| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 610 | 5,563,991 | IVV, IEFA, MSFT, AAPL | 13F-HR | 11/8/2024 | 000114033424000006 |
| Q2 2024 | 728 | 5,330,848 | IVV, IEFA, MSFT, AAPL | 13F-HR | 8/14/2024 | 000114033424000005 |
| Q1 2024 | 486 | 4,696,024 | IVV, IEFA, MSFT, IJH | 13F-HR | 5/3/2024 | 000114033424000003 |
| Q4 2023 | 480 | 4,243,198 | IVV, IEFA, MSFT, AAPL | 13F-HR | 1/30/2024 | 000114033424000001 |
| Q3 2023 | 466 | 3,607,508 | IVV, IEFA, AAPL, MSFT | 13F-HR | 11/6/2023 | 000114033423000006 |
| Q2 2023 | 463 | 3,672,110 | IVV, IEFA, AAPL, MSFT | 13F-HR | 8/14/2023 | 000114033423000005 |
| Q1 2023 | 419 | 3,067,393 | IVV, AAPL, MSFT, IEFA | 13F-HR | 4/27/2023 | 000114033423000004 |
| Q4 2022 | 402 | 2,747,995 | IVV, AAPL, MSFT, IEFA | 13F-HR | 1/31/2023 | 000114033423000001 |
| Q3 2022 | 390 | 2,571,565 | IVV, AAPL, MSFT, IJH | 13F-HR | 11/7/2022 | 000114033422000006 |
| Q2 2022 | 398 | 2,724,235 | IVV, AAPL, MSFT, IEFA | 13F-HR | 8/8/2022 | 000114033422000005 |
| Q1 2022 | 408 | 3,133,558 | IVV, AAPL, MSFT, IEFA | 13F-HR | 4/28/2022 | 000114033422000003 |
| Q4 2021 | 408 | 3,260,920 | IVV, AAPL, MSFT, IEFA | 13F-HR | 2/15/2022 | 000114033422000001 |
| Q3 2021 | 404 | 2,946,945 | IVV, AAPL, MSFT, IEFA | 13F-HR | 10/26/2021 | 000114033421000004 |
| Q2 2021 | 404 | 2,900,108 | IVV, AAPL, MSFT, IAU | 13F-HR | 8/11/2021 | 000114033421000003 |
| Q1 2021 | 365 | 2,280,571 | IVV, AAPL, MSFT, IEFA | 13F-HR | 5/14/2021 | 000114033421000002 |
| Q4 2020 | 330 | 2,130,734 | IVV, AAPL, MSFT, IEFA | 13F-HR | 2/2/2021 | 000114033421000001 |
| Q3 2020 | 297 | 1,824,925 | IVV, AAPL, MSFT, IEFA | 13F-HR | 11/3/2020 | 000114033420000006 |
| Q2 2020 | 296 | 1,681,733 | IVV, MSFT, AAPL, AMZN | 13F-HR | 8/13/2020 | 000114033420000004 |
| Q1 2020 | 283 | 1,318,077 | IVV, MSFT, AAPL, AMZN | 13F-HR | 5/8/2020 | 000114033420000003 |
| Q4 2019 | 319 | 1,628,397 | IVV, AAPL, MSFT, ADI | 13F-HR | 1/30/2020 | 000114033420000001 |
| Q3 2019 | 298 | 1,420,650 | IVV, MSFT, AAPL, ADI | 13F-HR | 11/5/2019 | 000114033419000005 |
| Q2 2019 | 273 | 1,243,061 | IVV, ADI, MSFT, AAPL | 13F-HR | 7/25/2019 | 000114033419000004 |
| Q1 2019 | 225 | 1,190,820 | ADI, IVV, MSFT, AAPL | 13F-HR | 5/15/2019 | 000114033419000003 |
| Q4 2018 | 216 | 920,535 | MSFT, AAPL, GOOGL, V | 13F-HR | 2/22/2019 | 000114033419000002 |
| Q3 2018 | 218 | 1,091,977 | AAPL, MSFT, GOOGL, V | 13F-HR | 11/13/2018 | 000114033418000005 |
| Q2 2018 | 214 | 1,033,032 | AAPL, GOOGL, MSFT, V | 13F-HR | 8/1/2018 | 000114033418000004 |
| Q1 2018 | 241 | 1,093,586 | AAPL, GOOGL, MSFT, V | 13F-HR | 5/1/2018 | 000114033418000003 |
| Q4 2017 | 222 | 1,090,658 | AAPL, GOOGL, MSFT, V | 13F-HR | 2/6/2018 | 000114033418000001 |
| Q3 2017 | 224 | 1,048,739 | AAPL, GOOGL, V, MSFT | 13F-HR | 11/7/2017 | 000114033417000003 |
| Q1 2017 | 208 | 962,713 | AAPL, GOOGL, AVGO, V | 13F-HR | 5/12/2017 | 000114033417000002 |
| Q4 2016 | 199 | 870,395 | GOOGL, AAPL, AVGO, SCHW | 13F-HR | 1/26/2017 | 000114033417000001 |
| Q3 2016 | 186 | 877,865 | GOOGL, AAPL, AVGO, V | 13F-HR | 10/17/2016 | 000114033416000008 |
| Q2 2016 | 172 | 843,201 | GOOGL, CVS, AVGO, AAPL | 13F-HR | 8/1/2016 | 000114033416000007 |
| Q1 2016 | 166 | 834,818 | AAPL, GOOGL, CVS, V | 13F-HR | 5/6/2016 | 000114033416000006 |
| Q4 2015 | 170 | 854,475 | AAPL, GOOGL, CVS, V | 13F-HR | 1/28/2016 | 000114033416000005 |
| Q3 2015 | 167 | 807,521 | AAPL, CVS, V, GILD | 13F-HR | 11/3/2015 | 000114033415000004 |
| Q2 2015 | 175 | 897,784 | AAPL, CVS, V, GILD | 13F-HR | 7/21/2015 | 000114033415000003 |
| Q1 2015 | 172 | 896,399 | AAPL, CVS, AVGO, V | 13F-HR | 4/24/2015 | 000114033415000002 |
| Q4 2014 | 180 | 859,789 | AAPL, CVS, V, MS | 13F-HR | 1/30/2015 | 000114033415000001 |
| Q3 2014 | 182 | 850,052 | AAPL, CVS, AVGO, GILD | 13F-HR | 11/4/2014 | 000114033414000004 |
| Q2 2014 | 190 | 866,130 | AAPL, CVS, EOG, V | 13F-HR | 7/24/2014 | 000114033414000003 |
| Q1 2014 | 195 | 839,976 | CVS, AAPL, GOOGL, V | 13F-HR | 5/5/2014 | 000114033414000002 |
| Q4 2013 | 196 | 829,018 | AAPL, CVS, GOOGL, V | 13F-HR | 2/3/2014 | 000114033414000001 |