| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 816 | 1,707,554 | AAPL, SPY, QQQ, MSFT | 13F-HR | 1/31/2024 | 000117266124000412 |
| Q3 2023 | 734 | 1,356,620 | AAPL, SPY, QQQ, MSFT | 13F-HR | 10/24/2023 | 000117266123003490 |
| Q2 2023 | 758 | 1,403,138 | AAPL, SPY, QQQ, MSFT | 13F-HR | 7/27/2023 | 000117266123002637 |
| Q1 2023 | 774 | 1,404,834 | AAPL, SPY, QQQ, IVV | 13F-HR | 5/3/2023 | 000117266123001800 |
| Q4 2022 | 741 | 1,300,095 | AAPL, SPY, IVV, QQQ | 13F-HR | 2/14/2023 | 000117266123000987 |
| Q3 2022 | 725 | 1,198,161 | AAPL, SPY, IVV, QQQ | 13F-HR | 10/31/2022 | 000160658722002060 |
| Q2 2022 | 733 | 1,254,141 | AAPL, QQQ, SPY, IVV | 13F-HR | 7/27/2022 | 000160658722001502 |
| Q1 2022 | 806 | 1,491,997 | AAPL, IVV, QQQ, SPY | RESTATEMENT | 6/10/2022 | 000160658722001270 |
| Q4 2021 | 833 | 1,536,233 | AAPL, IVV, SPY, QQQ | 13F-HR | 1/25/2022 | 000160658722000088 |
| Q3 2021 | 478 | 1,399,406 | EEM, VOT, AAPL, XLB | 13F-HR | 10/26/2021 | 000160658721001407 |
| Q2 2021 | 736 | 1,270,883 | AAPL, IVV, SPY, QQQ | 13F-HR | 8/5/2021 | 000108514621002237 |
| Q1 2021 | 668 | 1,037,663 | AAPL, IVV, SPY, QQQ | 13F-HR | 4/28/2021 | 000108514621001348 |
| Q4 2020 | 629 | 962,168 | AAPL, IVV, SPY, QQQ | 13F-HR | 2/12/2021 | 000108514621000683 |
| Q3 2020 | 766 | 1,305,097 | AAPL, AMZN, MSFT, VZ | 13F-HR | 11/5/2020 | 000108514620002752 |
| Q2 2020 | 303 | 665,139 | AAPL, SPY, IVV, QQQ | 13F-HR | 8/7/2020 | 000108514620002068 |
| Q1 2020 | 101 | 51,745 | UPS, AAPL, IVV, SPY | 13F-HR | 5/7/2020 | 000108514620001338 |
| Q4 2019 | 547 | 793,235 | SPY, AAPL, IVV, QQQ | 13F-HR | 1/23/2020 | 000108514620000266 |