| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 457 | 232,954 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 1/30/2024 | 000008901424000011 |
| Q3 2023 | 504 | 208,623 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 11/3/2023 | 000008901423000009 |
| Q2 2023 | 497 | 264,745 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 7/27/2023 | 000008901423000005 |
| Q1 2023 | 466 | 242,966 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 4/26/2023 | 000156761923005802 |
| Q4 2022 | 469 | 226,599 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 2/8/2023 | 000156761923002091 |
| Q3 2022 | 538 | 210,851 | AAPL, MSFT, AMZN, TSLA | 13F-HR | 11/1/2022 | 000156761922019028 |
| Q2 2022 | 507 | 221,434 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 8/2/2022 | 000156761922014789 |
| Q1 2022 | 505 | 314,048 | AAPL, MSFT, AMZN, TSLA | 13F-HR | 5/9/2022 | 000156761922009771 |
| Q4 2021 | 492 | 380,257 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 2/11/2022 | 000156761922003367 |
| Q3 2021 | 514 | 343,814 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 11/3/2021 | 000156761921019276 |
| Q2 2021 | 507 | 392,581 | AAPL, MSFT, AMZN, META | 13F-HR | 8/4/2021 | 000156761921014384 |
| Q1 2021 | 477 | 361,551 | AAPL, MSFT, AMZN, META | 13F-HR | 4/21/2021 | 000156761921008406 |
| Q4 2020 | 435 | 1,989,265 | AAPL, MSFT, AMZN, META | 13F-HR | 2/2/2021 | 000156761921001894 |
| Q3 2020 | 425 | 1,799,796 | AAPL, MSFT, AMZN, META | 13F-HR | 11/5/2020 | 000156761920018743 |
| Q2 2020 | 460 | 1,644,324 | MSFT, AAPL, AMZN, META | 13F-HR | 8/7/2020 | 000156761920014524 |
| Q1 2020 | 423 | 1,354,536 | MSFT, AAPL, AMZN, META | 13F-HR | 5/5/2020 | 000156761920009062 |
| Q4 2019 | 440 | 1,677,078 | AAPL, MSFT, AMZN, META | 13F-HR | 2/6/2020 | 000156761920002303 |
| Q3 2019 | 433 | 1,529,823 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 11/8/2019 | 000156761919020723 |
| Q2 2019 | 475 | 1,511,896 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 8/12/2019 | 000156761919016238 |
| Q1 2019 | 467 | 1,442,000 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 5/8/2019 | 000156761919010084 |
| Q4 2018 | 471 | 1,380,603 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 2/11/2019 | 000156761919002954 |
| Q3 2018 | 457 | 1,643,182 | AAPL, MSFT, AMZN, BRK-B | RESTATEMENT | 11/6/2018 | 000156761918005119 |
| Q2 2018 | 462 | 1,533,649 | AAPL, MSFT, AMZN, META | 13F-HR | 8/10/2018 | 000156761918000323 |
| Q1 2018 | 464 | 1,647,661 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 5/2/2018 | 000114036118020970 |
| Q4 2017 | 470 | 1,834,199 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 2/7/2018 | 000114036118005488 |
| Q3 2017 | 501 | 2,666,975 | LQD, IVV, IJR, IJH | 13F-HR | 11/13/2017 | 000114036117042044 |
| Q2 2017 | 516 | 2,537,009 | LQD, IVV, IJR, IJH | 13F-HR | 8/21/2017 | 000114036117032778 |
| Q1 2017 | 511 | 2,449,012 | LQD, IVV, IJR, IJH | 13F-HR | 5/12/2017 | 000114036117019956 |
| Q4 2016 | 515 | 2,380,152 | LQD, IVV, IJR, IJH | 13F-HR | 2/8/2017 | 000114036117005095 |
| Q3 2016 | 515 | 2,294,730 | LQD, IVV, IJR, IJH | 13F-HR | 11/4/2016 | 000114036116084877 |
| Q2 2016 | 511 | 2,281,876 | LQD, IVV, IJH, IJR | 13F-HR | 8/10/2016 | 000114036116075707 |
| Q1 2016 | 511 | 2,210,670 | LQD, IVV, IJR, IJH | 13F-HR | 5/10/2016 | 000114036116064187 |
| Q4 2015 | 507 | 2,165,988 | LQD, IVV, IJH, IJR | 13F-HR | 1/20/2016 | 000114036116048157 |
| Q3 2015 | 515 | 2,024,719 | LQD, IVV, IJH, IJR | 13F-HR | 10/19/2015 | 000114036115037945 |
| Q2 2015 | 540 | 2,130,413 | LQD, IVV, IJR, IJH | 13F-HR | 8/25/2015 | 000114036115033335 |
| Q1 2015 | 532 | 2,113,855 | LQD, IVV, IJR, IJH | 13F-HR | 5/28/2015 | 000114036115022077 |
| Q4 2014 | 529 | 2,063,182 | LQD, IVV, SPY, IJR | 13F-HR | 2/18/2015 | 000114036115007718 |
| Q3 2014 | 534 | 1,952,819 | SPY, LQD, IVV, IJH | 13F-HR | 11/13/2014 | 000114036114041453 |
| Q2 2014 | 531 | 1,933,827 | LQD, SPY, IVV, IJH | 13F-HR | 8/4/2014 | 000114036114030546 |
| Q1 2014 | 528 | 1,899,674 | SPY, LQD, IVV, IJH | 13F-HR | 5/12/2014 | 000114036114020217 |
| Q4 2013 | 523 | 1,852,012 | SPY, IVV, LQD, IJR | 13F-HR | 2/10/2014 | 000114036114005608 |