| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 81 | 408,628 | JCPB, IVV, WINN, JSI | 13F-HR | 5/2/2025 | 000139834425008524 |
| Q4 2024 | 76 | 382,313 | JCPB, IVV, WINN, VOOV | 13F-HR | 2/7/2025 | 000139834425002224 |
| Q3 2024 | 75 | 341,441 | JCPB, IVV, WINN, COWZ | 13F-HR | 11/8/2024 | 000139834424020388 |
| Q2 2024 | 74 | 318,845 | JCPB, IVV, WINN, COWZ | 13F-HR | 8/14/2024 | 000139834424014700 |
| Q1 2024 | 66 | 307,819 | JCPB, IVV, WINN, COWZ | 13F-HR | 4/30/2024 | 000139834424008340 |
| Q4 2023 | 63 | 282,383 | IVV, VUSB, JCPB, FIRST TR EXCHNG TRADED FD VI | 13F-HR | 1/25/2024 | 000139834424001035 |
| Q3 2023 | 60 | 248,842 | IVV, VUSB, JCPB, VOOV | 13F-HR | 12/6/2023 | 000139834423022306 |
| Q2 2023 | 63 | 264,190 | IVV, VUSB, IWD, VOOV | 13F-HR | 8/14/2023 | 000139834423014858 |
| Q1 2023 | 58 | 246,410 | IVV, VUSB, IWD, VGSH | 13F-HR | 5/15/2023 | 000139834423009780 |
| Q4 2022 | 52 | 231,719 | IVV, VUSB, IWD, VGSH | 13F-HR | 2/14/2023 | 000139834423003336 |
| Q3 2022 | 53 | 223,937 | IVV, VUSB, VGSH, IWD | 13F-HR | 11/14/2022 | 000139834422021937 |
| Q2 2022 | 55 | 192,870 | IVV, IWD, DNOV, VUSB | 13F-HR | 8/11/2022 | 000139834422015390 |
| Q1 2022 | 54 | 179,026 | IVV, IWD, DNOV, YMAR | 13F-HR | 5/10/2022 | 000139834422009248 |
| Q4 2021 | 52 | 188,988 | IVV, FAPR, IWD, IEFA | 13F-HR | 2/25/2022 | 000139834422003927 |
| Q3 2021 | 43 | 170,379 | IVV, FAPR, IWD, IEFA | 13F-HR | 11/15/2021 | 000139834421021500 |
| Q2 2021 | 40 | 170,186 | IWL, FAPR, IWD, IVV | 13F-HR | 8/10/2021 | 000139834421015800 |
| Q1 2021 | 198 | 181,277 | IVV, DFEB, SCHX, IWD | 13F-HR | 5/4/2021 | 000139834421009502 |
| Q4 2020 | 229 | 187,181 | IVV, DFEB, GOVT, SCHX | 13F-HR | 3/2/2021 | 000139834421005304 |
| Q3 2020 | 30 | 167,437 | IVV, DFEB, GOVT, SCHX | 13F-HR | 11/12/2020 | 000139834420022293 |
| Q2 2020 | 30 | 168,599 | IVV, DFEB, GOVT, AGG | 13F-HR | 8/14/2020 | 000139834420015859 |