| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 127 | 239,861 | VGIT, GRID, BIL, IYW | 13F-HR | 11/13/2024 | 000117266124004642 |
| Q2 2024 | 109 | 259,445 | VGSH, VGIT, BIL, GRID | 13F-HR | 8/12/2024 | 000117266124003220 |
| Q1 2024 | 100 | 257,967 | VGSH, VGIT, BIL, GRID | 13F-HR | 5/8/2024 | 000117266124002066 |
| Q4 2023 | 89 | 224,491 | VGSH, VGIT, AAPL, MSFT | 13F-HR | 2/5/2024 | 000117266124000448 |
| Q3 2023 | 83 | 210,859 | VGSH, VGIT, AAPL, MSFT | 13F-HR | 11/2/2023 | 000117266123003581 |
| Q2 2023 | 82 | 214,476 | VGSH, VGIT, AAPL, MSFT | 13F-HR | 8/8/2023 | 000117266123002811 |
| Q1 2023 | 85 | 210,314 | VGSH, VGIT, AAPL, IVV | 13F-HR | 5/12/2023 | 000117266123002068 |
| Q4 2022 | 80 | 199,650 | VGSH, VGIT, AAPL, IVV | 13F-HR | 2/13/2023 | 000117266123000723 |
| Q3 2022 | 71 | 97,012 | VGIT, AAPL, IVV, MSFT | 13F-HR | 10/27/2022 | 000117266122002243 |
| Q2 2022 | 73 | 107,000 | VGIT, IVV, AAPL, MSFT | 13F-HR | 8/3/2022 | 000117266122001712 |
| Q1 2022 | 97 | 124,263 | VGIT, IVV, AAPL, MSFT | 13F-HR | 5/12/2022 | 000181204622000062 |
| Q4 2021 | 95 | 134,816 | VGIT, IVV, AAPL, MSFT | 13F-HR | 2/1/2022 | 000181204622000016 |
| Q3 2021 | 76 | 124,476 | VGIT, IVV, AAPL, IEFA | 13F-HR | 11/9/2021 | 000181204621000103 |
| Q2 2021 | 77 | 123,499 | VGIT, IVV, AAPL, IEFA | 13F-HR | 7/30/2021 | 000181204621000070 |
| Q1 2021 | 65 | 155,118 | VGIT, IVV, IEFA, VCSH | 13F-HR | 5/14/2021 | 000181204621000058 |