| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 81 | 191,531 | IVV, VGIT, BME, AVLV | 13F-HR | 4/12/2024 | 000117266124001839 |
| Q4 2023 | 63 | 158,775 | IVV, VGIT, BME, AMERICAN CENTY ETF TR | 13F-HR | 1/19/2024 | 000117266124000281 |
| Q3 2023 | 56 | 144,863 | VGIT, IVV, BME, AMERICAN CENTY ETF TR | 13F-HR | 10/18/2023 | 000117266123003444 |
| Q2 2023 | 64 | 149,255 | BME, IVV, VGIT, ISRG | 13F-HR | 7/27/2023 | 000117266123002635 |
| Q1 2023 | 72 | 147,858 | BME, VGIT, IVV, IEFA | 13F-HR | 4/17/2023 | 000117266123001711 |
| Q4 2022 | 74 | 136,575 | BME, VGIT, IVV, IEFA | 13F-HR | 1/31/2023 | 000117266123000362 |
| Q3 2022 | 69 | 122,753 | BME, VGIT, IVV, VTIP | 13F-HR | 10/25/2022 | 000160658722001990 |
| Q2 2022 | 73 | 121,565 | BME, VGIT, IVV, IWF | 13F-HR | 7/15/2022 | 000160658722001322 |
| Q1 2022 | 73 | 117,066 | BME, IVV, IWF, ISRG | 13F-HR | 5/10/2022 | 000160658722001038 |
| Q4 2021 | 79 | 123,657 | BME, ISRG, IVV, AAPL | 13F-HR | 1/27/2022 | 000160658722000149 |