| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 740 | 274,423 | AAPL, BIV, DFCF, BSV | 13F-HR | 10/10/2024 | 000191066624000007 |
| Q2 2024 | 730 | 244,925 | AAPL, BIV, BSV, AGG | RESTATEMENT | 7/9/2024 | 000191066624000004 |
| Q1 2024 | 711 | 226,495 | AAPL, BIV, BSV, VYM | 13F-HR | 4/11/2024 | 000191066624000002 |
| Q4 2023 | 680 | 199,530 | AAPL, BIV, STIP, BSV | 13F-HR | 1/10/2024 | 000191066624000001 |
| Q3 2023 | 689 | 181,483 | AAPL, STIP, BNDX, VYM | 13F-HR | 10/16/2023 | 000191066623000004 |
| Q2 2023 | 703 | 185,330 | AAPL, STIP, VIG, VYM | 13F-HR | 7/10/2023 | 000191066623000003 |
| Q1 2023 | 684 | 174,809 | AAPL, STIP, VYM, VIG | 13F-HR | 4/10/2023 | 000191066623000002 |
| Q4 2022 | 653 | 162,527 | AAPL, STIP, VYM, VIG | 13F-HR | 1/11/2023 | 000191066623000001 |
| Q3 2022 | 701 | 142,895 | AAPL, STIP, LNT, VIG | 13F-HR | 10/24/2022 | 000191066622000006 |
| Q2 2022 | 702 | 143,419 | AAPL, STIP, LNT, VIG | 13F-HR | 8/22/2022 | 000191066622000005 |
| Q1 2022 | 676 | 165,534 | AAPL, STIP, LNT, MSFT | 13F-HR | 5/31/2022 | 000191066622000004 |
| Q4 2021 | 667 | 162,279 | AAPL, STIP, MSFT, LNT | RESTATEMENT | 3/23/2022 | 000191066622000002 |