| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 231 | 363,800 | AAPL, MSFT, VUG, VB | 13F-HR | 10/31/2024 | 000108514624005257 |
| Q2 2024 | 206 | 317,361 | AAPL, MSFT, VUG, VB | 13F-HR | 7/25/2024 | 000108514624003222 |
| Q1 2024 | 210 | 310,289 | AAPL, MSFT, VUG, VB | 13F-HR | 5/2/2024 | 000108514624002187 |
| Q4 2023 | 201 | 280,421 | AAPL, MSFT, VB, VUG | 13F-HR | 1/10/2024 | 000108514624000167 |
| Q3 2023 | 200 | 255,480 | AAPL, MSFT, VB, VO | 13F-HR | 10/19/2023 | 000108514623003812 |
| Q2 2023 | 202 | 257,905 | AAPL, MSFT, VB, VO | 13F-HR | 7/13/2023 | 000108514623002704 |
| Q1 2023 | 194 | 243,858 | AAPL, MSFT, VB, VO | 13F-HR | 4/11/2023 | 000108514623001630 |
| Q4 2022 | 190 | 231,996 | AAPL, MSFT, VB, VO | 13F-HR | 1/18/2023 | 000108514623000207 |
| Q3 2022 | 185 | 225,948 | AAPL, MSFT, VB, VO | 13F-HR | 11/2/2022 | 000108514622003727 |
| Q2 2022 | 176 | 220,247 | AAPL, SPTS, MSFT, VB | 13F-HR | 7/27/2022 | 000108514622002622 |
| Q1 2022 | 73 | 231,003 | ISTB, SCHM, IYR, AGG | 13F-HR | 4/25/2022 | 000108514622001521 |
| Q4 2021 | 190 | 262,422 | AAPL, SPTS, MSFT, VB | RESTATEMENT | 6/6/2022 | 000108514622002237 |
| Q3 2021 | 179 | 236,403 | AAPL, SPTS, MSFT, VB | 13F-HR | 10/12/2021 | 000108514621002753 |
| Q2 2021 | 183 | 233,791 | SPTS, AAPL, MSFT, VB | 13F-HR | 7/13/2021 | 000108514621001949 |
| Q1 2021 | 175 | 222,617 | SPTS, AAPL, MSFT, VB | 13F-HR | 4/20/2021 | 000108514621001255 |
| Q4 2020 | 164 | 200,162 | SPTS, AAPL, MSFT, VB | 13F-HR | 1/22/2021 | 000108514621000229 |
| Q3 2020 | 150 | 176,188 | SPTS, AAPL, MSFT, VB | 13F-HR | 10/14/2020 | 000108514620002515 |
| Q2 2020 | 145 | 163,826 | SPTS, AAPL, MSFT, VO | 13F-HR | 7/9/2020 | 000108514620001728 |
| Q1 2020 | 132 | 131,164 | SPTS, AAPL, MSFT, JNJ | 13F-HR | 4/9/2020 | 000108514620001043 |
| Q4 2019 | 161 | 163,819 | SPTS, AAPL, MSFT, VB | 13F-HR | 1/13/2020 | 000108514620000119 |
| Q3 2019 | 158 | 150,352 | SPTS, AAPL, MSFT, VB | 13F-HR | 10/22/2019 | 000108514619002612 |
| Q2 2019 | 159 | 143,050 | AAPL, MSFT, XOM, VB | 13F-HR | 7/15/2019 | 000108514619001885 |
| Q1 2019 | 155 | 133,747 | AAPL, XOM, MSFT, VB | 13F-HR | 4/9/2019 | 000108514619001121 |
| Q4 2018 | 114 | 94,301 | AAPL, VB, SDY, VO | 13F-HR | 1/15/2019 | 000108514619000157 |
| Q3 2018 | 136 | 111,364 | AAPL, VB, VO, XOM | 13F-HR | 11/14/2018 | 000108514618002708 |
| Q2 2018 | 135 | 108,173 | AAPL, VB, XOM, VO | 13F-HR | 8/7/2018 | 000108514618001883 |
| Q1 2018 | 127 | 103,218 | AAPL, VB, XOM, VO | 13F-HR | 4/17/2018 | 000108514618001095 |
| Q4 2017 | 133 | 108,595 | AAPL, VB, XOM, IGSB | 13F-HR | 2/5/2018 | 000108514618000329 |