| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,505 | 6,168,223 | AAPL, MSFT, SPY, IVV | 13F-HR | 1/11/2024 | 000199937124000360 |
| Q3 2023 | 1,674 | 5,626,750 | AAPL, MSFT, SPY, IVV | 13F-HR | 10/27/2023 | 000183988223028410 |
| Q2 2023 | 1,561 | 5,752,967 | AAPL, MSFT, SPY, IVV | 13F-HR | 7/24/2023 | 000138713123008574 |
| Q1 2023 | 1,604 | 5,492,924 | AAPL, MSFT, SPY, IVV | 13F-HR | 4/21/2023 | 000183988223010114 |
| Q4 2022 | 1,622 | 5,141,011 | AAPL, MSFT, SPY, IVV | 13F-HR | 1/25/2023 | 000138713123000540 |
| Q3 2022 | 1,712 | 4,771,411 | AAPL, MSFT, SPY, IVV | 13F-HR | 10/21/2022 | 000183988222024211 |
| Q2 2022 | 1,713 | 4,951,016 | AAPL, MSFT, SPY, IVV | 13F-HR | 7/28/2022 | 000138713122008025 |
| Q1 2022 | 1,725 | 5,929,773 | AAPL, MSFT, SPY, GOOG | 13F-HR | 4/29/2022 | 000138713122005568 |
| Q4 2021 | 1,594 | 6,153,933 | AAPL, MSFT, SPY, GOOG | 13F-HR | 1/19/2022 | 000138713122000476 |
| Q3 2021 | 1,508 | 5,491,996 | AAPL, SPY, MSFT, GOOG | 13F-HR | 11/1/2021 | 000138713121010597 |
| Q2 2021 | 1,528 | 5,613,768 | SPY, AAPL, MSFT, AMZN | 13F-HR | 7/29/2021 | 000138713121007912 |
| Q1 2021 | 1,534 | 5,148,754 | SPY, AAPL, MSFT, AMZN | 13F-HR | 4/26/2021 | 000138713121004898 |
| Q4 2020 | 1,417 | 4,681,742 | AAPL, SPY, MSFT, AMZN | 13F-HR | 1/29/2021 | 000138713121001563 |
| Q3 2020 | 1,469 | 4,200,125 | EMR, AAPL, SPY, MSFT | 13F-HR | 10/30/2020 | 000138713120009495 |
| Q2 2020 | 1,442 | 3,600,865 | SPY, MSFT, AAPL, AMZN | 13F-HR | 7/10/2020 | 000138713120006311 |
| Q1 2020 | 1,543 | 3,062,829 | SPY, MSFT, AAPL, BRK-A | 13F-HR | 4/27/2020 | 000138713120004118 |
| Q4 2019 | 1,568 | 3,811,428 | SPY, AAPL, MSFT, BRK-A | 13F-HR | 1/31/2020 | 000138713120000810 |
| Q3 2019 | 1,599 | 3,494,183 | SPY, MSFT, AAPL, BRK-A | 13F-HR | 10/18/2019 | 000138713119007737 |
| Q2 2019 | 1,406 | 3,405,330 | SPY, MSFT, BRK-A, AAPL | 13F-HR | 7/23/2019 | 000138713119005261 |
| Q1 2019 | 1,471 | 3,270,452 | SPY, BRK-A, MSFT, AAPL | 13F-HR | 4/29/2019 | 000138713119003052 |
| Q4 2018 | 1,370 | 2,906,575 | SPY, BRK-A, MSFT, VEU | 13F-HR | 2/7/2019 | 000138713119000935 |
| Q3 2018 | 1,296 | 3,205,239 | SPY, BRK-A, AAPL, MSFT | 13F-HR | 10/23/2018 | 000138713118005565 |
| Q2 2018 | 1,284 | 3,027,078 | SPY, BRK-A, AAPL, MDY | RESTATEMENT | 7/27/2018 | 000138713118003359 |
| Q1 2018 | 1,346 | 2,976,600 | SPY, BRK-A, AAPL, JPM | 13F-HR | 5/1/2018 | 000138713118001844 |
| Q4 2017 | 1,310 | 2,866,736 | SPY, AAPL, JPM, IWM | 13F-HR | 2/7/2018 | 000138713118000482 |
| Q3 2017 | 1,341 | 2,743,656 | SPY, AAPL, IWM, JPM | 13F-HR | 10/23/2017 | 000138713117005121 |
| Q2 2017 | 1,284 | 2,586,502 | SPY, AAPL, IWM, JPM | 13F-HR | 7/20/2017 | 000138713117003687 |
| Q1 2017 | 1,382 | 2,478,892 | SPY, AAPL, IWM, JPM | 13F-HR | 4/27/2017 | 000138713117002281 |
| Q4 2016 | 1,217 | 2,350,776 | SPY, IWM, AAPL, JPM | 13F-HR | 1/19/2017 | 000138713117000233 |
| Q3 2016 | 1,216 | 2,295,951 | SPY, AAPL, IWM, JNJ | 13F-HR | 11/10/2016 | 000138713116007840 |
| Q2 2016 | 1,229 | 2,269,852 | SPY, IWM, JNJ, AAPL | 13F-HR | 7/28/2016 | 000138713116006182 |
| Q1 2016 | 1,209 | 2,261,478 | SPY, AAPL, IWM, JNJ | 13F-HR | 4/28/2016 | 000138713116005124 |
| Q4 2015 | 1,223 | 2,203,688 | SPY, IWM, AAPL, JNJ | 13F-HR | 2/10/2016 | 000138713116004116 |
| Q3 2015 | 1,197 | 2,055,934 | SPY, AAPL, IWM, XOM | 13F-HR | 11/12/2015 | 000138713115003247 |
| Q2 2015 | 1,234 | 2,252,844 | SPY, AAPL, IWM, XOM | 13F-HR | 8/13/2015 | 000138713115002421 |
| Q1 2015 | 1,254 | 2,181,716 | SPY, AAPL, IWM, XOM | 13F-HR | 5/5/2015 | 000138713115001461 |
| Q4 2014 | 1,103 | 2,104,908 | SPY, XOM, IWM, AAPL | 13F-HR | 2/4/2015 | 000138713115000321 |
| Q3 2014 | 1,077 | 2,052,225 | SPY, XOM, CVX, JNJ | 13F-HR | 11/7/2014 | 000138713114003635 |
| Q2 2014 | 1,067 | 2,028,025 | SPY, XOM, CVX, IWM | 13F-HR | 8/4/2014 | 000138713114002646 |
| Q1 2014 | 1,090 | 1,951,661 | SPY, XOM, CVX, IWM | 13F-HR | 5/1/2014 | 000138713114001605 |
| Q4 2013 | 1,092 | 1,950,108 | SPY, XOM, CVX, IWM | 13F-HR | 2/5/2014 | 000138713114000392 |