| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 157 | 717,467 | VGSH, VOO, AAPL, VYM | 13F-HR | 1/23/2025 | 000166773125000101 |
| Q3 2024 | 135 | 696,643 | VGSH, VOO, VYM, AAPL | 13F-HR | 10/25/2024 | 000183943024000008 |
| Q2 2024 | 120 | 644,460 | VGSH, VOO, AAPL, VYM | RESTATEMENT | 10/24/2024 | 000183943024000007 |
| Q1 2024 | 121 | 612,514 | VGSH, VOO, VYM, AAPL | RESTATEMENT | 10/24/2024 | 000183943024000006 |
| Q4 2023 | 112 | 500,965 | VGSH, VOO, AAPL, VYM | 13F-HR | 1/12/2024 | 000183943024000003 |
| Q3 2023 | 107 | 472,522 | VGSH, VOO, AAPL, VYM | 13F-HR | 10/25/2023 | 000183943023000004 |
| Q2 2023 | 109 | 446,136 | VGSH, VOO, VYM, JPM | 13F-HR | 7/17/2023 | 000183943023000003 |
| Q1 2023 | 104 | 433,955 | VOO, VGSH, SPYG, AAPL | 13F-HR | 4/20/2023 | 000183943023000002 |
| Q4 2022 | 91 | 384,416 | VOO, VGSH, SPYG, AAPL | 13F-HR | 1/24/2023 | 000183943023000001 |
| Q3 2022 | 97 | 374,880 | VOO, VGSH, SPYG, AAPL | 13F-HR | 10/14/2022 | 000183943022000005 |
| Q2 2022 | 84 | 370,942 | VOO, VGSH, SPYG, AAPL | 13F-HR | 7/18/2022 | 000183943022000004 |
| Q1 2022 | 81 | 403,952 | VOO, SPYG, VGSH, AAPL | 13F-HR | 5/4/2022 | 000183943022000003 |
| Q4 2021 | 85 | 402,829 | VOO, SPYG, VGSH, AAPL | 13F-HR | 1/21/2022 | 000183943022000002 |
| Q3 2021 | 80 | 342,902 | VOO, SPYG, VGSH, AAPL | 13F-HR | 10/8/2021 | 000183943021000004 |
| Q2 2021 | 78 | 303,400 | VOO, SPYG, VGSH, AAPL | 13F-HR | 7/13/2021 | 000183943021000003 |
| Q1 2021 | 71 | 261,337 | VOO, SPYG, VGSH, AAPL | 13F-HR | 4/12/2021 | 000183943021000002 |
| Q4 2020 | 68 | 233,169 | VOO, VGSH, SPYG, AAPL | 13F-HR | 1/15/2021 | 000183943021000001 |