| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 261 | 429,247 | IVV, AAPL, SPLG, QUAL | 13F-HR | 4/15/2024 | 000108514624001838 |
| Q4 2023 | 244 | 400,898 | IVV, AAPL, SPLG, QUAL | 13F-HR | 1/10/2024 | 000108514624000197 |
| Q3 2023 | 240 | 360,747 | IVV, AAPL, SPLG, QUAL | 13F-HR | 10/13/2023 | 000108514623003708 |
| Q2 2023 | 247 | 380,547 | IVV, AAPL, QUAL, SPLG | 13F-HR | 7/21/2023 | 000108514623002806 |
| Q1 2023 | 249 | 341,491 | IVV, AAPL, ESGU, IUSB | 13F-HR | 4/7/2023 | 000108514623001544 |
| Q4 2022 | 233 | 311,167 | IVV, ESGU, AAPL, IUSB | 13F-HR | 1/18/2023 | 000108514623000205 |
| Q3 2022 | 223 | 294,020 | IVV, ESGU, AAPL, IUSB | 13F-HR | 10/14/2022 | 000108514622003418 |
| Q2 2022 | 228 | 313,474 | IVV, ESGU, AAPL, IUSB | 13F-HR | 7/27/2022 | 000108514622002619 |
| Q1 2022 | 243 | 366,900 | IVV, ESGU, AAPL, IUSB | 13F-HR | 4/21/2022 | 000108514622001500 |
| Q4 2021 | 229 | 365,362 | IVV, AAPL, ESGU, MGK | 13F-HR | 1/18/2022 | 000108514622000176 |
| Q3 2021 | 229 | 333,941 | IVV, ESGU, AAPL, MGK | 13F-HR | 10/12/2021 | 000108514621002766 |
| Q2 2021 | 260 | 366,093 | IVV, AAPL, ESGU, MGK | 13F-HR | 7/13/2021 | 000108514621001946 |
| Q1 2021 | 295 | 478,198 | IVV, ESGU, AAPL, GOVT | 13F-HR | 4/28/2021 | 000108514621001333 |
| Q4 2020 | 290 | 447,688 | IVV, AAPL, ESGU, LQD | 13F-HR | 1/22/2021 | 000108514621000240 |
| Q3 2020 | 265 | 390,228 | IVV puts, AAPL puts, ESGU puts, LQD puts | 13F-HR | 10/23/2020 | 000108514620002646 |
| Q2 2020 | 273 | 420,170 | IVV, AAPL, ESGU, QQQ | 13F-HR | 7/15/2020 | 000108514620001790 |
| Q1 2020 | 246 | 339,804 | IVV, AAPL, GOVT, VOO | RESTATEMENT | 4/28/2020 | 000108514620001231 |
| Q4 2019 | 258 | 396,384 | IVV, AAPL, VOO, PG | 13F-HR | 1/14/2020 | 000108514620000128 |
| Q3 2019 | 254 | 364,435 | IVV, AAPL, PG, SCHX | 13F-HR | 10/16/2019 | 000108514619002550 |
| Q2 2019 | 260 | 346,587 | AAPL, IVV, JNJ, PG | 13F-HR | 7/24/2019 | 000108514619001958 |
| Q1 2019 | 261 | 315,841 | IVV, JNJ, QQQ, PG | 13F-HR | 4/19/2019 | 000108514619001219 |
| Q4 2018 | 223 | 252,243 | JNJ, PG, IVV, VOO | 13F-HR | 1/22/2019 | 000108514619000209 |
| Q3 2018 | 229 | 279,594 | JNJ, VO, VOO, AAPL | 13F-HR | 10/19/2018 | 000108514618002360 |
| Q2 2018 | 225 | 263,279 | VO, JNJ, VOO, QQQ | 13F-HR | 8/6/2018 | 000108514618001854 |
| Q1 2018 | 197 | 234,355 | PM, VOO, JNJ, VO | 13F-HR | 5/1/2018 | 000108514618001192 |
| Q4 2017 | 205 | 240,806 | PM, JNJ, PG, VOO | 13F-HR | 2/5/2018 | 000108514618000328 |