| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 277 | 427,044 | VOO, AGG, VO, AAPL | 13F-HR | 5/7/2026 | 000139834426008630 |
| Q4 2025 | 278 | 416,457 | VOO, AGG, VO, AAPL | 13F-HR | 2/2/2026 | 000139834426001825 |
| Q3 2025 | 255 | 404,804 | VOO, AGG, VO, AAPL | 13F-HR | 11/4/2025 | 000139834425020288 |
| Q2 2025 | 249 | 370,127 | VOO, AGG, VO, AAPL | 13F-HR | 7/31/2025 | 000139834425014199 |
| Q1 2025 | 246 | 349,723 | VOO, AGG, VO, AAPL | 13F-HR | 5/12/2025 | 000139834425009206 |
| Q4 2024 | 224 | 344,720 | VOO, AGG, AAPL, VO | 13F-HR | 2/7/2025 | 000139834425002145 |
| Q3 2024 | 217 | 350,821 | VOO, AAPL, AGG, VO | 13F-HR | 11/6/2024 | 000139834424020050 |
| Q2 2024 | 217 | 318,117 | VOO, AAPL, VO, AGG | 13F-HR | 7/18/2024 | 000139834424012830 |
| Q1 2024 | 229 | 321,200 | VOO, VO, AGG, IEFA | 13F-HR | 4/23/2024 | 000139834424007554 |
| Q4 2023 | 228 | 297,893 | VOO, AAPL, AGG, IEFA | 13F-HR | 2/9/2024 | 000139834424002453 |
| Q3 2023 | 225 | 282,277 | VOO, AAPL, IJH, AGG | 13F-HR | 10/19/2023 | 000139834423019453 |
| Q2 2023 | 233 | 292,584 | VOO, AAPL, PEN, IJH | 13F-HR | 7/27/2023 | 000139834423013636 |
| Q1 2023 | 223 | 274,968 | VOO, AAPL, IJH, PEN | 13F-HR | 4/24/2023 | 000139834423007663 |
| Q4 2022 | 219 | 262,419 | VOO, WOLF, AAPL, PEN | 13F-HR | 1/18/2023 | 000139834423000694 |
| Q3 2022 | 213 | 255,407 | WOLF, VOO, AAPL, LNC | 13F-HR | 11/3/2022 | 000139834422021364 |
| Q2 2022 | 212 | 251,060 | VOO, WOLF, LNC, AAPL | 13F-HR | 7/25/2022 | 000139834422013989 |
| Q1 2022 | 233 | 304,665 | WOLF, VOO, LNC, AAPL | 13F-HR | 5/11/2022 | 000139834422009286 |
| Q4 2021 | 234 | 290,977 | WOLF, VOO, LNC, AAPL | 13F-HR | 2/17/2022 | 000139834422003579 |