| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 76 | 233,108 | AAPL, VIG, IVV, VUG | 13F-HR | 11/12/2024 | 000110465924116505 |
| Q2 2024 | 73 | 219,240 | AAPL, VIG, IVV, LRCX | 13F-HR | 8/6/2024 | 000110465924086181 |
| Q1 2024 | 73 | 218,601 | VIG, AAPL, IVV, LRCX | 13F-HR | 5/15/2024 | 000110465924061710 |
| Q4 2023 | 71 | 195,326 | AAPL, VIG, IVV, LRCX | 13F-HR | 1/22/2024 | 000110465924005578 |
| Q3 2023 | 73 | 177,594 | AAPL, VIG, IVV, XOM | 13F-HR | 11/14/2023 | 000110465923118236 |
| Q2 2023 | 73 | 178,989 | AAPL, VIG, IVV, VUG | 13F-HR | 8/2/2023 | 000110465923086727 |
| Q1 2023 | 73 | 174,758 | AAPL, VIG, IVV, LLY | 13F-HR | 5/10/2023 | 000110465923058217 |
| Q4 2022 | 74 | 169,646 | VIG, AAPL, IVV, LLY | 13F-HR | 2/10/2023 | 000110465923018265 |
| Q3 2022 | 70 | 153,390 | AAPL, VIG, IVV, LLY | 13F-HR | 11/10/2022 | 000110465922117098 |
| Q2 2022 | 71 | 162,029 | VIG, AAPL, IVV, LLY | 13F-HR | 7/13/2022 | 000110465922079477 |
| Q1 2022 | 84 | 190,628 | AAPL, VIG, IVV, VTWO | 13F-HR | 5/3/2022 | 000110465922055204 |
| Q4 2021 | 85 | 196,722 | AAPL, VIG, IVV, VTWO | 13F-HR | 1/12/2022 | 000110465922003569 |
| Q3 2021 | 77 | 168,681 | AAPL, VIG, IVV, VTWO | 13F-HR | 11/10/2021 | 000110465921136751 |
| Q2 2021 | 77 | 166,296 | AAPL, VIG, IVV, VTWO | 13F-HR | 8/10/2021 | 000110465921102707 |
| Q1 2021 | 72 | 153,594 | VIG, AAPL, IVV, VTWO | 13F-HR | 5/17/2021 | 000110465921068218 |
| Q4 2020 | 67 | 138,967 | AAPL, VIG, IVV, TOTL | 13F-HR | 2/12/2021 | 000110465921021833 |
| Q3 2020 | 66 | 114,827 | AAPL, VIG, IVV, TOTL | 13F-HR | 11/6/2020 | 000110465920122445 |
| Q2 2020 | 60 | 104,111 | AAPL, VIG, IVV, TOTL | 13F-HR | 8/13/2020 | 000110465920094670 |
| Q1 2020 | 53 | 83,679 | VIG, AAPL, IVV, TOTL | 13F-HR | 5/15/2020 | 000110465920062377 |
| Q4 2019 | 65 | 110,823 | VIG, AAPL, IVV, VTWO | 13F-HR | 2/24/2020 | 000110465920024012 |