| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,710 | 35,010,290 | AAPL, MSFT, SPY, VOO | 13F-HR | 11/7/2023 | 000108514623004190 |
| Q2 2023 | 1,462 | 19,257,842 | SPY, VOO, IVV, QQQ | 13F-HR | 7/28/2023 | 000108514623002947 |
| Q1 2023 | 1,929 | 47,130,996 | SPY, ANET, AAPL, MSFT | 13F-HR | 5/11/2023 | 000108514623002277 |
| Q4 2022 | 1,921 | 44,780,723 | SPY, ANET, AAPL, MSFT | 13F-HR | 2/13/2023 | 000108514623001130 |
| Q3 2022 | 1,915 | 38,266,221 | SPY, AAPL, MSFT, VOO | 13F-HR | 11/3/2022 | 000108514622003762 |
| Q2 2022 | 1,917 | 39,120,372 | SPY, AAPL, MSFT, VOO | 13F-HR | 8/16/2022 | 000108514622003150 |
| Q1 2022 | 1,996 | 46,177,136 | SPY, AAPL, MSFT, VOO | 13F-HR | 5/16/2022 | 000108514622002155 |
| Q4 2021 | 1,983 | 46,500,689 | SPY, AAPL, MSFT, VOO | 13F-HR | 2/8/2022 | 000108514622000667 |
| Q3 2021 | 1,935 | 40,882,789 | SPY, AAPL, MSFT, VOO | 13F-HR | 11/12/2021 | 000108514621003157 |
| Q2 2021 | 1,895 | 38,632,186 | SPY, AAPL, MSFT, AMZN | 13F-HR | 8/16/2021 | 000108514621002567 |
| Q1 2021 | 1,742 | 30,896,247 | SPY, AAPL, MSFT, VOO | 13F-HR | 5/14/2021 | 000108514621001680 |
| Q4 2020 | 1,702 | 30,851,227 | AAPL, SPY, MSFT, AMZN | 13F-HR | 2/16/2021 | 000108514621000982 |
| Q3 2020 | 1,595 | 25,647,715 | AAPL, SPY, MSFT, AMZN | 13F-HR | 11/12/2020 | 000108514620002856 |
| Q2 2020 | 1,545 | 21,919,697 | AAPL, SPY, MSFT, AMZN | 13F-HR | 8/13/2020 | 000108514620002214 |
| Q1 2020 | 1,417 | 17,653,370 | SPY, AAPL, MSFT, VOO | 13F-HR | 5/13/2020 | 000108514620001454 |
| Q4 2019 | 1,466 | 22,023,014 | SPY, AAPL, MSFT, VOO | 13F-HR | 2/14/2020 | 000108514620000890 |
| Q3 2019 | 1,425 | 19,192,101 | SPY, AAPL, MSFT, VOO | 13F-HR | 11/8/2019 | 000108514619002811 |
| Q2 2019 | 1,375 | 18,254,564 | SPY, AAPL, MSFT, VOO | 13F-HR | 8/7/2019 | 000108514619002142 |
| Q1 2019 | 1,455 | 19,176,223 | SPY, AAPL, VOO, MSFT | 13F-HR | 4/30/2019 | 000108514619001277 |
| Q4 2018 | 1,443 | 16,457,544 | SPY, AAPL, VOO, MSFT | 13F-HR | 2/12/2019 | 000108514619000530 |
| Q3 2018 | 1,574 | 20,486,122 | SPY, AAPL, VOO, MSFT | 13F-HR | 11/13/2018 | 000108514618002645 |
| Q2 2018 | 1,460 | 17,850,495 | SPY, AAPL, VOO, MSFT | 13F-HR | 8/14/2018 | 000108514618002035 |
| Q1 2018 | 1,293 | 14,787,044 | SPY, AAPL, VOO, MSFT | RESTATEMENT | 8/14/2018 | 000108514618002034 |
| Q4 2017 | 1,292 | 15,184,143 | SPY, AAPL, VOO, IWM | 13F-HR | 2/9/2018 | 000108514618000478 |
| Q3 2017 | 1,238 | 13,893,943 | SPY, AAPL, VOO, IWB | 13F-HR | 11/14/2017 | 000108514617002347 |
| Q2 2017 | 1,232 | 13,175,605 | SPY, AAPL, VOO, IWB | 13F-HR | 8/11/2017 | 000108514617001778 |
| Q1 2017 | 1,329 | 12,912,793 | SPY, AAPL, VOO, IWB | 13F-HR | 5/15/2017 | 000108514617001346 |
| Q4 2016 | 1,241 | 11,497,897 | SPY, AAPL, VOO, IWM | 13F-HR | 2/14/2017 | 000108514617000733 |
| Q3 2016 | 1,225 | 10,733,726 | SPY, AAPL, VOO, IWB | 13F-HR | 11/14/2016 | 000108514616004852 |
| Q2 2016 | 1,251 | 10,299,172 | SPY, AAPL, VOO, IWB | 13F-HR | 8/15/2016 | 000108514616004288 |
| Q1 2016 | 1,238 | 10,460,362 | AAPL, SPY, META, LBRDK | RESTATEMENT | 5/20/2016 | 000108514616003876 |
| Q4 2015 | 1,155 | 9,746,885 | SPY, AAPL, META, OEF | 13F-HR | 2/11/2016 | 000108514616002949 |
| Q3 2015 | 1,057 | 7,965,764 | AAPL, SPY, IWB, META | 13F-HR | 11/5/2015 | 000108514615002154 |
| Q2 2015 | 1,041 | 8,716,796 | AAPL, IWB, SPY, IWM | 13F-HR | 8/10/2015 | 000108514615001633 |
| Q1 2015 | 1,133 | 8,760,465 | AAPL, IWB, SPY, LBRDK | 13F-HR | 5/15/2015 | 000108514615001236 |
| Q4 2014 | 1,092 | 8,373,060 | AAPL, IWB, SPY, ACWI | 13F-HR | 2/11/2015 | 000108514615000355 |
| Q3 2014 | 1,077 | 7,775,029 | AAPL, IWB, ACWI, CVX | RESTATEMENT | 11/21/2014 | 000108514614002374 |
| Q2 2014 | 889 | 5,923,998 | IWB, AAPL, CVX, XOM | 13F-HR | 8/11/2014 | 000108514614001616 |
| Q1 2014 | 873 | 5,473,758 | IWB, CVX, AAPL, PG | 13F-HR | 5/8/2014 | 000108514614001011 |
| Q4 2013 | 651 | 4,977,761 | CVX, IWB, AAPL, XOM | 13F-HR | 1/31/2014 | 000108514614000196 |