| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 704 | 3,118,910 | AMZN, MSFT, AAPL, VTI | 13F-HR | 4/17/2025 | 000108514625002166 |
| Q4 2024 | 685 | 3,462,428 | AMZN, MSFT, AAPL, VTI | RESTATEMENT | 3/4/2025 | 000108514625001793 |
| Q3 2024 | 579 | 2,659,780 | AMZN, MSFT, AAPL, VTI | RESTATEMENT | 3/4/2025 | 000108514625001792 |
| Q2 2024 | 634 | 3,027,921 | AMZN, MSFT, AAPL, VTI | RESTATEMENT | 3/4/2025 | 000108514625001791 |
| Q1 2024 | 630 | 2,772,707 | AMZN, MSFT, AAPL, VTI | 13F-HR | 5/9/2024 | 000108514624002372 |
| Q4 2023 | 581 | 2,372,487 | AMZN, MSFT, AAPL, VTI | 13F-HR | 2/5/2024 | 000108514624000721 |
| Q3 2023 | 544 | 1,971,979 | AMZN, MSFT, AAPL, VTI | 13F-HR | 10/25/2023 | 000108514623003923 |
| Q2 2023 | 545 | 1,984,711 | AMZN, MSFT, AAPL, AMJ | 13F-HR | 7/31/2023 | 000108514623002980 |
| Q1 2023 | 518 | 1,761,297 | AMZN, MSFT, AMJ, AAPL | 13F-HR | 5/8/2023 | 000108514623002122 |
| Q4 2022 | 476 | 1,674,671 | AMZN, AMJ, MSFT, TMUS | 13F-HR | 2/2/2023 | 000108514623000612 |
| Q3 2022 | 466 | 1,704,999 | AMZN, AMJ, MSFT, TMUS | 13F-HR | 11/9/2022 | 000108514622003881 |
| Q2 2022 | 474 | 1,727,111 | AMZN, MSFT, TMUS, AMJ | 13F-HR | 8/3/2022 | 000108514622002760 |
| Q1 2022 | 516 | 2,147,650 | AMZN, MSFT, AMJ, TMUS | 13F-HR | 5/12/2022 | 000108514622002040 |
| Q4 2021 | 532 | 2,117,302 | AMZN, MSFT, TMUS, AMJ | 13F-HR | 2/2/2022 | 000136079822000001 |
| Q3 2021 | 488 | 1,937,992 | AMZN, MSFT, AMJ, TMUS | 13F-HR | 11/4/2021 | 000136079821000006 |
| Q2 2021 | 481 | 1,941,540 | AMZN, MSFT, TMUS, AMJ | 13F-HR | 8/10/2021 | 000136079821000005 |
| Q1 2021 | 432 | 1,688,311 | AMZN, MSFT, AMJ, TMUS | 13F-HR | 5/6/2021 | 000136079821000004 |
| Q4 2020 | 421 | 1,618,797 | AMZN, MSFT, TMUS, AMJ | 13F-HR | 2/10/2021 | 000136079821000001 |
| Q3 2020 | 354 | 1,447,080 | AMZN, MSFT, TMUS, AMJ | 13F-HR | 11/12/2020 | 000136079820000004 |
| Q2 2020 | 304 | 1,231,790 | AMZN, MSFT, AMJ, VTI | 13F-HR | 8/11/2020 | 000136079820000003 |
| Q1 2020 | 278 | 950,626 | AMZN, MSFT, AMJ, VTI | 13F-HR | 5/13/2020 | 000136079820000002 |
| Q4 2019 | 320 | 930,938 | AMZN, MSFT, AMJ, VTI | 13F-HR | 2/7/2020 | 000136079820000001 |
| Q3 2019 | 309 | 856,387 | AMZN, AMJ, MSFT, VTI | 13F-HR | 10/28/2019 | 000136079819000004 |
| Q2 2019 | 307 | 857,941 | AMZN, AMJ, MSFT, VTI | 13F-HR | 8/5/2019 | 000136079819000003 |
| Q1 2019 | 307 | 825,839 | AMZN, AMJ, MSFT, VTI | 13F-HR | 4/26/2019 | 000136079819000002 |
| Q4 2018 | 259 | 692,798 | AMZN, AMJ, MSFT, VTI | 13F-HR | 2/8/2019 | 000136079819000001 |
| Q3 2018 | 281 | 813,516 | AMZN, AMJ, MSFT, VTI | 13F-HR | 11/7/2018 | 000136079818000004 |
| Q2 2018 | 299 | 776,829 | AMZN, AMJ, MSFT, VTI | 13F-HR | 8/6/2018 | 000136079818000003 |
| Q1 2018 | 291 | 725,324 | AMZN, AMJ, MSFT, VTI | 13F-HR | 5/3/2018 | 000136079818000002 |
| Q4 2017 | 293 | 825,301 | AMZN, AMJ, VTI, MSFT | 13F-HR | 2/8/2018 | 000136079818000001 |
| Q3 2017 | 294 | 777,551 | AMZN, AMJ, MSFT, VTI | 13F-HR | 11/8/2017 | 000136079817000004 |
| Q2 2017 | 275 | 709,273 | AMZN, AMJ, VTI, IWB | 13F-HR | 8/8/2017 | 000136079817000003 |
| Q1 2017 | 100 | 413,455 | AMZN, IWB, IWV, IWM | 13F-HR | 5/17/2017 | 000136079817000002 |
| Q4 2016 | 99 | 264,996 | AMZN, AMJ, IWB, VTI | 13F-HR | 2/16/2017 | 000136079817000001 |
| Q3 2016 | 233 | 618,659 | AMZN, MLPN, VTI, IWB | 13F-HR | 10/27/2016 | 000136079816000009 |
| Q2 2016 | 203 | 566,035 | AMZN, MLPN, IWB, VTI | 13F-HR | 8/3/2016 | 000136079816000007 |
| Q1 2016 | 210 | 543,675 | AMZN, MLPN, IWB, VTI | 13F-HR | 5/5/2016 | 000136079816000006 |
| Q4 2015 | 205 | 512,747 | AMZN, MLPN, VTI, IWB | 13F-HR | 2/10/2016 | 000136079816000005 |
| Q3 2015 | 194 | 468,496 | AMZN, MLPN, IWV, IWB | 13F-HR | 11/6/2015 | 000136079815000004 |
| Q2 2015 | 189 | 437,734 | AMZN, MLPN, IWB, IWV | 13F-HR | 8/11/2015 | 000136079815000003 |
| Q1 2015 | 191 | 442,183 | AMZN, IWV, MLPN, IWB | 13F-HR | 5/4/2015 | 000136079815000002 |
| Q4 2014 | 200 | 436,696 | AMZN, IWV, IWB, MLPN | 13F-HR | 2/6/2015 | 000136079815000001 |
| Q3 2014 | 209 | 445,233 | IWV, AMZN, IWB, AMJ | 13F-HR | 10/29/2014 | 000136079814000004 |
| Q2 2014 | 197 | 442,559 | IWV, AMZN, AMJ, IWB | 13F-HR | 8/14/2014 | 000136079814000003 |
| Q1 2014 | 190 | 424,437 | IWV, AMZN, AMJ, IWB | 13F-HR | 5/14/2014 | 000136079814000002 |
| Q4 2013 | 199 | 436,802 | AMZN, IWV, AMJ, IWB | 13F-HR | 2/7/2014 | 000136079814000001 |