| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 131 | 205,744 | SCHG, AAPL, AFL, SCHD | 13F-HR | 2/11/2025 | 000198604225000004 |
| Q3 2024 | 119 | 173,824 | AAPL, SCHG, SCHD, JPST | 13F-HR | 11/12/2024 | 000198604224000018 |
| Q2 2024 | 113 | 165,754 | AAPL, SCHG, NVDA, JPST | 13F-HR | 8/12/2024 | 000198604224000012 |
| Q1 2024 | 111 | 156,143 | AAPL, SCHG, SCHD, JPST | 13F-HR | 5/1/2024 | 000198604224000006 |
| Q4 2023 | 107 | 143,772 | AAPL, JPST, SCHG, FLOT | 13F-HR | 2/5/2024 | 000198604224000002 |
| Q3 2023 | 105 | 126,163 | AAPL, JPST, FLOT, SCHG | 13F-HR | 11/13/2023 | 000198604223000024 |
| Q2 2023 | 108 | 133,205 | AAPL, JPST, SCHG, SCHV | 13F-HR | 7/28/2023 | 000181991923000003 |
| Q1 2023 | 111 | 123,986 | AAPL, JPST, SCHV, SCHG | 13F-HR | 4/24/2023 | 000181991923000002 |
| Q4 2022 | 108 | 102,766 | AAPL, SCHV, SCHG, IVV | 13F-HR | 1/23/2023 | 000181991923000001 |
| Q3 2022 | 93 | 91,512 | AAPL, SCHV, IVV, SCHG | 13F-HR | 10/13/2022 | 000181991922000005 |
| Q2 2022 | 102 | 101,652 | AAPL, SCHV, IVV, SCHG | 13F-HR | 7/28/2022 | 000181991922000004 |
| Q1 2022 | 116 | 125,828 | AAPL, SCHV, AMZN, SCHG | 13F-HR | 4/20/2022 | 000181991922000003 |
| Q4 2021 | 111 | 139,436 | AAPL, SCHV, CXM, IVV | 13F-HR | 1/19/2022 | 000181991922000002 |
| Q3 2021 | 116 | 125,252 | AAPL, SCHV, AMZN, IVV | 13F-HR | 10/29/2021 | 000181991921000007 |
| Q2 2021 | 123 | 130,830 | AAPL, SCHV, AMZN, IVV | 13F-HR | 7/21/2021 | 000181991921000003 |
| Q1 2021 | 116 | 115,008 | AAPL, SCHV, AMZN, IVV | 13F-HR | 5/19/2021 | 000183126321000003 |
| Q4 2020 | 114 | 109,455 | AAPL, AMZN, SCHV, IVV | 13F-HR | 3/5/2021 | 000181991921000001 |
| Q3 2020 | 1,327 | 114,908 | AAPL, AMZN, SCHV, IVV | 13F-HR | 11/19/2020 | 000181991920000002 |