| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 429 | 851,088 | NVDA, AAPL, MSFT, IVV | 13F-HR | 11/6/2024 | 000106299324018420 |
| Q2 2024 | 245 | 854,108 | NVDA, MSFT, AAPL, IVV | 13F-HR | 7/15/2024 | 000106299324013731 |
| Q1 2024 | 243 | 827,495 | NVDA, MSFT, AAPL, IVV | 13F-HR | 4/26/2024 | 000106299324008835 |
| Q4 2023 | 256 | 752,037 | MSFT, AAPL, NVDA, VBR | 13F-HR | 1/23/2024 | 000106299324001173 |
| Q3 2023 | 256 | 678,278 | MSFT, AAPL, NVDA, VBR | 13F-HR | 10/17/2023 | 000106299323019488 |
| Q2 2023 | 276 | 714,113 | AAPL, MSFT, NVDA, VBR | 13F-HR | 8/7/2023 | 000106299323015930 |
| Q1 2023 | 283 | 675,224 | MSFT, IWR, AAPL, IJH | RESTATEMENT | 5/31/2023 | 000106299323012500 |
| Q4 2022 | 281 | 671,255 | IJH, IJS, MSFT, IWR | 13F-HR | 2/9/2023 | 000106299323002527 |
| Q3 2022 | 302 | 625,077 | MSFT, AAPL, GOOGL, AMZN | 13F-HR | 11/3/2022 | 000106299322021487 |
| Q2 2022 | 313 | 676,050 | MSFT, AAPL, GOOGL, AMZN | 13F-HR | 7/21/2022 | 000106299322016620 |
| Q1 2022 | 321 | 823,339 | MSFT, AAPL, AMZN, GOOGL | 13F-HR | 5/4/2022 | 000106299322011493 |
| Q4 2021 | 328 | 876,644 | MSFT, AAPL, AMZN, GOOGL | 13F-HR | 2/10/2022 | 000106299322003443 |
| Q3 2021 | 323 | 803,872 | MSFT, AMZN, AAPL, GOOGL | 13F-HR | 11/9/2021 | 000106299321010489 |
| Q2 2021 | 321 | 807,992 | MSFT, AMZN, AAPL, GOOGL | 13F-HR | 8/10/2021 | 000106299321007230 |
| Q1 2021 | 321 | 775,695 | AMZN, MSFT, AAPL, VWOB | 13F-HR | 5/10/2021 | 000106299321004295 |
| Q4 2020 | 316 | 750,442 | AMZN, MSFT, AAPL, BSV | 13F-HR | 2/12/2021 | 000106299321001358 |
| Q3 2020 | 312 | 665,304 | AMZN, MSFT, BSV, AAPL | 13F-HR | 10/15/2020 | 000106299320004923 |
| Q2 2020 | 306 | 633,437 | AMZN, MSFT, AAPL, BSV | 13F-HR | 8/7/2020 | 000106299320003762 |
| Q1 2020 | 301 | 553,820 | MSFT, AMZN, VWOB, AAPL | 13F-HR | 6/10/2020 | 000106299320002771 |
| Q4 2019 | 323 | 721,506 | MSFT, AAPL, VEA, AMZN | 13F-HR | 1/15/2020 | 000106299320000163 |
| Q3 2019 | 322 | 679,536 | MSFT, AMZN, VEA, VWOB | 13F-HR | 10/18/2019 | 000106299319003951 |
| Q2 2019 | 324 | 687,932 | AMZN, VEA, MSFT, VCIT | 13F-HR | 7/18/2019 | 000106299319002943 |
| Q1 2019 | 319 | 669,624 | AMZN, VEA, MSFT, GOOGL | 13F-HR | 4/25/2019 | 000106299319001878 |
| Q4 2018 | 299 | 580,000 | AMZN, MSFT, VEA, VCIT | 13F-HR | 1/15/2019 | 000106299319000191 |
| Q3 2018 | 334 | 697,733 | AMZN, VCIT, VRP, VEA | 13F-HR | 10/17/2018 | 000106299318004106 |
| Q2 2018 | 332 | 663,193 | VCIT, VRP, AMZN, VWOB | 13F-HR | 7/27/2018 | 000106299318003041 |
| Q1 2018 | 318 | 650,851 | VCIT, VWOB, VEA, VCSH | 13F-HR | 4/16/2018 | 000106299318001660 |
| Q4 2017 | 312 | 664,706 | VCIT, VWOB, CMCSA, VCSH | 13F-HR | 1/17/2018 | 000106299318000235 |
| Q3 2017 | 293 | 573,482 | VCIT, VWOB, VCSH, CMCSA | 13F-HR | 11/17/2017 | 000106299317005025 |
| Q2 2017 | 291 | 551,713 | VCIT, VWOB, VCSH, CMCSA | 13F-HR | 8/10/2017 | 000106299317003645 |
| Q1 2017 | 277 | 535,641 | VCIT, VWOB, VCSH, CMCSA | 13F-HR | 4/19/2017 | 000106299317001957 |
| Q4 2016 | 267 | 509,060 | VCIT, VWOB, VCSH, CMCSA | 13F-HR | 1/17/2017 | 000106299317000224 |
| Q3 2016 | 265 | 511,157 | VCIT, VWOB, VCSH, CMCSA | 13F-HR | 10/20/2016 | 000106299316011812 |
| Q2 2016 | 257 | 495,057 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 7/18/2016 | 000106299316010592 |
| Q1 2016 | 253 | 468,750 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 4/15/2016 | 000106299316009009 |
| Q4 2015 | 257 | 455,482 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 1/15/2016 | 000106299316007116 |
| Q3 2015 | 252 | 439,251 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 10/30/2015 | 000106299315005676 |
| Q2 2015 | 263 | 478,051 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 7/22/2015 | 000106299315003977 |
| Q1 2015 | 265 | 487,231 | VCIT, VCSH, VWOB, CMCSA | 13F-HR | 4/17/2015 | 000106299315002029 |
| Q4 2014 | 268 | 478,818 | VCSH, VCIT, CMCSA, VWOB | 13F-HR | 1/21/2015 | 000106299315000264 |
| Q3 2014 | 217 | 381,564 | VCSH, VCIT, TIP, ADP | 13F-HR | 10/20/2014 | 000106299314006055 |
| Q2 2014 | 209 | 385,368 | VCSH, TIP, VCIT, VWO | 13F-HR | 7/23/2014 | 000106299314004340 |
| Q1 2014 | 206 | 376,146 | VCSH, TIP, VCIT, TMO | 13F-HR | 5/9/2014 | 000106299314002685 |
| Q4 2013 | 207 | 368,218 | TMO, ADP, TIP, VCSH | 13F-HR | 2/14/2014 | 000106299314000882 |