| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 924 | 1,919,703 | AAPL, MSFT, VTI, AMZN | 13F-HR | 2/14/2024 | 000117266124001575 |
| Q3 2023 | 909 | 1,763,676 | AAPL, MSFT, VTI, AMZN | 13F-HR | 11/14/2023 | 000117266123003892 |
| Q2 2023 | 951 | 1,856,957 | AAPL, MSFT, VTI, AMZN | 13F-HR | 8/14/2023 | 000117266123003075 |
| Q1 2023 | 928 | 1,708,838 | AAPL, MSFT, VTI, AMZN | 13F-HR | 5/12/2023 | 000117266123002091 |
| Q4 2022 | 903 | 1,556,970 | AAPL, VTI, MSFT, VEA | 13F-HR | 2/14/2023 | 000117266123000866 |
| Q3 2022 | 883 | 1,418,295 | AAPL, VTI, MSFT, AMZN | 13F-HR | 11/14/2022 | 000117266122002455 |
| Q2 2022 | 904 | 1,465,028 | AAPL, VTI, MSFT, SPY | 13F-HR | 8/15/2022 | 000117266122001838 |
| Q1 2022 | 930 | 1,745,208 | AAPL, VTI, MSFT, AMZN | 13F-HR | 5/16/2022 | 000117266122001374 |
| Q4 2021 | 928 | 1,780,988 | AAPL, VTI, MSFT, AMZN | 13F-HR | 2/14/2022 | 000117266122000913 |
| Q3 2021 | 930 | 1,620,607 | AAPL, VTI, MSFT, AMZN | 13F-HR | 11/15/2021 | 000117266121002265 |
| Q2 2021 | 928 | 1,638,987 | AAPL, VTI, MSFT, AMZN | 13F-HR | 8/16/2021 | 000117266121001712 |
| Q1 2021 | 780 | 1,312,127 | VTI, AAPL, MSFT, VEA | 13F-HR | 5/14/2021 | 000117266121001151 |
| Q4 2020 | 906 | 1,474,695 | AAPL, VTI, MSFT, AMZN | 13F-HR | 2/11/2021 | 000117266121000330 |
| Q3 2020 | 718 | 1,090,947 | VTI, AAPL, MSFT, AMZN | RESTATEMENT | 12/16/2020 | 000117266120002372 |
| Q3 2020 | 472 | 33,281 | VEU, VT, MBB, KKR | NEW HOLDINGS | 12/16/2020 | 000117266120002373 |
| Q2 2020 | 715 | 1,054,987 | AAPL, VTI, MSFT, VEA | 13F-HR | 8/14/2020 | 000117266120001784 |
| Q1 2020 | 683 | 890,831 | AAPL, VTI, MSFT, SPY | 13F-HR | 5/6/2020 | 000117266120001141 |
| Q4 2019 | 700 | 1,015,284 | AAPL, MSFT, VTI, BRK-A | 13F-HR | 1/28/2020 | 000117266120000255 |
| Q3 2019 | 703 | 957,821 | AAPL, MSFT, BRK-A, SPY | 13F-HR | 10/31/2019 | 000117266119002087 |
| Q2 2019 | 680 | 913,526 | AAPL, MSFT, BRK-A, SPY | 13F-HR | 7/25/2019 | 000117266119001584 |
| Q1 2019 | 664 | 803,026 | AAPL, MSFT, BRK-A, VT | RESTATEMENT | 7/25/2019 | 000117266119001583 |
| Q4 2018 | 633 | 706,977 | AAPL, MSFT, BRK-A, VT | 13F-HR | 1/30/2019 | 000117266119000276 |
| Q3 2018 | 668 | 809,576 | AAPL, MSFT, BRK-A, VT | 13F-HR | 11/7/2018 | 000117266118001968 |
| Q2 2018 | 641 | 738,692 | AAPL, MSFT, BRK-A, VT | 13F-HR | 7/24/2018 | 000117266118001416 |
| Q1 2018 | 641 | 724,507 | AAPL, BRK-A, MSFT, VEU | 13F-HR | 5/4/2018 | 000117266118000995 |
| Q4 2017 | 662 | 720,691 | AAPL, BRK-A, MSFT, VEU | 13F-HR | 2/9/2018 | 000117266118000332 |
| Q3 2017 | 635 | 672,285 | AAPL, BRK-A, VEU, MSFT | 13F-HR | 11/13/2017 | 000117266117001942 |
| Q2 2017 | 563 | 587,797 | BRK-A, AAPL, MSFT, IVE | 13F-HR | 8/2/2017 | 000117266117001457 |
| Q1 2017 | 556 | 556,055 | BRK-A, AAPL, MSFT, IVE | 13F-HR | 4/27/2017 | 000117266117000952 |
| Q4 2016 | 523 | 510,602 | BRK-A, AAPL, MSFT, IVE | 13F-HR | 2/8/2017 | 000117266117000291 |
| Q3 2016 | 520 | 494,313 | BRK-A, AAPL, MSFT, IVE | 13F-HR | 11/14/2016 | 000117266116004274 |
| Q2 2016 | 509 | 451,086 | BRK-A, AAPL, MSFT, XOM | 13F-HR | 8/10/2016 | 000117266116003696 |
| Q1 2016 | 484 | 424,313 | BRK-A, AAPL, MSFT, IVE | 13F-HR | 5/10/2016 | 000117266116003215 |
| Q4 2015 | 464 | 417,098 | BRK-A, AAPL, IVE, MSFT | 13F-HR | 2/8/2016 | 000117266116002465 |
| Q3 2015 | 456 | 390,309 | BRK-A, AAPL, MSFT, ANET | 13F-HR | 11/12/2015 | 000117266115001920 |
| Q2 2015 | 498 | 415,973 | BRK-A, AAPL, ANET, AGN | 13F-HR | 8/12/2015 | 000117266115001476 |
| Q1 2015 | 472 | 410,759 | BRK-A, ANET, AAPL, XOM | 13F-HR | 5/8/2015 | 000117266115001011 |
| Q4 2014 | 455 | 397,622 | BRK-A, ANET, AAPL, XOM | 13F-HR | 2/12/2015 | 000117266115000359 |
| Q3 2014 | 432 | 358,701 | BRK-A, AAPL, XOM, MSFT | 13F-HR | 11/3/2014 | 000117266114001655 |
| Q2 2014 | 434 | 354,242 | BRK-A, AAPL, XOM, CSCO | 13F-HR | 8/1/2014 | 000117266114001305 |
| Q1 2014 | 432 | 348,861 | BRK-A, XOM, AAPL, MSFT | RESTATEMENT | 5/5/2014 | 000117266114000923 |
| Q4 2013 | 435 | 350,638 | BRK-A, XOM, AAPL, CSCO | 13F-HR | 1/29/2014 | 000117266114000186 |