| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 78 | 150,208 | VOO, SCHM, SCHF, IJR | 13F-HR | 2/6/2024 | 000117266124000473 |
| Q3 2023 | 73 | 135,778 | GBIL, VOO, SCHM, SCHF | 13F-HR | 11/8/2023 | 000117266123003685 |
| Q2 2023 | 82 | 140,612 | VOO, GBIL, SCHF, SCHM | 13F-HR | 7/24/2023 | 000117266123002607 |
| Q1 2023 | 77 | 152,253 | GBIL, SCHF, VOO, SCHM | 13F-HR | 5/11/2023 | 000117266123002013 |
| Q4 2022 | 26 | 155,646 | GBIL, SCHM, SCHF, IBML | 13F-HR | 1/24/2023 | 000117266123000269 |
| Q3 2022 | 28 | 146,977 | GBIL, AAPL, IBMN, IBMO | 13F-HR | 11/14/2022 | 000160658722002322 |
| Q2 2022 | 46 | 46,496 | VOO, AAPL, TSLA, GOOGL | 13F-HR | 8/11/2022 | 000160658722001725 |
| Q1 2022 | 70 | 119,797 | VOO, SCHM, AAPL, IJR | 13F-HR | 5/2/2022 | 000160658722000852 |
| Q4 2021 | 83 | 161,083 | VOO, SCHM, SCHF, IJR | 13F-HR | 2/9/2022 | 000160658722000422 |
| Q3 2021 | 81 | 159,937 | VOO, SCHM, SCHF, IJR | 13F-HR | 11/15/2021 | 000160658721001627 |
| Q2 2021 | 81 | 162,815 | VOO, SCHM, SCHF, IJR | 13F-HR | 8/4/2021 | 000160658721001030 |
| Q1 2021 | 79 | 156,726 | VOO, SCHM, SCHF, IJR | 13F-HR | 5/14/2021 | 000160658721000715 |
| Q4 2020 | 79 | 149,816 | VOO, SCHM, SCHF, GLD | 13F-HR | 2/8/2021 | 000160658721000218 |
| Q3 2020 | 77 | 144,829 | GBIL, VOO, SCHM, GLD | 13F-HR | 11/10/2020 | 000160658720001237 |
| Q2 2020 | 188 | 145,100 | GBIL, BIL, VOO, SHV | 13F-HR | 8/11/2020 | 000160658720000926 |
| Q1 2020 | 70 | 108,168 | GBIL, VOO, SCHF, BIL | 13F-HR | 4/28/2020 | 000160658720000484 |
| Q4 2019 | 87 | 128,324 | VOO, SCHM, SCHF, USMV | 13F-HR | 2/4/2020 | 000160658720000178 |
| Q3 2019 | 80 | 127,216 | VOO, GBIL, BIL, SCHM | 13F-HR | 11/8/2019 | 000160658719000994 |