| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 187,194 | VOO, VUG, SPTL, VTV | 13F-HR | 11/8/2024 | 000190693724000003 |
| Q2 2024 | 45 | 175,071 | VOO, VUG, VTV, SPTL | 13F-HR | 8/1/2024 | 000180074524000007 |
| Q1 2024 | 46 | 166,133 | VOO, VUG, VTV, VGIT | 13F-HR | 5/3/2024 | 000179270424000010 |
| Q4 2023 | 46 | 155,729 | VOO, VUG, VGIT, VTV | 13F-HR | 1/26/2024 | 000180074524000002 |
| Q3 2023 | 44 | 133,444 | VOO, VUG, VGIT, VTV | 13F-HR | 11/6/2023 | 000190715723000005 |
| Q2 2023 | 43 | 143,683 | VOO, VUG, VGIT, SCHX | 13F-HR | 7/14/2023 | 000179270423000006 |
| Q1 2023 | 44 | 156,212 | VGSH, VOO, VUG, GLDM | 13F-HR | 5/5/2023 | 000180074523000001 |
| Q4 2022 | 38 | 150,494 | VOO, DBMF, VGIT, VUG | 13F-HR | 1/30/2023 | 000179971923000002 |
| Q3 2022 | 37 | 141,171 | DBMF, VOO, VUG, SCHX | 13F-HR | 10/31/2022 | 000180074522000007 |
| Q2 2022 | 37 | 145,729 | VOO, DBMF, VGIT, VUG | 13F-HR | 8/11/2022 | 000179270422000003 |
| Q1 2022 | 42 | 142,628 | VOO, VUG, IUSB, SCHX | 13F-HR | 5/3/2022 | 000180074522000004 |
| Q4 2021 | 42 | 129,791 | VOO, IUSB, VUG, VYM | 13F-HR | 1/26/2022 | 000180074522000003 |
| Q3 2021 | 42 | 168,785 | VOO, VGIT, VUG, SCHX | 13F-HR | 10/20/2021 | 000180074521000002 |
| Q2 2021 | 40 | 159,645 | VOO, VGIT, VUG, SCHX | 13F-HR | 7/13/2021 | 000180074521000001 |
| Q1 2021 | 39 | 147,992 | VOO, VGIT, VUG, SCHX | 13F-HR | 4/21/2021 | 000078404521000005 |
| Q4 2020 | 37 | 137,328 | VOO, VGIT, VUG, SCHX | 13F-HR | 1/27/2021 | 000180058621000002 |
| Q3 2020 | 34 | 129,962 | VOO, VGIT, VUG, SCHX | 13F-HR | 10/30/2020 | 000078404520000009 |
| Q2 2020 | 33 | 118,861 | VOO, VGIT, SCHX, VUG | 13F-HR | 7/28/2020 | 000180074520000004 |
| Q1 2020 | 32 | 97,501 | VOO, AGG, IUSB, SCHX | 13F-HR | 4/22/2020 | 000180074520000002 |
| Q4 2019 | 48 | 100,244 | VOO, SCHX, VUG, AGG | 13F-HR | 1/22/2020 | 000180074520000001 |