| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 18 | 205,959 | ITOT, SCHD, BIV, VOO | 13F-HR | 2/8/2024 | 000137647424000085 |
| Q3 2023 | 19 | 188,506 | ITOT, VOO, SCHD, BIV | 13F-HR | 11/1/2023 | 000137647423000471 |
| Q2 2023 | 10 | 165,735 | ITOT, VOO, SCHD, BIV | 13F-HR | 7/7/2023 | 000137647423000356 |
| Q1 2023 | 13 | 161,295 | ITOT, VOO, SCHD, IBTD | 13F-HR | 4/19/2023 | 000137647423000212 |
| Q4 2022 | 12 | 164,835 | ITOT, VOO, SCHD, DBEF | 13F-HR | 2/7/2023 | 000137647423000095 |
| Q3 2022 | 15 | 235,512 | ITOT, VOO, SCHO, XLG | 13F-HR | 10/28/2022 | 000137647422000436 |
| Q2 2022 | 15 | 238,250 | ITOT, VOO, SCHO, XLG | 13F-HR | 8/2/2022 | 000137647422000349 |
| Q1 2022 | 5 | 202,298 | ITOT, VOO, XLG, SCHO | 13F-HR | 5/10/2022 | 000137647422000248 |
| Q4 2021 | 5 | 205,584 | ITOT, VOO, XLG, SCHO | 13F-HR | 2/14/2022 | 000137647422000120 |
| Q3 2021 | 5 | 188,693 | ITOT, VOO, XLG, SCHO | 13F-HR | 11/9/2021 | 000137647421000398 |
| Q2 2021 | 5 | 187,109 | ITOT, VOO, XLG, SCHO | 13F-HR | 8/10/2021 | 000137647421000253 |
| Q1 2021 | 5 | 172,511 | ITOT, VOO, XLG, SCHO | 13F-HR | 5/14/2021 | 000137647421000153 |
| Q4 2020 | 6 | 167,687 | ITOT, VOO, XLG, SCHO | 13F-HR | 2/17/2021 | 000137647421000065 |
| Q3 2020 | 6 | 153,196 | ITOT, VOO, XLG, SCHO | 13F-HR | 2/17/2021 | 000137647421000064 |
| Q2 2020 | 9 | 161,088 | ITOT, VOO, SCHO, XLG | 13F-HR | 9/3/2020 | 000137647420000217 |
| Q1 2020 | 8 | 191,687 | VGSH, ITOT, AGG, SCHO | 13F-HR | 9/3/2020 | 000137647420000216 |
| Q4 2019 | 8 | 199,570 | BSCK, ITOT, IVV, VOO | 13F-HR | 9/3/2020 | 000137647420000215 |