| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 102 | 329,955 | IVV, SHY, HDV, NVDA | 13F-HR | 11/4/2024 | 000180342624000005 |
| Q2 2024 | 104 | 300,363 | IVV, SHY, HDV, NVDA | 13F-HR | 8/7/2024 | 000180342624000003 |
| Q1 2024 | 114 | 166,431 | HDV, IVV, SHY, IUSV | 13F-HR | 4/30/2024 | 000180342624000002 |
| Q4 2023 | 105 | 157,691 | HDV, IVV, SHY, BIL | 13F-HR | 1/30/2024 | 000180342624000001 |
| Q3 2023 | 97 | 140,679 | HDV, IVV, SHY, BIL | 13F-HR | 10/26/2023 | 000180342623000004 |
| Q2 2023 | 104 | 144,069 | IVV, SHY, HDV, IWR | 13F-HR | 7/26/2023 | 000180342623000003 |
| Q1 2023 | 98 | 99,620 | IWS, IUSV, IWF, IWR | 13F-HR | 4/26/2023 | 000180342623000002 |
| Q4 2022 | 102 | 95,929 | IWS, IUSV, IWR, IWF | 13F-HR | 1/23/2023 | 000180342623000001 |
| Q3 2022 | 101 | 89,811 | IWS, IUSV, VTI, IWF | 13F-HR | 10/19/2022 | 000180342622000006 |
| Q2 2022 | 103 | 90,050 | IWS, IUSV, VTI, FTEC | 13F-HR | 8/1/2022 | 000180342622000005 |
| Q1 2022 | 87 | 87,055 | IWS, FTEC, IUSV, IVV | 13F-HR | 4/25/2022 | 000180342622000003 |
| Q4 2021 | 87 | 87,317 | IWS, IVV, IUSV, IWM | 13F-HR | 1/14/2022 | 000180342622000002 |
| Q3 2021 | 143 | 116,517 | IWS, AAPL, QQQ, IVV | 13F-HR | 10/13/2021 | 000180342621000005 |
| Q2 2021 | 140 | 115,929 | IVV, IWS, AAPL, QQQ | 13F-HR | 7/12/2021 | 000180342621000004 |
| Q1 2021 | 136 | 112,205 | IVV, IWM, QQQ, AAPL | 13F-HR | 5/17/2021 | 000180342621000003 |
| Q4 2020 | 125 | 105,973 | AAPL, QQQ, IVV, IWM | 13F-HR | 1/26/2021 | 000180342621000001 |
| Q3 2020 | 135 | 106,804 | AAPL, IVV, QQQ, IWM | 13F-HR | 10/7/2020 | 000180342620000012 |
| Q2 2020 | 137 | 99,349 | IVV, QQQ, IWM, IWR | 13F-HR | 7/7/2020 | 000180342620000011 |
| Q1 2020 | 143 | 100,955 | IVV, FTEC, IJR, FLOT | 13F-HR | 4/8/2020 | 000180342620000009 |
| Q4 2019 | 149 | 107,255 | IVV, IJH, FLOT, IJR | 13F-HR | 2/14/2020 | 000180342620000008 |