| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 191 | 813,145 | AGG, IEFA, BRK-B, IJR | 13F-HR | 11/14/2024 | 000199422024000025 |
| Q2 2024 | 182 | 874,278 | AGG, IEFA, BRK-B, AAPL | 13F-HR | 8/14/2024 | 000199422024000018 |
| Q1 2024 | 185 | 863,118 | AGG, IEFA, BRK-B, IJR | 13F-HR | 5/13/2024 | 000199422024000014 |
| Q4 2023 | 181 | 805,036 | AGG, IEFA, BRK-B, IJR | RESTATEMENT | 5/13/2024 | 000199422024000015 |
| Q3 2023 | 177 | 736,330 | AGG, IEFA, BRK-B, AAPL | 13F-HR | 11/13/2023 | 000199422023000002 |
| Q2 2023 | 186 | 740,331 | AGG, IEFA, BRK-B, AAPL | 13F-HR | 8/14/2023 | 000175980323000002 |
| Q1 2023 | 189 | 645,924 | AGG, IEFA, BRK-B, SDY | 13F-HR | 5/15/2023 | 000188991823000007 |
| Q4 2022 | 169 | 650,136 | BRK-B, IEFA, AGG, SDY | 13F-HR | 2/14/2023 | 000188991823000002 |
| Q3 2022 | 169 | 599,837 | BRK-B, VCSH, AGG, SDY | 13F-HR | 11/14/2022 | 000175980322000008 |
| Q2 2022 | 644 | 655,129 | VCSH, BRK-B, BSV, SDY | 13F-HR | 8/15/2022 | 000175980322000005 |
| Q1 2022 | 694 | 716,715 | BRK-B, AAPL, SDY, BSV | 13F-HR | 5/12/2022 | 000175980322000004 |
| Q4 2021 | 749 | 703,252 | BRK-B, AAPL, SDY, BSV | 13F-HR | 2/14/2022 | 000188991822000002 |
| Q3 2021 | 744 | 633,242 | BRK-B, BSV, SDY, AAPL | 13F-HR | 11/15/2021 | 000175980321000003 |
| Q2 2021 | 746 | 623,577 | BRK-B, BSV, SDY, AAPL | 13F-HR | 7/12/2021 | 000175980321000002 |
| Q1 2021 | 736 | 583,503 | BSV, BRK-B, SDY, AAPL | 13F-HR | 4/9/2021 | 000175980321000001 |
| Q4 2020 | 722 | 536,347 | BSV, BRK-B, AAPL, SDY | 13F-HR | 2/4/2021 | 000134880721000003 |
| Q3 2020 | 169 | 451,971 | BSV, BRK-B, AAPL, SDY | 13F-HR | 11/10/2020 | 000122107320000146 |
| Q2 2020 | 164 | 426,695 | BSV, AAPL, SDY, BRK-B | 13F-HR | 7/31/2020 | 000122107320000123 |
| Q1 2020 | 156 | 371,015 | BSV, SDY, AAPL, BRK-B | 13F-HR | 4/29/2020 | 000122107320000068 |
| Q4 2019 | 182 | 475,715 | SDY, BRK-B, AAPL, XLV | 13F-HR | 1/21/2020 | 000122107320000008 |
| Q3 2019 | 178 | 453,194 | SDY, BRK-B, VYM, XLV | 13F-HR | 11/12/2019 | 000122107319000122 |
| Q2 2019 | 162 | 417,912 | SDY, VYM, XLV, VIG | RESTATEMENT | 5/13/2024 | 000199422024000013 |
| Q1 2019 | 158 | 392,582 | SDY, VYM, XLV, VIG | RESTATEMENT | 5/10/2024 | 000199422024000012 |
| Q4 2018 | 152 | 340,834 | SDY, VYM, BRK-B, XLV | 13F-HR | 1/28/2019 | 000122107319000009 |