| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,649 | 8,608,101 | SECT, MSFT, VTI, BUYW | 13F-HR | 2/9/2024 | 000158064224000908 |
| Q3 2023 | 1,609 | 8,273,881 | SECT, IVV, VTI, AAPL | 13F-HR | 11/1/2023 | 000158064223005895 |
| Q2 2023 | 1,619 | 9,391,033 | SECT, IVV, VTI, AAPL | RESTATEMENT | 8/17/2023 | 000158064223004295 |
| Q1 2023 | 1,555 | 8,104,308 | SECT, GOOG, IVV, VTI | RESTATEMENT | 8/30/2023 | 000158064223004585 |
| Q4 2022 | 795 | 2,855,277 | SECT, SPYV, IVV, VEA | 13F-HR | 2/8/2023 | 000158064223000772 |
| Q3 2022 | 716 | 2,525,126 | SECT, IVV, VEA, OUNZ | 13F-HR | 11/9/2022 | 000158064222005727 |
| Q2 2022 | 677 | 2,492,906 | SECT, ITOT, VEA, IVV | 13F-HR | 7/14/2022 | 000158064222003520 |
| Q1 2022 | 691 | 2,845,955 | SECT, FNDX, VEA, IVV | 13F-HR | 5/19/2022 | 000158064222002805 |
| Q4 2021 | 697 | 2,991,323 | SECT, IVV, SPYG, VEA | 13F-HR | 2/9/2022 | 000158064222000747 |
| Q3 2021 | 637 | 2,719,166 | SECT, IVV, VEA, SPYG | 13F-HR | 11/10/2021 | 000158064221005387 |
| Q2 2021 | 613 | 2,546,349 | SECT, VEA, SPYG, VUG | 13F-HR | 8/5/2021 | 000158064221003585 |
| Q1 2021 | 549 | 2,312,455 | SECT, VEA, IJR, VUG | 13F-HR | 5/17/2021 | 000158064221002391 |
| Q4 2020 | 494 | 2,144,618 | SECT, IJR, VEA, VUG | 13F-HR | 2/4/2021 | 000158064221000535 |
| Q3 2020 | 440 | 1,925,156 | SECT, IVV, VEA, VUG | 13F-HR | 11/13/2020 | 000158064220004203 |
| Q2 2020 | 2,453 | 1,847,975 | SECT, VEA, IVV, SPYG | RESTATEMENT | 8/19/2020 | 000158064220003063 |
| Q1 2020 | 2,110 | 1,454,873 | SECT, IVV, VEA, SPYG | 13F-HR | 5/15/2020 | 000158064220002159 |
| Q4 2019 | 2,065 | 1,272,870 | IVV, VEA, SPYV, VTV | 13F-HR | 2/14/2020 | 000158064220000722 |