, VOO, XOM, CWB | 13F-HR | 1/15/2019 | 000171574019000001 |
| Q3 2018 | 341 | 172,700 | XOM, VOO, ACWI, CWB | 13F-HR | 10/16/2018 | 000171574018000004 |
| Q2 2018 | 354 | 164,427 | XOM, VOO, ACWI, CWB | 13F-HR | 7/13/2018 | 000171574018000003 |
| Q1 2018 | 351 | 172,976 | VOO, ACWI, XOM, SCHM | 13F-HR | 4/13/2018 | 000171574018000002 |
| Q4 2017 | 348 | 156,021 | ACWI, VOO, CWB, SCHM | 13F-HR | 1/11/2018 | 000171574018000001 |
| Q3 2017 | 336 | 135,186 | ACWI, VOO, CWB, SCHM | 13F-HR | 10/12/2017 | 000171574017000004 |
| Q2 2017 | 62 | 155,953 | ACWI, IHI, VOO, CWB | 13F-HR | 9/19/2017 | 000171574017000003 |
| Q1 2017 | 62 | 150,324 | ACWI, VWO, PEY, AMLP | 13F-HR | 9/19/2017 | 000171574017000002 |
| Q4 2016 | 65 | 147,654 | ACWI, AMLP, PEY, IHE | 13F-HR | 8/31/2017 | 000171574017000001 |