| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 489 | 1,534,126 | VOO, OACP, SPLG, OAIM | 13F-HR | 5/5/2025 | 000178098525000003 |
| Q4 2024 | 468 | 1,176,035 | OACP, SPLG, VOO, OAIM | 13F-HR | 2/12/2025 | 000178098525000001 |
| Q3 2024 | 183 | 138,988 | NVDA, AAPL, MSFT, BRK-B | 13F-HR | 11/7/2024 | 000178098524000005 |
| Q2 2024 | 250 | 718,333 | OACP, SPLG, OALC, OAIM | 13F-HR | 7/17/2024 | 000178098524000003 |
| Q1 2024 | 381 | 904,796 | SPLG, OACP, OALC, OAIM | 13F-HR | 4/16/2024 | 000178098524000001 |
| Q4 2023 | 365 | 805,713 | SPLG, OACP, OAIM, OALC | 13F-HR | 1/11/2024 | 000176679124000002 |
| Q3 2023 | 273 | 384,133 | OACP, OAIM, VGIT, OALC | 13F-HR | 10/13/2023 | 000178098523000003 |
| Q2 2023 | 122 | 225 | OACP, OAIM, VGIT, OALC | 13F-HR | 7/10/2023 | 000180118423000004 |
| Q1 2023 | 175 | 246,354 | OACP, OAIM, VGSH, OALC | 13F-HR | 4/17/2023 | 000178098523000002 |
| Q4 2022 | 180 | 235,307 | OACP, OALC, OAIM, VGSH | 13F-HR | 1/12/2023 | 000178098523000001 |
| Q3 2022 | 192 | 251,986 | OACP, OALC, OAIM, VGSH | 13F-HR | 11/2/2022 | 000178098522000004 |
| Q2 2022 | 224 | 220,527 | OACP, OALC, VGSH, TPHD | 13F-HR | 8/8/2022 | 000178098522000003 |
| Q1 2022 | 145 | 139,908 | OALC, VGIT, OACP, VMBS | 13F-HR | 5/12/2022 | 000178098522000001 |
| Q4 2021 | 137 | 52,398 | AAPL, GOOGL, MSFT, AMZN | 13F-HR | 2/7/2022 | 000172604122000002 |
| Q3 2021 | 91 | 74,980 | VGIT, VMBS, BLES, BIBL | 13F-HR | 11/12/2021 | 000173347221000005 |
| Q1 2021 | 146 | 101,699 | VGIT, VMBS, BLES, BIBL | 13F-HR | 4/27/2021 | 000178098521000004 |
| Q4 2020 | 128 | 93,726 | VGIT, IBD, VMBS, BLES | RESTATEMENT | 2/8/2021 | 000178098521000003 |
| Q3 2020 | 190 | 191,643 | VGIT, IBD, VMBS, AAPL | 13F-HR | 11/2/2020 | 000178098520000004 |
| Q2 2020 | 175 | 149,523 | VGIT, IBD, VMBS, SPY | 13F-HR | 7/21/2020 | 000178098520000003 |
| Q1 2020 | 154 | 132,803 | VGIT, IBD, VMBS, AAPL | 13F-HR | 4/14/2020 | 000178098520000002 |
| Q4 2019 | 179 | 180,871 | VGIT, VMBS, IBD, AAPL | 13F-HR | 2/11/2020 | 000178098520000001 |
| Q3 2019 | 18 | 22,400 | AAPL, META, SPY, MINT | 13F-HR | 11/15/2019 | 000178098519000002 |
| Q2 2019 | 224 | 146,004 | VMBS, VGIT, IBD, AAPL | 13F-HR | 8/15/2019 | 000178098519000001 |