| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 807 | 256,506 | AAPL, SPY, BRK-A, SCHD | 13F-HR | 10/7/2024 | 000202356824000027 |
| Q2 2024 | 683 | 239,117 | AAPL, SPY, BRK-A, SCHD | 13F-HR | 7/29/2024 | 000202356824000019 |
| Q1 2024 | 714 | 232,589 | AAPL, SPY, BRK-A, SCHD | 13F-HR | 5/15/2024 | 000202356824000018 |
| Q4 2023 | 687 | 213,669 | AAPL, SPY, BRK-A, SCHD | 13F-HR | 5/15/2024 | 000202356824000017 |
| Q3 2023 | 682 | 193,534 | AAPL, BRK-A, SCHD, SPY | 13F-HR | 5/15/2024 | 000202356824000016 |
| Q2 2023 | 672 | 203,295 | AAPL, SCHD, BRK-A, SPY | 13F-HR | 5/15/2024 | 000202356824000015 |
| Q1 2023 | 686 | 193,940 | SCHD, AAPL, BRK-A, SPY | 13F-HR | 5/15/2024 | 000202356824000014 |
| Q4 2022 | 680 | 178,669 | SCHD, AAPL, BRK-A, SPY | 13F-HR | 5/15/2024 | 000202356824000013 |
| Q3 2022 | 653 | 173,629 | AAPL, SCHD, BRK-A, SPY | 13F-HR | 5/15/2024 | 000202356824000012 |
| Q2 2022 | 657 | 177,151 | AAPL, SCHD, VOO, BRK-A | 13F-HR | 5/15/2024 | 000202356824000011 |
| Q1 2022 | 654 | 206,798 | AAPL, SCHD, BRK-A, VUG | 13F-HR | 5/15/2024 | 000202356824000010 |
| Q4 2021 | 647 | 206,966 | VUG, SCHF, AAPL, SCHD | 13F-HR | 5/15/2024 | 000202356824000009 |
| Q3 2021 | 600 | 194,459 | VUG, SCHF, SCHD, BRK-A | 13F-HR | 5/15/2024 | 000202356824000008 |
| Q2 2021 | 604 | 179,077 | VUG, SCHF, BRK-A, SCHD | 13F-HR | 5/15/2024 | 000202356824000007 |
| Q1 2021 | 575 | 139,428 | BRK-A, BNDX, SCHF, AAPL | 13F-HR | 5/15/2024 | 000202356824000006 |
| Q4 2020 | 564 | 125,954 | BNDX, SCHF, VUG, BRK-A | 13F-HR | 5/15/2024 | 000202356824000005 |
| Q3 2020 | 469 | 115,190 | BNDX, VUG, SCHF, BRK-A | 13F-HR | 5/15/2024 | 000202356824000004 |
| Q2 2020 | 515 | 114,922 | BNDX, VUG, SCHF, BRK-A | 13F-HR | 5/15/2024 | 000202356824000003 |
| Q1 2020 | 537 | 94,468 | BNDX, BSV, BRK-A, SPY | 13F-HR | 5/15/2024 | 000202356824000002 |
| Q4 2019 | 540 | 119,429 | SPY, BRK-A, BNDX, VTV | 13F-HR | 5/15/2024 | 000202356824000001 |