| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 162 | 186,448 | IVV, TFLO, DIVO, ITOT | 13F-HR | 4/29/2025 | 000139834425008003 |
| Q4 2024 | 292 | 191,277 | IVV, DIVO, TFLO, ITOT | 13F-HR | 2/3/2025 | 000139834425001751 |
| Q3 2024 | 285 | 188,807 | IVV, DIVO, TFLO, ITOT | 13F-HR | 10/23/2024 | 000139834424019229 |
| Q2 2024 | 290 | 177,727 | IVV, TFLO, DIVO, ITOT | 13F-HR | 8/8/2024 | 000139834424014103 |
| Q1 2024 | 270 | 170,919 | IVV, TFLO, DIVO, SCHX | 13F-HR | 5/9/2024 | 000139834424009073 |
| Q4 2023 | 259 | 159,702 | IVV, TFLO, DIVO, SCHX | 13F-HR | 2/1/2024 | 000139834424001796 |
| Q3 2023 | 249 | 138,683 | IVV, TFLO, DIVO, SPY | 13F-HR | 11/8/2023 | 000139834423020301 |
| Q2 2023 | 234 | 143,645 | IVV, TFLO, DIVO, SPY | 13F-HR | 8/7/2023 | 000139834423014218 |
| Q1 2023 | 203 | 134,068 | IVV, TFLO, DIVO, SPY | 13F-HR | 5/3/2023 | 000139834423008665 |
| Q4 2022 | 198 | 122,337 | IVV, TFLO, DIVO, SPY | 13F-HR | 1/17/2023 | 000139834423000674 |
| Q3 2022 | 197 | 108,415 | TFLO, IVV, DIVO, SCHX | 13F-HR | 11/8/2022 | 000139834422021651 |
| Q2 2022 | 192 | 100,474 | IVV, DIVO, SCHX, SPY | 13F-HR | 7/22/2022 | 000139834422013940 |
| Q1 2022 | 206 | 124,115 | IVV, DIVO, SCHX, SPY | 13F-HR | 4/28/2022 | 000139834422008079 |
| Q4 2021 | 192 | 132,490 | IVV, SCHX, IEFA, DIVO | 13F-HR | 2/3/2022 | 000139834422001972 |
| Q3 2021 | 183 | 125,427 | IVV, IEFA, IJR, DIVO | 13F-HR | 11/1/2021 | 000139834421020701 |
| Q2 2021 | 178 | 128,144 | IVV, IEFA, IJR, IEMG | 13F-HR | 8/2/2021 | 000139834421015299 |
| Q1 2021 | 170 | 120,285 | IVV, IEFA, IJR, DIVO | 13F-HR | 5/5/2021 | 000139834421009750 |
| Q4 2020 | 158 | 108,002 | IVV, QQQ, IJR, IEFA | 13F-HR | 2/5/2021 | 000139834421002496 |
| Q3 2020 | 134 | 93,607 | IVV, QQQ, IEFA, IJR | 13F-HR | 11/6/2020 | 000139834420021552 |
| Q2 2020 | 129 | 87,143 | IVV, QQQ, IEFA, IJR | 13F-HR | 8/6/2020 | 000139834420015133 |
| Q1 2020 | 118 | 72,358 | IVV, QQQ, IEFA, IJR | 13F-HR | 5/14/2020 | 000139834420010142 |
| Q4 2019 | 114 | 97,618 | IVV, QQQ, IEFA, IJR | 13F-HR | 2/12/2020 | 000139834420002745 |