| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 653 | 1,606,356 | VTV, VUG, AVUS, SCHG | 13F-HR | 10/25/2024 | 000176782124000005 |
| Q2 2024 | 620 | 1,471,878 | VTV, VUG, AVUS, QUAL | 13F-HR | 7/26/2024 | 000176782124000004 |
| Q1 2024 | 607 | 1,408,326 | VTV, AVUS, VUG, QUAL | 13F-HR | 4/23/2024 | 000176782124000003 |
| Q4 2023 | 558 | 1,211,296 | VTV, AVUS, QUAL, AAPL | 13F-HR | 1/25/2024 | 000176782124000002 |
| Q3 2023 | 530 | 1,084,957 | VTV, AVUS, QUAL, AAPL | 13F-HR | 10/18/2023 | 000176782123000007 |
| Q2 2023 | 540 | 1,050,199 | VTV, AVUS, AAPL, QUAL | 13F-HR | 10/18/2023 | 000176782123000006 |
| Q1 2023 | 513 | 970,993 | ESGU, AVUS, SPLG, AAPL | 13F-HR | 4/28/2023 | 000176782123000004 |
| Q4 2022 | 510 | 863,863 | ESGU, SPLG, AVUS, AAPL | 13F-HR | 1/26/2023 | 000176782123000003 |
| Q3 2022 | 491 | 834,669 | SPY puts, SPLG, ESGU, AVUS | 13F-HR | 11/8/2022 | 000176782122000004 |
| Q2 2022 | 497 | 811,787 | SPLG, ESGU, SPY puts, AAPL | 13F-HR | 8/12/2022 | 000176782122000002 |
| Q1 2022 | 498 | 860,553 | SPLG, ESGU, AAPL, AVUS | 13F-HR | 8/12/2022 | 000176782122000003 |
| Q4 2021 | 488 | 792,529 | ESGU, SPLG, AAPL, BOND | 13F-HR | 2/14/2022 | 000176782122000001 |
| Q3 2021 | 404 | 643,858 | ESGU, SPLG, BOND, AAPL | 13F-HR | 11/12/2021 | 000176782121000005 |
| Q2 2021 | 1,449 | 638,080 | ESGU, SPLG, BOND, MSFT | 13F-HR | 8/11/2021 | 000176782121000004 |
| Q1 2021 | 297 | 470,539 | ESGU, SPLG, BOND, TOTL | 13F-HR | 5/10/2021 | 000176782121000002 |
| Q4 2020 | 238 | 398,214 | ESGU, SPLG, BOND, AAPL | 13F-HR | 1/26/2021 | 000176782121000001 |
| Q3 2020 | 209 | 323,085 | ESGU, SPLG, AAPL, BOND | 13F-HR | 10/27/2020 | 000176782120000005 |
| Q2 2020 | 170 | 283,789 | SPLG, ESGU, QQQ, BOND | 13F-HR | 7/20/2020 | 000176782120000004 |
| Q1 2020 | 125 | 171,306 | ACWI, SPLG, AAPL, AMZN | 13F-HR | 4/20/2020 | 000176782120000003 |
| Q4 2019 | 91 | 145,586 | VB, SPAB, SPTM, AAPL | 13F-HR | 1/10/2020 | 000176782120000001 |
| Q3 2019 | 460 | 132,844 | VB, SPAB, SPTM, AAPL | 13F-HR | 10/16/2019 | 000176782119000005 |
| Q2 2019 | 72 | 117,305 | VB, SPAB, SPTM, AMZN | 13F-HR | 7/9/2019 | 000176782119000004 |
| Q1 2019 | 71 | 110,235 | VB, SPAB, SPTM, AMZN | 13F-HR | 4/10/2019 | 000176782119000003 |
| Q4 2018 | 51 | 68,926 | BRK-B, AMZN, SHW, AAPL | 13F-HR | 2/13/2019 | 000176782119000002 |