| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 742 | 12,434,143 | VTI, XLV, SPY, MSFT | 13F-HR | 2/14/2024 | 000117266124000898 |
| Q3 2023 | 766 | 11,280,925 | VTI, XLV, SPY, KOKU | 13F-HR | 11/14/2023 | 000117266123003856 |
| Q2 2023 | 766 | 11,594,101 | VTI, XLV, SPY, KOKU | 13F-HR | 8/14/2023 | 000117266123003015 |
| Q1 2023 | 752 | 11,194,328 | VTI, XLV, SPY, KOKU | 13F-HR | 5/15/2023 | 000117266123002103 |
| Q4 2022 | 747 | 10,462,345 | SPY, IVV, KOKU, XLK | 13F-HR | 2/14/2023 | 000117266123000863 |
| Q3 2022 | 743 | 9,523,676 | DIA, VOO, XLV, KOKU | 13F-HR | 11/14/2022 | 000117266122002513 |
| Q2 2022 | 744 | 10,046,401 | VOO, XLV, DIA, XLP | 13F-HR | 8/15/2022 | 000117266122001952 |
| Q1 2022 | 758 | 11,479,621 | VOO, QQQ, IVV, DIA | 13F-HR | 5/16/2022 | 000117266122001394 |
| Q4 2021 | 763 | 13,053,927 | VOO, QQQ, IVV, XLV | 13F-HR | 2/14/2022 | 000117266122000475 |
| Q3 2021 | 757 | 11,799,478 | VOO, KOKU, QQQ, IVV | 13F-HR | 11/10/2021 | 000117266121002149 |
| Q2 2021 | 763 | 11,391,542 | VOO, KOKU, QQQ, IVV | 13F-HR | 8/13/2021 | 000117266121001661 |
| Q1 2021 | 742 | 10,144,007 | VOO, QQQ, KOKU, IVV | 13F-HR | 5/11/2021 | 000117266121001082 |
| Q4 2020 | 728 | 6,651,167 | KOKU, AAPL, MSFT, AMZN | 13F-HR | 2/8/2021 | 000117266121000271 |
| Q3 2020 | 726 | 5,919,155 | KOKU, MSFT, AAPL, AMZN | 13F-HR | 10/20/2020 | 000117266120002021 |
| Q2 2020 | 725 | 5,152,753 | MSFT, AAPL, AMZN, KOKU | 13F-HR | 7/27/2020 | 000117266120001555 |
| Q1 2020 | 725 | 3,927,605 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 5/5/2020 | 000117266120001133 |
| Q4 2019 | 736 | 4,499,534 | MSFT, AAPL, AMZN, BABA | 13F-HR | 2/14/2020 | 000117266120000485 |
| Q3 2019 | 4 | 48,439 | JCI, TT, CB, WIX | NEW HOLDINGS | 2/14/2020 | 000117266120000487 |
| Q3 2019 | 732 | 4,041,050 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 11/14/2019 | 000117266119002193 |
| Q2 2019 | 744 | 3,955,855 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 8/7/2019 | 000117266119001628 |
| Q1 2019 | 727 | 3,784,743 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 5/3/2019 | 000117266119001105 |
| Q4 2018 | 716 | 3,281,569 | MSFT, AAPL, AMZN, JNJ | 13F-HR | 2/6/2019 | 000117266119000328 |
| Q3 2018 | 719 | 3,716,547 | AAPL, AMZN, MSFT, GOOG | 13F-HR | 10/30/2018 | 000117266118001895 |
| Q2 2018 | 719 | 3,417,972 | AAPL, AMZN, MSFT, META | 13F-HR | 8/8/2018 | 000117266118001472 |
| Q1 2018 | 719 | 3,200,092 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 5/14/2018 | 000117266118001048 |
| Q4 2017 | 719 | 3,283,618 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 2/14/2018 | 000117266118000700 |