| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 153 | 325,449 | ITOT, IVV, QUAL, IWF | 13F-HR | 5/8/2025 | 000176538025000194 |
| Q4 2024 | 149 | 315,242 | ITOT, IVV, QUAL, QQQ | 13F-HR | 2/4/2025 | 000176538025000033 |
| Q3 2024 | 154 | 308,276 | ITOT, IVV, JCPB, QUAL | 13F-HR | 11/6/2024 | 000176538024000402 |
| Q2 2024 | 150 | 288,668 | ITOT, IVV, QUAL, QQQ | 13F-HR | 7/30/2024 | 000176538024000245 |
| Q1 2024 | 145 | 278,599 | ITOT, IVV, QUAL, QQQ | 13F-HR | 5/7/2024 | 000176538024000193 |
| Q4 2023 | 134 | 245,589 | ITOT, IVV, SCHD, QQQ | RESTATEMENT | 2/13/2024 | 000176538024000105 |
| Q3 2023 | 120 | 217,668 | ITOT, SCHD, IVV, QQQ | 13F-HR | 11/8/2023 | 000176538023000213 |
| Q2 2023 | 116 | 227,065 | IVV, SCHD, QQQ, JMST | 13F-HR | 8/7/2023 | 000176538023000128 |
| Q1 2023 | 96 | 198,256 | IVV, SCHD, VIGI, JMST | 13F-HR | 5/2/2023 | 000176538023000070 |
| Q4 2022 | 108 | 205,617 | IVV, SCHD, QQQ, JMST | 13F-HR | 2/7/2023 | 000176538023000030 |
| Q3 2022 | 109 | 200,211 | IVV, SCHD, QQQ, JMST | 13F-HR | 11/3/2022 | 000176538022000138 |
| Q2 2022 | 104 | 197,186 | IVV, SCHD, QQQ, VIGI | 13F-HR | 8/1/2022 | 000183046722000005 |
| Q1 2022 | 106 | 184,018 | IVV, SCHD, VOO, QQQ | 13F-HR | 5/2/2022 | 000183046722000004 |
| Q4 2021 | 107 | 186,085 | IVV, BBUS, VOO, QQQ | 13F-HR | 2/1/2022 | 000183046722000002 |
| Q3 2021 | 101 | 179,630 | IVV, BBUS, ISTB, VOO | 13F-HR | 11/1/2021 | 000183046721000007 |
| Q2 2021 | 97 | 168,681 | IVV, BBUS, ISTB, VOO | 13F-HR | 8/2/2021 | 000183046721000006 |
| Q1 2021 | 94 | 146,254 | IVV, QQQ, VOO, ISTB | 13F-HR | 4/21/2021 | 000183046721000003 |
| Q4 2020 | 95 | 141,215 | IVV, QQQ, SCHV, VOO | 13F-HR | 2/16/2021 | 000183046721000002 |