| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 764 | 2,608,890 | AAPL, SPY, VOO, IWR | 13F-HR | 4/25/2025 | 000107973625000002 |
| Q4 2024 | 848 | 2,787,775 | AAPL, SPY, AVGO, AMZN | 13F-HR | 1/30/2025 | 000107973625000001 |
| Q3 2024 | 848 | 2,852,534 | AAPL, SPY, MSFT, IWR | 13F-HR | 10/25/2024 | 000107973624000009 |
| Q2 2024 | 869 | 2,733,838 | AAPL, SPY, MSFT, NVDA | 13F-HR | 7/15/2024 | 000107973624000003 |
| Q1 2024 | 843 | 2,722,061 | SPY, AAPL, MSFT, IWR | 13F-HR | 4/23/2024 | 000190009924000002 |
| Q4 2023 | 823 | 2,527,007 | AAPL, SPY, MSFT, IWR | 13F-HR | 1/18/2024 | 000107973624000001 |
| Q3 2023 | 903 | 2,273,321 | AAPL, SPY, IWR, MSFT | 13F-HR | 10/18/2023 | 000107973623000007 |
| Q2 2023 | 911 | 2,371,375 | AAPL, SPY, MSFT, IWR | 13F-HR | 7/27/2023 | 000107973623000004 |
| Q1 2023 | 950 | 2,219,755 | AAPL, SPY, IWR, MSFT | RESTATEMENT | 5/10/2023 | 000107973623000003 |
| Q4 2022 | 963 | 2,146,467 | AAPL, SPY, IWR, IWM | RESTATEMENT | 7/27/2023 | 000107973623000005 |
| Q3 2022 | 945 | 1,985,630 | AAPL, IWR, IWM, TMO | 13F-HR | 10/14/2022 | 000107973622000003 |
| Q2 2022 | 945 | 2,129,851 | AAPL, IWR, MSFT, TMO | 13F-HR | 7/25/2022 | 000190009922000005 |
| Q1 2022 | 941 | 2,527,396 | AAPL, IWR, AMZN, MSFT | 13F-HR | 5/5/2022 | 000190009922000003 |
| Q4 2021 | 945 | 2,665,487 | AAPL, MSFT, IWR, TMO | RESTATEMENT | 2/9/2022 | 000107973622000002 |
| Q3 2021 | 1,073 | 3,546,803 | AAPL, AMZN, PYPL, V | 13F-HR | 11/9/2021 | 000107973621000004 |
| Q2 2021 | 1,054 | 3,545,463 | AAPL, AMZN, PYPL, V | 13F-HR | 8/5/2021 | 000107973621000003 |
| Q1 2021 | 1,016 | 3,257,855 | AAPL, AMZN, PYPL, V | 13F-HR | 4/28/2021 | 000107973621000002 |
| Q4 2020 | 1,005 | 3,097,964 | AAPL, AMZN, PYPL, V | 13F-HR | 2/9/2021 | 000107973621000001 |
| Q3 2020 | 1,000 | 2,707,035 | AAPL, AMZN, V, PYPL | 13F-HR | 11/5/2020 | 000107973620000004 |
| Q2 2020 | 894 | 2,407,998 | AAPL, AMZN, V, PYPL | 13F-HR | 8/4/2020 | 000107973620000003 |
| Q1 2020 | 990 | 2,097,633 | AAPL, AMZN, V, SPY | 13F-HR | 5/7/2020 | 000107973620000002 |
| Q4 2019 | 181 | 2,538,108 | AAPL, V, SPY, AMZN | 13F-HR | 2/12/2020 | 000107973620000001 |
| Q3 2019 | 222 | 1,868,151 | SPY, AAPL, V, IWM | 13F-HR | 11/6/2019 | 000107973619000004 |
| Q2 2019 | 237 | 1,826,157 | SPY, V, AAPL, IWM | 13F-HR | 8/7/2019 | 000107973619000003 |
| Q1 2019 | 220 | 1,787,547 | SPY, AAPL, AMZN, V | 13F-HR | 5/13/2019 | 000107973619000002 |
| Q4 2018 | 220 | 1,572,233 | SPY, IWM, V, AAPL | 13F-HR | 2/11/2019 | 000107973619000001 |
| Q3 2018 | 231 | 1,868,052 | AAPL, AMZN, IWM, SPY | 13F-HR | 11/13/2018 | 000107973618000004 |
| Q2 2018 | 983 | 1,866,300 | IWM, AMZN, AAPL, IWR | 13F-HR | 8/10/2018 | 000107973618000003 |
| Q1 2018 | 235 | 1,706,392 | IWM, IWR, AAPL, AMZN | 13F-HR | 5/10/2018 | 000107973618000002 |
| Q4 2017 | 237 | 1,776,938 | IWM, IWR, AAPL, JPM | 13F-HR | 2/5/2018 | 000107973618000001 |
| Q3 2017 | 231 | 1,681,449 | IWM, IWR, AAPL, V | 13F-HR | 10/31/2017 | 000107973617000004 |
| Q2 2017 | 221 | 1,641,340 | IWM, IWR, AAPL, JPM | 13F-HR | 8/3/2017 | 000107973617000003 |
| Q1 2017 | 218 | 1,577,809 | IWM, IWR, AAPL, JPM | 13F-HR | 5/1/2017 | 000107973617000002 |
| Q4 2016 | 225 | 1,545,103 | IWM, IWR, JPM, AAPL | 13F-HR | 2/8/2017 | 000107973617000001 |
| Q3 2016 | 219 | 1,520,038 | IWM, IWR, V, AAPL | 13F-HR | 11/3/2016 | 000107973616000009 |
| Q2 2016 | 213 | 1,479,727 | IWM, IWR, V, XOM | 13F-HR | 8/11/2016 | 000107973616000008 |
| Q1 2016 | 214 | 1,498,801 | V, IWR, IWM, CVS | 13F-HR | 5/5/2016 | 000107973616000007 |
| Q4 2015 | 204 | 1,463,635 | IWM, IWR, V, CVS | 13F-HR | 2/12/2016 | 000107973616000006 |
| Q3 2015 | 203 | 1,385,062 | IWM, AAPL, V, CVS | 13F-HR | 11/12/2015 | 000107973615000005 |
| Q2 2015 | 212 | 1,517,436 | IWM, AAPL, CVS, IWR | 13F-HR | 8/7/2015 | 000107973615000003 |
| Q1 2015 | 213 | 1,506,475 | AAPL, IWM, CVS, IWR | 13F-HR | 5/5/2015 | 000107973615000002 |
| Q4 2014 | 210 | 1,455,168 | AAPL, XOM, CVS, V | 13F-HR | 2/11/2015 | 000107973615000001 |
| Q3 2014 | 189 | 1,364,433 | XOM, AAPL, WFC, CVS | 13F-HR | 11/12/2014 | 000107973614000005 |
| Q2 2014 | 191 | 1,364,513 | XOM, AAPL, WFC, IWM | 13F-HR | 8/12/2014 | 000107973614000004 |
| Q1 2014 | 188 | 1,329,449 | XOM, TMO, WFC, V | 13F-HR | 5/9/2014 | 000107973614000003 |
| Q4 2013 | 205 | 1,312,858 | XOM, TMO, V, AAPL | 13F-HR | 2/13/2014 | 000107973614000002 |