| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,644 | 66,197,612 | MSFT, AAPL, IVV, AMZN | 13F-HR | 2/13/2024 | 000113777424000013 |
| Q3 2023 | 2,593 | 63,728,719 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 11/13/2023 | 000113777423000121 |
| Q2 2023 | 2,611 | 68,668,720 | AAPL, MSFT, LQD, AMZN | 13F-HR | 8/11/2023 | 000113777423000096 |
| Q1 2023 | 2,598 | 63,869,159 | AAPL, MSFT, LQD, AMZN | 13F-HR | 5/12/2023 | 000113777423000068 |
| Q4 2022 | 2,590 | 59,340,222 | AAPL, MSFT, LQD, AMZN | 13F-HR | 2/14/2023 | 000113777423000024 |
| Q3 2022 | 2,647 | 58,987,960 | AAPL, MSFT, AMZN, LQD | 13F-HR | 11/4/2022 | 000113777422000112 |
| Q2 2022 | 2,656 | 63,035,672 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 8/15/2022 | 000113777422000083 |
| Q1 2022 | 2,627 | 75,242,276 | AAPL, MSFT, AMZN, TSLA | 13F-HR | 5/13/2022 | 000113777422000051 |
| Q4 2021 | 2,640 | 80,483,332 | AAPL, MSFT, AMZN, LQD | 13F-HR | 2/14/2022 | 000113777422000010 |
| Q3 2021 | 2,582 | 71,647,928 | MSFT, AAPL, AMZN, META | 13F-HR | 11/15/2021 | 000113777421000139 |
| Q2 2021 | 2,548 | 72,681,652 | MSFT, AAPL, AMZN, META | 13F-HR | 8/16/2021 | 000113777421000116 |
| Q1 2021 | 2,482 | 66,751,806 | MSFT, AAPL, AMZN, META | 13F-HR | 5/12/2021 | 000113777421000068 |
| Q4 2020 | 2,443 | 59,488,040 | AAPL, MSFT, AMZN, META | RESTATEMENT | 8/16/2021 | 000113777421000114 |
| Q3 2020 | 1,338 | 691,963 | IVV, BSV, VOO, AGG | NEW HOLDINGS | 8/5/2021 | 000113777421000108 |
| Q3 2020 | 2,239 | 53,012,762 | AAPL, MSFT, AMZN, META | 13F-HR | 11/16/2020 | 000113777420000125 |
| Q2 2020 | 1,292 | 540,126 | IVV, AGG, BSV, LQD | NEW HOLDINGS | 8/5/2021 | 000113777421000106 |
| Q2 2020 | 2,227 | 51,932,652 | MSFT, AAPL, AMZN, META | 13F-HR | 8/12/2020 | 000113777420000108 |
| Q1 2020 | 1,234 | 385,086 | AGG, IVV, BIL, USMV | NEW HOLDINGS | 8/5/2021 | 000113777421000104 |
| Q1 2020 | 2,205 | 45,144,790 | MSFT, AAPL, AMZN, META | 13F-HR | 5/12/2020 | 000113777420000085 |
| Q4 2019 | 1,273 | 383,607 | IVV, AGG, VEA, USMV | NEW HOLDINGS | 8/5/2021 | 000113777421000102 |
| Q4 2019 | 2,300 | 67,495,453 | AAPL, MSFT, AMZN, META | 13F-HR | 2/11/2020 | 000113777420000060 |
| Q3 2019 | 1,223 | 306,333 | AGG, IVV, NEAR, USMV | NEW HOLDINGS | 8/5/2021 | 000113777421000100 |
| Q3 2019 | 2,299 | 63,037,600 | MSFT, AAPL, AMZN, META | 13F-HR | 11/13/2019 | 000113777419000102 |
| Q2 2019 | 1,234 | 287,985 | AGG, IVV, NEAR, QUAL | NEW HOLDINGS | 8/5/2021 | 000113777421000098 |
| Q2 2019 | 2,346 | 64,178,175 | MSFT, AAPL, AMZN, META | 13F-HR | 8/8/2019 | 000113777419000087 |
| Q1 2019 | 1,111 | 235,632 | NEAR, AGG, IVV, IEFA | NEW HOLDINGS | 8/5/2021 | 000113777421000096 |
| Q1 2019 | 2,337 | 60,047,342 | MSFT, AAPL, AMZN, META | 13F-HR | 5/15/2019 | 000113777419000072 |
| Q4 2018 | 1,023 | 123,462 | AGG, IVV, QUAL, IEFA | NEW HOLDINGS | 8/5/2021 | 000113777421000094 |
| Q4 2018 | 2,305 | 56,935,016 | MSFT, AAPL, AMZN, JPM | 13F-HR | 2/7/2019 | 000145570119000004 |
| Q3 2018 | 835 | 62,187 | AGG, BSV, QUAL, EFAV | NEW HOLDINGS | 9/1/2021 | 000113777421000127 |
| Q3 2018 | 2,370 | 67,885,837 | AAPL, MSFT, AMZN, JPM | 13F-HR | 11/7/2018 | 000113777418000096 |
| Q2 2018 | 656 | 27,890 | AGG, VOO, EFAV, EMB | NEW HOLDINGS | 9/1/2021 | 000113777421000126 |
| Q2 2018 | 2,393 | 66,904,562 | AAPL, MSFT, AMZN, META | 13F-HR | 8/13/2018 | 000113777418000086 |
| Q1 2018 | 415 | 7,673 | VEA, IBDL, VOO, VFH | NEW HOLDINGS | 9/1/2021 | 000113777421000125 |
| Q1 2018 | 2,333 | 65,639,820 | AAPL, MSFT, JPM, AMZN | 13F-HR | 5/4/2018 | 000113777418000072 |
| Q4 2017 | 2 | 25 | IWD, IWS | NEW HOLDINGS | 9/1/2021 | 000113777421000124 |
| Q4 2017 | 2,328 | 73,420,091 | AAPL, MSFT, JPM, META | 13F-HR | 2/13/2018 | 000113777418000056 |
| Q3 2017 | 192 | 9,161,650 | AAPL, BAC, AMZN, BRK-B | NEW HOLDINGS | 11/30/2017 | 000113777417000120 |
| Q3 2017 | 2,137 | 60,472,667 | MSFT, META, JPM, GOOG | 13F-HR | 11/2/2017 | 000113777417000116 |
| Q2 2017 | 2,337 | 67,220,475 | AAPL, MSFT, JPM, XOM | 13F-HR | 8/7/2017 | 000113777417000105 |
| Q1 2017 | 2,325 | 64,129,097 | AAPL, MSFT, JPM, META | 13F-HR | 5/10/2017 | 000113777417000093 |
| Q4 2016 | 2,329 | 62,184,910 | AAPL, MSFT, JPM, XOM | 13F-HR | 2/7/2017 | 000113777417000076 |
| Q3 2016 | 2,314 | 60,548,323 | AAPL, MSFT, XOM, JNJ | 13F-HR | 11/4/2016 | 000113777416000265 |
| Q2 2016 | 2,285 | 59,448,446 | AAPL, MSFT, XOM, JNJ | 13F-HR | 8/9/2016 | 000113777416000258 |
| Q1 2016 | 2,293 | 55,907,916 | AAPL, MSFT, XOM, T | 13F-HR | 5/9/2016 | 000113777416000244 |
| Q4 2015 | 2,232 | 55,231,941 | AAPL, MSFT, XOM, JPM | 13F-HR | 2/12/2016 | 000113777416000220 |
| Q3 2015 | 2,220 | 50,696,019 | AAPL, MSFT, XOM, JPM | 13F-HR | 11/10/2015 | 000113777415000133 |
| Q2 2015 | 2,225 | 56,327,135 | AAPL, XOM, MSFT, JPM | 13F-HR | 8/6/2015 | 000113777415000113 |
| Q1 2015 | 2,228 | 57,696,702 | AAPL, XOM, MSFT, JNJ | 13F-HR | 5/1/2015 | 000113777415000099 |
| Q4 2014 | 2,197 | 55,154,805 | AAPL, XOM, MSFT, GE | 13F-HR | 2/6/2015 | 000113777415000058 |
| Q3 2014 | 2,210 | 53,136,807 | AAPL, XOM, JNJ, MSFT | 13F-HR | 11/12/2014 | 000113777414000127 |
| Q2 2014 | 2,425 | 56,696,719 | AAPL, XOM, JNJ, MSFT | 13F-HR | 8/13/2014 | 000113777414000114 |
| Q1 2014 | 2,260 | 53,726,104 | AAPL, XOM, GOOGL, MSFT | 13F-HR | 5/14/2014 | 000113777414000107 |
| Q4 2013 | 2,285 | 50,379,678 | AAPL, XOM, GOOGL, JNJ | 13F-HR | 2/11/2014 | 000113777414000099 |