| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 215 | 354,347 | VOO, VIG, AGG, AAPL | 13F-HR | 4/9/2025 | 000108514625001969 |
| Q4 2024 | 219 | 358,030 | VOO, AAPL, NVDA, VIG | 13F-HR | 1/21/2025 | 000108514625000383 |
| Q3 2024 | 223 | 364,872 | VOO, VIG, AAPL, AGG | 13F-HR | 10/11/2024 | 000108514624004843 |
| Q2 2024 | 218 | 330,002 | VOO, VIG, NVDA, AAPL | 13F-HR | 7/17/2024 | 000108514624003074 |
| Q1 2024 | 215 | 317,696 | VOO, VIG, AGG, VYM | 13F-HR | 4/11/2024 | 000108514624001738 |
| Q4 2023 | 196 | 269,303 | VOO, AAPL, AGG, VIG | 13F-HR | 1/8/2024 | 000108514624000060 |
| Q3 2023 | 188 | 249,557 | VOO, AAPL, AGG, VIG | 13F-HR | 10/5/2023 | 000108514623003594 |
| Q2 2023 | 197 | 257,756 | VOO, AAPL, VIG, AGG | 13F-HR | 7/7/2023 | 000108514623002572 |
| Q1 2023 | 191 | 245,422 | VOO, AAPL, VIG, AGG | 13F-HR | 4/20/2023 | 000108514623001795 |
| Q4 2022 | 627 | 257,260 | VOO, VIG, AGG, AAPL | 13F-HR | 2/14/2023 | 000139834423003392 |
| Q3 2022 | 689 | 233,999 | VOO, AAPL, AGG, VIG | 13F-HR | 10/24/2022 | 000139834422020617 |
| Q2 2022 | 683 | 240,976 | VOO, AAPL, AGG, VIG | 13F-HR | 8/10/2022 | 000139834422015167 |
| Q1 2022 | 692 | 275,124 | VOO, AAPL, AGG, VIG | RESTATEMENT | 8/10/2022 | 000139834422015203 |
| Q4 2021 | 694 | 286,385 | VOO, AAPL, AGG, VIG | RESTATEMENT | 8/10/2022 | 000139834422015197 |