| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,189 | 3,754,173 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 8/13/2026 | 000105598026000004 |
| Q1 2026 | 3,130 | 3,253,830 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 5/13/2026 | 000105598026000003 |
| Q4 2025 | 3,147 | 3,284,873 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 2/11/2026 | 000105598026000002 |
| Q3 2025 | 3,160 | 3,269,416 | NVDA, MSFT, AAPL, AMZN | 13F-HR | 11/10/2025 | 000105598025000009 |
| Q2 2025 | 3,215 | 3,168,691 | NVDA, MSFT, AAPL, IVV | 13F-HR | 8/12/2025 | 000105598025000004 |
| Q1 2025 | 3,149 | 2,907,396 | AAPL, MSFT, NVDA, IVV | 13F-HR | 5/12/2025 | 000105598025000003 |
| Q4 2024 | 3,153 | 3,075,340 | AAPL, NVDA, MSFT, AMZN | 13F-HR | 2/13/2025 | 000105598025000002 |
| Q3 2024 | 3,145 | 3,071,605 | AAPL, MSFT, NVDA, IVV | 13F-HR | 11/13/2024 | 000105598024000009 |
| Q2 2024 | 3,137 | 2,913,351 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 8/13/2024 | 000105598024000005 |
| Q1 2024 | 3,082 | 2,916,138 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 5/13/2024 | 000105598024000004 |
| Q4 2023 | 3,108 | 2,733,608 | AAPL, MSFT, VEA, IVV | 13F-HR | 2/14/2024 | 000105598024000002 |
| Q3 2023 | 3,119 | 2,500,125 | AAPL, MSFT, VOO, VEA | 13F-HR | 11/13/2023 | 000105598023000008 |
| Q2 2023 | 3,122 | 2,657,864 | AAPL, MSFT, VOO, AMZN | 13F-HR | 8/11/2023 | 000105598023000006 |
| Q1 2023 | 3,021 | 2,525,097 | AAPL, MSFT, VOO, VEA | 13F-HR | 5/10/2023 | 000105598023000003 |
| Q4 2022 | 3,059 | 2,496,487 | AAPL, MSFT, VOO, VEA | 13F-HR | 2/13/2023 | 000105598023000002 |
| Q3 2022 | 3,050 | 2,233,052 | AAPL, MSFT, VOO, AGG | 13F-HR | 11/14/2022 | 000105598022000006 |
| Q2 2022 | 3,066 | 2,317,913 | AAPL, MSFT, VOO, AGG | 13F-HR | 8/12/2022 | 000105598022000005 |
| Q1 2022 | 3,094 | 2,781,522 | AAPL, MSFT, VOO, AMZN | 13F-HR | 5/13/2022 | 000105598022000003 |
| Q4 2021 | 3,120 | 2,966,685 | AAPL, MSFT, VOO, AGG | 13F-HR | 2/11/2022 | 000105598022000002 |
| Q3 2021 | 3,096 | 2,740,845 | AAPL, MSFT, VOO, AGG | 13F-HR | 11/15/2021 | 000105598021000006 |
| Q2 2021 | 3,056 | 2,787,465 | AAPL, VOO, MSFT, AGG | 13F-HR | 8/6/2021 | 000105598021000005 |
| Q1 2021 | 3,106 | 2,623,868 | AAPL, VOO, AGG, MSFT | 13F-HR | 5/14/2021 | 000105598021000004 |
| Q4 2020 | 3,068 | 2,180,320 | AAPL, MSFT, AMZN, IVV | 13F-HR | 2/12/2021 | 000105598021000002 |
| Q3 2020 | 3,105 | 2,208,687 | AAPL, VOO, MSFT, AMZN | 13F-HR | 11/13/2020 | 000105598020000005 |
| Q2 2020 | 3,069 | 2,099,022 | VOO, AAPL, MSFT, AGG | 13F-HR | 8/5/2020 | 000105598020000004 |
| Q1 2020 | 3,053 | 1,763,057 | VOO, AGG, MSFT, AAPL | 13F-HR | 5/13/2020 | 000105598020000003 |
| Q4 2019 | 3,022 | 2,261,186 | VOO, AGG, AAPL, MSFT | 13F-HR | 2/13/2020 | 000105598020000002 |
| Q3 2019 | 3,084 | 2,187,508 | VOO, AGG, MSFT, AAPL | 13F-HR | 11/14/2019 | 000105598019000006 |
| Q2 2019 | 3,061 | 2,197,735 | VOO, AGG, VEA, MSFT | 13F-HR | 8/14/2019 | 000105598019000004 |
| Q1 2019 | 2,994 | 2,148,485 | VOO, AGG, VEA, AAPL | 13F-HR | 5/15/2019 | 000105598019000003 |
| Q4 2018 | 3,003 | 1,834,449 | VOO, VEA, AAPL, MSFT | 13F-HR | 2/12/2019 | 000105598019000002 |
| Q3 2018 | 3,035 | 2,166,702 | VOO, AAPL, VEA, AMZN | 13F-HR | 11/13/2018 | 000105598018000006 |
| Q2 2018 | 3,012 | 2,079,297 | VOO, VEA, AAPL, AMZN | 13F-HR | 8/13/2018 | 000105598018000005 |
| Q1 2018 | 2,962 | 2,084,790 | VOO, VEA, AAPL, MSFT | 13F-HR | 5/15/2018 | 000105598018000003 |
| Q4 2017 | 2,982 | 2,193,859 | VOO, VEA, AAPL, MSFT | 13F-HR | 2/14/2018 | 000105598018000002 |
| Q3 2017 | 3,007 | 2,106,597 | VOO, AAPL, VEA, IVW | 13F-HR | 11/15/2017 | 000105598017000006 |
| Q2 2017 | 3,010 | 2,064,182 | VOO, VEA, AAPL, IVW | 13F-HR | 8/15/2017 | 000105598017000005 |
| Q1 2017 | 2,967 | 2,020,069 | VOO, AAPL, VEA, IVW | 13F-HR | 5/9/2017 | 000105598017000003 |
| Q4 2016 | 1,277 | 1,988,914 | AGG, VOO, VEA, AAPL | 13F-HR | 2/13/2017 | 000105598017000002 |
| Q3 2016 | 1,250 | 1,837,423 | AGG, VOO, VEA, AAPL | RESTATEMENT | 11/22/2016 | 000105598016000015 |
| Q2 2016 | 1,203 | 1,538,592 | AGG, VOO, VEA, AAPL | 13F-HR | 8/10/2016 | 000105598016000011 |
| Q1 2016 | 1,199 | 1,505,993 | AGG, VOO, VEA, AAPL | 13F-HR | 5/12/2016 | 000105598016000010 |
| Q4 2015 | 1,197 | 1,481,424 | AGG, VOO, VEA, AAPL | 13F-HR | 2/9/2016 | 000105598016000009 |
| Q3 2015 | 1,146 | 1,394,765 | AGG, VOO, AAPL, VEA | 13F-HR | 11/13/2015 | 000105598015000007 |
| Q2 2015 | 1,191 | 1,522,725 | AGG, VOO, AAPL, VEA | 13F-HR | 8/7/2015 | 000105598015000005 |
| Q1 2015 | 1,229 | 1,528,844 | AGG, VOO, AAPL, VEA | 13F-HR | 5/14/2015 | 000105598015000004 |
| Q4 2014 | 1,370 | 1,459,768 | AGG, VOO, AAPL, VEA | 13F-HR | 2/11/2015 | 000105598015000002 |
| Q3 2014 | 1,259 | 1,396,929 | AGG, VOO, AAPL, BND | 13F-HR | 11/13/2014 | 000105598014000005 |
| Q2 2014 | 1,289 | 1,389,693 | AAPL, AGG, VOO, IGE | 13F-HR | 8/14/2014 | 000105598014000004 |
| Q1 2014 | 1,270 | 1,269,057 | AAPL, GOOGL, IGE, MSFT | 13F-HR | 5/13/2014 | 000105598014000003 |
| Q4 2013 | 1,273 | 1,255,812 | AAPL, GOOGL, IGE, MSFT | 13F-HR | 2/13/2014 | 000105598014000002 |