| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 82 | 210,464 | VYM, PFF, VCSH, IEFA | 13F-HR | 4/16/2024 | 000117266124001867 |
| Q4 2023 | 74 | 168,203 | AAPL, VYM, IEFA, VEA | 13F-HR | 2/6/2024 | 000117266124000475 |
| Q3 2023 | 65 | 149,306 | AAPL, VYM, IEFA, PFF | 13F-HR | 10/31/2023 | 000117266123003548 |
| Q2 2023 | 64 | 151,663 | AAPL, VYM, IEFA, VEA | 13F-HR | 7/31/2023 | 000117266123002669 |
| Q1 2023 | 63 | 129,272 | AAPL, VYM, IEFA, SCHX | 13F-HR | 5/11/2023 | 000117266123002018 |
| Q4 2022 | 60 | 118,119 | AAPL, VYM, IEFA, SCHX | 13F-HR | 2/1/2023 | 000117266123000403 |
| Q3 2022 | 58 | 103,792 | AAPL, VYM, IEFA, BRK-B | 13F-HR | 10/25/2022 | 000160658722001988 |
| Q2 2022 | 62 | 106,813 | AAPL, IEFA, VYM, BRK-B | 13F-HR | 7/27/2022 | 000160658722001484 |
| Q1 2022 | 65 | 128,035 | AAPL, IEFA, VYM, BRK-B | 13F-HR | 5/2/2022 | 000160658722000844 |
| Q4 2021 | 87 | 137,823 | AAPL, IEFA, VYM, BRK-B | 13F-HR | 1/24/2022 | 000160658722000079 |
| Q3 2021 | 64 | 117,657 | AAPL, IEFA, VYM, BRK-B | 13F-HR | 10/26/2021 | 000160658721001409 |
| Q2 2021 | 69 | 120,682 | AAPL, IEFA, VYM, BRK-B | 13F-HR | 7/26/2021 | 000160658721000893 |
| Q1 2021 | 68 | 107,326 | AAPL, IEFA, VYM, DIS | 13F-HR | 5/4/2021 | 000160658721000566 |
| Q4 2020 | 67 | 100,133 | AAPL, IEFA, DIS, BRK-B | 13F-HR | 2/10/2021 | 000160658721000277 |