| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 443 | 655,834 | CGDV, VTI, AAPL, AMZN | 13F-HR | 4/21/2025 | 000175496025000217 |
| Q4 2024 | 452 | 675,021 | CGDV, VTI, AAPL, AMZN | 13F-HR | 2/6/2025 | 000175496025000112 |
| Q3 2024 | 431 | 659,651 | CGDV, VTI, AAPL, AMZN | 13F-HR | 10/24/2024 | 000175496024000535 |
| Q2 2024 | 424 | 598,883 | CGDV, VTI, AAPL, AMZN | 13F-HR | 7/24/2024 | 000175496024000339 |
| Q1 2024 | 409 | 567,803 | CGDV, VTI, AAPL, AMZN | 13F-HR | 4/30/2024 | 000175496024000189 |
| Q4 2023 | 394 | 509,442 | VTI, AAPL, CGDV, AMZN | 13F-HR | 1/29/2024 | 000175496024000063 |
| Q3 2023 | 348 | 415,876 | VTI, VIG, AAPL, AMZN | 13F-HR | 11/13/2023 | 000175496023000335 |
| Q2 2023 | 349 | 414,211 | VIG, VTI, AAPL, AMZN | 13F-HR | 8/14/2023 | 000175496023000246 |
| Q1 2023 | 334 | 378,862 | VIG, VTI, AAPL, MSFT | 13F-HR | 4/27/2023 | 000175496023000132 |
| Q4 2022 | 349 | 379,096 | VIG, VTI, AAPL, MSFT | 13F-HR | 2/1/2023 | 000175496023000055 |
| Q3 2022 | 320 | 336,843 | VIG, VTI, AAPL, AMZN | 13F-HR | 10/27/2022 | 000175496022000278 |
| Q2 2022 | 342 | 392,640 | VIG, VTI, AAPL, AMZN | 13F-HR | 8/8/2022 | 000175496022000217 |
| Q1 2022 | 359 | 418,116 | VTI, AAPL, VIG, AMZN | 13F-HR | 4/28/2022 | 000175496022000117 |
| Q4 2021 | 365 | 350,068 | AAPL, MSFT, AMZN, TSLA | 13F-HR | 1/28/2022 | 000175496022000043 |
| Q3 2021 | 342 | 305,488 | AAPL, AMZN, MSFT, TSLA | 13F-HR | 11/2/2021 | 000175496021000204 |
| Q2 2021 | 349 | 299,800 | AAPL, AMZN, MSFT, TSLA | 13F-HR | 7/22/2021 | 000175496021000142 |
| Q1 2021 | 320 | 261,480 | AAPL, AMZN, MSFT, VZ | 13F-HR | 5/13/2021 | 000175496021000088 |
| Q4 2020 | 282 | 188,093 | AAPL, MSFT, IVV, VZ | 13F-HR | 2/2/2021 | 000175496021000028 |
| Q3 2020 | 248 | 160,993 | AAPL, MSFT, VZ, IVV | 13F-HR | 11/25/2020 | 000175496020000086 |
| Q2 2020 | 208 | 138,647 | GBIL, MSFT, AAPL, BIL | 13F-HR | 7/23/2020 | 000175496020000047 |
| Q1 2020 | 168 | 110,241 | GBIL, BIL, MSFT, AAPL | 13F-HR | 4/17/2020 | 000175496020000024 |
| Q4 2019 | 257 | 153,862 | AAPL, MSFT, IVV, BRK-B | RESTATEMENT | 1/28/2020 | 000175496020000009 |
| Q3 2019 | 250 | 147,224 | AAPL, MSFT, IGIB, IVV | 13F-HR | 10/25/2019 | 000175496019000035 |
| Q2 2019 | 213 | 155,692 | USMV, FDIS, IVV, VIG | 13F-HR | 7/17/2019 | 000175496019000018 |
| Q1 2019 | 212 | 151,633 | USMV, FDIS, IVV, VIG | 13F-HR | 4/30/2019 | 000175496019000009 |
| Q4 2018 | 185 | 117,474 | BIL, USMV, FDIS, IVV | 13F-HR | 1/29/2019 | 000175496019000001 |
| Q3 2018 | 212 | 130,483 | FDIS, USMV, IVV, MSFT | 13F-HR | 11/5/2018 | 000175496018000004 |
| Q2 2018 | 1,013 | 141,573 | FDIS, USMV, IVV, MSFT | 13F-HR | 8/9/2018 | 000174886118000001 |