| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 506 | 1,604,897 | IVV, IWF, SPY, AAPL | 13F-HR | 5/2/2025 | 000095012325003985 |
| Q4 2024 | 514 | 1,652,720 | IVV, IWF, SPY, NVDA | 13F-HR | 1/10/2025 | 000095012325000207 |
| Q3 2024 | 488 | 1,560,190 | IVV, IWF, SPY, NVDA | 13F-HR | 10/31/2024 | 000095012324010105 |
| Q2 2024 | 473 | 1,446,793 | IVV, IWF, SPY, NVDA | 13F-HR | 7/31/2024 | 000095012324006953 |
| Q1 2024 | 455 | 1,383,764 | IVV, IWF, SPY, XLK | 13F-HR | 5/2/2024 | 000095012324003715 |
| Q4 2023 | 431 | 1,238,839 | IVV, IWF, SPY, XLK | 13F-HR | 1/29/2024 | 000095012324000428 |
| Q3 2023 | 405 | 1,063,980 | IVV, IWF, XLK, SPY | 13F-HR | 10/26/2023 | 000095012323009032 |
| Q2 2023 | 377 | 1,006,182 | IVV, XLK, IWF, SPY | 13F-HR | 7/21/2023 | 000095012323006203 |
| Q1 2023 | 354 | 921,763 | IVV, XLV, SPY, XLK | 13F-HR | 5/2/2023 | 000095012323003580 |
| Q4 2022 | 333 | 838,148 | SPY, XLV, IVV, IWF | 13F-HR | 1/31/2023 | 000095012323000536 |
| Q3 2022 | 319 | 777,565 | SPY, IVV, AAPL, IWF | 13F-HR | 10/31/2022 | 000095012322010595 |
| Q2 2022 | 295 | 779,504 | SPY, IWF, XLK, IVV | 13F-HR | 8/1/2022 | 000095012322007621 |
| Q1 2022 | 316 | 1,011,787 | SPY, IWF, XLK, AAPL | 13F-HR | 4/19/2022 | 000095012322004105 |
| Q4 2021 | 298 | 954,378 | IVV, SPY, IWF, VTI | 13F-HR | 1/31/2022 | 000095012322000673 |
| Q3 2021 | 275 | 814,860 | SPY, SPYG, VTI, IVV | 13F-HR | 11/9/2021 | 000095012321014368 |
| Q2 2021 | 256 | 753,002 | SPY, VTI, IVV, SPYG | 13F-HR | 8/4/2021 | 000095012321009651 |
| Q1 2021 | 229 | 655,970 | SPY, VTI, SPYG, IVV | 13F-HR | 5/7/2021 | 000095012321005543 |
| Q4 2020 | 217 | 575,712 | VTI, SPY, AAPL, GVI | 13F-HR | 2/5/2021 | 000095012321001115 |
| Q3 2020 | 193 | 517,940 | VTI, SPY, AAPL, GVI | 13F-HR | 11/2/2020 | 000095012320010660 |
| Q2 2020 | 156 | 438,991 | VTI, SPY, GVI, IVW | 13F-HR | 7/30/2020 | 000095012320007351 |
| Q1 2020 | 151 | 358,728 | VTI, SPY, GVI, IVW | 13F-HR | 4/30/2020 | 000095012320003728 |