| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 3,495 | 29,635,708 | AAPL, VOO, QQQ, NVDA | 13F-HR | 4/22/2025 | 000141918625000004 |
| Q4 2024 | 3,460 | 29,930,738 | AAPL, VOO, NVDA, QQQ | 13F-HR | 2/14/2025 | 000141918625000003 |
| Q3 2024 | 3,409 | 29,402,928 | AAPL, VOO, NVDA, QQQ | 13F-HR | 10/28/2024 | 000141918624000006 |
| Q2 2024 | 3,309 | 27,056,337 | AAPL, VOO, NVDA, QQQ | 13F-HR | 7/26/2024 | 000141918624000004 |
| Q1 2024 | 3,302 | 25,988,153 | VOO, AAPL, QQQ, IVV | 13F-HR | 4/24/2024 | 000141918624000003 |
| Q4 2023 | 3,184 | 23,471,019 | AAPL, VOO, QQQ, IVV | 13F-HR | 2/9/2024 | 000141918624000001 |
| Q3 2023 | 3,133 | 21,422,724 | AAPL, VOO, IVV, QQQ | 13F-HR | 10/24/2023 | 000141918623000008 |
| Q2 2023 | 3,165 | 21,948,256 | AAPL, VOO, IVV, QQQ | 13F-HR | 7/13/2023 | 000141918623000007 |
| Q1 2023 | 3,149 | 20,391,929 | AAPL, VOO, IVV, VXUS | 13F-HR | 5/11/2023 | 000141918623000004 |
| Q4 2022 | 3,099 | 19,277,733 | AAPL, VOO, IVV, VXUS | 13F-HR | 2/8/2023 | 000141918623000002 |
| Q3 2022 | 3,050 | 17,747,453 | AAPL, VOO, IVV, VXUS | 13F-HR | 10/17/2022 | 000141918622000005 |
| Q2 2022 | 3,040 | 18,562,486 | AAPL, VOO, VXUS, IVV | 13F-HR | 7/13/2022 | 000141918622000004 |
| Q1 2022 | 3,156 | 21,777,548 | AAPL, VOO, QQQ, VXUS | 13F-HR | 5/11/2022 | 000141918622000003 |
| Q4 2021 | 3,165 | 22,364,694 | AAPL, VOO, QQQ, VXUS | 13F-HR | 2/3/2022 | 000141918622000001 |
| Q3 2021 | 3,083 | 20,253,883 | VOO, AAPL, VXUS, QQQ | 13F-HR | 11/2/2021 | 000141918621000007 |
| Q2 2021 | 3,083 | 20,912,073 | VOO, AAPL, VXUS, QQQ | 13F-HR | 8/10/2021 | 000141918621000006 |
| Q1 2021 | 2,861 | 18,412,858 | VOO, AAPL, VXUS, QQQ | 13F-HR | 5/7/2021 | 000141918621000003 |
| Q4 2020 | 2,705 | 17,102,020 | AAPL, VOO, VXUS, QQQ | 13F-HR | 2/4/2021 | 000141918621000001 |
| Q3 2020 | 2,513 | 14,824,220 | AAPL, VOO, QQQ, AMZN | 13F-HR | 10/29/2020 | 000141918620000005 |
| Q2 2020 | 2,454 | 13,293,202 | VOO, AAPL, VXUS, AMZN | 13F-HR | 7/27/2020 | 000141918620000004 |
| Q1 2020 | 2,271 | 10,419,679 | VOO, AAPL, VXUS, IVV | 13F-HR | 5/8/2020 | 000141918620000003 |
| Q4 2019 | 2,403 | 12,950,488 | VOO, AAPL, VXUS, IVV | 13F-HR | 2/4/2020 | 000141918620000001 |
| Q3 2019 | 2,339 | 11,392,183 | VOO, VXUS, AAPL, IVV | RESTATEMENT | 11/6/2019 | 000141918619000008 |
| Q2 2019 | 2,199 | 10,887,777 | VOO, VXUS, AAPL, IVV | 13F-HR | 8/15/2019 | 000141918619000006 |
| Q1 2019 | 2,273 | 10,454,944 | VOO, VXUS, AAPL, IVV | 13F-HR | 5/8/2019 | 000141918619000005 |
| Q4 2018 | 2,145 | 9,044,909 | VOO, VXUS, AAPL, IVV | 13F-HR | 2/5/2019 | 000141918619000001 |
| Q3 2018 | 2,230 | 10,471,148 | VOO, VXUS, AAPL, IVV | 13F-HR | 11/2/2018 | 000141918618000008 |
| Q2 2018 | 2,197 | 9,470,792 | VOO, VXUS, AAPL, BNDX | 13F-HR | 8/10/2018 | 000141918618000007 |
| Q1 2018 | 2,138 | 8,870,494 | VOO, VXUS, AAPL, IVV | 13F-HR | 5/9/2018 | 000141918618000006 |
| Q4 2017 | 2,105 | 8,499,832 | VOO, VXUS, IVV, AAPL | 13F-HR | 2/22/2018 | 000141918618000004 |
| Q3 2017 | 1,996 | 7,444,680 | VOO, VXUS, IVV, AAPL | 13F-HR | 11/7/2017 | 000141918617000012 |
| Q2 2017 | 1,928 | 6,801,205 | VOO, VXUS, IVV, AAPL | 13F-HR | 8/8/2017 | 000141918617000009 |
| Q1 2017 | 1,765 | 5,853,984 | VOO, VXUS, IVV, BNDX | 13F-HR | 5/12/2017 | 000141918617000007 |
| Q4 2016 | 1,665 | 5,335,657 | VOO, VXUS, IVV, BNDX | 13F-HR | 2/13/2017 | 000141918617000005 |
| Q3 2016 | 1,741 | 5,386,590 | VOO, VXUS, IVV, AAPL | 13F-HR | 11/14/2016 | 000141918616000019 |
| Q2 2016 | 1,557 | 4,721,589 | VOO, VXUS, IVV, BND | 13F-HR | 8/4/2016 | 000141918616000017 |
| Q1 2016 | 1,604 | 4,423,889 | VOO, VXUS, IVV, AAPL | 13F-HR | 5/3/2016 | 000141918616000014 |
| Q4 2015 | 1,577 | 4,223,955 | VOO, VXUS, IVV, AAPL | 13F-HR | 2/10/2016 | 000141918616000012 |
| Q3 2015 | 1,435 | 3,484,588 | VOO, VXUS, IVV, BND | RESTATEMENT | 11/20/2015 | 000141918615000010 |
| Q2 2015 | 1,447 | 3,618,403 | IVV, BND, AAPL, VTI | 13F-HR | 7/29/2015 | 000141918615000007 |
| Q1 2015 | 1,414 | 3,514,374 | IVV, BND, AAPL, SPY | 13F-HR | 5/4/2015 | 000141918615000005 |
| Q4 2014 | 1,368 | 3,229,430 | IVV, BND, VTI, AAPL | 13F-HR | 2/6/2015 | 000141918615000002 |
| Q3 2014 | 1,462 | 3,391,618 | VOO, IVV, AAPL, XOM | 13F-HR | 11/5/2014 | 000141918614000013 |
| Q2 2014 | 1,337 | 2,866,051 | IVV, XOM, VWO, AAPL | 13F-HR | 7/25/2014 | 000141918614000011 |
| Q1 2014 | 1,293 | 2,646,001 | IVV, XOM, VWO, SPY | 13F-HR | 4/29/2014 | 000141918614000005 |
| Q4 2013 | 1,235 | 2,442,146 | IVV, SPY, XOM, VWO | 13F-HR | 1/24/2014 | 000141918614000002 |