| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 78 | 383,046 | TJX, IVV, AAPL, IGSB | 13F-HR | 10/24/2024 | 000195175724001125 |
| Q2 2024 | 73 | 359,320 | TJX, IVV, AAPL, IGSB | 13F-HR | 8/2/2024 | 000195175724000647 |
| Q1 2024 | 69 | 342,119 | TJX, IVV, AAPL, IGSB | 13F-HR | 4/22/2024 | 000195175724000352 |
| Q4 2023 | 66 | 326,345 | TJX, IVV, IGSB, AAPL | 13F-HR | 1/29/2024 | 000195175724000135 |
| Q3 2023 | 61 | 286,763 | TJX, IVV, IGSB, AAPL | 13F-HR | 10/30/2023 | 000195175723000639 |
| Q2 2023 | 62 | 283,740 | TJX, IVV, AAPL, SUB | 13F-HR | 7/31/2023 | 000195175723000459 |
| Q1 2023 | 59 | 260,202 | TJX, IVV, SUB, AAPL | 13F-HR | 5/1/2023 | 000195175723000216 |
| Q4 2022 | 69 | 293,909 | TJX, GVI, IVV, IWD | 13F-HR | 1/31/2023 | 000195175723000094 |
| Q3 2022 | 55 | 210,434 | TJX, IVV, SUB, AAPL | 13F-HR | 11/14/2022 | 000176772422000004 |
| Q2 2022 | 62 | 185,676 | TJX, EFV, SUB, IVV | 13F-HR | 8/12/2022 | 000176772422000003 |
| Q1 2022 | 59 | 190,742 | TJX, IVV, AAPL, IGSB | 13F-HR | 5/11/2022 | 000176772422000002 |
| Q4 2021 | 74 | 217,299 | TJX, IVV, SUB, MUB | 13F-HR | 2/11/2022 | 000176772422000001 |
| Q3 2021 | 69 | 216,540 | TJX, SUB, MUB, IVV | RESTATEMENT | 11/23/2021 | 000176772421000007 |
| Q2 2021 | 96 | 149,011 | PDBC, IEF, MTUM, TIP | RESTATEMENT | 8/16/2021 | 000184905521000005 |
| Q1 2021 | 27 | 181,907 | TJX, IVV, AAPL, AMZN | 13F-HR | 5/17/2021 | 000176772421000002 |
| Q4 2020 | 30 | 154,517 | TJX, IVV, AAPL, AMZN | 13F-HR | 2/11/2021 | 000176772421000001 |
| Q3 2020 | 29 | 156,503 | TJX, IVV, AAPL, AMZN | 13F-HR | 11/13/2020 | 000176772420000004 |
| Q2 2020 | 25 | 147,688 | TJX, IVV, AAPL, AMZN | 13F-HR | 8/14/2020 | 000176772420000003 |
| Q1 2020 | 26 | 162,800 | TJX, IVV, AAPL, AMZN | 13F-HR | 5/15/2020 | 000176772420000002 |
| Q4 2019 | 26 | 162,800 | TJX, IVV, AAPL, AMZN | 13F-HR | 2/12/2020 | 000176772420000001 |
| Q3 2019 | 23 | 146,940 | TJX, IVV, AAPL, AMZN | 13F-HR | 11/5/2019 | 000174881419000007 |
| Q2 2019 | 20 | 139,040 | TJX, IVV, AMZN, AAPL | 13F-HR | 8/14/2019 | 000176772419000003 |
| Q1 2019 | 133 | 141,266 | TJX, IVV, AMZN, AAPL | 13F-HR | 5/15/2019 | 000176772419000002 |
| Q4 2018 | 10 | 120,372 | TJX, IVV, BRK-B, AAPL | 13F-HR | 2/15/2019 | 000176772419000001 |