| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 425 | 380,169 | IVV, AAPL, VYM, VGSH | 13F-HR | 2/14/2024 | 000139834424003220 |
| Q3 2023 | 420 | 331,546 | AAPL, IVV, VYM, VGSH | 13F-HR | 11/13/2023 | 000139834423020573 |
| Q2 2023 | 413 | 338,026 | AAPL, IVV, VYM, VGSH | 13F-HR | 8/15/2023 | 000139834423014949 |
| Q1 2023 | 412 | 317,019 | VYM, AAPL, IVV, VGSH | 13F-HR | 5/15/2023 | 000139834423009789 |
| Q4 2022 | 379 | 262,668 | VYM, IVV, VGSH, AAPL | 13F-HR | 2/14/2023 | 000139834423003486 |
| Q3 2022 | 384 | 243,467 | VYM, IVV, VGSH, AAPL | 13F-HR | 11/15/2022 | 000139834422022196 |
| Q2 2022 | 215 | 234,152 | VTIP, VYM, IVV, AAPL | 13F-HR | 8/15/2022 | 000139834422015682 |
| Q1 2022 | 399 | 288,969 | IVV, AAPL, VYM, VTIP | 13F-HR | 5/10/2022 | 000139834422009219 |
| Q4 2021 | 397 | 284,307 | IVV, AAPL, VYM, VTIP | 13F-HR | 2/14/2022 | 000139834422003258 |
| Q3 2021 | 374 | 249,293 | IVV, VYM, VTIP, AAPL | 13F-HR | 11/15/2021 | 000139834421021584 |
| Q2 2021 | 210 | 235,757 | IVV, VYM, VTIP, AAPL | 13F-HR | 8/9/2021 | 000139834421015707 |
| Q1 2021 | 188 | 205,632 | IVV, VYM, IVW, AAPL | 13F-HR | 5/10/2021 | 000139834421010016 |
| Q4 2020 | 156 | 166,561 | IVV, VYM, IVW, AAPL | 13F-HR | 1/29/2021 | 000139834421001645 |
| Q3 2020 | 124 | 135,326 | IVV, VYM, IVW, AAPL | 13F-HR | 11/2/2020 | 000139834420021193 |
| Q2 2020 | 142 | 141,049 | IVV, VYM, IVW, AAPL | 13F-HR | 8/6/2020 | 000139834420015135 |
| Q1 2020 | 862 | 136,168 | IVV, VYM, IVW, AAPL | 13F-HR | 5/5/2020 | 000139834420009363 |
| Q4 2019 | 667 | 136,548 | VYM, IVV, IVW, AAPL | 13F-HR | 2/14/2020 | 000139834420003503 |