| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 407 | 796,822 | IVV, SPLG, MSFT, AAPL | 13F-HR | 10/17/2025 | 000195175725001150 |
| Q2 2025 | 390 | 718,873 | IVV, SPLG, MSFT, QUAL | 13F-HR | 8/4/2025 | 000195175725001017 |
| Q1 2025 | 388 | 658,485 | IVV, SPLG, AAPL, MSFT | 13F-HR | 5/2/2025 | 000195175725000501 |
| Q4 2024 | 381 | 669,876 | IVV, SPLG, AAPL, MSFT | 13F-HR | 1/22/2025 | 000195175725000102 |
| Q3 2024 | 372 | 664,453 | IVV, KVYO, AAPL, SPLG | 13F-HR | 11/4/2024 | 000195175724001160 |
| Q2 2024 | 356 | 609,073 | IVV, MSFT, SPLG, AAPL | 13F-HR | 8/2/2024 | 000195175724000643 |
| Q1 2024 | 355 | 598,180 | IVV, SPLG, MSFT, AAPL | 13F-HR | 4/29/2024 | 000195175724000406 |
| Q4 2023 | 343 | 724,204 | IVV, MCD, DUK, SPLG | 13F-HR | 1/22/2024 | 000195175724000086 |
| Q3 2023 | 340 | 668,506 | IVV, MCD, DUK, XOM | 13F-HR | 10/12/2023 | 000195175723000553 |
| Q2 2023 | 357 | 772,485 | IVV, MCD, DUK, PG | 13F-HR | 7/13/2023 | 000195175723000341 |
| Q1 2023 | 354 | 761,165 | IVV, MCD, DUK, PG | 13F-HR | 4/12/2023 | 000195175723000145 |
| Q4 2022 | 353 | 720,352 | IVV, MCD, DUK, PG | RESTATEMENT | 1/25/2023 | 000195175723000064 |
| Q3 2022 | 339 | 620,679 | IVV, MCD, DUK, PG | RESTATEMENT | 10/19/2022 | 000185293022000007 |
| Q2 2022 | 336 | 652,645 | IVV, DUK, MCD, PG | 13F-HR | 7/15/2022 | 000185293022000005 |
| Q1 2022 | 363 | 742,967 | IVV, MCD, DUK, PG | 13F-HR | 4/21/2022 | 000185293022000004 |
| Q4 2021 | 352 | 752,857 | IVV, MCD, W, DUK | 13F-HR | 1/20/2022 | 000185293022000002 |
| Q3 2021 | 340 | 740,766 | IVV, W, MCD, DUK | 13F-HR | 10/26/2021 | 000185293021000002 |
| Q2 2021 | 331 | 727,210 | IVV, W, MCD, DUK | 13F-HR | 7/29/2021 | 000122107321000077 |
| Q1 2021 | 304 | 674,510 | IVV, W, MCD, DUK | 13F-HR | 4/22/2021 | 000122107321000050 |
| Q4 2020 | 290 | 579,621 | IVV, MCD, W, DUK | 13F-HR | 4/12/2021 | 000122107321000025 |