| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 4,172 | 70,655,875 | AAPL, IVV, NVDA, MSFT | 13F-HR | 5/9/2025 | 000031227225000010 |
| Q4 2024 | 4,087 | 68,404,386 | AAPL, IVV, NVDA, MSFT | 13F-HR | 2/10/2025 | 000031227225000002 |
| Q3 2024 | 4,055 | 65,969,954 | AAPL, IVV, MSFT, NVDA | 13F-HR | 10/18/2024 | 000031227224000020 |
| Q2 2024 | 4,033 | 63,172,730 | AAPL, MSFT, NVDA, IVV | 13F-HR | 7/31/2024 | 000031227224000017 |
| Q1 2024 | 4,019 | 60,181,155 | AAPL, MSFT, IVV, NVDA | 13F-HR | 4/29/2024 | 000031227224000011 |
| Q4 2023 | 3,900 | 54,586,971 | AAPL, IVV, MSFT, QQQ | 13F-HR | 2/6/2024 | 000031227224000003 |
| Q3 2023 | 3,823 | 48,263,228 | AAPL, IVV, MSFT, QQQ | 13F-HR | 10/23/2023 | 000031227223000018 |
| Q2 2023 | 3,831 | 49,156,279 | AAPL, IVV, MSFT, QQQ | 13F-HR | 8/10/2023 | 000031227223000016 |
| Q1 2023 | 3,774 | 47,636,816 | GOOGL, AAPL, IVV, MSFT | 13F-HR | 5/11/2023 | 000031227223000014 |
| Q4 2022 | 3,701 | 41,580,797 | AAPL, IVV, MSFT, SPY | 13F-HR | 2/7/2023 | 000031227223000005 |
| Q3 2022 | 3,662 | 38,804,282 | AAPL, IBM, IVV, MSFT | 13F-HR | 11/14/2022 | 000031227222000011 |
| Q2 2022 | 3,661 | 38,374,893 | AAPL, MSFT, IVV, SPY | 13F-HR | 7/19/2022 | 000031227222000008 |
| Q1 2022 | 3,704 | 43,738,132 | AAPL, MSFT, IVV, SPY | 13F-HR | 5/4/2022 | 000031227222000007 |
| Q4 2021 | 3,643 | 44,391,871 | AAPL, MSFT, IVV, QQQ | 13F-HR | 1/31/2022 | 000031227222000003 |
| Q3 2021 | 3,573 | 39,835,887 | AAPL, MSFT, IVV, QQQ | 13F-HR | 10/29/2021 | 000031227221000019 |
| Q2 2021 | 3,520 | 39,386,909 | AAPL, MSFT, IVV, AMZN | 13F-HR | 8/11/2021 | 000031227221000015 |
| Q1 2021 | 3,396 | 35,349,048 | AAPL, MSFT, IVV, AMZN | 13F-HR | 5/4/2021 | 000031227221000009 |
| Q4 2020 | 3,197 | 33,238,169 | AAPL, AMZN, MSFT, IVV | 13F-HR | 2/11/2021 | 000031227221000002 |
| Q3 2020 | 3,046 | 29,276,138 | AAPL, AMZN, MSFT, IVV | 13F-HR | 11/5/2020 | 000031227220000013 |
| Q2 2020 | 2,948 | 26,494,064 | AAPL, MSFT, AMZN, IVV | 13F-HR | 8/12/2020 | 000031227220000011 |
| Q1 2020 | 2,814 | 21,465,484 | AAPL, VEA, IVV, MSFT | 13F-HR | 5/11/2020 | 000031227220000006 |
| Q4 2019 | 2,882 | 26,282,461 | AAPL, VEA, IVV, SPY | 13F-HR | 2/5/2020 | 000031227220000002 |
| Q3 2019 | 2,837 | 23,441,906 | AAPL, VEA, IVV, IWF | 13F-HR | 10/30/2019 | 000031227219000015 |
| Q2 2019 | 2,773 | 22,697,549 | AAPL, VEA, IVV, IWF | 13F-HR | 7/19/2019 | 000031227219000012 |
| Q1 2019 | 2,742 | 21,664,544 | AAPL, VEA, IVV, IWF | 13F-HR | 5/13/2019 | 000031227219000009 |
| Q4 2018 | 2,676 | 18,826,528 | VEA, AAPL, VTI, IVV | 13F-HR | 2/11/2019 | 000031227219000003 |
| Q3 2018 | 2,788 | 20,879,232 | AAPL, VEA, VTI, IWF | 13F-HR | 11/6/2018 | 000031227218000014 |
| Q2 2018 | 2,765 | 19,128,454 | VEA, AAPL, VTI, IWF | 13F-HR | 7/31/2018 | 000031227218000012 |
| Q1 2018 | 2,709 | 18,426,646 | VEA, IWF, AAPL, IWD | 13F-HR | 5/14/2018 | 000031227218000010 |
| Q4 2017 | 2,678 | 18,302,948 | IWF, IWD, VEA, AAPL | 13F-HR | 2/12/2018 | 000031227218000006 |