| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 155 | 224,261 | SPY, IVV, VIG, AAPL | 13F-HR | 10/18/2024 | 000172951624000005 |
| Q2 2024 | 152 | 209,473 | SPY, IVV, VIG, AAPL | RESTATEMENT | 10/15/2024 | 000172951624000004 |
| Q1 2024 | 153 | 203,435 | SPY, IVV, VIG, SCHX | 13F-HR | 5/8/2024 | 000172951624000002 |
| Q4 2023 | 150 | 184,931 | SPY, IVV, VIG, AAPL | 13F-HR | 1/31/2024 | 000172951624000001 |
| Q3 2023 | 146 | 174,154 | SPY, IVV, VIG, AAPL | 13F-HR | 10/31/2023 | 000172951623000004 |
| Q2 2023 | 147 | 183,003 | SPY, IVV, VIG, AAPL | 13F-HR | 7/25/2023 | 000172951623000003 |
| Q1 2023 | 147 | 173,658 | SPY, IVV, VIG, AAPL | 13F-HR | 5/9/2023 | 000172951623000002 |
| Q4 2022 | 145 | 172,342 | SPY, IVV, VIG, SCHX | 13F-HR | 1/26/2023 | 000172951623000001 |
| Q3 2022 | 138 | 167,590 | SPY, IVV, VIG, GNMA | 13F-HR | 11/10/2022 | 000172951622000006 |
| Q2 2022 | 141 | 181,928 | SPY, IVV, GNMA, IGSB | 13F-HR | 7/18/2022 | 000172951622000005 |
| Q1 2022 | 149 | 214,052 | SPY, IVV, IGSB, GNMA | 13F-HR | 4/29/2022 | 000172951622000004 |
| Q4 2021 | 143 | 219,999 | SPY, IGSB, SCHO, SCHZ | 13F-HR | 2/11/2022 | 000172951622000002 |
| Q3 2021 | 139 | 203,008 | SPY, IGSB, SCHZ, SCHO | 13F-HR | 11/4/2021 | 000137647421000387 |
| Q2 2021 | 142 | 206,178 | SPY, SCHZ, IGSB, SCHO | 13F-HR | 8/9/2021 | 000137647421000251 |
| Q1 2021 | 138 | 197,320 | SPY, SCHZ, IGSB, SCHO | 13F-HR | 5/6/2021 | 000137647421000142 |
| Q4 2020 | 138 | 188,735 | SPY, SCHZ, IGSB, SCHO | 13F-HR | 2/12/2021 | 000137647421000058 |
| Q3 2020 | 137 | 168,981 | SPY, SCHZ, IGSB, SCHO | 13F-HR | 11/10/2020 | 000137647420000279 |
| Q2 2020 | 135 | 154,235 | SPY, IGSB, SCHZ, VCIT | 13F-HR | 8/11/2020 | 000137647420000183 |
| Q1 2020 | 133 | 133,326 | SPY, IGSB, SCHZ, VCIT | 13F-HR | 5/5/2020 | 000137647420000101 |
| Q4 2019 | 156 | 170,679 | SPY, IGSB, VCIT, SCHZ | 13F-HR | 1/31/2020 | 000137647420000036 |
| Q3 2019 | 151 | 157,360 | SPY, IGSB, SCHZ, VCIT | 13F-HR | 10/22/2019 | 000137647419000254 |
| Q2 2019 | 150 | 149,187 | SPY, VCIT, IGSB, SCHZ | 13F-HR | 7/17/2019 | 000137647419000181 |
| Q1 2019 | 150 | 144,235 | SPY, VCIT, IGSB, SCHZ | 13F-HR | 4/25/2019 | 000137647419000106 |
| Q4 2018 | 145 | 133,821 | SPY, VCIT, SCHZ, IGSB | 13F-HR | 1/29/2019 | 000137647419000022 |
| Q3 2018 | 152 | 148,744 | SPY, VCIT, SCHZ, IGSB | 13F-HR | 11/5/2018 | 000137647418000148 |
| Q2 2018 | 148 | 146,449 | SPY, VCIT, SCHZ, IGSB | 13F-HR | 7/19/2018 | 000137647418000114 |
| Q1 2018 | 148 | 147,240 | SPY, SCHZ, VCIT, IGSB | 13F-HR | 4/19/2018 | 000137647418000095 |
| Q4 2017 | 96 | 100,348 | SPY, SCHZ, VCIT, IGSB | 13F-HR | 2/9/2018 | 000137647418000031 |