| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 79 | 346,892 | BIL, VTI, USFR, TIP | 13F-HR | 4/25/2025 | 000172993925000002 |
| Q4 2024 | 72 | 349,675 | BIL, VTI, USFR, TFLO | 13F-HR | 2/3/2025 | 000172993925000001 |
| Q3 2024 | 81 | 387,639 | BIL, VTI, USFR, SPY | 13F-HR | 11/12/2024 | 000172993924000008 |
| Q2 2024 | 33 | 31,803 | IVV, VTI, SPY, AAPL | NEW HOLDINGS | 10/29/2024 | 000172993924000005 |
| Q2 2024 | 33 | 31,803 | IVV, VTI, SPY, AAPL | NEW HOLDINGS | 10/28/2024 | 000173294924000003 |
| Q2 2024 | 384 | 334,836 | BIL, VTI, USFR, TIP | 13F-HR | 8/22/2024 | 000139834424015203 |
| Q1 2024 | 78 | 365,675 | BIL, VTI, SPY, SHY | 13F-HR | 10/29/2024 | 000172993924000006 |
| Q4 2023 | 55 | 22,115 | SPY, AAPL, IVV, VTI | NEW HOLDINGS | 12/2/2024 | 000172993924000010 |
| Q4 2023 | 59 | 329,405 | BIL, VTI, SHY, VGSH | 13F-HR | 2/5/2024 | 000172993924000001 |
| Q3 2023 | 46 | 15,098 | AAPL, SPY, IVV, VTI | NEW HOLDINGS | 12/2/2024 | 000172993924000011 |
| Q3 2023 | 60 | 325,904 | BIL, VTI, SHY, VGSH | 13F-HR | 11/9/2023 | 000184386723000008 |
| Q2 2023 | 48 | 15,563 | AAPL, SPY, IVV, AOA | NEW HOLDINGS | 12/2/2024 | 000172993924000012 |
| Q2 2023 | 62 | 332,210 | BIL, VTI, SPY, VGSH | 13F-HR | 8/7/2023 | 000172993923000004 |
| Q1 2023 | 45 | 15,391 | AAPL, IVV, SPY, XLK | NEW HOLDINGS | 12/10/2024 | 000172993924000013 |
| Q1 2023 | 46 | 304,362 | BIL, VTI, SPY, VGSH | 13F-HR | 4/27/2023 | 000172993923000003 |
| Q4 2022 | 45 | 16,131 | AAPL, XLV, XLK, IVV | NEW HOLDINGS | 12/26/2024 | 000172993924000014 |
| Q4 2022 | 65 | 302,836 | BIL, VTI, VGSH, SPY | 13F-HR | 2/1/2023 | 000172993923000002 |
| Q3 2022 | 42 | 17,390 | AAPL, XLV, XLK, IVV | NEW HOLDINGS | 12/26/2024 | 000172993924000015 |
| Q3 2022 | 67 | 266,444 | VTI, SHY, VGSH, SPY | 13F-HR | 2/1/2023 | 000172993923000001 |
| Q2 2022 | 36 | 14,422 | AAPL, XLK, XLV, IVV | NEW HOLDINGS | 12/26/2024 | 000172993924000016 |
| Q2 2022 | 163 | 687,640 | ADBE, DHR, VTI, SPY | 13F-HR | 8/4/2022 | 000172993922000004 |
| Q1 2022 | 45 | 19,142 | AAPL, XLK, SPY, TSLA | NEW HOLDINGS | 12/26/2024 | 000172993924000017 |
| Q1 2022 | 189 | 796,747 | ADBE, VTI, DHR, SPY | 13F-HR | 5/9/2022 | 000172993922000003 |
| Q4 2021 | 61 | 29,673 | AAPL, SPY, VTI, VTIP | NEW HOLDINGS | 12/26/2024 | 000172993924000018 |
| Q4 2021 | 193 | 847,542 | ADBE, DHR, VTI, SPY | 13F-HR | 2/10/2022 | 000172993922000002 |
| Q3 2021 | 188 | 787,363 | ADBE, VTI, DHR, SPY | 13F-HR | 2/10/2022 | 000172993922000001 |
| Q2 2021 | 91 | 102,343 | SPY, AAPL, CSCO, ABBV | 13F-HR | 8/16/2021 | 000172993921000005 |
| Q1 2021 | 120 | 245,131 | VTI, VGSH, SHY, SPY | 13F-HR | 5/17/2021 | 000172993921000004 |
| Q4 2020 | 107 | 220,631 | VTI, SHY, VGSH, SPY | 13F-HR | 2/16/2021 | 000172993921000003 |
| Q3 2020 | 61 | 215,536 | VTI, SHY, VGSH, SPY | 13F-HR | 11/12/2020 | 000108514620002849 |
| Q2 2020 | 64 | 225,921 | VTI, SHY, VGSH, SPY | 13F-HR | 8/20/2020 | 000108514620002370 |
| Q4 2019 | 65 | 237,834 | BIL, VTI, TFLO, SPY | 13F-HR | 2/10/2020 | 000108514620000520 |
| Q3 2019 | 65 | 217,552 | BIL, VTI, TFLO, SPY | 13F-HR | 11/21/2019 | 000108514619003041 |
| Q2 2019 | 64 | 221,321 | BIL, VTI, TFLO, SPY | 13F-HR | 7/11/2019 | 000108514619001848 |
| Q1 2019 | 69 | 239,951 | BIL, VTI, TFLO, SPY | 13F-HR | 5/1/2019 | 000108514619001298 |
| Q4 2018 | 70 | 217,463 | BIL, VTI, SPY, VTIP | 13F-HR | 2/14/2019 | 000108514619000848 |