| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 54 | 113,020 | SPY, AMZN, GOOG, VOO | 13F-HR | 5/9/2025 | 000086917925000004 |
| Q4 2024 | 48 | 124,316 | SPY, AMZN, GOOG, AAPL | 13F-HR | 2/11/2025 | 000086917925000002 |
| Q3 2024 | 52 | 117,380 | SPY, AMZN, GOOG, AAPL | 13F-HR | 11/7/2024 | 000086917924000024 |
| Q2 2024 | 47 | 115,590 | SPY, GOOG, AMZN, MSFT | 13F-HR | 8/9/2024 | 000086917924000018 |
| Q1 2024 | 47 | 110,658 | SPY, AMZN, GOOG, MSFT | 13F-HR | 5/8/2024 | 000086917924000016 |
| Q4 2023 | 47 | 104,920 | SPY, AAPL, GOOG, AMZN | 13F-HR | 2/8/2024 | 000086917924000002 |
| Q3 2023 | 43 | 91,793 | SPY, AAPL, GOOG, AMZN | 13F-HR | 11/7/2023 | 000086917923000008 |
| Q2 2023 | 51 | 102,294 | SPY, AAPL, GOOG, AMZN | 13F-HR | 8/7/2023 | 000086917923000006 |
| Q1 2023 | 55 | 93,523 | SPY, AAPL, GOOG, AMZN | 13F-HR | 5/9/2023 | 000086917923000004 |
| Q4 2022 | 56 | 86,756 | SPY, AAPL, GOOG, VOO | 13F-HR | 2/9/2023 | 000086917923000002 |
| Q3 2022 | 55 | 87,825 | SPY, AAPL, AMZN, GOOG | 13F-HR | 11/9/2022 | 000089424022000035 |
| Q2 2022 | 59 | 95,506 | SPY, AAPL, GOOG, AMZN | 13F-HR | 8/11/2022 | 000089424022000027 |
| Q1 2022 | 53 | 120,638 | SPY, AAPL, AMZN, GOOG | 13F-HR | 5/9/2022 | 000086917922000004 |
| Q4 2021 | 49 | 129,350 | SPY, AAPL, AMZN, GOOG | 13F-HR | 2/7/2022 | 000086917922000002 |
| Q3 2021 | 35 | 123,511 | SPY, GOOG, AMZN, AAPL | 13F-HR | 11/9/2021 | 000086917921000006 |
| Q2 2021 | 35 | 129,642 | SPY, GOOG, AMZN, VOO | 13F-HR | 8/10/2021 | 000086917921000004 |
| Q1 2021 | 40 | 126,469 | SPY, GOOG, AMZN, VOO | 13F-HR | 5/10/2021 | 000086917921000002 |
| Q4 2020 | 38 | 127,895 | SPY, AMZN, VOO, MA | 13F-HR | 2/8/2021 | 000089424021000002 |
| Q3 2020 | 34 | 118,435 | SPY, AMZN, VOO, MA | 13F-HR | 11/5/2020 | 000089424020000021 |
| Q2 2020 | 37 | 113,832 | SPY, AMZN, VOO, MSFT | 13F-HR | 8/10/2020 | 000089424020000007 |
| Q1 2020 | 40 | 97,555 | SPY, AMZN, VOO, GOOG | 13F-HR | 5/12/2020 | 000086917920000004 |
| Q4 2019 | 36 | 134,082 | SPY, VOO, AMZN, MA | 13F-HR | 2/12/2020 | 000086917920000002 |
| Q3 2019 | 37 | 139,196 | IVV, SPY, VOO, AMZN | 13F-HR | 11/12/2019 | 000086917919000008 |
| Q2 2019 | 38 | 145,983 | IVV, SPY, AMZN, MA | 13F-HR | 8/9/2019 | 000086917919000006 |
| Q1 2019 | 38 | 138,797 | IVV, SPY, AMZN, VOO | 13F-HR | 5/7/2019 | 000086917919000004 |
| Q4 2018 | 36 | 128,197 | SPY, IVV, AMZN, VOO | 13F-HR | 2/13/2019 | 000086917919000002 |
| Q3 2018 | 44 | 164,167 | IVV, SPY, AMZN, VOO | 13F-HR | 11/13/2018 | 000086917918000008 |
| Q2 2018 | 44 | 192,121 | IVV, SPY, AMZN, VV | 13F-HR | 8/9/2018 | 000086917918000006 |
| Q1 2018 | 43 | 186,995 | IVV, SPY, VV, VOO | 13F-HR | 5/9/2018 | 000086917918000004 |
| Q4 2017 | 41 | 193,383 | IVV, SPY, VV, VOO | 13F-HR | 2/13/2018 | 000086917918000002 |
| Q3 2017 | 44 | 184,187 | IVV, SPY, VV, VOO | 13F-HR | 11/14/2017 | 000086917917000008 |
| Q2 2017 | 46 | 177,745 | IVV, SPY, VV, VOO | 13F-HR | 8/9/2017 | 000086917917000006 |
| Q1 2017 | 58 | 172,985 | IVV, SPY, VV, VOO | 13F-HR | 5/10/2017 | 000086917917000004 |
| Q4 2016 | 59 | 162,363 | IVV, SPY, VV, VOO | 13F-HR | 1/25/2017 | 000086917917000002 |
| Q3 2016 | 62 | 156,011 | IVV, SPY, VUG, VV | 13F-HR | 11/9/2016 | 000086917916000018 |
| Q2 2016 | 79 | 158,300 | IVV, SPY, VUG, VV | 13F-HR | 8/10/2016 | 000086917916000016 |
| Q1 2016 | 78 | 161,269 | IVV, SPY, VUG, VV | 13F-HR | 5/4/2016 | 000086917916000014 |
| Q4 2015 | 88 | 170,172 | IVV, SPY, DIS, VUG | 13F-HR | 2/9/2016 | 000086917916000012 |
| Q3 2015 | 86 | 162,693 | IVV, SPY, DIS, VUG | 13F-HR | 11/12/2015 | 000086917915000010 |
| Q2 2015 | 88 | 176,130 | IVV, SPY, DIS, AAPL | 13F-HR | 8/5/2015 | 000086917915000008 |
| Q1 2015 | 91 | 187,837 | IVV, SPY, AAPL, DIS | 13F-HR | 5/11/2015 | 000086917915000006 |
| Q4 2014 | 56 | 193,419 | IVV, SPY, AAPL, VUG | 13F-HR | 1/27/2015 | 000086917915000002 |
| Q3 2014 | 56 | 190,390 | IVV, SPY, AAPL, VUG | 13F-HR | 11/7/2014 | 000086917914000010 |
| Q2 2014 | 60 | 190,645 | IVV, SPY, VV, AAPL | 13F-HR | 8/11/2014 | 000086917914000008 |
| Q1 2014 | 72 | 185,046 | SPY, IVV, VV, VTV | 13F-HR | 5/12/2014 | 000086917914000006 |
| Q4 2013 | 60 | 172,959 | SPY, IVV, SCHX, VOO | 13F-HR | 2/6/2014 | 000086917914000003 |