| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 285 | 552,680 | IVV, UJAN, IWF, JBND | 13F-HR | 4/10/2025 | 000108514625002025 |
| Q4 2024 | 265 | 535,576 | FBND, IVV, IWF, UJAN | 13F-HR | 1/14/2025 | 000108514625000208 |
| Q3 2024 | 248 | 492,619 | FBND, IVV, UJAN, IWF | 13F-HR | 10/9/2024 | 000108514624004755 |
| Q2 2024 | 228 | 435,445 | IVV, SGOV, UJAN, IWF | 13F-HR | 7/12/2024 | 000108514624002924 |
| Q1 2024 | 212 | 443,929 | IVV, FBND, UJAN, IWF | 13F-HR | 4/12/2024 | 000108514624001761 |
| Q4 2023 | 187 | 419,312 | IVV, AGG, AAPL, VGIT | 13F-HR | 1/19/2024 | 000108514624000364 |
| Q3 2023 | 163 | 355,022 | IVV, AGG, AAPL, DFAI | 13F-HR | 11/6/2023 | 000108514623004133 |
| Q2 2023 | 71 | 110,550 | LTPZ, MOAT, VOO, EDV | 13F-HR | 7/24/2023 | 000108514623002882 |
| Q1 2023 | 99 | 165,538 | AAPL, IVV, AGG, HDV | 13F-HR | 4/12/2023 | 000108514623001663 |
| Q4 2022 | 136 | 337,448 | AGG, DGRO, SCHD, HDV | 13F-HR | 2/13/2023 | 000108514623001111 |
| Q3 2022 | 131 | 307,241 | IVV, DGRO, HDV, CDC | 13F-HR | 11/14/2022 | 000108514622004037 |
| Q2 2022 | 158 | 286,775 | DGRO, IVV, VGIT, CDC | 13F-HR | 8/8/2022 | 000108514622002901 |
| Q1 2022 | 185 | 266,741 | IVV, VGIT, PRF, AGG | 13F-HR | 4/21/2022 | 000108514622001512 |
| Q4 2021 | 184 | 273,197 | VGIT, IVV, NTSX, VOO | 13F-HR | 2/2/2022 | 000108514622000477 |
| Q3 2021 | 174 | 226,492 | VOO, VGIT, IVV, RODM | 13F-HR | 10/29/2021 | 000108514621002952 |
| Q2 2021 | 153 | 172,071 | VOO, VGIT, RODM, XSOE | 13F-HR | 8/9/2021 | 000108514621002300 |
| Q1 2021 | 70 | 118,828 | VGIT, VOO, XSOE, RODM | 13F-HR | 5/17/2021 | 000108514621001807 |