| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 3 | 698 | ADP, MSFT, META | 13F-HR | 10/21/2024 | 000176730224000006 |
| Q2 2024 | 29 | 13,293 | MSFT, NVDA, AAPL, AMZN | 13F-HR | 7/15/2024 | 000176730224000005 |
| Q1 2024 | 438 | 505,751 | AAPL, IVV, SCHD, QQQ | 13F-HR | 4/17/2024 | 000176730224000004 |
| Q4 2023 | 419 | 449,975 | AAPL, IVV, SCHD, QQQ | 13F-HR | 1/12/2024 | 000176730224000001 |
| Q3 2023 | 379 | 383,311 | AAPL, IVV, SCHD, QQQ | 13F-HR | 10/17/2023 | 000176730223000006 |
| Q2 2023 | 408 | 420,333 | AAPL, SCHD, IVV, QQQ | 13F-HR | 7/5/2023 | 000176730223000004 |
| Q1 2023 | 389 | 389,397 | AAPL, SCHD, IVV, VTV | 13F-HR | 4/4/2023 | 000176730223000003 |
| Q4 2022 | 372 | 355,018 | AAPL, IVV, SCHD, VTV | 13F-HR | 2/1/2023 | 000176730223000002 |
| Q3 2022 | 349 | 311,137 | AAPL, IVV, SCHD, ITOT | 13F-HR | 1/3/2023 | 000176730223000001 |
| Q2 2022 | 346 | 319,311 | AAPL, IVV, SCHD, ITOT | 13F-HR | 8/12/2022 | 000176730222000003 |
| Q1 2022 | 378 | 385,362 | AAPL, IVV, SCHD, ITOT | 13F-HR | 4/6/2022 | 000176730222000002 |
| Q4 2021 | 381 | 390,137 | AAPL, IVV, SCHD, ITOT | 13F-HR | 1/27/2022 | 000176730222000001 |
| Q3 2021 | 346 | 333,145 | AAPL, IVV, SCHD, ITOT | 13F-HR | 11/1/2021 | 000176730221000005 |
| Q2 2021 | 370 | 346,122 | AAPL, IVV, SCHD, ITOT | 13F-HR | 8/16/2021 | 000176730221000004 |
| Q1 2021 | 318 | 288,683 | AAPL, IVV, ITOT, VEA | 13F-HR | 5/11/2021 | 000176730221000003 |
| Q4 2020 | 322 | 282,510 | AAPL, IVV, SPTL, QQQ | 13F-HR | 2/12/2021 | 000176730221000001 |
| Q3 2020 | 293 | 254,804 | AAPL, IVV, SPTL, AMZN | 13F-HR | 11/9/2020 | 000176730220000006 |
| Q2 2020 | 281 | 224,431 | AAPL, IVV, ITOT, VEA | 13F-HR | 8/5/2020 | 000176730220000003 |
| Q1 2020 | 250 | 180,070 | IVV, AAPL, VEA, ITOT | 13F-HR | 5/7/2020 | 000176730220000002 |
| Q4 2019 | 292 | 235,310 | IVV, AAPL, VEA, ITOT | 13F-HR | 2/6/2020 | 000176730220000001 |
| Q3 2019 | 303 | 226,769 | IVV, AAPL, SPY, USMV | 13F-HR | 10/24/2019 | 000176730219000005 |
| Q2 2019 | 301 | 216,868 | AAPL, IJH, SPY, FBIN | 13F-HR | 8/6/2019 | 000176730219000004 |
| Q1 2019 | 289 | 205,625 | AAPL, SPY, IJH, IVV | 13F-HR | 5/8/2019 | 000176730219000002 |
| Q4 2018 | 242 | 164,785 | AAPL, SPY, IJH, IVV | RESTATEMENT | 5/14/2019 | 000176730219000003 |