| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 99 | 272,378 | AAPL, MSFT, IVV, AMZN | 13F-HR | 4/22/2025 | 000100414025000003 |
| Q4 2024 | 100 | 291,596 | AAPL, MSFT, IVV, AMZN | 13F-HR | 1/27/2025 | 000100414025000001 |
| Q3 2024 | 98 | 278,410 | AAPL, MSFT, IVV, AMZN | 13F-HR | 10/15/2024 | 000100414024000006 |
| Q2 2024 | 87 | 259,903 | MSFT, AAPL, AMZN, IVV | 13F-HR | 7/12/2024 | 000100414024000004 |
| Q1 2024 | 85 | 242,789 | MSFT, AAPL, AMZN, IVV | 13F-HR | 4/30/2024 | 000100414024000003 |
| Q4 2023 | 90 | 252,217 | AAPL, MSFT, AMZN, IVV | 13F-HR | 2/8/2024 | 000100414024000002 |
| Q3 2023 | 91 | 240,958 | AAPL, MSFT, AMZN, TFLO | 13F-HR | 10/25/2023 | 000100414023000005 |
| Q2 2023 | 88 | 233,007 | AAPL, MSFT, AMZN, IVV | 13F-HR | 7/18/2023 | 000100414023000004 |
| Q1 2023 | 86 | 206,645 | AAPL, MSFT, AMZN, SCHD | 13F-HR | 4/19/2023 | 000100414023000003 |
| Q4 2022 | 90 | 189,523 | AAPL, MSFT, AMZN, IVV | 13F-HR | 1/23/2023 | 000100414023000001 |
| Q3 2022 | 80 | 180,858 | AAPL, MSFT, AMZN, SCHD | 13F-HR | 10/12/2022 | 000100414022000004 |
| Q2 2022 | 81 | 189,247 | AAPL, MSFT, AMZN, SCHD | 13F-HR | 7/15/2022 | 000100414022000003 |
| Q1 2022 | 84 | 234,336 | AAPL, AMZN, MSFT, IVV | 13F-HR | 4/15/2022 | 000100414022000002 |
| Q4 2021 | 109 | 292,268 | AAPL, AMZN, MSFT, IVV | 13F-HR | 1/24/2022 | 000100414022000001 |
| Q3 2021 | 86 | 224,178 | AMZN, AAPL, MSFT, IVV | 13F-HR | 11/5/2021 | 000100414021000004 |
| Q2 2021 | 72 | 203,579 | AMZN, AAPL, MSFT, IVV | 13F-HR | 7/12/2021 | 000100414021000003 |
| Q1 2021 | 70 | 170,277 | AMZN, AAPL, MSFT, IVV | 13F-HR | 4/21/2021 | 000100414021000002 |
| Q4 2020 | 65 | 152,918 | AMZN, AAPL, MSFT, IVV | 13F-HR | 1/15/2021 | 000100414021000001 |
| Q3 2020 | 57 | 127,801 | AMZN, AAPL, MSFT, IVV | 13F-HR | 10/7/2020 | 000100414020000008 |
| Q2 2020 | 115 | 187,589 | AMZN, AAPL, MSFT, V | 13F-HR | 7/17/2020 | 000100414020000007 |
| Q1 2020 | 46 | 77,600 | MSFT, AMZN, AAPL, IVV | 13F-HR | 4/7/2020 | 000100414020000006 |
| Q4 2019 | 54 | 105,517 | MSFT, AMZN, AAPL, IVV | 13F-HR | 1/28/2020 | 000100414020000005 |