| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 286 | 103,225 | QQQM, VTI, IVV, JKE | 13F-HR | 2/7/2024 | 000172843624000001 |
| Q3 2023 | 286 | 91,675 | PULS, VTI, SHY, BIL | 13F-HR | 10/30/2023 | 000172843623000004 |
| Q2 2023 | 288 | 94,483 | QQQM, IVV, VTI, FTEC | 13F-HR | 7/25/2023 | 000172843623000003 |
| Q4 2022 | 272 | 85,742 | SHY, VTI, BND, VNQ | 13F-HR | 2/14/2023 | 000172843623000001 |
| Q3 2022 | 29 | 77,132 | SHY, VTI, BND, VNQ | 13F-HR | 11/14/2022 | 000172843622000004 |
| Q2 2022 | 31 | 81,576 | JPST, VTI, BND, VNQ | 13F-HR | 7/25/2022 | 000172843622000003 |
| Q1 2022 | 35 | 90,816 | IVV, VTI, QQQM, MGK | 13F-HR | 4/18/2022 | 000172843622000002 |
| Q4 2021 | 36 | 93,973 | VTI, VGIT, VGLT, VGSH | 13F-HR | 2/8/2022 | 000172843622000001 |
| Q3 2021 | 30 | 89,829 | VGIT, VTI, VGSH, BND | 13F-HR | 11/15/2021 | 000172843621000004 |
| Q2 2021 | 37 | 83,400 | VTI, BND, QQQM, MGK | 13F-HR | 8/16/2021 | 000172843621000003 |
| Q1 2021 | 34 | 77,789 | VTI, VGSH, VGIT, BND | 13F-HR | 4/29/2021 | 000172843621000002 |
| Q4 2020 | 37 | 82,346 | VTI, VGT, ARKK, VEA | 13F-HR | 1/27/2021 | 000172843621000001 |
| Q3 2020 | 33 | 102,941 | VTI, VEA, VGT, VCR | 13F-HR | 11/13/2020 | 000172843620000004 |
| Q2 2020 | 34 | 95,298 | VTI, VEA, VGT, VCR | 13F-HR | 8/4/2020 | 000172843620000003 |
| Q1 2020 | 24 | 75,524 | JPST, VTI, VNQ, AXON | 13F-HR | 5/4/2020 | 000172843620000002 |
| Q4 2019 | 27 | 89,815 | VTI, VEA, VNQ, HYG | 13F-HR | 2/12/2020 | 000172843620000001 |
| Q3 2019 | 26 | 98,883 | VTI, VEA, VNQ, HYG | 13F-HR | 10/22/2019 | 000172843619000004 |
| Q2 2019 | 29 | 108,397 | VTI, VWO, VEA, VNQ | 13F-HR | 7/26/2019 | 000172843619000003 |
| Q1 2019 | 23 | 96,780 | VTI, JPST, SPTM, CLNC | 13F-HR | 5/6/2019 | 000172843619000002 |
| Q4 2018 | 23 | 96,780 | VTI, JPST, SPTM, CLNC | 13F-HR | 2/4/2019 | 000172843619000001 |
| Q3 2018 | 21 | 115,237 | VTI, JPST, SPTM, ARKK | 13F-HR | 10/24/2018 | 000172843618000005 |
| Q2 2018 | 20 | 114,997 | VTI, VEA, JPST, ARKK | 13F-HR | 7/27/2018 | 000172843618000004 |
| Q1 2018 | 17 | 118,540 | VTI, VEA, SPSB, VWO | 13F-HR | 5/9/2018 | 000172843618000002 |
| Q4 2017 | 19 | 109,709 | VTI, VEA, TLT, VWO | 13F-HR | 2/7/2018 | 000172843618000001 |
| Q1 2010 | 281 | 89,231 | QQQM, VTI, IVV, FTEC | 13F-HR | 5/1/2023 | 000172843623000002 |