| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 167 | 8,620,105 | IXUS, AGG, AAPL, MSFT | 13F-HR | 4/17/2025 | 000108514625002161 |
| Q4 2024 | 172 | 9,248,140 | IXUS, AGG, AAPL, MSFT | 13F-HR | 1/23/2025 | 000108514625000453 |
| Q3 2024 | 173 | 9,668,733 | AGG, IXUS, MSFT, AAPL | 13F-HR | 10/10/2024 | 000108514624004830 |
| Q2 2024 | 170 | 8,778,141 | AGG, MSFT, IXUS, AAPL | 13F-HR | 7/22/2024 | 000108514624003166 |
| Q1 2024 | 169 | 8,705,765 | AGG, MSFT, XLK, AAPL | 13F-HR | 4/12/2024 | 000108514624001757 |
| Q4 2023 | 162 | 8,051,642 | MSFT, AGG, AAPL, XLK | 13F-HR | 1/23/2024 | 000108514624000402 |
| Q3 2023 | 156 | 7,168,935 | MSFT, AAPL, SPY, GOOG | 13F-HR | 11/6/2023 | 000108514623004141 |
| Q2 2023 | 142 | 6,779,197 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 7/26/2023 | 000108514623002914 |
| Q1 2023 | 147 | 6,398,447 | AAPL, MSFT, GOOG, IWM | 13F-HR | 5/8/2023 | 000108514623002116 |
| Q4 2022 | 146 | 6,612,215 | MSFT, AAPL, IWM, GOOG | 13F-HR | 2/2/2023 | 000108514623000590 |
| Q3 2022 | 144 | 6,090,762 | AAPL, MSFT, SPY, GOOG | 13F-HR | 11/3/2022 | 000108514622003767 |
| Q2 2022 | 144 | 6,100,013 | MSFT, AAPL, GOOG, AMZN | 13F-HR | 8/8/2022 | 000108514622002877 |
| Q1 2022 | 136 | 7,394,841 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 5/13/2022 | 000108514622002063 |
| Q4 2021 | 133 | 6,926,357 | MSFT, AAPL, GOOG, AMZN | 13F-HR | 2/10/2022 | 000108514622000785 |
| Q3 2021 | 129 | 8,006,304 | MSFT, AAPL, GOOG, AMZN | 13F-HR | 11/12/2021 | 000108514621003132 |
| Q2 2021 | 126 | 8,176,229 | MSFT, AAPL, GOOG, AMZN | 13F-HR | 7/13/2021 | 000108514621001973 |
| Q1 2021 | 130 | 7,816,616 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 5/10/2021 | 000108514621001540 |
| Q4 2020 | 128 | 7,397,179 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 2/17/2021 | 000108514621001018 |
| Q3 2020 | 106 | 6,178,897 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 10/19/2020 | 000108514620002563 |
| Q2 2020 | 109 | 5,831,208 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 7/13/2020 | 000108514620001773 |
| Q1 2020 | 113 | 5,265,805 | MSFT, AMZN, AAPL, GOOG | 13F-HR | 4/16/2020 | 000108514620001143 |
| Q4 2019 | 117 | 6,782,037 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 1/28/2020 | 000108514620000314 |
| Q3 2019 | 116 | 6,468,270 | MSFT, AAPL, AMZN, GOOG | 13F-HR | 10/22/2019 | 000108514619002599 |
| Q2 2019 | 130 | 8,363,941 | MSFT, ACWX, AMZN, VEU | 13F-HR | 7/16/2019 | 000108514619001896 |
| Q1 2019 | 127 | 8,468,381 | MSFT, AMZN, VEU, AAPL | 13F-HR | 4/9/2019 | 000108514619001118 |
| Q4 2018 | 127 | 7,793,750 | MSFT, AMZN, AAPL, VEU | 13F-HR | 1/14/2019 | 000108514619000139 |
| Q3 2018 | 138 | 9,633,384 | AAPL, MSFT, AMZN, VEU | 13F-HR | 10/10/2018 | 000108514618002273 |
| Q2 2018 | 158 | 9,319,699 | AAPL, MSFT, AMZN, VEU | 13F-HR | 7/19/2018 | 000108514618001719 |
| Q1 2018 | 162 | 9,131,071 | AAPL, VEU, MSFT, AMZN | 13F-HR | 4/5/2018 | 000108514618000984 |
| Q4 2017 | 166 | 9,559,607 | AAPL, VEU, JPM, MSFT | 13F-HR | 1/16/2018 | 000108514618000130 |
| Q3 2017 | 166 | 9,121,251 | AAPL, VEU, JPM, GOOG | 13F-HR | 10/11/2017 | 000108514617002027 |
| Q2 2017 | 165 | 8,645,773 | AAPL, VEU, JPM, GOOG | 13F-HR | 7/10/2017 | 000108514617001456 |
| Q1 2017 | 166 | 8,442,809 | AAPL, VEU, JPM, GOOG | 13F-HR | 4/21/2017 | 000108514617001012 |
| Q4 2016 | 176 | 8,426,953 | AAPL, JPM, VEU, GOOG | 13F-HR | 1/19/2017 | 000108514617000141 |
| Q3 2016 | 177 | 8,086,652 | AAPL, VEU, JPM, AMZN | 13F-HR | 10/26/2016 | 000108514616004570 |
| Q2 2016 | 176 | 7,590,440 | AAPL, VEU, JPM, XOM | 13F-HR | 7/12/2016 | 000108514616003969 |
| Q1 2016 | 186 | 7,727,662 | AAPL, VEU, JPM, XOM | 13F-HR | 4/27/2016 | 000108514616003535 |
| Q4 2015 | 182 | 7,434,231 | AAPL, JPM, VEU, MSFT | 13F-HR | 1/14/2016 | 000108514616002610 |
| Q3 2015 | 193 | 7,310,398 | AAPL, JPM, VEU, XOM | 13F-HR | 10/14/2015 | 000108514615001998 |
| Q2 2015 | 189 | 7,656,217 | AAPL, JPM, XOM, VEU | 13F-HR | 7/21/2015 | 000108514615001474 |
| Q1 2015 | 185 | 7,590,194 | AAPL, JPM, XOM, SLB | 13F-HR | 4/13/2015 | 000108514615000914 |
| Q4 2014 | 180 | 7,420,361 | AAPL, JPM, XOM, JNJ | 13F-HR | 1/12/2015 | 000108514615000059 |
| Q3 2014 | 179 | 7,230,710 | AAPL, JPM, XOM, JNJ | 13F-HR | 11/4/2014 | 000108514614002078 |
| Q2 2014 | 174 | 7,313,398 | AAPL, XOM, JPM, CVX | 13F-HR | 8/12/2014 | 000108514614001650 |
| Q1 2014 | 172 | 6,907,951 | AAPL, JPM, XOM, CVX | 13F-HR | 5/15/2014 | 000108514614001173 |
| Q4 2013 | 165 | 6,799,654 | AAPL, XOM, CVX, JPM | 13F-HR | 2/4/2014 | 000108514614000238 |