| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 41 | 213,574 | VTI, QQQ, OEF, DGRO | 13F-HR | 4/24/2025 | 000180210725000005 |
| Q4 2024 | 41 | 223,567 | VTI, QQQ, OEF, DGRO | 13F-HR | 1/22/2025 | 000180210725000001 |
| Q3 2024 | 40 | 213,174 | VTI, QQQ, OEF, DGRO | 13F-HR | 10/17/2024 | 000180210724000004 |
| Q2 2024 | 42 | 208,060 | VTI, QQQ, OEF, DGRO | 13F-HR | 7/19/2024 | 000180210724000003 |
| Q1 2024 | 41 | 190,058 | VTI, QQQ, OEF, DGRO | 13F-HR | 4/15/2024 | 000180210724000002 |
| Q4 2023 | 39 | 167,182 | VTI, QQQ, DGRO, OEF | 13F-HR | 1/25/2024 | 000180210724000001 |
| Q3 2023 | 36 | 143,967 | VTI, QQQ, OEF, IJH | 13F-HR | 10/16/2023 | 000180210723000004 |
| Q2 2023 | 30 | 126,680 | VTI, QQQ, OEF, IJH | 13F-HR | 7/20/2023 | 000180210723000003 |
| Q1 2023 | 30 | 120,898 | VTI, QQQ, OEF, IJH | 13F-HR | 4/19/2023 | 000180210723000002 |
| Q4 2022 | 29 | 113,501 | VTI, QQQ, OEF, IJH | 13F-HR | 1/27/2023 | 000180210723000001 |
| Q3 2022 | 32 | 116,779 | VTI, QQQ, OEF, IJH | 13F-HR | 10/17/2022 | 000180210722000004 |
| Q2 2022 | 36 | 128,558 | VTI, QQQ, OEF, IJH | 13F-HR | 7/27/2022 | 000180210722000003 |
| Q1 2022 | 38 | 145,267 | VTI, QQQ, OEF, IJH | 13F-HR | 4/26/2022 | 000180210722000002 |
| Q4 2021 | 36 | 167,936 | VTI, QQQ, OEF, IGV | 13F-HR | 1/20/2022 | 000180210722000001 |
| Q3 2021 | 36 | 157,882 | VTI, QQQ, IGV, OEF | 13F-HR | 10/18/2021 | 000180210721000004 |
| Q2 2021 | 36 | 155,254 | VTI, QQQ, OEF, IGV | 13F-HR | 7/23/2021 | 000180210721000003 |
| Q1 2021 | 34 | 140,919 | VTI, QQQ, OEF, IGV | 13F-HR | 4/21/2021 | 000180210721000002 |
| Q4 2020 | 33 | 128,876 | VTI, QQQ, IGV, OEF | 13F-HR | 1/22/2021 | 000180210721000001 |
| Q3 2020 | 33 | 108,745 | VTI, QQQ, IGV, OEF | 13F-HR | 10/13/2020 | 000180210720000004 |
| Q2 2020 | 30 | 89,756 | VTI, QQQ, IGV, OEF | 13F-HR | 7/23/2020 | 000180210720000003 |
| Q1 2020 | 25 | 69,955 | VTI, QQQ, IGV, XLV | 13F-HR | 4/28/2020 | 000180210720000002 |
| Q4 2019 | 34 | 102,172 | VTI, QQQ, SDY, XLV | 13F-HR | 2/5/2020 | 000180210720000001 |