| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 155 | 474,996 | AAPL, VUG, VOT, VOE | 13F-HR | 5/5/2025 | 000190817725000002 |
| Q4 2024 | 166 | 485,768 | AAPL, VUG, VOT, SLYG | 13F-HR | 2/11/2025 | 000190817725000001 |
| Q3 2024 | 152 | 451,951 | AAPL, VUG, VOT, SLYG | 13F-HR | 11/14/2024 | 000117266124004817 |
| Q2 2024 | 160 | 438,417 | AAPL, VUG, VOT, SLYG | 13F-HR | 8/1/2024 | 000117266124003017 |
| Q1 2024 | 157 | 443,718 | AAPL, VUG, CMCSA, VOT | 13F-HR | 5/13/2024 | 000117266124002179 |
| Q4 2023 | 148 | 403,277 | VUG, AAPL, CMCSA, VOT | 13F-HR | 1/29/2024 | 000117266124000361 |
| Q3 2023 | 140 | 373,310 | VUG, CMCSA, AAPL, VOT | 13F-HR | 10/30/2023 | 000117266123003525 |
| Q2 2023 | 137 | 379,974 | VUG, AAPL, CMCSA, VOT | 13F-HR | 8/2/2023 | 000117266123002715 |
| Q1 2023 | 136 | 358,111 | VUG, CMCSA, AAPL, VOT | 13F-HR | 5/15/2023 | 000117266123002264 |
| Q4 2022 | 139 | 327,119 | VTV, VUG, CMCSA, VOE | 13F-HR | 2/13/2023 | 000108514623001120 |
| Q3 2022 | 140 | 290,000 | VTV, VUG, AAPL, CMCSA | 13F-HR | 10/31/2022 | 000108514622003665 |
| Q2 2022 | 147 | 280,674 | VTV, VUG, CMCSA, AAPL | 13F-HR | 8/8/2022 | 000108514622002890 |
| Q1 2022 | 147 | 280,358 | VTV, VUG, AAPL, VOT | 13F-HR | 5/5/2022 | 000108514622001788 |
| Q4 2021 | 109 | 231,381 | VUG, VTV, AAPL, VOT | 13F-HR | 2/8/2022 | 000108514622000665 |