| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 172 | 717,740 | CGCP, VOO, VXUS, CGDV | 13F-HR | 11/5/2024 | 000181124024000005 |
| Q2 2024 | 164 | 663,183 | CGCP, VOO, VXUS, AGG | 13F-HR | 8/28/2024 | 000181124024000003 |
| Q1 2024 | 160 | 633,788 | CGCP, VOO, VXUS, SCHD | 13F-HR | 5/8/2024 | 000181124024000002 |
| Q4 2023 | 153 | 584,113 | CGCP, VOO, SCHD, AGG | 13F-HR | 1/24/2024 | 000181124024000001 |
| Q3 2023 | 150 | 520,800 | CGCP, VOO, SCHD, PG | 13F-HR | 11/6/2023 | 000100739923000006 |
| Q2 2023 | 146 | 523,290 | CGCP, VOO, SCHD, PG | 13F-HR | 8/9/2023 | 000181124023000001 |
| Q1 2023 | 145 | 470,843 | VOO, CGCP, SCHD, PG | 13F-HR | 5/9/2023 | 000184646223000003 |
| Q4 2022 | 149 | 437,794 | SCHD, VOO, CGCP, PG | 13F-HR | 2/13/2023 | 000179446723000001 |
| Q3 2022 | 144 | 368,288 | VOO, SCHD, CGCP, PG | 13F-HR | 11/10/2022 | 000181124022000003 |
| Q2 2022 | 135 | 347,773 | SCHD, VOO, SCHZ, PG | 13F-HR | 8/5/2022 | 000181124022000002 |
| Q1 2022 | 143 | 345,867 | SCHD, VOO, PG, AAPL | 13F-HR | 5/4/2022 | 000181124022000001 |
| Q4 2021 | 135 | 348,275 | VOO, SCHD, PG, AAPL | 13F-HR | 2/4/2022 | 000184646222000002 |
| Q3 2021 | 135 | 310,189 | SCHD, VOO, PG, AGG | 13F-HR | 11/2/2021 | 000181124021000005 |
| Q2 2021 | 132 | 296,831 | SCHD, VOO, AGG, PG | 13F-HR | 8/9/2021 | 000181124021000004 |
| Q1 2021 | 123 | 255,434 | SCHD, VOO, PG, AAPL | 13F-HR | 5/13/2021 | 000181124021000003 |
| Q4 2020 | 111 | 229,511 | VOO, SCHD, PG, AAPL | 13F-HR | 2/9/2021 | 000181124021000001 |
| Q3 2020 | 108 | 211,581 | VOO, SCHD, PG, AAPL | 13F-HR | 11/12/2020 | 000181124020000003 |
| Q2 2020 | 97 | 174,785 | VOO, SCHD, PG, AAPL | 13F-HR | 8/11/2020 | 000163296820000003 |
| Q1 2020 | 93 | 113,272 | SCHD, PG, VOO, AAPL | 13F-HR | 5/12/2020 | 000181124020000002 |