| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 167 | 542,784 | IVV, IWF, VIG, VCIT | 13F-HR | 10/15/2024 | 000108514624004906 |
| Q2 2024 | 160 | 505,844 | IVV, IWF, VIG, VCIT | 13F-HR | 7/16/2024 | 000108514624003032 |
| Q1 2024 | 158 | 482,067 | IVV, FNDF, VCIT, VGT | 13F-HR | 4/12/2024 | 000108514624001788 |
| Q4 2023 | 148 | 438,836 | VGT, FNDF, IVV, VCIT | 13F-HR | 1/8/2024 | 000108514624000076 |
| Q3 2023 | 134 | 382,954 | VGT, FNDF, IVV, VCIT | 13F-HR | 10/10/2023 | 000108514623003648 |
| Q2 2023 | 140 | 390,867 | VIG, VGT, VCIT, IVV | 13F-HR | 7/11/2023 | 000108514623002655 |
| Q1 2023 | 144 | 361,369 | VIG, VCIT, IVV, VGT | 13F-HR | 4/14/2023 | 000108514623001697 |
| Q4 2022 | 133 | 329,937 | VIG, JEPI, VNLA, IVV | 13F-HR | 2/9/2023 | 000108514623000967 |
| Q3 2022 | 117 | 301,408 | JEPI, VIG, VNLA, JPIE | 13F-HR | 11/14/2022 | 000108514622004058 |
| Q2 2022 | 115 | 307,934 | VNLA, VIG, SRLN, JEPI | 13F-HR | 8/4/2022 | 000108514622002774 |
| Q1 2022 | 122 | 326,720 | SRLN, VIG, IVV, JPIE | 13F-HR | 5/9/2022 | 000108514622001807 |
| Q4 2021 | 118 | 329,168 | SRLN, VIG, IVV, IGIB | 13F-HR | 2/3/2022 | 000108514622000521 |
| Q3 2021 | 100 | 282,102 | BOND, VIG, IGIB, SRLN | 13F-HR | 11/12/2021 | 000108514621003112 |
| Q2 2021 | 94 | 269,925 | BOND, VIG, IGIB, VEA | 13F-HR | 8/13/2021 | 000108514621002450 |
| Q1 2021 | 90 | 231,681 | VIG, BOND, IGIB, IVV | 13F-HR | 4/20/2021 | 000108514621001246 |