| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 341 | 607,036 | VT, SPY, AAPL, BAC | 13F-HR | 4/17/2025 | 000176786825000002 |
| Q3 2024 | 368 | 673,077 | VT, SPY, AAPL, GSST | 13F-HR | 10/24/2024 | 000176786824000006 |
| Q2 2024 | 348 | 621,217 | VT, SPY, AAPL, BAC | 13F-HR | 7/17/2024 | 000176786824000004 |
| Q1 2024 | 341 | 607,145 | VT, SPY, AAPL, BAC | RESTATEMENT | 7/17/2024 | 000176786824000003 |
| Q4 2023 | 214 | 365,890 | VT, SPY, AAPL, MSFT | 13F-HR | 1/18/2024 | 000176786824000001 |
| Q3 2023 | 180 | 306,738 | VT, SPY, AAPL, BIL | 13F-HR | 10/17/2023 | 000176786823000004 |
| Q2 2023 | 187 | 321,629 | VT, SPY, AAPL, BIL | RESTATEMENT | 7/14/2023 | 000176786823000003 |
| Q1 2023 | 205 | 378,585 | VT, SPY, BIL, BND | 13F-HR | 5/2/2023 | 000176786823000001 |
| Q4 2022 | 201 | 292,262 | SPY, VT, GSLC, AAPL | 13F-HR | 2/13/2023 | 000114036123006460 |
| Q3 2022 | 193 | 353,856 | CHRD, SPY, VT, AAPL | 13F-HR | 11/14/2022 | 000156761922019979 |
| Q2 2022 | 249 | 554,728 | CHRD, AAPL, SPY, VT | 13F-HR | 9/20/2022 | 000156761922017622 |
| Q1 2022 | 193 | 349,807 | SPY, VT, AAPL, GSLC | 13F-HR | 5/16/2022 | 000176786822000002 |
| Q4 2021 | 222 | 365,975 | SPY, AAPL, GSLC, VT | 13F-HR | 2/10/2022 | 000176786822000001 |
| Q3 2021 | 212 | 318,937 | SPY, VT, GSLC, AAPL | 13F-HR | 11/9/2021 | 000176786821000005 |
| Q2 2021 | 311 | 880,678 | JPM, VUG, AAPL, OFLX | 13F-HR | 8/13/2021 | 000176786821000004 |
| Q1 2021 | 196 | 292,909 | SPY, VT, GSLC, IGOV | 13F-HR | 5/17/2021 | 000176786821000003 |
| Q4 2020 | 181 | 259,552 | SPY, GSLC, AAPL, QUAL | 13F-HR | 2/16/2021 | 000176786821000002 |
| Q3 2020 | 173 | 225,292 | SPY, GSLC, AAPL, QUAL | 13F-HR | 11/16/2020 | 000176786820000006 |
| Q2 2020 | 142 | 180,977 | SPY, GSLC, AAPL, QUAL | 13F-HR | 8/11/2020 | 000176786820000005 |
| Q1 2020 | 130 | 150,192 | SPY, GSLC, MUB, QUAL | 13F-HR | 5/14/2020 | 000176786820000002 |
| Q4 2019 | 149 | 225,876 | SPY, GSLC, MUB, QUAL | 13F-HR | 2/4/2020 | 000176786820000001 |
| Q3 2019 | 140 | 181,932 | GSLC, MUB, QUAL, ECL | 13F-HR | 11/1/2019 | 000176786819000004 |
| Q2 2019 | 104 | 133,700 | GSLC, MUB, QUAL, ECL | 13F-HR | 8/14/2019 | 000176786819000003 |
| Q1 2019 | 257 | 189,351 | GSLC, MUB, NKE, QUAL | 13F-HR | 5/16/2019 | 000176786819000002 |
| Q4 2018 | 289 | 179,833 | MUB, GSLC, NKE, QUAL | 13F-HR | 5/16/2019 | 000176786819000001 |