| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 154 | 230,694 | OACP, OAIM, OALC, IBD | 13F-HR | 5/5/2025 | 000184470725000003 |
| Q4 2024 | 159 | 242,507 | OACP, OALC, OAIM, VGIT | 13F-HR | 2/12/2025 | 000184470725000001 |
| Q3 2024 | 178 | 263,416 | OACP, OALC, OAIM, OAEM | 13F-HR | 11/7/2024 | 000184470724000001 |
| Q2 2024 | 97 | 192,341 | OACP, OALC, OAIM, VGIT | 13F-HR | 7/17/2024 | 000178098524000004 |
| Q1 2024 | 171 | 260,600 | OACP, OAIM, OALC, VGIT | 13F-HR | 4/16/2024 | 000178098524000002 |
| Q4 2023 | 173 | 250,609 | OACP, OAIM, OALC, OAEM | 13F-HR | 1/11/2024 | 000176679124000003 |
| Q3 2023 | 157 | 227,577 | OACP, OAIM, VGIT, OALC | 13F-HR | 10/13/2023 | 000178098523000004 |
| Q2 2023 | 99 | 212 | OACP, OAIM, VGIT, OALC | 13F-HR | 7/10/2023 | 000184470723000004 |
| Q1 2023 | 177 | 256,748 | OACP, OAIM, VGSH, OALC | 13F-HR | 4/17/2023 | 000184470723000002 |
| Q4 2022 | 154 | 212,844 | OACP, OALC, OAIM, VGSH | 13F-HR | 1/12/2023 | 000184470723000001 |
| Q3 2022 | 148 | 190,881 | OACP, OALC, OAIM, VGSH | 13F-HR | 11/2/2022 | 000184470722000003 |
| Q2 2022 | 182 | 195,833 | OACP, OALC, VGSH, STIP | 13F-HR | 8/8/2022 | 000184470722000002 |
| Q1 2022 | 210 | 200,783 | OALC, VGIT, OACP, VMBS | 13F-HR | 5/12/2022 | 000178098522000002 |
| Q4 2021 | 87 | 40,074 | AAPL, GOOGL, TSM, ACN | 13F-HR | 2/7/2022 | 000184470722000001 |
| Q3 2021 | 104 | 87,679 | VGIT, VMBS, SPLV, GOOGL | 13F-HR | 11/12/2021 | 000173347221000006 |
| Q1 2021 | 221 | 234,727 | VGIT, VMBS, AAPL, USB | 13F-HR | 4/27/2021 | 000184470721000002 |
| Q4 2020 | 205 | 220,902 | VGIT, IBD, VMBS, AAPL | 13F-HR | 2/8/2021 | 000184470721000001 |