| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 101 | 390,551 | VTI, VIG, BSV, QQQM | 13F-HR | 7/25/2024 | 000108514624003218 |
| Q1 2024 | 104 | 356,419 | VTI, BSV, VIG, QQQM | 13F-HR | 4/16/2024 | 000108514624001848 |
| Q4 2023 | 104 | 356,419 | VTI, BSV, VIG, QQQM | 13F-HR | 1/23/2024 | 000108514624000405 |
| Q3 2023 | 107 | 322,568 | VTI, BSV, VIG, QQQM | 13F-HR | 10/24/2023 | 000108514623003902 |
| Q2 2023 | 108 | 337,718 | VTI, BSV, VIG, QQQM | 13F-HR | 7/21/2023 | 000108514623002808 |
| Q1 2023 | 107 | 324,641 | BSV, VTI, VIG, QQQM | 13F-HR | 5/4/2023 | 000108514623002074 |
| Q4 2022 | 94 | 298,929 | BSV, VTI, VIG, QQQM | 13F-HR | 2/8/2023 | 000108514623000815 |
| Q3 2022 | 81 | 232,212 | BSV, VTI, VIG, QQQM | 13F-HR | 10/28/2022 | 000108514622003637 |
| Q2 2022 | 69 | 218,550 | BSV, VTI, VIG, QQQ | 13F-HR | 7/27/2022 | 000108514622002616 |
| Q1 2022 | 76 | 240,806 | VTI, BSV, VIG, QQQ | 13F-HR | 5/4/2022 | 000108514622001735 |
| Q4 2021 | 77 | 220,257 | VTI, QQQ, VIG, BSV | 13F-HR | 2/10/2022 | 000108514622000778 |
| Q3 2021 | 67 | 182,200 | VTI, QQQ, VIG, SPYG | 13F-HR | 10/26/2021 | 000108514621002895 |
| Q2 2021 | 69 | 173,945 | VTI, QQQ, VIG, SPYG | 13F-HR | 8/9/2021 | 000108514621002304 |
| Q1 2021 | 67 | 152,110 | VTI, QQQ, VIG, SPYG | 13F-HR | 5/10/2021 | 000108514621001537 |
| Q4 2020 | 62 | 141,019 | VTI, VIG, QQQ, USMV | 13F-HR | 2/10/2021 | 000108514621000542 |