| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,532 | 43,495,609 | MSFT, NVDA, AMZN, AAPL | 13F-HR | 4/25/2024 | 000101833124000004 |
| Q4 2023 | 1,527 | 37,989,177 | MSFT, AAPL, AMZN, NVDA | 13F-HR | 2/6/2024 | 000101833124000002 |
| Q3 2023 | 1,493 | 32,698,676 | MSFT, AAPL, AMZN, NVDA | 13F-HR | 11/13/2023 | 000101833123000009 |
| Q2 2023 | 1,480 | 32,386,583 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 8/15/2023 | 000101833123000006 |
| Q1 2023 | 1,465 | 29,058,307 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 5/11/2023 | 000101833123000004 |
| Q4 2022 | 1,451 | 26,453,285 | MSFT, AAPL, V, AMZN | 13F-HR | 1/27/2023 | 000101833123000002 |
| Q3 2022 | 1,446 | 23,639,485 | MSFT, AAPL, AMZN, VEA | 13F-HR | 11/14/2022 | 000101833122000008 |
| Q2 2022 | 1,457 | 22,739,918 | MSFT, AAPL, AMZN, V | 13F-HR | 8/12/2022 | 000101833122000006 |
| Q1 2022 | 1,419 | 26,222,915 | MSFT, AAPL, AMZN, GOOGL | 13F-HR | 5/12/2022 | 000101833122000004 |
| Q4 2021 | 1,358 | 26,187,421 | MSFT, AAPL, AMZN, META | 13F-HR | 2/8/2022 | 000101833122000002 |
| Q3 2021 | 1,360 | 24,316,419 | MSFT, AMZN, META, NVDA | 13F-HR | 11/15/2021 | 000101833121000011 |
| Q2 2021 | 1,305 | 21,423,953 | MSFT, AMZN, META, AAPL | 13F-HR | 8/12/2021 | 000101833121000009 |
| Q1 2021 | 1,257 | 19,159,121 | MSFT, AMZN, META, AAPL | 13F-HR | 5/4/2021 | 000101833121000006 |
| Q4 2020 | 1,211 | 17,359,371 | MSFT, AMZN, AAPL, META | 13F-HR | 2/12/2021 | 000101833121000004 |
| Q3 2020 | 1,142 | 15,892,037 | AMZN, MSFT, META, AAPL | 13F-HR | 11/12/2020 | 000101833120000016 |
| Q2 2020 | 1,155 | 15,067,824 | MSFT, AMZN, META, V | 13F-HR | 8/11/2020 | 000101833120000012 |
| Q1 2020 | 1,161 | 12,270,695 | MSFT, AMZN, V, META | 13F-HR | 4/27/2020 | 000101833120000005 |
| Q4 2019 | 1,126 | 14,177,907 | MSFT, META, V, AMZN | 13F-HR | 2/10/2020 | 000101833120000003 |
| Q3 2019 | 1,143 | 12,598,915 | MSFT, V, AMZN, META | 13F-HR | 11/12/2019 | 000101833119000015 |
| Q2 2019 | 1,098 | 12,244,326 | MSFT, V, AMZN, META | 13F-HR | 8/12/2019 | 000101833119000012 |
| Q1 2019 | 1,066 | 11,422,073 | MSFT, AMZN, V, META | RESTATEMENT | 5/15/2019 | 000101833119000010 |
| Q4 2018 | 1,084 | 10,128,203 | MSFT, V, AMZN, BND | RESTATEMENT | 2/13/2019 | 000101833119000005 |
| Q3 2018 | 1,094 | 11,360,695 | AMZN, MSFT, V, BND | 13F-HR | 11/13/2018 | 000101833118000013 |
| Q2 2018 | 1,089 | 10,468,146 | AMZN, META, MSFT, BND | RESTATEMENT | 8/14/2018 | 000101833118000010 |
| Q1 2018 | 1,054 | 10,131,662 | AMZN, META, BND, V | 13F-HR | 5/10/2018 | 000101833118000006 |
| Q4 2017 | 1,064 | 9,818,341 | AMZN, META, BND, V | 13F-HR | 2/14/2018 | 000101833118000003 |
| Q3 2017 | 1,050 | 9,466,198 | META, BND, BABA, V | 13F-HR | 11/14/2017 | 000101833117000007 |
| Q2 2017 | 1,060 | 9,238,931 | AMZN, META, BND, V | 13F-HR | 7/27/2017 | 000095012317006360 |
| Q1 2017 | 1,056 | 9,025,176 | BND, META, AMZN, V | 13F-HR | 5/12/2017 | 000095012317004708 |
| Q4 2016 | 1,040 | 8,317,246 | BND, META, V, AMZN | 13F-HR | 2/7/2017 | 000095012317000979 |
| Q3 2016 | 1,008 | 7,719,978 | BND, META, AMZN, V | 13F-HR | 11/4/2016 | 000095012316021238 |
| Q2 2016 | 1,010 | 7,233,433 | BND, META, CSCO, AMZN | 13F-HR | 8/1/2016 | 000095012316018643 |
| Q1 2016 | 994 | 6,682,447 | BND, EFV, MSFT, META | 13F-HR | 5/6/2016 | 000095012316016295 |
| Q4 2015 | 1,023 | 6,100,289 | BND, EFV, SPY, MSFT | 13F-HR | 2/12/2016 | 000095012316014370 |
| Q3 2015 | 991 | 5,765,355 | BND, EFV, SPY, V | 13F-HR | 11/12/2015 | 000095012315011489 |
| Q2 2015 | 1,004 | 5,889,532 | BND, SPY, EFV, V | 13F-HR | 8/14/2015 | 000095012315009487 |
| Q1 2015 | 1,012 | 5,696,954 | BND, EFV, SPY, V | 13F-HR | 5/15/2015 | 000095012315006228 |
| Q4 2014 | 1,024 | 5,342,970 | SPY, BND, EFV, V | 13F-HR | 2/5/2015 | 000095012315000897 |
| Q3 2014 | 1,010 | 4,983,615 | SPY, BND, EFV, JPM | 13F-HR | 11/3/2014 | 000095012314010811 |
| Q2 2014 | 1,324 | 6,979,183 | SPY, BND, EFV, ORCL | 13F-HR | 8/13/2014 | 000095012314008630 |
| Q1 2014 | 1,247 | 6,497,155 | BND, SPY, EFV, GOOGL | 13F-HR | 5/13/2014 | 000095012314005601 |
| Q4 2013 | 1,153 | 6,109,775 | SPY, BND, EFV, GOOGL | 13F-HR | 2/12/2014 | 000095012314001877 |