| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 138 | 386,643 | AAPL, CMF, MSFT, AMZN | 13F-HR | 11/14/2024 | 000142050624002542 |
| Q2 2024 | 144 | 370,229 | AAPL, MSFT, CMF, AMZN | 13F-HR | 8/14/2024 | 000142050624001558 |
| Q1 2024 | 148 | 416,926 | CMF, MSFT, AAPL, IVV | 13F-HR | 5/15/2024 | 000142050624000983 |
| Q4 2023 | 136 | 356,401 | CMF, AAPL, MSFT, VGSH | 13F-HR | 2/12/2024 | 000142050624000229 |
| Q3 2023 | 135 | 324,709 | CMF, IEFA, ROST, AAPL | 13F-HR | 10/31/2023 | 000142050623001872 |
| Q2 2023 | 122 | 268,135 | CMF, SUB, AAPL, VGSH | 13F-HR | 8/31/2023 | 000142050623001745 |
| Q1 2023 | 128 | 229,803 | SUB, CMF, VGSH, AAPL | 13F-HR | 5/15/2023 | 000142050623001123 |
| Q4 2022 | 113 | 195,928 | SUB, CMF, VGSH, AAPL | 13F-HR | 2/13/2023 | 000142050623000443 |
| Q3 2022 | 98 | 161,592 | SUB, VGSH, AAPL, CMF | 13F-HR | 11/14/2022 | 000142050622002123 |
| Q2 2022 | 104 | 165,453 | SUB, MUB, VGSH, AAPL | 13F-HR | 8/12/2022 | 000142050622001524 |
| Q1 2022 | 110 | 185,200 | SUB, MUB, AAPL, VGSH | 13F-HR | 5/4/2022 | 000142050622000706 |
| Q4 2021 | 113 | 166,812 | SHV, AGG, IEF, IEFA | 13F-HR | 2/14/2022 | 000142050622000321 |