| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 221 | 490,189 | AAPL, DGRO, IVV, VYM | 13F-HR | 2/9/2024 | 000108514624000993 |
| Q3 2023 | 224 | 520,239 | AAPL, IVV, DGRO, AGG | 13F-HR | 10/31/2023 | 000108514623004014 |
| Q2 2023 | 215 | 510,421 | AAPL, DGRO, IVV, VYM | 13F-HR | 7/20/2023 | 000108514623002769 |
| Q1 2023 | 197 | 468,949 | AAPL, DGRO, IVV, VYM | 13F-HR | 5/8/2023 | 000108514623002132 |
| Q4 2022 | 166 | 411,368 | DGRO, IVV, AAPL, VTV | 13F-HR | 2/10/2023 | 000108514623001023 |
| Q3 2022 | 154 | 390,213 | IVV, DGRO, AAPL, VTV | 13F-HR | 11/7/2022 | 000108514622003828 |
| Q2 2022 | 157 | 422,387 | IVV, DGRO, AAPL, VTV | 13F-HR | 8/10/2022 | 000108514622002949 |
| Q1 2022 | 171 | 468,791 | IVV, DGRO, AAPL, VTV | 13F-HR | 5/10/2022 | 000108514622001971 |
| Q4 2021 | 185 | 482,789 | IVV, DGRO, AAPL, LMBS | 13F-HR | 2/3/2022 | 000108514622000512 |
| Q3 2021 | 182 | 430,750 | IVV, DGRO, AAPL, QQQ | 13F-HR | 11/12/2021 | 000108514621003159 |
| Q2 2021 | 177 | 433,670 | IVV, DGRO, AAPL, QQQ | 13F-HR | 8/3/2021 | 000108514621002215 |
| Q1 2021 | 186 | 384,685 | IVV, DGRO, AAPL, QQQ | 13F-HR | 5/10/2021 | 000108514621001503 |
| Q4 2020 | 172 | 325,204 | IVV, AAPL, DGRO, QQQ | 13F-HR | 2/4/2021 | 000108514621000457 |
| Q3 2020 | 171 | 288,698 | AAPL, IVV, DGRO, QQQ | 13F-HR | 11/9/2020 | 000108514620002795 |
| Q2 2020 | 154 | 252,257 | DGRO, IVV, AAPL, QQQ | 13F-HR | 7/23/2020 | 000108514620001872 |
| Q1 2020 | 146 | 236,099 | DGRO, IVV, AAPL, QQQ | 13F-HR | 4/23/2020 | 000108514620001193 |
| Q4 2019 | 159 | 333,609 | SHV, DGRO, IVV, AAPL | 13F-HR | 2/10/2020 | 000108514620000500 |