| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 73 | 214,983 | IVV, SCHG, VUG, SCHD | 13F-HR | 10/17/2024 | 000117266124004283 |
| Q2 2024 | 88 | 193,021 | IVV, MSFT, SCHG, SCHD | 13F-HR | 8/13/2024 | 000117266124003262 |
| Q1 2024 | 89 | 185,493 | IVV, MSFT, SCHG, SCHD | 13F-HR | 5/10/2024 | 000117266124002153 |
| Q4 2023 | 81 | 159,677 | IVV, MSFT, SCHD, AAPL | 13F-HR | 1/18/2024 | 000117266124000276 |
| Q3 2023 | 79 | 136,274 | IVV, MSFT, SCHD, AAPL | 13F-HR | 10/30/2023 | 000117266123003535 |
| Q2 2023 | 81 | 127,299 | IVV, MSFT, SCHD, AAPL | 13F-HR | 8/1/2023 | 000117266123002700 |
| Q1 2023 | 82 | 115,858 | SCHD, MSFT, AAPL, SCHB | 13F-HR | 5/8/2023 | 000117266123001881 |
| Q4 2022 | 81 | 115,806 | SCHD, MSFT, SCHB, IVV | 13F-HR | 2/2/2023 | 000117266123000415 |
| Q3 2022 | 83 | 112,997 | SCHD, MSFT, AAPL, SCHB | 13F-HR | 10/25/2022 | 000160658722001981 |
| Q2 2022 | 93 | 134,223 | SCHD, MSFT, AAPL, SCHB | 13F-HR | 7/26/2022 | 000160658722001471 |
| Q1 2022 | 101 | 162,795 | SCHB, IVV, MSFT, AAPL | 13F-HR | 5/13/2022 | 000160658722001139 |
| Q4 2021 | 108 | 173,619 | SCHB, MSFT, IVV, AAPL | 13F-HR | 2/1/2022 | 000160658722000217 |
| Q3 2021 | 100 | 156,045 | SCHB, MSFT, IVV, AAPL | 13F-HR | 10/28/2021 | 000108514621002930 |
| Q2 2021 | 104 | 154,514 | SCHB, MSFT, IVV, XLI | 13F-HR | 7/29/2021 | 000108514621002160 |
| Q1 2021 | 101 | 143,622 | SCHB, MSFT, IVV, IEF | 13F-HR | 4/29/2021 | 000108514621001376 |
| Q4 2020 | 95 | 126,524 | SCHB, MSFT, IVV, AAPL | 13F-HR | 1/22/2021 | 000108514621000226 |
| Q3 2020 | 90 | 105,864 | SCHB, MSFT, IEF, AAPL | 13F-HR | 10/21/2020 | 000108514620002597 |
| Q2 2020 | 84 | 98,277 | SCHB, MSFT, IEF, AAPL | 13F-HR | 7/15/2020 | 000108514620001793 |
| Q1 2020 | 72 | 87,026 | SCHB, MSFT, IEF, T | 13F-HR | 4/16/2020 | 000108514620001134 |
| Q4 2019 | 82 | 107,694 | SCHB, MSFT, T, IEF | 13F-HR | 1/31/2020 | 000108514620000346 |