| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 163 | 899,769 | AVLV, MGK, AAPL, FBND | 13F-HR | 4/24/2025 | 000166773125000517 |
| Q4 2024 | 161 | 897,052 | AVLV, MGK, AAPL, FBND | 13F-HR | 1/22/2025 | 000166773125000090 |
| Q3 2024 | 151 | 851,512 | AVLV, AAPL, MGK, FBND | 13F-HR | 10/30/2024 | 000183985024000004 |
| Q2 2024 | 135 | 769,926 | DFIV, AAPL, AVLV, BNDX | 13F-HR | 7/16/2024 | 000183985024000003 |
| Q1 2024 | 133 | 631,009 | AAPL, DFIV, AVLV, DFAE | 13F-HR | 4/15/2024 | 000183985024000002 |
| Q4 2023 | 132 | 571,777 | AAPL, VTV, DFAE, VUG | 13F-HR | 1/10/2024 | 000183985024000001 |
| Q3 2023 | 110 | 461,133 | VTV, AAPL, VUG, DFAE | 13F-HR | 10/5/2023 | 000183985023000004 |
| Q2 2023 | 106 | 448,953 | AAPL, VTV, VUG, VOE | 13F-HR | 7/13/2023 | 000183985023000003 |
| Q1 2023 | 98 | 400,740 | AAPL, VTV, VUG, VOE | 13F-HR | 5/15/2023 | 000183985023000002 |
| Q4 2022 | 96 | 348,844 | VTV, AAPL, VUG, VOE | 13F-HR | 1/20/2023 | 000183985023000001 |
| Q3 2022 | 88 | 301,923 | AAPL, VTV, VUG, VWO | 13F-HR | 11/10/2022 | 000183985022000004 |
| Q2 2022 | 80 | 294,209 | AAPL, VTV, VUG, VWO | 13F-HR | 7/19/2022 | 000183985022000003 |
| Q1 2022 | 76 | 319,560 | AAPL, VTV, VUG, VWO | 13F-HR | 5/5/2022 | 000183985022000002 |
| Q4 2021 | 78 | 305,632 | AAPL, VTV, VUG, VWO | 13F-HR | 1/24/2022 | 000183985022000001 |
| Q3 2021 | 72 | 263,057 | AAPL, VTV, VUG, VWO | 13F-HR | 10/19/2021 | 000183985021000006 |
| Q2 2021 | 60 | 234,088 | AAPL, VTV, VUG, VWO | 13F-HR | 8/10/2021 | 000183985021000004 |
| Q1 2021 | 56 | 204,715 | AAPL, VTV, VUG, VWO | 13F-HR | 4/20/2021 | 000183985021000003 |
| Q4 2020 | 51 | 178,415 | AAPL, VTV, VUG, VWO | 13F-HR | 2/1/2021 | 000183985021000002 |