| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 147 | 561,072 | SCHB, GVI, AAPL, MSFT | 13F-HR | 2/12/2025 | 000102111725000001 |
| Q3 2024 | 145 | 552,452 | SCHB, GVI, AAPL, MSFT | 13F-HR | 11/13/2024 | 000102111724000004 |
| Q2 2024 | 137 | 518,059 | SCHB, GVI, MSFT, AAPL | 13F-HR | 8/14/2024 | 000102111724000003 |
| Q1 2024 | 139 | 512,106 | SCHB, GVI, MSFT, AAPL | 13F-HR | 5/14/2024 | 000102111724000002 |
| Q4 2023 | 137 | 491,269 | SCHB, GVI, MSFT, AAPL | 13F-HR | 2/16/2024 | 000102111724000001 |
| Q3 2023 | 133 | 496,006 | SCHB, AAPL, MSFT, GVI | 13F-HR | 11/2/2023 | 000102111723000004 |
| Q2 2023 | 135 | 523,564 | AAPL, MSFT, SCHB, GVI | 13F-HR | 8/9/2023 | 000102111723000003 |
| Q1 2023 | 135 | 440,769 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 5/17/2023 | 000102111723000002 |
| Q4 2022 | 128 | 466,531 | AAPL, MSFT, SCHB, XLE | 13F-HR | 2/13/2023 | 000102111723000001 |
| Q3 2022 | 126 | 459,784 | AAPL, WOLF, MSFT, SCHB | 13F-HR | 11/18/2022 | 000102111722000005 |
| Q2 2022 | 135 | 473,970 | AAPL, MSFT, GOOGL, AMZN | 13F-HR | 8/10/2022 | 000102111722000003 |
| Q1 2022 | 147 | 601,516 | AAPL, MSFT, AMZN, WOLF | 13F-HR | 5/12/2022 | 000102111722000002 |
| Q4 2021 | 146 | 626,354 | AAPL, MSFT, F, AMZN | 13F-HR | 2/14/2022 | 000102111722000001 |
| Q3 2021 | 144 | 574,582 | AAPL, MSFT, AMZN, F | 13F-HR | 11/5/2021 | 000102111721000004 |
| Q2 2021 | 147 | 577,520 | AAPL, MSFT, AMZN, F | 13F-HR | 8/12/2021 | 000102111721000003 |
| Q1 2021 | 143 | 548,150 | AAPL, MSFT, AMZN, F | 13F-HR | 5/11/2021 | 000102111721000002 |
| Q4 2020 | 138 | 551,343 | AAPL, MSFT, AMZN, MDB | 13F-HR | 2/9/2021 | 000102111721000001 |
| Q3 2020 | 137 | 472,424 | AAPL, AMZN, MSFT, MDB | 13F-HR | 11/13/2020 | 000102111720000005 |
| Q2 2020 | 134 | 335,337 | AAPL, MSFT, AMZN, MDB | 13F-HR | 8/13/2020 | 000102111720000004 |
| Q1 2020 | 144 | 264,578 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 5/7/2020 | 000102111720000003 |
| Q4 2019 | 150 | 345,216 | AAPL, MSFT, JPM, AMZN | 13F-HR | 2/10/2020 | 000102111720000001 |
| Q3 2019 | 148 | 318,717 | AAPL, MSFT, JPM, AMZN | 13F-HR | 11/5/2019 | 000102111719000006 |
| Q2 2019 | 151 | 324,132 | MSFT, AAPL, AMZN, JPM | 13F-HR | 8/19/2019 | 000102111719000004 |
| Q1 2019 | 146 | 341,907 | CREE, MSFT, AAPL, AMZN | 13F-HR | 5/2/2019 | 000102111719000003 |
| Q4 2018 | 145 | 301,140 | MSFT, AAPL, JPM, JNJ | 13F-HR | 2/12/2019 | 000102111719000001 |
| Q3 2018 | 141 | 354,479 | MSFT, AAPL, JPM, PANW | 13F-HR | 11/13/2018 | 000102111718000008 |
| Q2 2018 | 136 | 327,217 | MSFT, AAPL, CREE, JPM | 13F-HR | 8/10/2018 | 000102111718000006 |
| Q1 2018 | 129 | 317,694 | MSFT, AAPL, JPM, MTCH | 13F-HR | 5/11/2018 | 000102111718000005 |
| Q4 2017 | 132 | 337,748 | AAPL, MSFT, BA, JPM | 13F-HR | 2/9/2018 | 000102111718000002 |
| Q3 2017 | 131 | 322,159 | AAPL, MSFT, BA, JNJ | 13F-HR | 11/13/2017 | 000102111717000012 |
| Q2 2017 | 135 | 340,515 | AAPL, MSFT, JNJ, JPM | 13F-HR | 8/9/2017 | 000102111717000006 |
| Q1 2017 | 127 | 294,523 | AAPL, MSFT, JPM, JNJ | 13F-HR | 5/15/2017 | 000102111717000004 |
| Q4 2016 | 133 | 293,495 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 2/9/2017 | 000102111717000002 |
| Q3 2016 | 129 | 287,689 | AAPL, MSFT, JNJ, AMZN | 13F-HR | 11/8/2016 | 000102111716000018 |
| Q2 2016 | 129 | 280,200 | JNJ, MSFT, SYK, XOM | 13F-HR | 8/10/2016 | 000102111716000016 |
| Q1 2016 | 123 | 268,582 | MSFT, JNJ, CVS, CREE | 13F-HR | 5/10/2016 | 000102111716000013 |
| Q4 2015 | 123 | 268,806 | MSFT, ADBE, GOOGL, CVS | 13F-HR | 2/9/2016 | 000102111716000011 |
| Q3 2015 | 120 | 247,663 | AAPL, MSFT, ADBE, PFE | 13F-HR | 10/29/2015 | 000102111715000009 |
| Q2 2015 | 132 | 276,849 | AAPL, PFE, META, CVS | 13F-HR | 8/5/2015 | 000102111715000007 |
| Q1 2015 | 135 | 280,990 | AAPL, CVS, META, PFE | 13F-HR | 5/7/2015 | 000102111715000004 |
| Q4 2014 | 136 | 277,100 | AAPL, VFC, MSFT, CVS | 13F-HR | 2/9/2015 | 000102111715000002 |
| Q3 2014 | 136 | 267,420 | AAPL, JNJ, UNP, VFC | 13F-HR | 11/12/2014 | 000102111714000009 |
| Q2 2014 | 128 | 274,751 | AAPL, CREE, XOM, JNJ | 13F-HR | 8/8/2014 | 000102111714000007 |
| Q1 2014 | 125 | 266,091 | CREE, AAPL, VFC, XOM | 13F-HR | 5/6/2014 | 000102111714000005 |
| Q4 2013 | 121 | 274,197 | CREE, AAPL, XOM, VFC | 13F-HR | 2/7/2014 | 000102111714000003 |