| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 256 | 1,211,895 | VOO, DGRO, BIV, SCHX | 13F-HR | 11/29/2024 | 000190512824000008 |
| Q2 2024 | 244 | 1,220,709 | VOO, SCHX, DGRO, BIV | 13F-HR | 9/11/2024 | 000190512824000005 |
| Q1 2024 | 281 | 1,197,090 | VOO, DGRO, IDA, BIV | 13F-HR | 6/11/2024 | 000190512824000004 |
| Q4 2023 | 285 | 1,354,071 | VOO, DGRO, IDA, BIV | 13F-HR | 2/21/2024 | 000190512824000003 |
| Q3 2023 | 286 | 1,291,410 | VOO, DGRO, IDA, BIV | 13F-HR | 11/15/2023 | 000190512823000004 |
| Q2 2023 | 418 | 1,442,004 | VOO, BIV, VO, ITOT | 13F-HR | 8/14/2023 | 000190512823000003 |
| Q1 2023 | 434 | 1,441,958 | VOO, BIV, VO, DGRO | 13F-HR | 5/22/2023 | 000190512823000002 |
| Q4 2022 | 434 | 1,076,833 | DGRO, SCHX, HYG, IJH | 13F-HR | 2/16/2023 | 000190512823000001 |
| Q3 2022 | 415 | 1,186,206 | VOO, BIV, SCHX, HYG | 13F-HR | 12/2/2022 | 000190512822000006 |
| Q2 2022 | 440 | 1,248,434 | VOO, BIV, SCHX, DGRO | 13F-HR | 10/3/2022 | 000190512822000005 |
| Q1 2022 | 500 | 1,490,146 | VOO, SCHX, BIV, DGRO | 13F-HR | 6/8/2022 | 000190512822000004 |
| Q4 2021 | 369 | 1,310,311 | VOO, SCHX, BIV, DGRO | 13F-HR | 3/17/2022 | 000190512822000003 |