| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 716 | 711,561 | IVV, SPY, IJH, BRK-A | 13F-HR | 4/22/2025 | 000173003325000002 |
| Q4 2024 | 646 | 725,231 | IVV, SPY, IJH, BRK-A | 13F-HR | 1/27/2025 | 000173003325000001 |
| Q3 2024 | 713 | 862,161 | ENSG, IVV, SPY, IJH | 13F-HR | 11/12/2024 | 000173003324000005 |
| Q2 2024 | 936 | 892,429 | ENSG, IVV, SPY, IJH | 13F-HR | 7/29/2024 | 000173003324000003 |
| Q1 2024 | 927 | 858,143 | ENSG, IVV, SPY, IJH | 13F-HR | 5/13/2024 | 000173003324000002 |
| Q4 2023 | 413 | 632,062 | ENSG, IVV, SPY, IJH | 13F-HR | 2/9/2024 | 000173003324000001 |
| Q3 2023 | 580 | 578,249 | ENSG, IVV, SPY, IJH | 13F-HR | 11/8/2023 | 000173003323000004 |
| Q2 2023 | 868 | 712,360 | ENSG, IVV, SPY, IJH | 13F-HR | 7/28/2023 | 000173003323000003 |
| Q1 2023 | 811 | 685,525 | ENSG, IVV, SPY, IJH | 13F-HR | 5/12/2023 | 000173003323000002 |
| Q4 2022 | 1,017 | 630,323 | ENSG, IVV, SPY, IJH | 13F-HR | 2/7/2023 | 000173003323000001 |
| Q3 2022 | 1,289 | 553,339 | ENSG, IVV, SPY, BRK-A | 13F-HR | 11/14/2022 | 000173003322000004 |
| Q2 2022 | 1,165 | 452,821 | ENSG, IVV, SPY, IJH | 13F-HR | 8/2/2022 | 000173003322000003 |
| Q1 2022 | 503 | 512,490 | ENSG, IVV, SPY, ESGV | 13F-HR | 4/27/2022 | 000173003322000002 |
| Q4 2021 | 415 | 491,827 | ENSG, IVV, ESGV, SPY | 13F-HR | 2/10/2022 | 000173003322000001 |
| Q3 2021 | 408 | 423,193 | ENSG, IVV, SPY, PNTG | 13F-HR | 10/29/2021 | 000173003321000004 |
| Q2 2021 | 473 | 403,085 | ENSG, PNTG, IVV, SPY | 13F-HR | 8/10/2021 | 000173003321000003 |
| Q1 2021 | 474 | 403,164 | ENSG, PNTG, IVV, SPY | 13F-HR | 4/21/2021 | 000173003321000002 |
| Q4 2020 | 457 | 249,833 | PS, SPY, IVV, DBEF | 13F-HR | 1/27/2021 | 000173003321000001 |
| Q3 2020 | 640 | 213,210 | PS, SPY, IVV, DBEF | 13F-HR | 10/13/2020 | 000173003320000005 |
| Q2 2020 | 231 | 204,706 | PS, SPY, IVV, DBEF | 13F-HR | 7/24/2020 | 000173003320000004 |
| Q1 2020 | 193 | 167,595 | PS, SPY, IVV, DBEF | 13F-HR | 5/7/2020 | 000173003320000003 |
| Q4 2019 | 262 | 228,464 | PS, SPY, IVV, DBEF | 13F-HR | 2/5/2020 | 000173003320000002 |
| Q3 2019 | 225 | 217,522 | PS, SPY, IVV, DBEF | 13F-HR | 11/6/2019 | 000173003319000006 |
| Q2 2019 | 310 | 307,593 | PS, SPY, IVV, CVX | 13F-HR | 8/9/2019 | 000173003319000005 |
| Q1 2019 | 249 | 317,732 | PS, CVX, SPY, IVV | 13F-HR | 5/10/2019 | 000173003319000004 |
| Q4 2018 | 228 | 315,601 | PS, SPY, CVX, IVV | 13F-HR | 2/5/2019 | 000173003319000002 |
| Q3 2018 | 234 | 118,172 | CVX, IVV, SPY, DBEF | 13F-HR | 11/13/2018 | 000173003318000006 |
| Q2 2018 | 261 | 107,718 | CVX, SPY, IVV, DBEF | 13F-HR | 8/7/2018 | 000173003318000005 |
| Q1 2018 | 279 | 101,976 | CVX, SPY, IVV, DBEF | 13F-HR | 5/7/2018 | 000173003318000004 |
| Q4 2017 | 279 | 102,124 | CVX, SPY, IVV, DBEF | 13F-HR | 2/9/2018 | 000173003318000002 |