| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 5,593 | 15,884,569 | AAPL, IVV, VEA, SPY | 13F-HR | 2/14/2020 | 000149315220002502 |
| Q3 2019 | 5,528 | 14,499,758 | AAPL, IVV, USMV, SPY | 13F-HR | 11/14/2019 | 000149315219017222 |
| Q2 2019 | 5,490 | 13,834,077 | AAPL, IVV, VEA, SPY | 13F-HR | 8/15/2019 | 000149315219012740 |
| Q1 2019 | 5,362 | 13,089,490 | AAPL, IVV, VEA, BRK-B | 13F-HR | 5/15/2019 | 000149315219007440 |
| Q4 2018 | 5,402 | 11,102,101 | AAPL, IVV, VEA, BRK-B | 13F-HR | 2/14/2019 | 000149315219002095 |
| Q3 2018 | 5,276 | 11,950,349 | AAPL, VEA, BRK-B, AMZN | 13F-HR | 11/14/2018 | 000149315218016044 |
| Q2 2018 | 5,254 | 10,726,867 | AAPL, VEA, BRK-B, SPY | 13F-HR | 8/15/2018 | 000149315218012070 |
| Q1 2018 | 5,254 | 10,726,867 | AAPL, VEA, BRK-B, SPY | 13F-HR | 5/15/2018 | 000149315218007142 |
| Q4 2017 | 5,162 | 10,470,514 | AAPL, VEA, BRK-B, SPY | 13F-HR | 2/14/2018 | 000149315218002176 |
| Q3 2017 | 5,072 | 9,219,575 | AAPL, SPY, IVW, VEA | 13F-HR | 11/15/2017 | 000149315217013279 |
| Q2 2017 | 5,031 | 8,514,961 | AAPL, IVW, SPY, IWF | 13F-HR | 8/14/2017 | 000149315217009188 |
| Q1 2017 | 5,003 | 7,888,934 | SPY, AAPL, IWF, IVW | 13F-HR | 5/15/2017 | 000114420417027466 |
| Q4 2016 | 4,987 | 7,190,614 | SPY, AAPL, IWF, IWD | 13F-HR | 2/14/2017 | 000114420417008963 |
| Q3 2016 | 4,917 | 6,676,097 | AAPL, IWF, SPY, IWM | 13F-HR | 11/14/2016 | 000114420416134135 |
| Q2 2016 | 4,918 | 6,261,573 | AAPL, IWS, IWF, SPY | 13F-HR | 8/15/2016 | 000114420416119451 |
| Q1 2016 | 4,888 | 5,683,351 | AAPL, IWF, IWD, SPY | 13F-HR | 5/16/2016 | 000114420416102664 |
| Q4 2015 | 4,856 | 5,409,379 | AAPL, SPY, IVW, IWF | 13F-HR | 2/16/2016 | 000114420416082493 |
| Q3 2015 | 4,771 | 4,848,773 | AAPL, IVW, IWD, BRK-B | 13F-HR | 11/16/2015 | 000114420415066017 |
| Q2 2015 | 4,803 | 5,410,499 | AAPL, IWP, IWD, IWO | 13F-HR | 8/14/2015 | 000114420415049787 |
| Q1 2015 | 4,727 | 5,212,885 | AAPL, IWP, IWD, VTI | 13F-HR | 5/15/2015 | 000114420415031684 |
| Q4 2014 | 4,508 | 4,520,206 | SPY, AAPL, IVW, IWD | 13F-HR | 2/13/2015 | 000114420415008828 |
| Q3 2014 | 4,073 | 3,670,577 | HYG, IVW, JNK, AAPL | 13F-HR | 11/14/2014 | 000114420414068732 |
| Q2 2014 | 4,033 | 3,651,861 | IWS, HYG, JNK, IWF | 13F-HR | 8/14/2014 | 000114420414050322 |
| Q1 2014 | 3,884 | 3,428,675 | IVV, IWM, JNK, HYG | 13F-HR | 5/15/2014 | 000114420414030944 |
| Q4 2013 | 3,858 | 3,243,158 | IVV, IJH, IWO, JNK | 13F-HR | 2/14/2014 | 000114420414009503 |