| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2020 | 742 | 237,908 | KO, IVV, HD, AAPL | 13F-HR | 7/15/2020 | 000139834420013808 |
| Q1 2020 | 756 | 205,353 | KO, IVV, HD, AAPL | 13F-HR | 4/13/2020 | 000139834420007875 |
| Q4 2019 | 762 | 246,985 | KO, IVV, IWD, HD | 13F-HR | 1/22/2020 | 000139834420001090 |
| Q3 2019 | 734 | 231,669 | KO, IVV, IWD, HD | 13F-HR | 10/10/2019 | 000139834419017737 |
| Q2 2019 | 762 | 224,954 | KO, IVV, IWD, HD | 13F-HR | 7/10/2019 | 000139834419011802 |
| Q1 2019 | 756 | 216,099 | KO, IVV, IWD, HD | 13F-HR | 4/24/2019 | 000139834419006961 |
| Q4 2018 | 760 | 197,533 | KO, IWD, IVV, HD | 13F-HR | 1/18/2019 | 000139834419000843 |
| Q3 2018 | 846 | 218,134 | KO, EFA, HD, IWD | 13F-HR | 10/16/2018 | 000139834418014946 |
| Q2 2018 | 858 | 210,219 | KO, HD, EFA, IWD | 13F-HR | 7/13/2018 | 000139834418010038 |
| Q1 2018 | 831 | 198,392 | KO, LMT, HD, EFA | 13F-HR | 4/30/2018 | 000139834418006276 |
| Q4 2017 | 944 | 213,059 | KO, HD, LMT, EFA | 13F-HR | 2/13/2018 | 000139834418002132 |