| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 106 | 517,418 | IVV, JMUB, MUB, NVDA | 13F-HR | 4/17/2025 | 000180329125000002 |
| Q4 2024 | 104 | 529,380 | IVV, JMUB, MUB, NVDA | 13F-HR | 1/21/2025 | 000198604225000002 |
| Q3 2024 | 106 | 526,782 | IVV, IJR, JMUB, MUB | 13F-HR | 10/10/2024 | 000180329124000008 |
| Q2 2024 | 96 | 488,624 | IVV, IJR, MUB, NVDA | 13F-HR | 7/17/2024 | 000180329124000004 |
| Q1 2024 | 97 | 471,088 | IVV, IJR, MUB, JMUB | 13F-HR | 4/16/2024 | 000180329124000003 |
| Q4 2023 | 99 | 428,166 | IJR, IVV, MUB, JMST | 13F-HR | 1/11/2024 | 000190466424000001 |
| Q3 2023 | 97 | 375,474 | MUB, IJR, JMUB, IVV | 13F-HR | 10/31/2023 | 000198604223000023 |
| Q2 2023 | 113 | 407,615 | MUB, AAPL, IJR, VCSH | 13F-HR | 8/3/2023 | 000139834423014027 |
| Q1 2023 | 112 | 385,044 | MUB, AAPL, IJR, VCSH | 13F-HR | 4/24/2023 | 000139834423007662 |
| Q4 2022 | 116 | 347,407 | MUB, AAPL, IGIB, IJR | 13F-HR | 1/27/2023 | 000139834423001208 |
| Q3 2022 | 110 | 314,864 | AAPL, JPST, FLOT, IJR | 13F-HR | 10/27/2022 | 000139834422020840 |
| Q2 2022 | 109 | 316,974 | JPST, FLOT, AAPL, VCSH | 13F-HR | 8/4/2022 | 000139834422014774 |
| Q1 2022 | 122 | 355,709 | AAPL, JPST, VCSH, FLOT | 13F-HR | 4/28/2022 | 000139834422008076 |
| Q4 2021 | 114 | 321,278 | AAPL, JPST, VCSH, IJR | 13F-HR | 2/14/2022 | 000139834422003272 |
| Q3 2021 | 105 | 289,960 | AAPL, JPST, VCSH, IJR | 13F-HR | 11/1/2021 | 000139834421020706 |
| Q2 2021 | 103 | 283,096 | AAPL, GSST, VCSH, IJR | 13F-HR | 7/30/2021 | 000139834421015141 |
| Q1 2021 | 89 | 241,715 | GSST, VCSH, IJR, GOOG | 13F-HR | 5/5/2021 | 000139834421009690 |
| Q4 2020 | 82 | 208,170 | GSST, VCSH, IJR, AAPL | 13F-HR | 2/8/2021 | 000139834421002578 |
| Q3 2020 | 81 | 182,407 | GSST, VCSH, MSFT, AAPL | 13F-HR | 10/15/2020 | 000139834420020136 |
| Q2 2020 | 141 | 157,823 | GSST, VCSH, MSFT, IJR | 13F-HR | 7/31/2020 | 000180329120000003 |
| Q1 2020 | 78 | 117,206 | GSST, VCSH, MSFT, CVS | RESTATEMENT | 10/15/2020 | 000139834420020131 |
| Q4 2019 | 188 | 191,862 | ATO, GSST, VCSH, CVS | 13F-HR | 2/14/2020 | 000180329120000001 |