| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 485 | 738,159 | IVV, SCHF, SCHG, IUSB | 13F-HR | 11/4/2024 | 000139834424019902 |
| Q2 2024 | 466 | 656,166 | IVV, SCHF, SCHG, IVW | 13F-HR | 7/26/2024 | 000139834424013168 |
| Q1 2024 | 475 | 618,204 | IVV, SCHF, SCHG, IUSB | 13F-HR | 4/29/2024 | 000139834424008102 |
| Q4 2023 | 474 | 607,573 | IVV, SCHF, TLTW, SCHG | 13F-HR | 1/23/2024 | 000139834424000892 |
| Q3 2023 | 478 | 663,614 | IVV, VTV, SCHF, TLTW | 13F-HR | 10/25/2023 | 000139834423019701 |
| Q2 2023 | 485 | 663,775 | IVV, VTV, SCHF, IUSB | 13F-HR | 8/3/2023 | 000139834423014024 |
| Q1 2023 | 484 | 620,455 | IVV, VTV, SCHF, IUSB | 13F-HR | 5/8/2023 | 000139834423009091 |
| Q4 2022 | 288 | 522,198 | IVV, VTV, SCHF, ESGU | 13F-HR | 2/13/2023 | 000172930323000002 |
| Q3 2022 | 288 | 504,245 | IVV, SCHF, ESGU, VTV | 13F-HR | 11/4/2022 | 000172930322000009 |
| Q2 2022 | 290 | 504,641 | IVV, SCHF, ESGU, VTV | 13F-HR | 8/11/2022 | 000172930322000008 |
| Q1 2022 | 331 | 624,351 | IVV, LQDH, VTI, SCHF | 13F-HR | 5/9/2022 | 000172930322000007 |
| Q4 2021 | 281 | 600,744 | SCHF, IVV, ESGU, AAPL | 13F-HR | 2/10/2022 | 000172930322000004 |
| Q3 2021 | 231 | 373,553 | ESGU, IVV, PTBD, DGRO | 13F-HR | 11/12/2021 | 000172930321000007 |
| Q2 2021 | 764 | 638,278 | PTBD, ESGU, IVV, GOVT | 13F-HR | 8/6/2021 | 000172930321000006 |
| Q1 2021 | 1,176 | 556,420 | ESGU, IVV, PTBD, GOVT | 13F-HR | 5/17/2021 | 000172930321000005 |
| Q4 2020 | 299 | 541,868 | IVV, ESGU, VOO, LQD | 13F-HR | 2/16/2021 | 000172930321000002 |
| Q3 2020 | 390 | 285,462 | IVV, MGK, ESGU, AAPL | 13F-HR | 10/30/2020 | 000139834420021091 |
| Q2 2020 | 321 | 217,253 | IVV, DGRO, MGK, AGG | 13F-HR | 8/13/2020 | 000139834420015714 |
| Q1 2020 | 263 | 163,447 | IVV, DGRO, AGG, MGV | 13F-HR | 5/12/2020 | 000139834420009945 |
| Q4 2019 | 276 | 205,111 | IVV, DGRO, PWS, PTLC | 13F-HR | 2/13/2020 | 000139834420003270 |
| Q3 2019 | 259 | 188,691 | IVV, DGRO, PWS, AGG | 13F-HR | 11/13/2019 | 000139834419019951 |
| Q2 2019 | 224 | 172,447 | PWS, IVV, DGRO, AGG | 13F-HR | 8/12/2019 | 000139834419014047 |
| Q1 2019 | 271 | 178,864 | PWS, DGRO, IVV, PTLC | 13F-HR | 5/14/2019 | 000139834419008814 |
| Q4 2018 | 250 | 146,735 | PWS, PTLC, IVV, MGV | 13F-HR | 2/14/2019 | 000139834419002800 |
| Q3 2018 | 266 | 175,212 | PWS, AGG, IEI, MGV | 13F-HR | 11/5/2018 | 000139834418015945 |
| Q2 2018 | 248 | 163,983 | PWS, AGG, MGV, DGRO | 13F-HR | 8/2/2018 | 000139834418011099 |
| Q1 2018 | 238 | 157,787 | PWS, JNK, MGV, VIG | 13F-HR | 5/11/2018 | 000139834418007277 |
| Q4 2017 | 221 | 164,234 | PWS, JNK, MGV, VIG | RESTATEMENT | 4/18/2018 | 000139834418005661 |