| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 218 | 424,014 | FLBL, FLTR, HEQT, SCHD | 13F-HR | 4/22/2025 | 000166773125000495 |
| Q4 2024 | 220 | 383,660 | SCHD, FNDF, FLBL, VYM | 13F-HR | 1/23/2025 | 000166773125000109 |
| Q3 2024 | 219 | 368,383 | FNDF, SCHD, VYM, BIV | 13F-HR | 10/31/2024 | 000178549824000004 |
| Q2 2024 | 206 | 341,788 | BIV, VYM, SCHD, DFAC | 13F-HR | 7/16/2024 | 000178549824000003 |
| Q1 2024 | 204 | 330,376 | BIV, VYM, DFAC, SCHD | 13F-HR | 5/7/2024 | 000178549824000002 |
| Q4 2023 | 191 | 303,080 | BIV, VYM, DFAC, AAPL | 13F-HR | 2/14/2024 | 000178549824000001 |
| Q3 2023 | 179 | 328,072 | BND, BIV, VYM, GLDM | 13F-HR | 10/18/2023 | 000178549823000004 |
| Q2 2023 | 186 | 346,969 | BND, BIV, VYM, DFAC | 13F-HR | 7/20/2023 | 000178549823000003 |
| Q1 2023 | 183 | 339,502 | BND, BIV, VYM, DFAC | 13F-HR | 4/18/2023 | 000178549823000002 |
| Q4 2022 | 184 | 311,638 | BND, SPAB, VYM, DFAC | 13F-HR | 1/20/2023 | 000178549823000001 |
| Q3 2022 | 174 | 267,264 | DFAC, VYM, BIV, GLDM | 13F-HR | 10/12/2022 | 000178549822000004 |
| Q2 2022 | 171 | 275,239 | DFAC, BIV, VYM, DFIC | 13F-HR | 7/18/2022 | 000178549822000003 |
| Q1 2022 | 175 | 239,158 | DFAC, BIV, AAPL, MSFT | 13F-HR | 4/18/2022 | 000178549822000002 |
| Q4 2021 | 188 | 253,273 | DFAC, AAPL, VUG, VDE | 13F-HR | 2/8/2022 | 000178549822000001 |
| Q3 2021 | 179 | 233,243 | DFAU, VDE, AAPL, MSFT | RESTATEMENT | 12/8/2021 | 000178549821000005 |
| Q2 2021 | 167 | 182,660 | AAPL, VDE, MSFT, XME | 13F-HR | 7/13/2021 | 000178549821000003 |
| Q1 2021 | 168 | 172,335 | AAPL, VDE, XME, MSFT | 13F-HR | 4/13/2021 | 000178549821000002 |
| Q4 2020 | 156 | 157,524 | AAPL, VDE, XME, MSFT | 13F-HR | 2/12/2021 | 000178549821000001 |
| Q3 2020 | 148 | 155,596 | BIV, AAPL, MSFT, VNQ | 13F-HR | 10/20/2020 | 000178549820000005 |
| Q2 2020 | 141 | 120,910 | AAPL, MSFT, T, USB | 13F-HR | 7/14/2020 | 000178549820000003 |
| Q1 2020 | 136 | 102,229 | AAPL, MSFT, T, VZ | 13F-HR | 4/20/2020 | 000178549820000002 |
| Q4 2019 | 154 | 144,612 | SPSB, AAPL, T, USB | 13F-HR | 1/29/2020 | 000178549820000001 |
| Q3 2019 | 151 | 121,195 | AAPL, T, USB, XOM | 13F-HR | 11/13/2019 | 000178549819000001 |
| Q2 2019 | 142 | 114,188 | AAPL, USB, T, XOM | RESTATEMENT | 8/23/2019 | 000142050619000892 |
| Q1 2019 | 139 | 113,671 | AAPL, XOM, USB, T | 13F-HR | 8/21/2019 | 000142050619000888 |