| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 251 | 495,584 | IVV, AGG, VUG, COWZ | 13F-HR | 1/31/2024 | 000181947624000002 |
| Q3 2023 | 235 | 427,839 | IVV, COWZ, JHMM, QQQ | 13F-HR | 10/16/2023 | 000181947623000010 |
| Q2 2023 | 237 | 418,092 | IVV, COWZ, SHV, QQQ | 13F-HR | 7/25/2023 | 000181947623000008 |
| Q1 2023 | 187 | 250,546 | COWZ, IVV, AAPL, ISTB | 13F-HR | 4/10/2023 | 000181947623000006 |
| Q4 2022 | 184 | 245,873 | VTV, SPTI, ISTB, AGG | 13F-HR | 1/11/2023 | 000181947623000002 |
| Q3 2022 | 174 | 219,264 | SPTI, ISTB, AGG, IVV | 13F-HR | 10/13/2022 | 000181947622000004 |
| Q2 2022 | 168 | 224,343 | SPTI, ISTB, VTV, AGG | 13F-HR | 7/25/2022 | 000181947622000002 |
| Q1 2022 | 159 | 263,525 | VUG, IVV, SPTI, ISTB | 13F-HR | 5/9/2022 | 000139834422009001 |
| Q4 2021 | 174 | 296,628 | VUG, IXUS, IVV, JHMM | 13F-HR | 1/18/2022 | 000139834422000737 |
| Q3 2021 | 157 | 266,250 | IXUS, VUG, JHMM, IVV | 13F-HR | 10/20/2021 | 000139834421020132 |
| Q2 2021 | 130 | 231,311 | RODM, MTUM, JHMM, IUSB | 13F-HR | 7/20/2021 | 000139834421014577 |
| Q1 2021 | 116 | 199,745 | IUSB, JHMM, VB, IVV | 13F-HR | 5/11/2021 | 000139834421010326 |
| Q4 2020 | 75 | 152,679 | JHMM, VB, AGG, SPEM | 13F-HR | 2/16/2021 | 000139834421003442 |