| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 124 | 245,212 | IVV, VOO, AGG, AAPL | 13F-HR | 10/17/2024 | 000117266124004285 |
| Q2 2024 | 111 | 224,649 | IVV, VOO, AAPL, VTI | 13F-HR | 7/23/2024 | 000117266124002872 |
| Q1 2024 | 121 | 217,008 | IVV, VOO, VO, VTI | 13F-HR | 4/17/2024 | 000117266124001880 |
| Q4 2023 | 120 | 195,237 | VOO, IVV, VO, VIG | 13F-HR | 1/17/2024 | 000117266124000254 |
| Q3 2023 | 116 | 172,672 | VOO, SPY, IVV, VIG | 13F-HR | 11/13/2023 | 000117266123003777 |
| Q2 2023 | 123 | 175,720 | VOO, VIG, VO, VEA | 13F-HR | 8/14/2023 | 000117266123003073 |
| Q1 2023 | 89 | 138,069 | VOO, VIG, BSV, VO | 13F-HR | 5/12/2023 | 000117266123002048 |
| Q4 2022 | 81 | 124,121 | VOO, VO, VIG, BSV | 13F-HR | 1/23/2023 | 000117266123000260 |
| Q3 2022 | 75 | 111,177 | VOO, BSV, VO, VIG | 13F-HR | 11/14/2022 | 000160658722002334 |
| Q2 2022 | 76 | 110,073 | VOO, BSV, VO, VIG | 13F-HR | 8/11/2022 | 000160658722001734 |
| Q1 2022 | 426 | 120,320 | VOO, VO, BSV, VB | 13F-HR | 5/4/2022 | 000160658722000916 |
| Q4 2021 | 394 | 118,795 | VOO, BSV, VO, VB | 13F-HR | 2/4/2022 | 000160658722000337 |