| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 658 | 7,146,036 | MSFT, SHV, GOOGL, BIL | 13F-HR | 2/13/2024 | 000095012324001633 |
| Q3 2023 | 724 | 7,428,472 | MSFT, AAPL, SHV, BIL | 13F-HR | 11/8/2023 | 000095012323009585 |
| Q2 2023 | 705 | 7,697,916 | MSFT, AAPL, SHV, BIL | 13F-HR | 8/4/2023 | 000095012323006654 |
| Q1 2023 | 715 | 8,038,479 | AAPL, MSFT, SHV, BIL | 13F-HR | 5/9/2023 | 000095012323004067 |
| Q4 2022 | 712 | 6,853,272 | AAPL, MSFT, SHV, IVV | 13F-HR | 2/13/2023 | 000095012323001699 |
| Q3 2022 | 718 | 6,223,783 | AAPL, MSFT, SPY, SHV | 13F-HR | 11/14/2022 | 000095012322011686 |
| Q2 2022 | 693 | 6,634,774 | MSFT, IVV, AAPL, QQQ | 13F-HR | 8/8/2022 | 000095012322007932 |
| Q1 2022 | 706 | 7,399,775 | MSFT, IVV, AAPL, GOOGL | 13F-HR | 5/12/2022 | 000095012322005289 |
| Q4 2021 | 775 | 7,526,110 | AAPL, MSFT, IVV, GOOGL | 13F-HR | 2/15/2022 | 000095012322003119 |
| Q3 2021 | 762 | 6,363,014 | AAPL, MSFT, IVV, AMZN | 13F-HR | 11/12/2021 | 000095012321014728 |
| Q2 2021 | 764 | 5,608,845 | AAPL, MSFT, IVV, AMZN | 13F-HR | 8/6/2021 | 000095012321009759 |
| Q1 2021 | 747 | 5,056,520 | AAPL, MSFT, IVV, AMZN | 13F-HR | 5/13/2021 | 000095012321006152 |
| Q4 2020 | 696 | 4,292,470 | AAPL, MSFT, AMZN, SHY | 13F-HR | 2/12/2021 | 000095012321001765 |
| Q3 2020 | 672 | 3,451,358 | AAPL, MSFT, AMZN, SHY | 13F-HR | 11/12/2020 | 000095012320011298 |
| Q2 2020 | 755 | 3,108,541 | MSFT, AAPL, SHY, SHV | 13F-HR | 8/12/2020 | 000095012320008259 |
| Q1 2020 | 678 | 2,809,225 | SHV, AAPL, MSFT, BABA | 13F-HR | 5/13/2020 | 000095012320004616 |
| Q4 2019 | 716 | 3,164,657 | SHV, AAPL, MSFT, SHY | 13F-HR | 2/13/2020 | 000095012320001951 |