| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 168 | 368,569 | VTI, AAPL, ACN, ITOT | 13F-HR | 1/23/2024 | 000117266124000300 |
| Q3 2023 | 151 | 327,345 | VTI, ITOT, AAPL, VUG | 13F-HR | 11/3/2023 | 000117266123003602 |
| Q2 2023 | 155 | 343,364 | VTI, AAPL, ITOT, ACN | 13F-HR | 7/19/2023 | 000117266123002549 |
| Q1 2023 | 161 | 323,209 | VTI, ITOT, AAPL, SDY | 13F-HR | 4/24/2023 | 000117266123001751 |
| Q4 2022 | 157 | 305,121 | VTI, ITOT, AAPL, VUG | 13F-HR | 2/8/2023 | 000117266123000514 |
| Q3 2022 | 147 | 284,174 | VTI, ITOT, AAPL, VUG | 13F-HR | 11/14/2022 | 000160658722002286 |
| Q2 2022 | 155 | 306,070 | VTI, ITOT, AAPL, SDY | 13F-HR | 8/11/2022 | 000160658722001714 |
| Q1 2022 | 162 | 348,572 | VTI, ITOT, AAPL, SDY | 13F-HR | 5/3/2022 | 000160658722000861 |
| Q4 2021 | 167 | 367,782 | VTI, ITOT, AAPL, VUG | 13F-HR | 2/11/2022 | 000160658722000476 |
| Q3 2021 | 168 | 349,130 | VTI, ITOT, AGG, IEFA | 13F-HR | 11/8/2021 | 000160658721001534 |
| Q2 2021 | 168 | 357,780 | VTI, ITOT, AGG, AAPL | 13F-HR | 8/16/2021 | 000160658721001216 |
| Q1 2021 | 154 | 304,226 | VTI, ITOT, AGG, VUG | 13F-HR | 4/28/2021 | 000160658721000465 |
| Q4 2020 | 1,168 | 299,964 | VTI, ITOT, AGG, VUG | 13F-HR | 2/12/2021 | 000160658721000302 |
| Q3 2020 | 127 | 235,008 | VTI, ITOT, AGG, VUG | 13F-HR | 11/4/2020 | 000160658720001204 |
| Q2 2020 | 120 | 220,578 | VTI, ITOT, AGG, VUG | 13F-HR | 8/5/2020 | 000160658720000822 |
| Q1 2020 | 110 | 179,676 | VTI, ITOT, AGG, SR | 13F-HR | 4/27/2020 | 000160658720000459 |
| Q4 2019 | 125 | 219,192 | VTI, IUSB, ITOT, SR | 13F-HR | 2/14/2020 | 000160658720000321 |