| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 106 | 266,605 | VOO, USFR, QQQ, VTI | 13F-HR | 4/15/2024 | 000195175724000291 |
| Q4 2023 | 102 | 246,807 | VOO, QQQ, USFR, VTI | 13F-HR | 1/18/2024 | 000195175724000059 |
| Q3 2023 | 101 | 220,188 | VOO, QQQ, USFR, VTI | 13F-HR | 10/10/2023 | 000195175723000534 |
| Q2 2023 | 99 | 218,837 | VOO, QQQ, VTI, IVV | 13F-HR | 7/13/2023 | 000195175723000348 |
| Q1 2023 | 86 | 160,805 | VOO, QQQ, IUSV, EFA | 13F-HR | 4/11/2023 | 000195175723000140 |
| Q4 2022 | 101 | 203,094 | VOO, VTI, QQQ, IVV | 13F-HR | 1/23/2023 | 000195175723000039 |
| Q3 2022 | 81 | 131,370 | VOO, QQQ, IUSV, IVV | 13F-HR | 10/19/2022 | 000171665922000003 |
| Q2 2022 | 102 | 191,447 | VOO, VTI, QQQ, IVV | 13F-HR | 7/25/2022 | 000171665922000002 |
| Q1 2022 | 121 | 246,890 | VOO, VTI, QQQ, IVV | 13F-HR | 5/13/2022 | 000171665922000001 |
| Q4 2021 | 128 | 267,500 | VOO, VTI, QQQ, IVV | 13F-HR | 2/7/2022 | 000081067222000005 |
| Q3 2021 | 128 | 241,731 | VOO, VTI, QQQ, IVV | 13F-HR | 11/15/2021 | 000171665921000004 |
| Q2 2021 | 607 | 273,056 | VOO, QQQ, VTI, AGG | 13F-HR | 8/13/2021 | 000171665921000003 |
| Q1 2021 | 124 | 239,601 | VOO, VTI, QQQ, IVV | 13F-HR | 5/17/2021 | 000171665921000002 |
| Q4 2020 | 120 | 225,555 | VOO, VTI, QQQ, AGG | 13F-HR | 2/9/2021 | 000171665921000001 |
| Q3 2020 | 116 | 192,397 | VOO, VTI, QQQ, AGG | 13F-HR | 11/10/2020 | 000171665920000004 |
| Q2 2020 | 110 | 174,408 | VOO, VTI, AGG, QQQ | 13F-HR | 7/27/2020 | 000171665920000003 |
| Q1 2020 | 102 | 141,227 | VOO, AGG, VTI, IVV | 13F-HR | 5/13/2020 | 000171665920000002 |
| Q4 2019 | 109 | 176,762 | VOO, VTI, AGG, IVV | 13F-HR | 1/24/2020 | 000171665920000001 |
| Q3 2019 | 102 | 150,840 | VOO, VTI, IVV, IJH | 13F-HR | 10/9/2019 | 000171665919000004 |
| Q2 2019 | 101 | 146,941 | VOO, VTI, IVV, IJH | 13F-HR | 7/19/2019 | 000171665919000003 |
| Q1 2019 | 529 | 156,526 | VOO, VTI, IVV, IJH | 13F-HR | 5/14/2019 | 000171665919000002 |
| Q4 2018 | 581 | 147,551 | VOO, VTI, IVV, IJH | 13F-HR | 2/12/2019 | 000171665919000001 |
| Q3 2018 | 587 | 162,365 | VOO, VTI, IJH, IWM | 13F-HR | 11/14/2018 | 000171665918000004 |
| Q2 2018 | 612 | 150,060 | VOO, VTI, IJH, IWM | 13F-HR | 8/13/2018 | 000171665918000003 |
| Q1 2018 | 605 | 130,515 | VOO, VTI, IJH, QQQ | 13F-HR | 5/11/2018 | 000171665918000002 |
| Q4 2017 | 656 | 133,976 | VOO, VTI, IJH, QQQ | 13F-HR | 2/13/2018 | 000171665918000001 |