| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 473 | 237,362 | SGOV, IVV, AAPL, AVUS | 13F-HR | 5/14/2025 | 000109544925000037 |
| Q4 2024 | 478 | 227,775 | SGOV, IVV, AAPL, AVUS | 13F-HR | 2/18/2025 | 000109544925000012 |
| Q3 2024 | 139 | 206,106 | SGOV, IVV, AAPL, AVUS | 13F-HR | 11/18/2024 | 000109544924000089 |
| Q2 2024 | 437 | 190,551 | SGOV, IVV, AAPL, VIG | 13F-HR | 8/13/2024 | 000109544924000061 |
| Q1 2024 | 512 | 188,286 | SGOV, IVV, AAPL, VIG | 13F-HR | 5/10/2024 | 000109544924000033 |
| Q4 2023 | 518 | 170,788 | AAPL, IVV, VIG, SGOV | 13F-HR | 2/5/2024 | 000109544924000010 |
| Q3 2023 | 504 | 154,042 | AAPL, IVV, VIG, AVUS | 13F-HR | 11/15/2023 | 000109544923000087 |
| Q2 2023 | 147 | 152,243 | AAPL, IVV, VIG, SGOV | 13F-HR | 8/7/2023 | 000109544923000071 |
| Q1 2023 | 455 | 149,440 | AAPL, IVV, VIG, DFAC | 13F-HR | 5/9/2023 | 000109544923000042 |
| Q4 2022 | 393 | 136,416 | IVV, AAPL, VIG, IJH | 13F-HR | 1/23/2023 | 000109544923000022 |
| Q3 2022 | 403 | 124,355 | AAPL, IVV, VIG, IJH | 13F-HR | 10/26/2022 | 000109544922000109 |
| Q2 2022 | 422 | 129,044 | AAPL, IVV, VIG, IJH | 13F-HR | 7/21/2022 | 000109544922000084 |
| Q1 2022 | 409 | 166,179 | AAPL, VCSH, IVV, AMZN | 13F-HR | 5/11/2022 | 000109544922000042 |
| Q4 2021 | 373 | 176,015 | AAPL, VCSH, TTD, IVV | 13F-HR | 2/7/2022 | 000109544922000009 |
| Q3 2021 | 373 | 165,341 | AAPL, VCSH, AMZN, TTD | 13F-HR | 10/25/2021 | 000109544921000091 |
| Q2 2021 | 306 | 160,727 | AAPL, VCSH, TTD, AMZN | 13F-HR | 8/9/2021 | 000109544921000070 |
| Q1 2021 | 299 | 143,247 | VCSH, AAPL, TTD, AMZN | 13F-HR | 5/14/2021 | 000109544921000046 |
| Q4 2020 | 298 | 135,178 | AAPL, VCSH, TTD, AMZN | 13F-HR | 2/23/2021 | 000109544921000022 |