| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 135 | 463,370 | VGSH, VCIT, JEPI, AAPL | 13F-HR | 10/30/2024 | 000180366224000007 |
| Q2 2024 | 131 | 429,807 | VGSH, VCIT, JEPI, QQQ | 13F-HR | 8/5/2024 | 000176785524000003 |
| Q1 2024 | 133 | 408,229 | VGSH, QQQ, VCIT, JEPI | 13F-HR | 5/10/2024 | 000176785524000002 |
| Q4 2023 | 475 | 389,596 | VGSH, QQQ, VCIT, AAPL | 13F-HR | 2/5/2024 | 000176785524000001 |
| Q3 2023 | 477 | 357,060 | VGSH, QQQ, VCIT, AAPL | 13F-HR | 11/6/2023 | 000176785523000002 |
| Q2 2023 | 484 | 364,203 | VGSH, AAPL, QQQ, VCIT | 13F-HR | 8/10/2023 | 000198604223000011 |
| Q1 2023 | 134 | 332,121 | VGSH, QQQ, AAPL, VYM | 13F-HR | 5/8/2023 | 000176785523000001 |
| Q4 2022 | 132 | 307,263 | VGSH, VYM, QQQ, AAPL | 13F-HR | 2/7/2023 | 000193234223000001 |
| Q3 2022 | 134 | 280,594 | VYM, VGSH, AAPL, QQQ | RESTATEMENT | 11/9/2022 | 000104966222000004 |
| Q2 2022 | 526 | 296,524 | VYM, IEFA, AAPL, SLQD | 13F-HR | 8/15/2022 | 000143774922020494 |
| Q1 2022 | 518 | 335,756 | VYM, AAPL, IEFA, AGG | 13F-HR | 5/17/2022 | 000143774922012764 |
| Q4 2021 | 476 | 332,428 | VYM, IWY, AAPL, IVV | 13F-HR | 2/14/2022 | 000143774922003321 |
| Q3 2021 | 486 | 316,013 | IWY, VMBS, VYM, IEFA | 13F-HR | 11/16/2021 | 000143774921026870 |
| Q2 2021 | 460 | 300,588 | IWY, VMBS, IWX, USIG | 13F-HR | 8/11/2021 | 000143774921019498 |
| Q1 2021 | 482 | 277,282 | IWY, VMBS, IWX, USIG | 13F-HR | 5/17/2021 | 000143774921012468 |
| Q4 2020 | 485 | 258,022 | IWY, VMBS, AAPL, USIG | 13F-HR | 2/16/2021 | 000143774921002923 |
| Q3 2020 | 478 | 231,178 | IWY, VMBS, USIG, IWX | 13F-HR | 11/16/2020 | 000143774920023966 |
| Q2 2020 | 650 | 234,194 | IWY, VMBS, USIG, AAPL | 13F-HR | 8/12/2020 | 000143774920017688 |
| Q1 2020 | 639 | 198,320 | VMBS, IWY, USIG, AAPL | 13F-HR | 5/14/2020 | 000143774920010635 |
| Q4 2019 | 627 | 236,472 | IWY, VMBS, IWX, AAPL | 13F-HR | 2/14/2020 | 000143774920002732 |
| Q3 2019 | 691 | 218,646 | IWY, VMBS, IWX, USIG | 13F-HR | 11/14/2019 | 000143774919022949 |
| Q2 2019 | 723 | 206,593 | IWY, VMBS, USIG, IWX | 13F-HR | 8/20/2019 | 000143774919017154 |
| Q1 2019 | 718 | 192,558 | IWY, VMBS, IWX, USIG | 13F-HR | 5/10/2019 | 000143774919009428 |
| Q4 2018 | 735 | 171,867 | IWY, IWX, VMBS, USIG | 13F-HR | 2/14/2019 | 000143774919002573 |