| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 81 | 306,557 | IVV, SCHG, MSFT, DGRO | 13F-HR | 4/12/2024 | 000179068824000003 |
| Q4 2023 | 74 | 281,172 | IVV, SCHG, MSFT, DGRO | 13F-HR | 1/22/2024 | 000179068824000001 |
| Q3 2023 | 72 | 253,708 | IVV, SCHG, MSFT, DGRO | 13F-HR | 10/23/2023 | 000179068823000005 |
| Q2 2023 | 71 | 256,439 | IVV, MSFT, SCHG, DGRO | 13F-HR | 7/14/2023 | 000179068823000004 |
| Q1 2023 | 70 | 241,875 | IVV, MSFT, SCHG, DGRO | 13F-HR | 4/28/2023 | 000179068823000003 |
| Q4 2022 | 76 | 224,998 | IVV, MSFT, SCHG, DGRO | 13F-HR | 1/26/2023 | 000179068823000001 |
| Q3 2022 | 63 | 176,511 | IVV, MSFT, SCHG, DGRO | 13F-HR | 11/7/2022 | 000179068822000006 |
| Q2 2022 | 62 | 185,324 | MSFT, IVV, SCHG, DGRO | 13F-HR | 7/21/2022 | 000179068822000004 |
| Q1 2022 | 60 | 256,715 | MSFT, IVV, SCHG, BA | 13F-HR | 4/22/2022 | 000179068822000003 |
| Q4 2021 | 71 | 270,125 | IVV, MSFT, SCHG, DGRO | 13F-HR | 1/31/2022 | 000179068822000001 |
| Q3 2021 | 70 | 244,969 | IVV, MSFT, SCHG, BA | 13F-HR | 10/18/2021 | 000179068821000005 |
| Q2 2021 | 67 | 235,287 | IVV, SCHG, MSFT, BA | 13F-HR | 7/21/2021 | 000179068821000004 |
| Q1 2021 | 60 | 226,782 | IVV, BA, MSFT, SCHG | 13F-HR | 4/21/2021 | 000179068821000003 |
| Q4 2020 | 66 | 213,592 | IVV, MSFT, SCHG, BA | 13F-HR | 2/16/2021 | 000179068821000002 |