| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 150 | 448,670 | VUG, IVV, IUSB, AAPL | 13F-HR | 4/12/2024 | 000108514624001774 |
| Q4 2023 | 135 | 410,035 | AAPL, VUG, VTV, IUSB | 13F-HR | 1/11/2024 | 000108514624000210 |
| Q3 2023 | 131 | 364,295 | AAPL, VUG, VTV, IUSB | 13F-HR | 10/10/2023 | 000108514623003692 |
| Q2 2023 | 133 | 369,037 | AAPL, VTV, VUG, IWV | 13F-HR | 7/13/2023 | 000108514623002698 |
| Q1 2023 | 124 | 321,374 | AAPL, VTV, VUG, IEFA | 13F-HR | 4/11/2023 | 000108514623001634 |
| Q4 2022 | 110 | 291,751 | VTV, AAPL, IEFA, VUG | 13F-HR | 1/18/2023 | 000108514623000201 |
| Q3 2022 | 109 | 285,925 | AAPL, VTV, VUG, IEFA | 13F-HR | 10/11/2022 | 000108514622003327 |
| Q2 2022 | 109 | 293,681 | AAPL, VTV, IEFA, VUG | 13F-HR | 7/11/2022 | 000108514622002322 |
| Q1 2022 | 113 | 319,803 | AAPL, VTV, IEFA, VUG | 13F-HR | 4/18/2022 | 000108514622001442 |
| Q4 2021 | 123 | 331,208 | AAPL, VTV, IEFA, VUG | 13F-HR | 1/31/2022 | 000108514622000419 |
| Q3 2021 | 121 | 298,250 | AAPL, VTV, IEFA, VUG | 13F-HR | 10/28/2021 | 000108514621002933 |
| Q2 2021 | 124 | 295,077 | AAPL, VTV, IEFA, VUG | 13F-HR | 8/13/2021 | 000108514621002447 |
| Q1 2021 | 122 | 272,842 | AAPL, VTV, IEFA, AGG | 13F-HR | 4/19/2021 | 000108514621001215 |
| Q4 2020 | 114 | 246,115 | AAPL, VTV, IEFA, AGG | 13F-HR | 1/27/2021 | 000108514621000268 |
| Q3 2020 | 105 | 176,710 | VTV, IEFA, SPYG, SCHG | 13F-HR | 11/13/2020 | 000108514620002951 |
| Q2 2020 | 98 | 152,955 | VTV, IEFA, SCHG, SPYG | 13F-HR | 7/16/2020 | 000108514620001803 |
| Q1 2020 | 97 | 136,802 | VTV, SCHG, IEFA, SPYG | 13F-HR | 4/23/2020 | 000108514620001200 |
| Q4 2019 | 119 | 151,962 | SCHV, IEFA, SCHG, VTV | 13F-HR | 4/23/2020 | 000108514620001199 |