| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,131 | 3,536,337 | AAPL, IVV, NVDA, MSFT | 13F-HR | 11/4/2024 | 000176438724000010 |
| Q2 2024 | 1,099 | 3,284,281 | AAPL, IVV, NVDA, MSFT | 13F-HR | 7/19/2024 | 000176438724000007 |
| Q1 2024 | 1,115 | 3,176,111 | AAPL, IVV, MSFT, NVDA | 13F-HR | 5/2/2024 | 000176438724000004 |
| Q4 2023 | 1,069 | 2,894,842 | AAPL, MSFT, AGG, QQQ | 13F-HR | 2/6/2024 | 000176438724000001 |
| Q3 2023 | 906 | 1,991,697 | AAPL, BIL, MSFT, VIG | 13F-HR | 11/14/2023 | 000176438723000005 |
| Q2 2023 | 940 | 2,073,528 | AAPL, VIG, MSFT, IVV | 13F-HR | 8/4/2023 | 000176438723000004 |
| Q1 2023 | 870 | 1,630,403 | AAPL, VTV, MSFT, VIG | 13F-HR | 5/15/2023 | 000176438723000003 |
| Q4 2022 | 854 | 1,409,208 | IVV, AAPL, MSFT, QQQ | 13F-HR | 2/15/2023 | 000176438723000001 |
| Q3 2022 | 814 | 1,213,786 | AAPL, IVV, MSFT, AMZN | 13F-HR | 11/8/2022 | 000176438722000007 |
| Q2 2022 | 754 | 1,201,263 | AAPL, QQQ, MSFT, AMZN | 13F-HR | 8/11/2022 | 000176438722000006 |
| Q1 2022 | 761 | 1,407,495 | AAPL, QQQ, MSFT, AMZN | 13F-HR | 5/16/2022 | 000176438722000005 |
| Q4 2021 | 764 | 1,338,472 | MSFT, FT CBOE VEST NASDAQ 100 BUFFER ETF, APTS, IJR | 13F-HR | 2/14/2022 | 000176438722000004 |
| Q3 2021 | 471 | 729,671 | AAPL, QQQ, AMZN, MSFT | 13F-HR | 11/15/2021 | 000176438721000005 |
| Q2 2021 | 361 | 559,217 | AAPL, QQQ, BND, AMZN | 13F-HR | 8/12/2021 | 000176438721000004 |
| Q1 2021 | 335 | 517,333 | AAPL, QQQ, BND, IJR | 13F-HR | 5/17/2021 | 000176438721000003 |
| Q4 2020 | 198 | 369,028 | AAPL, QQQ, BND, IJR | 13F-HR | 1/29/2021 | 000176438721000001 |
| Q3 2020 | 159 | 222,774 | QQQ, BND, AAPL, IJR | 13F-HR | 11/3/2020 | 000176438720000006 |
| Q2 2020 | 765 | 181,072 | QQQ, BND, IJR, AAPL | 13F-HR | 8/14/2020 | 000176438720000005 |
| Q1 2020 | 60 | 97,436 | SPY, BND, IJR, AAPL | 13F-HR | 5/8/2020 | 000176438720000002 |
| Q4 2019 | 74 | 113,285 | SCHX, SCHZ, SCHA, AAPL | 13F-HR | 1/30/2020 | 000176438720000001 |
| Q3 2019 | 65 | 95,420 | SCHX, SCHZ, SCHA, AAPL | 13F-HR | 11/14/2019 | 000176438719000004 |
| Q2 2019 | 98 | 87,091 | SCHX, SCHZ, SCHA, AAPL | 13F-HR | 8/14/2019 | 000176438719000003 |
| Q1 2019 | 51 | 75,847 | SCHX, SCHZ, SCHA, AAPL | 13F-HR | 5/15/2019 | 000176438719000002 |
| Q4 2018 | 45 | 108,503 | SCHZ, SCHM, SCHA, SCHD | 13F-HR | 2/13/2019 | 000176438719000001 |