| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 682 | 419,990 | FISR, SPY, VUG, VEA | 13F-HR | 10/25/2024 | 000143774924032067 |
| Q2 2024 | 693 | 388,234 | VUG, FISR, VEA, SPY | 13F-HR | 7/15/2024 | 000143774924022732 |
| Q1 2024 | 724 | 379,508 | SPY, FISR, VUG, VEA | 13F-HR | 4/18/2024 | 000143774924012389 |
| Q4 2023 | 710 | 337,401 | SPY, FISR, VUG, VEA | 13F-HR | 2/1/2024 | 000143774924002799 |
| Q3 2023 | 706 | 306,795 | SPY, FISR, VUG, VEA | 13F-HR | 11/3/2023 | 000143774923030201 |
| Q2 2023 | 680 | 314,147 | SPY, FISR, VUG, VEA | 13F-HR | 7/24/2023 | 000143774923020523 |
| Q1 2023 | 660 | 301,178 | FISR, SPY, VEA, VUG | RESTATEMENT | 5/30/2023 | 000143774923016095 |
| Q4 2022 | 665 | 278,474 | FISR, VEA, VTV, VUG | RESTATEMENT | 5/30/2023 | 000143774923016094 |
| Q3 2022 | 678 | 262,848 | FISR, VUG, VEA, VTV | 13F-HR | 11/10/2022 | 000143774922026744 |
| Q2 2022 | 669 | 280,170 | FISR, VEA, VUG, VTV | 13F-HR | 8/1/2022 | 000143774922018220 |
| Q1 2022 | 644 | 313,352 | VUG, VEA, SPY, VTV | 13F-HR | 5/10/2022 | 000143774922011626 |
| Q4 2021 | 679 | 320,005 | FISR, VUG, VEA, VTV | 13F-HR | 2/14/2022 | 000143774922003238 |
| Q3 2021 | 620 | 299,464 | SPY, FISR, VEA, VUG | 13F-HR | 11/15/2021 | 000143774921026678 |
| Q2 2021 | 614 | 312,022 | SPY, FISR, VUG, VEA | 13F-HR | 8/9/2021 | 000143774921019143 |
| Q1 2021 | 549 | 285,582 | TOTL, SPLG, VEA, VUG | 13F-HR | 5/26/2021 | 000143774921013425 |
| Q4 2020 | 532 | 261,731 | TOTL, SPLG, VUG, VEA | 13F-HR | 2/16/2021 | 000143774921002935 |
| Q3 2020 | 494 | 244,172 | TOTL, SPLG, JNK, VUG | 13F-HR | 11/13/2020 | 000143774920023811 |
| Q2 2020 | 393 | 215,038 | TOTL, SPAB, VUG, SPLG | 13F-HR | 8/13/2020 | 000143774920017789 |
| Q1 2020 | 289 | 184,239 | TOTL, SPAB, SPY, VEA | 13F-HR | 5/14/2020 | 000143774920010707 |
| Q4 2019 | 550 | 231,005 | TOTL, SPAB, SPY, VEA | 13F-HR | 2/11/2020 | 000143774920002259 |
| Q3 2019 | 522 | 210,409 | TOTL, SPAB, VEA, VTV | 13F-HR | 11/12/2019 | 000143774919022355 |
| Q2 2019 | 567 | 209,435 | SPY, SPDW, VEA, VTV | 13F-HR | 8/13/2019 | 000143774919016564 |
| Q1 2019 | 601 | 198,508 | SPY, SPDW, VEA, VTV | 13F-HR | 5/13/2019 | 000143774919009675 |
| Q4 2018 | 605 | 173,125 | SPY, SPDW, VEA, VTV | RESTATEMENT | 2/25/2019 | 000143774919003270 |