| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 113 | 346,984 | VYM, VUG, IVV, FBND | 13F-HR | 5/6/2025 | 000117266125001577 |
| Q4 2024 | 109 | 365,151 | VUG, VYM, IVV, FBND | 13F-HR | 1/30/2025 | 000117266125000418 |
| Q3 2024 | 108 | 357,983 | VUG, VYM, IVV, FBND | 13F-HR | 10/21/2024 | 000117266124004315 |
| Q2 2024 | 108 | 325,540 | VUG, VYM, IVV, FBND | 13F-HR | 7/17/2024 | 000117266124002803 |
| Q1 2024 | 108 | 314,121 | VUG, VYM, IVV, FBND | RESTATEMENT | 4/23/2024 | 000117266124001925 |
| Q4 2023 | 102 | 284,891 | VYM, VUG, IVV, FBND | 13F-HR | 1/18/2024 | 000117266124000267 |
| Q3 2023 | 98 | 253,908 | VYM, VUG, FBND, VOO | 13F-HR | 10/18/2023 | 000117266123003439 |
| Q2 2023 | 100 | 258,023 | VYM, VUG, FBND, VOO | 13F-HR | 7/24/2023 | 000117266123002590 |
| Q1 2023 | 104 | 234,377 | VYM, VUG, IVV, VOO | 13F-HR | 5/11/2023 | 000117266123001991 |
| Q4 2022 | 106 | 210,647 | VYM, VUG, VOO, IVV | 13F-HR | 1/18/2023 | 000108514623000218 |
| Q3 2022 | 101 | 192,176 | VYM, VUG, IVV, VOO | 13F-HR | 10/14/2022 | 000108514622003412 |
| Q2 2022 | 95 | 198,493 | VYM, VUG, VOO, IVV | 13F-HR | 7/26/2022 | 000108514622002597 |
| Q1 2022 | 411 | 247,386 | VUG, IVV, VYM, VOO | 13F-HR | 4/14/2022 | 000108514622001418 |
| Q4 2021 | 56 | 175,782 | IBB, VUG, BAC, AAPL | 13F-HR | 1/18/2022 | 000108514622000144 |
| Q3 2021 | 96 | 230,035 | VUG, IVV, VOO, VYM | 13F-HR | 10/18/2021 | 000108514621002810 |
| Q2 2021 | 97 | 229,418 | VUG, IVV, VOO, VYM | 13F-HR | 8/2/2021 | 000108514621002180 |
| Q1 2021 | 96 | 211,327 | VUG, IVV, VOO, VYM | 13F-HR | 4/27/2021 | 000108514621001313 |
| Q4 2020 | 89 | 202,656 | VUG, IVV, VOO, VYM | 13F-HR | 1/29/2021 | 000108514621000356 |
| Q3 2020 | 90 | 179,074 | VUG, VOO, IVV, VYM | 13F-HR | 10/20/2020 | 000108514620002582 |
| Q2 2020 | 92 | 165,825 | VUG, RSP, IVV, VOO | 13F-HR | 7/31/2020 | 000108514620001929 |
| Q1 2020 | 86 | 132,509 | RSP, VUG, VB, QQQ | 13F-HR | 5/4/2020 | 000108514620001300 |
| Q4 2019 | 121 | 166,049 | RSP, VB, VUG, QQQ | 13F-HR | 2/21/2020 | 000108514620000963 |
| Q3 2019 | 87 | 144,484 | RSP, VUG, VB, QQQ | 13F-HR | 10/22/2019 | 000108514619002621 |
| Q2 2019 | 89 | 142,095 | RSP, VUG, VB, QQQ | RESTATEMENT | 8/8/2019 | 000108514619002145 |
| Q1 2019 | 85 | 132,589 | RSP, VUG, VB, QQQ | 13F-HR | 4/12/2019 | 000108514619001172 |
| Q4 2018 | 79 | 112,977 | RSP, VUG, VB, QQQ | 13F-HR | 1/18/2019 | 000108514619000189 |
| Q3 2018 | 83 | 132,032 | RSP, VB, VUG, QQQ | 13F-HR | 10/19/2018 | 000108514618002359 |
| Q2 2018 | 91 | 126,945 | RSP, VB, VUG, QQQ | 13F-HR | 7/31/2018 | 000108514618001787 |
| Q1 2018 | 90 | 122,999 | RSP.MX, VB, VUG, QQQ | 13F-HR | 4/16/2018 | 000108514618001078 |
| Q4 2017 | 87 | 120,745 | RSP.MX, VB, VUG, QQQ | 13F-HR | 2/9/2018 | 000108514618000444 |