| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 316 | 451,384 | VTI, NVDA, AAPL, MSFT | 13F-HR | 11/4/2024 | 000185285824000007 |
| Q2 2024 | 293 | 385,356 | VTI, NVDA, MSFT, AAPL | 13F-HR | 7/24/2024 | 000185285824000004 |
| Q1 2024 | 277 | 343,487 | VTI, MSFT, NVDA, AAPL | 13F-HR | 5/13/2024 | 000185285824000003 |
| Q4 2023 | 240 | 282,272 | VTI, AAPL, MSFT, SCHG | 13F-HR | 1/12/2024 | 000185285824000001 |
| Q3 2023 | 213 | 235,724 | VTI, AAPL, SCHG, MSFT | 13F-HR | 10/25/2023 | 000185285823000005 |
| Q2 2023 | 215 | 241,778 | VTI, AAPL, SCHG, SCHB | 13F-HR | 7/13/2023 | 000185285823000004 |
| Q1 2023 | 204 | 222,857 | VTI, SCHB, AAPL, SPTS | 13F-HR | 4/25/2023 | 000185285823000003 |
| Q4 2022 | 180 | 199,105 | VTI, SPTS, SCHB, VGSH | 13F-HR | 2/9/2023 | 000185285823000002 |
| Q3 2022 | 202 | 180,669 | VTI, VGSH, SCHB, VTV | 13F-HR | 10/12/2022 | 000185285822000005 |
| Q2 2022 | 187 | 164,538 | VTI, SCHB, VTV, SCHG | 13F-HR | 7/12/2022 | 000185285822000004 |
| Q1 2022 | 132 | 173,006 | VTI, SCHB, SCHG, AAPL | 13F-HR | 4/18/2022 | 000185285822000003 |
| Q4 2021 | 107 | 165,650 | VTI, SCHB, SCHG, VUG | 13F-HR | 1/21/2022 | 000185285822000001 |
| Q3 2021 | 101 | 145,977 | VTI, SCHB, SCHG, VUG | 13F-HR | 10/13/2021 | 000185285821000005 |
| Q2 2021 | 95 | 145,301 | VTI, SCHB, SCHG, VTV | 13F-HR | 7/16/2021 | 000185285821000004 |
| Q1 2021 | 83 | 113,965 | VTI, SCHB, SCHG, SCHM | 13F-HR | 4/13/2021 | 000185285821000002 |
| Q4 2020 | 80 | 108,376 | VTI, SCHB, SCHG, SCHM | 13F-HR | 3/26/2021 | 000185285821000001 |