| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 966 | 28,914,090 | IVV, AAPL, MSFT, NVDA | 13F-HR | 4/23/2025 | 000095012325003633 |
| Q4 2024 | 952 | 29,105,402 | IVV, AAPL, NVDA, MSFT | 13F-HR | 1/30/2025 | 000095012325000714 |
| Q3 2024 | 965 | 28,100,679 | IVV, AAPL, MSFT, NVDA | 13F-HR | 10/30/2024 | 000095012324010027 |
| Q2 2024 | 962 | 26,139,350 | IVV, MSFT, NVDA, AAPL | 13F-HR | 7/18/2024 | 000095012324006644 |
| Q1 2024 | 973 | 25,946,766 | IVV, MSFT, AAPL, NVDA | 13F-HR | 5/2/2024 | 000095012324003708 |
| Q4 2023 | 976 | 24,843,646 | IVV, AAPL, MSFT, AMZN | 13F-HR | 1/24/2024 | 000095012324000325 |
| Q3 2023 | 990 | 22,461,061 | IVV, AAPL, MSFT, AMZN | 13F-HR | 10/19/2023 | 000095012323008867 |
| Q2 2023 | 999 | 23,625,518 | IVV, AAPL, MSFT, AMZN | 13F-HR | 7/31/2023 | 000095012323006458 |
| Q1 2023 | 1,006 | 22,063,440 | IVV, AAPL, MSFT, AMZN | 13F-HR | 4/25/2023 | 000095012323003376 |
| Q4 2022 | 999 | 20,518,968 | IVV, AAPL, MSFT, IEMG | 13F-HR | 2/6/2023 | 000095012323000769 |
| Q3 2022 | 1,012 | 19,654,211 | IVV, AAPL, MSFT, AMZN | 13F-HR | 11/4/2022 | 000095012322010790 |
| Q2 2022 | 1,033 | 21,296,065 | IVV, AAPL, MSFT, AMZN | 13F-HR | 7/29/2022 | 000095012322007502 |
| Q1 2022 | 1,039 | 25,615,699 | IVV, AAPL, MSFT, AMZN | 13F-HR | 5/13/2022 | 000095012322005583 |
| Q4 2021 | 1,051 | 28,704,098 | IVV, AAPL, MSFT, AMZN | 13F-HR | 2/9/2022 | 000095012322001381 |
| Q3 2021 | 1,046 | 26,084,428 | IVV, AAPL, MSFT, AMZN | 13F-HR | 11/2/2021 | 000095012321013778 |
| Q2 2021 | 1,044 | 26,872,775 | IVV, AAPL, MSFT, AMZN | 13F-HR | 8/3/2021 | 000095012321009513 |
| Q1 2021 | 1,045 | 25,180,718 | IVV, AAPL, MSFT, AMZN | 13F-HR | 5/14/2021 | 000095012321006373 |
| Q4 2020 | 1,027 | 24,280,686 | AAPL, IVV, MSFT, AMZN | 13F-HR | 2/12/2021 | 000095012321001724 |
| Q3 2020 | 1,061 | 21,754,406 | AAPL, IVV, MSFT, AMZN | 13F-HR | 11/13/2020 | 000095012320011577 |
| Q2 2020 | 1,044 | 20,333,645 | IVV, AAPL, MSFT, AMZN | 13F-HR | 8/14/2020 | 000095012320008706 |
| Q1 2020 | 1,058 | 17,125,696 | IVV, MSFT, AAPL, AMZN | 13F-HR | 5/14/2020 | 000095012320004732 |
| Q4 2019 | 1,037 | 22,185,659 | IVV, AAPL, MSFT, IEMG | 13F-HR | 2/14/2020 | 000095012320002004 |
| Q3 2019 | 1,034 | 20,758,711 | IVV, MSFT, AAPL, AMZN | 13F-HR | 11/14/2019 | 000095012319010925 |
| Q2 2019 | 1,069 | 20,359,397 | IVV, MSFT, AAPL, AMZN | 13F-HR | 8/14/2019 | 000095012319007888 |
| Q1 2019 | 1,066 | 18,491,980 | IVV, AAPL, MSFT, AMZN | 13F-HR | 5/15/2019 | 000095012319004979 |
| Q4 2018 | 1,046 | 41,953,220 | AAPL, MSFT, AMZN, IVV | 13F-HR | 2/13/2019 | 000095012319001425 |
| Q3 2018 | 1,068 | 48,720,902 | AAPL, AMZN, MSFT, IVV | 13F-HR | 11/14/2018 | 000095012318011551 |
| Q2 2018 | 1,087 | 45,754,649 | AAPL, MSFT, AMZN, IVV | 13F-HR | 8/14/2018 | 000095012318008456 |
| Q1 2018 | 1,079 | 44,405,829 | AAPL, MSFT, AMZN, IVV | 13F-HR | 5/14/2018 | 000095012318005036 |
| Q4 2017 | 1,020 | 45,326,672 | AAPL, MSFT, IVV, AMZN | 13F-HR | 2/14/2018 | 000095012318001854 |
| Q3 2017 | 1,007 | 42,597,428 | AAPL, MSFT, IVV, META | 13F-HR | 11/14/2017 | 000095012317010425 |
| Q2 2017 | 1,006 | 39,177,604 | AAPL, MSFT, IVV, AMZN | 13F-HR | 8/14/2017 | 000095012317007697 |
| Q1 2017 | 1,110 | 38,086,954 | AAPL, MSFT, IVV, AMZN | 13F-HR | 5/11/2017 | 000095012317004397 |
| Q4 2016 | 1,081 | 39,125,210 | AAPL, MSFT, IVV, XOM | RESTATEMENT | 5/2/2017 | 000095012317003732 |
| Q3 2016 | 1,473 | 6,731,784 | SPG, SPY, AAPL, PSA | 13F-HR | 11/7/2016 | 000108652116000056 |
| Q2 2016 | 1,457 | 6,664,873 | SPG, PSA, SPY, AAPL | 13F-HR | 8/3/2016 | 000108652116000043 |
| Q1 2016 | 1,509 | 6,850,673 | EEM, SPG, PSA, SPY | 13F-HR | 5/5/2016 | 000108652116000039 |
| Q4 2015 | 1,521 | 6,699,801 | SPG, PSA, SPY, AAPL | 13F-HR | 1/28/2016 | 000108652116000030 |
| Q3 2015 | 1,521 | 6,570,829 | SPG, AAPL, SPY, PSA | 13F-HR | 11/12/2015 | 000108652115000024 |
| Q2 2015 | 1,536 | 7,217,075 | SPG, AAPL, SPY, EQR | 13F-HR | 8/6/2015 | 000108652115000018 |
| Q1 2015 | 1,519 | 8,099,262 | SPG, EEM, AAPL, SPY | 13F-HR | 5/11/2015 | 000108652115000012 |
| Q4 2014 | 1,439 | 7,705,639 | SPG, AAPL, SPY, PSA | 13F-HR | 2/9/2015 | 000108652115000003 |
| Q3 2014 | 1,421 | 7,241,946 | EEM, SPG, AAPL, SPY | 13F-HR | 11/5/2014 | 000108652114000038 |
| Q2 2014 | 1,329 | 6,699,521 | EEM, SPG, SPY, AAPL | 13F-HR | 8/12/2014 | 000108652114000030 |
| Q1 2014 | 1,304 | 6,345,604 | SPG, SPY, AAPL, VTR | 13F-HR | 5/5/2014 | 000108652114000019 |
| Q4 2013 | 1,292 | 6,452,414 | EEM, SPG, SPY, AAPL | RESTATEMENT | 2/5/2014 | 000108652114000011 |
| Q3 2013 | 1,287 | 6,645,120 | SPG, EEM, SPY, AVB | RESTATEMENT | 2/5/2014 | 000108652114000013 |
| Q2 2013 | 1,141 | 6,158,187 | SPG, SPY, VNO, AVB | RESTATEMENT | 2/12/2014 | 000108652114000017 |