| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 516 | 826,365 | AAPL, IVV, IUSB, QUAL | 13F-HR | 5/5/2025 | 000195175725000510 |
| Q4 2024 | 491 | 836,269 | AAPL, IVV, IVW, IUSB | 13F-HR | 2/3/2025 | 000195175725000170 |
| Q3 2024 | 521 | 837,401 | AAPL, IVV, IUSB, IVW | 13F-HR | 11/4/2024 | 000195175724001165 |
| Q2 2024 | 511 | 774,357 | AAPL, IVV, IVW, IUSB | 13F-HR | 8/9/2024 | 000195175724000712 |
| Q1 2024 | 516 | 762,290 | AAPL, IVV, IUSB, MSFT | 13F-HR | 5/10/2024 | 000195175724000462 |
| Q4 2023 | 510 | 713,182 | AAPL, IVV, MSFT, IUSB | 13F-HR | 1/30/2024 | 000195175724000167 |
| Q3 2023 | 488 | 634,062 | AAPL, IVV, IUSB, MSFT | 13F-HR | 11/9/2023 | 000195175723000694 |
| Q2 2023 | 510 | 668,810 | AAPL, IVV, MSFT, QUAL | 13F-HR | 8/2/2023 | 000195175723000481 |
| Q1 2023 | 500 | 617,291 | AAPL, IVV, IUSB, QUAL | 13F-HR | 5/10/2023 | 000195175723000289 |
| Q4 2022 | 485 | 563,221 | AAPL, IVV, ESGU, SHV | 13F-HR | 2/13/2023 | 000179390423000004 |
| Q3 2022 | 451 | 506,725 | AAPL, IVV, ESGU, MSFT | 13F-HR | 11/14/2022 | 000195175722000021 |
| Q2 2022 | 438 | 521,089 | AAPL, IVV, ESGU, MSFT | RESTATEMENT | 10/11/2022 | 000179390422000006 |
| Q1 2022 | 443 | 489,167 | IVV, AAPL, ESGU, MSFT | 13F-HR | 5/10/2022 | 000179390422000003 |
| Q4 2021 | 447 | 497,332 | AAPL, IVV, ESGU, VNQ | 13F-HR | 2/14/2022 | 000179390422000002 |
| Q3 2021 | 428 | 445,330 | AAPL, IVV, ESGU, VNQ | 13F-HR | 11/12/2021 | 000179390421000005 |
| Q2 2021 | 423 | 424,668 | AAPL, IVV, VNQ, ESGU | 13F-HR | 8/16/2021 | 000179390421000004 |
| Q1 2021 | 384 | 356,977 | AAPL, IVV, VNQ, SPY | 13F-HR | 5/17/2021 | 000179390421000003 |
| Q4 2020 | 377 | 339,390 | AAPL, IVV, VNQ, MSFT | 13F-HR | 2/11/2021 | 000179390421000001 |
| Q3 2020 | 313 | 278,205 | AAPL, IVV, MSFT, SPY | RESTATEMENT | 12/1/2020 | 000179390420000010 |
| Q2 2020 | 301 | 253,129 | AAPL, IVV, SHV, MSFT | 13F-HR | 8/14/2020 | 000179390420000007 |
| Q1 2020 | 232 | 185,456 | SPY, AAPL, TIP, IEF | 13F-HR | 5/15/2020 | 000179390420000005 |
| Q4 2019 | 87 | 140,689 | AAPL, TIP, SPY, VEA | RESTATEMENT | 2/14/2020 | 000179390420000004 |