| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 100 | 119,668 | VUG, VYM, VB, AAPL | 13F-HR | 2/7/2024 | 000117266124000517 |
| Q3 2023 | 95 | 108,460 | VYM, VUG, VB, AAPL | 13F-HR | 11/1/2023 | 000117266123003565 |
| Q2 2023 | 102 | 115,308 | VYM, VUG, AAPL, VB | 13F-HR | 8/1/2023 | 000117266123002704 |
| Q1 2023 | 108 | 119,942 | VYM, VUG, VB, AAPL | 13F-HR | 5/4/2023 | 000117266123001845 |
| Q4 2022 | 111 | 121,914 | VYM, VUG, VB, SPXX | 13F-HR | 1/26/2023 | 000117266123000308 |
| Q3 2022 | 114 | 141,250 | MINT, VYM, VUG, VB | 13F-HR | 11/1/2022 | 000160658722002071 |
| Q2 2022 | 62 | 94,397 | MINT, VYM, VUG, VB | 13F-HR | 8/9/2022 | 000160658722001682 |
| Q1 2022 | 132 | 183,591 | MINT, VYM, VUG, VB | 13F-HR | 4/20/2022 | 000160658722000713 |
| Q4 2021 | 130 | 189,556 | MINT, VUG, VYM, VB | 13F-HR | 1/18/2022 | 000160658722000023 |
| Q3 2021 | 127 | 178,910 | MINT, VUG, VYM, BND | 13F-HR | 10/19/2021 | 000160658721001306 |
| Q2 2021 | 128 | 181,815 | MINT, VUG, VYM, VB | 13F-HR | 7/27/2021 | 000160658721000905 |
| Q1 2021 | 125 | 171,112 | MINT, VYM, VUG, BND | 13F-HR | 4/23/2021 | 000160658721000399 |
| Q4 2020 | 123 | 160,402 | MINT, VYM, VUG, BND | 13F-HR | 2/2/2021 | 000160658721000155 |
| Q3 2020 | 117 | 140,262 | MINT, VUG, VYM, BND | 13F-HR | 10/29/2020 | 000160658720001147 |
| Q2 2020 | 109 | 122,462 | VYM, VUG, VB, MINT | 13F-HR | 8/3/2020 | 000160658720000772 |
| Q1 2020 | 97 | 95,159 | VYM, VUG, PFF, SPXX | 13F-HR | 5/4/2020 | 000160658720000570 |
| Q4 2019 | 551 | 119,764 | VYM, VUG, SPXX, VB | 13F-HR | 2/5/2020 | 000160658720000181 |