|
Q3 2026
|
117 |
408,320
|
VTI, VUSB, QQQ, MSFT
|
13F-HR
|
11/10/2026 |
000142050626002566 |
|
Q2 2026
|
122 |
393,507
|
VTI, VUSB, QQQ, VBIL
|
13F-HR
|
8/6/2026 |
000142050626001415 |
|
Q1 2026
|
112 |
334,595
|
VTI, VUSB, VBIL, QQQ
|
13F-HR
|
5/8/2026 |
000142050626000862 |
|
Q4 2025
|
113 |
336,154
|
VTI, VUSB, QQQ, VBIL
|
13F-HR
|
2/6/2026 |
000142050626000192 |
|
Q3 2025
|
108 |
325,938
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
10/28/2025 |
000142050625002916 |
|
Q2 2025
|
109 |
304,099
|
VTI, VUSB, QQQ, SGOV
|
13F-HR
|
7/31/2025 |
000142050625001630 |
|
Q1 2025
|
98 |
278,807
|
VTI, VUSB, QQQ, SGOV
|
13F-HR
|
5/1/2025 |
000142050625000853 |
|
Q4 2024
|
105 |
285,838
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
2/3/2025 |
000142050625000106 |
|
Q3 2024
|
110 |
286,772
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
11/13/2024 |
000184649324000011 |
|
Q2 2024
|
103 |
271,093
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
8/9/2024 |
000184649324000008 |
|
Q1 2024
|
108 |
266,521
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
5/14/2024 |
000184649324000004 |
|
Q4 2023
|
101 |
253,892
|
VTI, VUSB, QQQ, VT
|
13F-HR
|
2/5/2024 |
000184649324000002 |
|
Q3 2023
|
93 |
234,126
|
VTI, QQQ, VT, VUSB
|
13F-HR
|
11/7/2023 |
000184649323000009 |
|
Q2 2023
|
92 |
247,443
|
VTI, QQQ, VT, LQD
|
13F-HR
|
8/7/2023 |
000184649323000007 |
|
Q1 2023
|
91 |
240,925
|
VTI, VT, QQQ, LQD
|
13F-HR
|
5/15/2023 |
000184649323000005 |
|
Q4 2022
|
96 |
237,030
|
VTI, LQD, VT, QQQ
|
13F-HR
|
2/3/2023 |
000184649323000002 |
|
Q3 2022
|
90 |
231,416
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
11/2/2022 |
000184649322000009 |
|
Q2 2022
|
93 |
243,429
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
8/9/2022 |
000184649322000007 |
|
Q1 2022
|
99 |
282,631
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
5/13/2022 |
000184649322000004 |
|
Q4 2021
|
101 |
293,134
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
2/7/2022 |
000184649322000002 |
|
Q3 2021
|
96 |
277,294
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
10/21/2021 |
000184649321000009 |
|
Q2 2021
|
95 |
268,150
|
VTI, LQD, VT, INVESCO QQQ TR
|
13F-HR
|
8/10/2021 |
000184649321000006 |
|
Q1 2021
|
88 |
243,031
|
VTI, LQD, VT, BNDX
|
13F-HR
|
5/13/2021 |
000184649321000004 |
|
Q4 2020
|
80 |
223,633
|
VTI, LQD, VT, BNDX
|
13F-HR
|
2/17/2021 |
000184649321000002 |