| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 80 | 348,338 | IVV, DVY, MSFT, AAPL | 13F-HR | 2/14/2025 | 000205629225000003 |
| Q3 2024 | 78 | 352,144 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000020 |
| Q2 2024 | 76 | 313,433 | IVV, MSFT, DVY, AAPL | 13F-HR | 4/10/2025 | 000205629225000019 |
| Q1 2024 | 79 | 307,884 | IVV, MSFT, DVY, JEPI | 13F-HR | 4/10/2025 | 000205629225000018 |
| Q4 2023 | 79 | 290,079 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000017 |
| Q3 2023 | 79 | 253,589 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000016 |
| Q2 2023 | 79 | 256,513 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000015 |
| Q1 2023 | 78 | 229,250 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000014 |
| Q4 2022 | 60 | 159,035 | IVV, DVY, MSFT, AAPL | 13F-HR | 4/10/2025 | 000205629225000013 |
| Q3 2022 | 41 | 125,070 | IVV, DVY, IEFA, AAPL | 13F-HR | 4/10/2025 | 000205629225000012 |
| Q2 2022 | 42 | 123,668 | IVV, DVY, IEFA, IWB | 13F-HR | 4/10/2025 | 000205629225000011 |
| Q1 2022 | 41 | 147,150 | IVV, DVY, IEFA, AAPL | 13F-HR | 4/10/2025 | 000205629225000010 |
| Q4 2021 | 50 | 174,154 | IVV, DVY, AAPL, IWR | 13F-HR | 4/10/2025 | 000205629225000009 |
| Q3 2021 | 50 | 144,316 | IVV, DVY, IVW, AAPL | 13F-HR | 4/10/2025 | 000205629225000008 |
| Q2 2021 | 41 | 133,447 | IVV, DVY, AAPL, MSFT | 13F-HR | 4/10/2025 | 000205629225000007 |
| Q1 2021 | 41 | 124,920 | IVV, DVY, USMV, AAPL | 13F-HR | 4/10/2025 | 000205629225000006 |
| Q4 2020 | 43 | 105,827 | IVV, USMV, AAPL, MSFT | 13F-HR | 4/10/2025 | 000205629225000005 |