| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 569 | 40,720,635 | VTI, VT, SCHD, VXUS | 13F-HR | 10/30/2026 | 000089843226000749 |
| Q2 2026 | 467 | 34,638,723 | VTI, VT, VXUS, SCHD | 13F-HR | 8/18/2026 | 000089843226000671 |
| Q1 2026 | 464 | 49,190,635 | VTI, VT, SCHD, VXUS | 13F-HR | 5/12/2026 | 000089843226000355 |
| Q4 2025 | 607 | 29,692,270 | VTI, VT, SCHD, VXUS | 13F-HR | 2/17/2026 | 000089843226000121 |
| Q3 2025 | 637 | 28,096,723 | VTI, VT, SCHD, VXUS | 13F-HR | 10/30/2025 | 000089843225000856 |
| Q1 2025 | 694 | 21,847,289 | VTI, VT, SCHD, VXUS | 13F-HR | 5/15/2025 | 000089843225000351 |
| Q3 2024 | 533 | 17,122,285 | VTI, VT, AAPL, NVDA | 13F-HR | 5/15/2025 | 000089843225000379 |
| Q2 2024 | 536 | 15,239,410 | VTI, VT, NVDA, AAPL | 13F-HR | 5/15/2025 | 000089843225000378 |
| Q1 2024 | 533 | 13,635,355 | VTI, VT, VYM, AAPL | 13F-HR | 5/15/2025 | 000089843225000377 |
| Q4 2023 | 527 | 11,395,280 | VTI, VT, VYM, IVV | 13F-HR | 5/15/2025 | 000089843225000376 |
| Q3 2023 | 21 | 9,660,709 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000375 |
| Q2 2023 | 21 | 9,344,942 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000374 |
| Q1 2023 | 21 | 8,300,222 | VTI, VT, VYM, VCIT | 13F-HR | 5/15/2025 | 000089843225000373 |
| Q4 2022 | 21 | 7,314,264 | VTI, VT, VYM, USMV | 13F-HR | 5/15/2025 | 000089843225000372 |
| Q3 2022 | 21 | 6,139,470 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000371 |
| Q2 2022 | 20 | 5,907,834 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000370 |
| Q1 2022 | 17 | 6,332,648 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000369 |
| Q4 2021 | 19 | 5,815,454 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000368 |
| Q3 2021 | 18 | 4,618,912 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000367 |
| Q2 2021 | 18 | 4,011,646 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000366 |
| Q1 2021 | 16 | 3,107,517 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000365 |
| Q4 2020 | 16 | 2,497,508 | VTI, VT, VYM, USHY | 13F-HR | 5/15/2025 | 000089843225000364 |
| Q3 2020 | 15 | 1,901,307 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000363 |
| Q2 2020 | 15 | 1,520,771 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000362 |
| Q1 2020 | 15 | 1,095,532 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000361 |
| Q4 2019 | 13 | 1,073,535 | VTI, VT, VYM, VWO | 13F-HR | 5/15/2025 | 000089843225000359 |