| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 788 | 7,641,656 | MSFT, AAPL, UNH, NVDA | 13F-HR | 2/1/2024 | 000095012324000557 |
| Q3 2023 | 778 | 6,449,769 | MSFT, AAPL, UNH, NVDA | 13F-HR | 10/30/2023 | 000095012323009118 |
| Q2 2023 | 778 | 6,525,462 | AAPL, MSFT, UNH, NVDA | 13F-HR | 8/4/2023 | 000095012323006655 |
| Q1 2023 | 779 | 5,548,961 | MSFT, AAPL, BNDX, UNH | 13F-HR | 5/2/2023 | 000095012323003563 |
| Q4 2022 | 769 | 4,933,386 | MSFT, AAPL, UNH, BNDX | 13F-HR | 1/26/2023 | 000095012323000377 |
| Q3 2022 | 762 | 4,382,390 | AAPL, MSFT, BNDX, UNH | 13F-HR | 10/19/2022 | 000095012322010321 |
| Q2 2022 | 760 | 4,164,509 | MSFT, AAPL, BNDX, UNH | 13F-HR | 7/13/2022 | 000095012322007183 |
| Q1 2022 | 771 | 4,709,296 | MSFT, AAPL, BNDX, UNH | 13F-HR | 4/19/2022 | 000095012322004088 |
| Q4 2021 | 770 | 4,791,670 | MSFT, AAPL, URTH, AMZN | 13F-HR | 1/20/2022 | 000095012322000354 |
| Q3 2021 | 749 | 4,228,467 | MSFT, AAPL, URTH, AMZN | 13F-HR | 10/15/2021 | 000095012321013160 |
| Q2 2021 | 763 | 4,204,680 | MSFT, AAPL, URTH, VWOB | 13F-HR | 7/19/2021 | 000095012321008907 |
| Q1 2021 | 738 | 3,813,421 | MSFT, AAPL, VWOB, URTH | 13F-HR | 5/7/2021 | 000095012321005491 |
| Q4 2020 | 732 | 3,518,158 | AAPL, MSFT, AMZN, URTH | 13F-HR | 2/2/2021 | 000095012321000864 |
| Q3 2020 | 716 | 3,155,066 | MSFT, AAPL, AMZN, VWOB | 13F-HR | 10/29/2020 | 000095012320010542 |
| Q2 2020 | 709 | 2,901,149 | MSFT, AAPL, AMZN, VWOB | 13F-HR | 8/12/2020 | 000095012320008258 |
| Q1 2020 | 686 | 2,429,935 | MSFT, AAPL, BNDX, AMZN | 13F-HR | 4/21/2020 | 000095012320003490 |
| Q4 2019 | 723 | 2,953,641 | MSFT, AAPL, BNDX, VWOB | 13F-HR | 1/24/2020 | 000095012320000459 |
| Q3 2019 | 712 | 2,684,584 | MSFT, AAPL, BNDX, AMZN | 13F-HR | 10/16/2019 | 000095012319009511 |
| Q2 2019 | 722 | 2,478,453 | MSFT, AAPL, BNDX, AMZN | 13F-HR | 8/13/2019 | 000095012319007652 |
| Q1 2019 | 790 | 6,055,335 | META, AMZN, TSLA, SQ | 13F-HR | 5/7/2019 | 000095012319003956 |
| Q4 2018 | 777 | 5,533,960 | CRM, META, SQ, NOW | 13F-HR | 1/25/2019 | 000095012319000309 |
| Q3 2018 | 792 | 6,490,522 | NVDA, TSLA, CRM, MU | 13F-HR | 10/15/2018 | 000095012318009901 |
| Q2 2018 | 779 | 6,513,095 | TSLA, MU, NVDA, AVGO | 13F-HR | 7/31/2018 | 000095012318007136 |
| Q1 2018 | 776 | 6,757,009 | MU, TSLA, META, AMZN | 13F-HR | 4/25/2018 | 000095012318003770 |
| Q4 2017 | 785 | 6,674,140 | TSLA, MU, CRM, SPLK | 13F-HR | 1/25/2018 | 000095012318000396 |
| Q3 2017 | 751 | 6,410,800 | AMZN, MU, CRM, AVGO | 13F-HR | 10/27/2017 | 000095012317009274 |
| Q2 2017 | 757 | 6,144,845 | AMZN, CRM, TSLA, MU | 13F-HR | 7/26/2017 | 000095012317006311 |
| Q1 2017 | 755 | 5,922,651 | META, TSLA, CRM, AMZN | 13F-HR | 4/28/2017 | 000095012317003630 |
| Q4 2016 | 752 | 5,204,128 | TSLA, META, CRM, AMZN | 13F-HR | 1/30/2017 | 000095012317000546 |
| Q3 2016 | 735 | 4,587,662 | CRM, EMB, AMZN, AAPL | 13F-HR | 10/31/2016 | 000095012316020940 |
| Q2 2016 | 704 | 3,290,255 | AAPL, GOOG, AMZN, EMB | 13F-HR | 7/29/2016 | 000095012316018600 |
| Q1 2016 | 707 | 3,240,085 | AAPL, GOOG, PM, MA | 13F-HR | 5/11/2016 | 000095012316016579 |
| Q4 2015 | 705 | 2,964,842 | AAPL, PLD, MA, KO | 13F-HR | 1/29/2016 | 000095012316013167 |
| Q3 2015 | 706 | 2,927,909 | AAPL, PLD, WELL, MA | 13F-HR | 10/23/2015 | 000095012315010428 |
| Q2 2015 | 721 | 3,155,194 | AAPL, WELL, MA, PEAK | 13F-HR | 7/22/2015 | 000095012315007561 |
| Q1 2015 | 710 | 3,289,028 | AAPL, WELL, PEAK, MA | 13F-HR | 4/23/2015 | 000095012315004571 |
| Q4 2014 | 720 | 3,259,721 | WELL, AAPL, PEAK, O | 13F-HR | 1/21/2015 | 000095012315000325 |
| Q3 2014 | 729 | 3,262,220 | AAPL, WELL, PEAK, MSFT | 13F-HR | 10/22/2014 | 000095012314010381 |
| Q2 2014 | 763 | 3,502,483 | AAPL, WELL, PEAK, LPT | 13F-HR | 7/14/2014 | 000095012314007118 |
| Q1 2014 | 787 | 3,391,087 | PEAK, AAPL, WELL, O | 13F-HR | 4/16/2014 | 000095012314003826 |
| Q4 2013 | 783 | 3,467,585 | PEAK, AAPL, WELL, CVX | 13F-HR | 1/22/2014 | 000095012314000412 |