| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 534 | 1,705,555 | AAPL, SCHG, IVV, PWR | 13F-HR | 2/13/2025 | 000180298425000002 |
| Q3 2024 | 534 | 1,643,332 | IVV, AAPL, SCHF, MSFT | 13F-HR | 11/12/2024 | 000180298424000006 |
| Q2 2024 | 504 | 1,529,650 | IVV, AAPL, MSFT, SCHF | 13F-HR | 8/13/2024 | 000180298424000005 |
| Q1 2024 | 483 | 1,481,441 | IVV, SCHF, MSFT, AAPL | 13F-HR | 5/15/2024 | 000180298424000004 |
| Q4 2023 | 474 | 1,360,704 | IVV, AAPL, SCHF, MSFT | 13F-HR | 2/14/2024 | 000180298424000001 |
| Q3 2023 | 445 | 1,234,267 | IVV, SCHF, AAPL, PWR | 13F-HR | 11/13/2023 | 000180298423000008 |
| Q2 2023 | 462 | 1,249,357 | IVV, AAPL, SCHF, PWR | 13F-HR | 8/11/2023 | 000180298423000006 |
| Q1 2023 | 456 | 1,180,128 | SCHF, IVV, AAPL, MSFT | RESTATEMENT | 5/15/2023 | 000180298423000005 |
| Q4 2022 | 425 | 1,083,393 | IVV, SCHF, AAPL, UCON | 13F-HR | 2/13/2023 | 000180298423000001 |
| Q3 2022 | 401 | 962,773 | IVV, SCHF, AAPL, SCHG | 13F-HR | 11/14/2022 | 000180298422000006 |
| Q2 2022 | 437 | 1,114,231 | IVV, SCHF, SCHG, AAPL | 13F-HR | 8/12/2022 | 000180298422000005 |
| Q1 2022 | 438 | 1,242,973 | IVV, SCHF, SCHG, AAPL | 13F-HR | 5/12/2022 | 000180298422000004 |
| Q4 2021 | 385 | 1,219,556 | SCHG, SCHF, SCHV, IVV | 13F-HR | 2/14/2022 | 000180298422000001 |
| Q3 2021 | 311 | 971,382 | SCHG, SCHF, AGG, IVV | 13F-HR | 11/12/2021 | 000180298421000006 |
| Q2 2021 | 332 | 994,947 | SCHG, SCHF, IVV, AGG | 13F-HR | 8/13/2021 | 000180298421000005 |
| Q1 2021 | 315 | 950,600 | SCHG, SCHF, AGG, IVV | 13F-HR | 5/18/2021 | 000180298421000004 |
| Q4 2020 | 290 | 891,636 | SCHF, SCHG, AGG, IVV | 13F-HR | 2/16/2021 | 000180298421000001 |
| Q3 2020 | 251 | 709,730 | IVV, SCHF, SCHG, AGG | 13F-HR | 11/16/2020 | 000180298420000009 |
| Q2 2020 | 230 | 656,641 | SCHG, SCHF, IVV, MSFT | 13F-HR | 8/14/2020 | 000180298420000008 |
| Q1 2020 | 198 | 530,532 | SCHF, SCHG, IVV, AGG | 13F-HR | 5/15/2020 | 000180298420000007 |
| Q4 2019 | 207 | 558,790 | SCHF, IVV, PG, MSFT | 13F-HR | 2/14/2020 | 000180298420000001 |