| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,203 | 3,135,836 | IVV, AAPL, NVDA, AMZN | 13F-HR | 5/1/2025 | 000142050625000852 |
| Q4 2024 | 1,162 | 3,184,585 | IVV, AAPL, NVDA, AMZN | 13F-HR | 2/3/2025 | 000142050625000109 |
| Q3 2024 | 1,211 | 3,264,445 | IVV, AAPL, NVDA, QQQ | 13F-HR | 11/4/2024 | 000142050624002196 |
| Q2 2024 | 1,190 | 3,155,822 | IVV, AAPL, NVDA, QQQ | 13F-HR | 8/5/2024 | 000142050624001257 |
| Q1 2024 | 1,222 | 3,181,823 | IVV, AAPL, QQQ, MSFT | 13F-HR | 5/1/2024 | 000142050624000676 |
| Q4 2023 | 846 | 1,278,138 | IVV, AAPL, QQQ, MSFT | 13F-HR | 2/1/2024 | 000142050624000116 |
| Q3 2023 | 1,197 | 2,667,744 | IVV, AAPL, MSFT, QQQ | 13F-HR | 11/6/2023 | 000142050623001919 |
| Q2 2023 | 1,202 | 2,784,948 | AAPL, IVV, MSFT, QQQ | 13F-HR | 8/1/2023 | 000142050623001353 |
| Q1 2023 | 1,295 | 3,009,201 | AAPL, IVV, MSFT, QQQ | 13F-HR | 5/8/2023 | 000142050623000870 |
| Q4 2022 | 1,261 | 2,797,154 | IVV, AAPL, DGRO, MSFT | 13F-HR | 1/24/2023 | 000142050623000098 |
| Q3 2022 | 1,261 | 2,623,404 | AAPL, IVV, AMZN, DGRO | 13F-HR | 11/10/2022 | 000142050622002048 |
| Q2 2022 | 1,288 | 2,877,314 | AAPL, IVV, QQQ puts, SPY puts | 13F-HR | 8/11/2022 | 000142050622001465 |
| Q1 2022 | 1,362 | 3,338,142 | AAPL, IVV, MSFT, AMZN | 13F-HR | 4/20/2022 | 000142050622000635 |
| Q4 2021 | 1,383 | 3,588,041 | AAPL, IVV, MSFT, QQQ | 13F-HR | 2/2/2022 | 000142050622000104 |
| Q3 2021 | 1,372 | 3,324,996 | AAPL, IVV, AMZN, MSFT | 13F-HR | 10/28/2021 | 000142050621001441 |
| Q2 2021 | 1,413 | 3,355,093 | AAPL, IVV, AMZN, MSFT | 13F-HR | 8/13/2021 | 000142050621001133 |
| Q1 2021 | 1,325 | 3,130,214 | AAPL, IVV, SPY, AMZN | 13F-HR | 5/6/2021 | 000142050621000488 |
| Q4 2020 | 1,194 | 2,940,422 | AAPL, IVV, SPY, AMZN | 13F-HR | 2/9/2021 | 000142050621000148 |
| Q3 2020 | 1,060 | 2,526,727 | AAPL, IVV, SPY, AMZN | 13F-HR | 11/3/2020 | 000142050620001125 |
| Q2 2020 | 1,054 | 2,278,266 | AAPL, IVV, AMZN, SPY | 13F-HR | 7/31/2020 | 000142050620000781 |
| Q1 2020 | 915 | 1,684,315 | IVV, AAPL, USMV, QQQ | 13F-HR | 5/1/2020 | 000142050620000414 |
| Q4 2019 | 1,051 | 2,370,357 | IVV, IWM calls, AAPL, USMV | 13F-HR | 2/3/2020 | 000142050620000084 |
| Q3 2019 | 1,000 | 2,083,609 | IVV, AAPL, IVW, USMV | 13F-HR | 11/1/2019 | 000142050619000991 |
| Q2 2019 | 989 | 1,941,043 | IVV, AAPL, IVW, SPLV | 13F-HR | 8/1/2019 | 000142050619000688 |
| Q1 2019 | 940 | 1,761,279 | IVV, AAPL, IJH, IVW | 13F-HR | 5/1/2019 | 000142050619000333 |
| Q4 2018 | 851 | 1,374,840 | IVV, IJH, AAPL, IVW | 13F-HR | 1/31/2019 | 000142050619000056 |
| Q3 2018 | 948 | 1,701,001 | IVV, AAPL, IJH, IVW | 13F-HR | 11/7/2018 | 000142050618000870 |
| Q2 2018 | 902 | 1,493,745 | IVV, IJH, IVW, IJR | 13F-HR | 8/2/2018 | 000142050618000613 |
| Q1 2018 | 859 | 1,367,712 | IVV, IJH, IVW, AAPL | 13F-HR | 5/11/2018 | 000142050618000402 |
| Q4 2017 | 852 | 1,298,154 | IVV, IJH, AAPL, IVW | 13F-HR | 2/7/2018 | 000142050618000080 |
| Q3 2017 | 847 | 1,212,632 | IVV, IJH, AAPL, IVW | 13F-HR | 11/6/2017 | 000142050617000670 |
| Q2 2017 | 790 | 1,064,258 | IVV, IJH, AAPL, IJR | 13F-HR | 8/2/2017 | 000142050617000495 |
| Q1 2017 | 776 | 1,032,682 | IVV, IJH, AAPL, ITOT | 13F-HR | 4/24/2017 | 000142050617000258 |
| Q4 2016 | 735 | 914,913 | IVV, IJH, AAPL, IUSG | 13F-HR | 1/23/2017 | 000142050617000023 |
| Q3 2016 | 743 | 843,471 | IVV, IJH, AAPL, AGG | 13F-HR | 11/7/2016 | 000142050616001303 |
| Q2 2016 | 696 | 767,106 | IVV, IJH, AGG, AAPL | 13F-HR | 7/22/2016 | 000142050616001113 |
| Q1 2016 | 699 | 731,563 | IVV, AGG, AAPL, IJH | 13F-HR | 4/18/2016 | 000142050616000867 |
| Q4 2015 | 696 | 714,339 | IVV, IJH, AAPL, AGG | 13F-HR | 1/20/2016 | 000142050616000671 |
| Q3 2015 | 671 | 631,187 | IVV, IJH, AAPL, FLOT | 13F-HR | 11/2/2015 | 000142050615000549 |
| Q2 2015 | 707 | 724,415 | IVV, AAPL, IJH, AGG | 13F-HR | 7/14/2015 | 000142050615000342 |
| Q1 2015 | 752 | 754,857 | IVV, AAPL, AGG, IJH | 13F-HR | 4/23/2015 | 000142050615000220 |
| Q4 2014 | 717 | 756,423 | IVV, AAPL, ITOT, VQT | 13F-HR | 2/13/2015 | 000142050615000135 |