| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 162 | 472,584 | VTI, SCHB, VYM, AAPL | 13F-HR | 11/3/2026 | 000199577326000006 |
| Q2 2026 | 149 | 454,226 | VTI, VYM, SCHB, AAPL | 13F-HR | 8/13/2026 | 000199577326000005 |
| Q1 2026 | 137 | 384,987 | VTI, VYM, SCHB, AAPL | 13F-HR | 5/13/2026 | 000199577326000002 |
| Q4 2025 | 134 | 387,409 | VTI, VYM, SCHB, AAPL | 13F-HR | 1/8/2026 | 000199577326000001 |
| Q3 2025 | 126 | 377,841 | VTI, VYM, SCHB, AAPL | 13F-HR | 10/20/2025 | 000199577325000005 |
| Q2 2025 | 119 | 344,904 | VTI, VYM, SCHB, AAPL | 13F-HR | 7/9/2025 | 000108514625003682 |
| Q1 2025 | 112 | 304,527 | VTI, VYM, SCHB, AAPL | 13F-HR | 5/13/2025 | 000108514625003056 |
| Q4 2024 | 110 | 317,279 | VTI, VYM, AAPL, SCHB | 13F-HR | 1/13/2025 | 000108514625000145 |
| Q3 2024 | 110 | 302,418 | VTI, VYM, AAPL, SCHB | 13F-HR | 11/1/2024 | 000108514624005306 |
| Q2 2024 | 104 | 283,143 | VTI, VYM, AAPL, SCHB | 13F-HR | 7/12/2024 | 000108514624002882 |
| Q1 2024 | 106 | 272,323 | VTI, VYM, SCHB, AAPL | 13F-HR | 4/11/2024 | 000108514624001723 |
| Q4 2023 | 108 | 265,792 | VTI, VYM, AAPL, SCHB | 13F-HR | 1/10/2024 | 000108514624000158 |
| Q3 2023 | 84 | 204,907 | VTI, VYM, AAPL, SCHB | 13F-HR | 10/30/2023 | 000108514623003971 |