| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 530 | 135,111 | IJH, AAPL, IWM, BRK-B | 13F-HR | 11/12/2024 | 000004909624000009 |
| Q2 2024 | 488 | 1,228,663 | IJH, PUT SPY OPTION, AAPL, TFLO | 13F-HR | 8/13/2024 | 000004909624000006 |
| Q1 2024 | 478 | 1,133,998 | IJH, BRK-B, TFLO, IWM | 13F-HR | 5/9/2024 | 000004909624000004 |
| Q4 2023 | 464 | 1,032,917 | IJH, TFLO, BRK-B, IWM | 13F-HR | 2/12/2024 | 000004909624000001 |
| Q3 2023 | 431 | 955,110 | VEA, IJH, BRK-B, IVV | 13F-HR | 11/13/2023 | 000004909623000011 |
| Q2 2023 | 450 | 997,374 | VEA, IJH, IVV, BRK-B | 13F-HR | 8/10/2023 | 000004909623000009 |
| Q1 2023 | 357 | 783,797 | VEA, IJH, IVV, BRK-B | 13F-HR | 5/9/2023 | 000004909623000005 |
| Q4 2022 | 395 | 765,466 | IJH, IVV, IWM, VEA | 13F-HR | 2/13/2023 | 000004909623000002 |
| Q3 2022 | 429 | 799,050 | IJH, IVV, AAPL, IWM | 13F-HR | 11/8/2022 | 000004909622000008 |
| Q2 2022 | 406 | 836,104 | IJH, AAPL, IVV, IWM | 13F-HR | 8/15/2022 | 000004909622000006 |
| Q1 2022 | 451 | 1,038,833 | AAPL, IJH, IVV, BRK-B | 13F-HR | 5/11/2022 | 000004909622000004 |
| Q4 2021 | 461 | 1,052,288 | AAPL, IVV, IJH, GOOG | 13F-HR | 2/4/2022 | 000004909622000001 |
| Q3 2021 | 287 | 740,574 | AAPL, IVV, IJH, CALL SPY OPTION | 13F-HR | 11/12/2021 | 000004909621000010 |
| Q2 2021 | 456 | 974,555 | IVV, AAPL, VWO, GOOG | 13F-HR | 8/10/2021 | 000004909621000008 |
| Q1 2021 | 452 | 966,830 | IVV, AAPL, IJH, VWO | 13F-HR | 5/10/2021 | 000004909621000004 |
| Q4 2020 | 189 | 351,852 | GOOG, MSFT, QQQ, ARKK | 13F-HR | 2/8/2021 | 000004909621000001 |
| Q3 2020 | 371 | 727,834 | IVV, AAPL, ACWV, MSFT | 13F-HR | 11/12/2020 | 000004909620000015 |
| Q2 2020 | 395 | 715,097 | IVV, AAPL, ACWV, VWO | 13F-HR | 8/7/2020 | 000004909620000013 |
| Q1 2020 | 352 | 609,023 | VWO, IVV, ACWV, AAPL | 13F-HR | 5/14/2020 | 000004909620000011 |
| Q4 2019 | 379 | 714,007 | VWO, IVV, IJH, AAPL | 13F-HR | 2/14/2020 | 000004909620000004 |
| Q3 2019 | 405 | 670,408 | VWO, IVV, IJH, IWM | 13F-HR | 11/7/2019 | 000004909619000013 |
| Q2 2019 | 384 | 659,352 | VWO, IVV, IJH, BRK-B | 13F-HR | 8/5/2019 | 000004909619000011 |
| Q1 2019 | 366 | 615,783 | VWO, IJH, IVV, BRK-B | 13F-HR | 5/15/2019 | 000004909619000009 |
| Q4 2018 | 344 | 534,755 | VWO, IJH, IVV, SPY | 13F-HR | 2/13/2019 | 000004909619000001 |
| Q3 2018 | 372 | 613,514 | IJH, IVV, VWO, VEA | 13F-HR | 11/13/2018 | 000004909618000015 |
| Q2 2018 | 361 | 575,821 | IJH, IVV, VEA, VWO | 13F-HR | 8/13/2018 | 000004909618000010 |
| Q1 2018 | 263 | 394,273 | IJH, VWO, VEA, IVV | 13F-HR | 5/3/2018 | 000004909618000005 |
| Q4 2017 | 280 | 428,366 | IJH, VEA, VWO, IVV | 13F-HR | 2/13/2018 | 000004909618000001 |
| Q3 2017 | 278 | 395,683 | IJH, VEA, VWO, IVV | 13F-HR | 11/7/2017 | 000004909617000011 |
| Q2 2017 | 292 | 375,770 | IJH, VEA, VWO, IVV | 13F-HR | 8/4/2017 | 000004909617000008 |
| Q1 2017 | 286 | 351,157 | IJH, VEA, VWO, IVV | 13F-HR | 5/10/2017 | 000004909617000006 |
| Q4 2016 | 224 | 240,244 | IJH, VWO, VEA, IVV | 13F-HR | 2/14/2017 | 000004909617000001 |
| Q3 2016 | 199 | 216,123 | VWO, VEA, IJH, IVV | 13F-HR | 11/15/2016 | 000004909616000010 |
| Q2 2016 | 190 | 50,795 | IEF, VWO, VEA, IJH | 13F-HR | 8/15/2016 | 000004909616000008 |