| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,017 | 5,205,567 | VTI, AAPL, MSFT, NVDA | 13F-HR | 8/14/2026 | 000117266126003519 |
| Q1 2026 | 982 | 4,583,253 | MSFT, VTI, AAPL, NVDA | 13F-HR | 5/15/2026 | 000117266126002092 |
| Q4 2025 | 1,020 | 4,810,257 | MSFT, AAPL, VTI, NVDA | 13F-HR | 2/17/2026 | 000117266126001052 |
| Q3 2025 | 65 | 581,962 | MSFT, VEU, VTI, VWO | 13F-HR | 11/14/2025 | 000117266125004803 |
| Q2 2025 | 69 | 727,845 | MSFT, VEU, VTI, VWO | 13F-HR | 8/14/2025 | 000117266125003374 |
| Q1 2025 | 67 | 621,628 | MSFT, VEU, VTI, VWO | 13F-HR | 5/15/2025 | 000117266125002050 |
| Q4 2024 | 80 | 731,391 | MSFT, VEU, VTI, VWO | 13F-HR | 2/14/2025 | 000117266125000923 |
| Q3 2024 | 84 | 763,619 | MSFT, VEU, VTI, VWO | 13F-HR | 11/14/2024 | 000117266124004758 |
| Q2 2024 | 72 | 709,012 | MSFT, VEU, VTI, VWO | 13F-HR | 8/14/2024 | 000117266124003437 |
| Q1 2024 | 83 | 738,218 | MSFT, VEU, VTI, VWO | 13F-HR | 5/15/2024 | 000117266124002369 |
| Q4 2023 | 91 | 846,051 | MSFT, VEU, VTI, VWO | 13F-HR | 2/14/2024 | 000117266124001082 |
| Q3 2023 | 115 | 777,401 | MSFT, VTI, VEU, VWO | 13F-HR | 11/14/2023 | 000117266123003884 |
| Q2 2023 | 115 | 849,665 | MSFT, VTI, VEU, VWO | 13F-HR | 8/14/2023 | 000117266123003080 |
| Q1 2023 | 119 | 800,752 | MSFT, VTI, VEU, VWO | 13F-HR | 5/15/2023 | 000117266123002178 |
| Q4 2022 | 115 | 704,045 | MSFT, VTI, VEU, VWO | 13F-HR | 2/14/2023 | 000117266123000896 |
| Q3 2022 | 71 | 439,695 | VTI, VEU, VWO, MUB | 13F-HR | 11/7/2022 | 000072320422000008 |
| Q2 2022 | 122 | 790,033 | MSFT, VTI, VEU, VWO | 13F-HR | 8/3/2022 | 000072320422000006 |
| Q1 2022 | 195 | 1,097,052 | MSFT, VTI, VEU, VWO | 13F-HR | 5/6/2022 | 000072320422000004 |
| Q4 2021 | 198 | 1,068,973 | MSFT, VTI, VEU, IWB | 13F-HR | 2/7/2022 | 000072320422000002 |
| Q3 2021 | 187 | 978,212 | MSFT, VTI, VEU, IWB | 13F-HR | 11/12/2021 | 000072320421000009 |
| Q2 2021 | 168 | 958,030 | MSFT, VTI, VEU, IWB | 13F-HR | 8/9/2021 | 000072320421000007 |
| Q1 2021 | 163 | 908,459 | MSFT, VTI, VEU, IWB | 13F-HR | 5/13/2021 | 000072320421000004 |
| Q4 2020 | 161 | 890,164 | MSFT, VTI, VEU, IWB | 13F-HR | 2/26/2021 | 000072320421000002 |