| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 463 | 3,312,596 | AAPL, NVDA, IVV, IVW | 13F-HR | 7/31/2026 | 000145525826000003 |
| Q1 2026 | 546 | 2,906,641 | AAPL, NVDA, IVV, IVW | 13F-HR | 5/4/2026 | 000145525826000002 |
| Q4 2025 | 470 | 2,902,020 | AAPL, NVDA, IVV, IVW | 13F-HR | 1/28/2026 | 000145525826000001 |
| Q3 2025 | 432 | 2,775,019 | AAPL, IVV, NVDA, MSFT | 13F-HR | 10/20/2025 | 000145525825000002 |
| Q2 2025 | 355 | 2,363,300 | IVV, AAPL, NVDA, MSFT | 13F-HR | 7/29/2025 | 000108514625004252 |
| Q1 2025 | 331 | 2,005,610 | IVV, AAPL, IVE, IVW | 13F-HR | 4/28/2025 | 000108514625002416 |
| Q4 2024 | 330 | 1,999,593 | AAPL, IVV, IVW, NVDA | 13F-HR | 1/24/2025 | 000108514625000483 |
| Q3 2024 | 316 | 1,951,938 | IVV, AAPL, IVW, MSFT | 13F-HR | 11/12/2024 | 000108514624005497 |
| Q2 2024 | 312 | 1,876,853 | IVV, AAPL, IVW, MSFT | 13F-HR | 7/25/2024 | 000108514624003232 |
| Q1 2024 | 315 | 1,781,852 | IVV, AAPL, IVE, MSFT | 13F-HR | 5/8/2024 | 000108514624002318 |
| Q4 2023 | 314 | 1,589,399 | AAPL, IVV, IVE, MSFT | 13F-HR | 1/31/2024 | 000108514624000576 |
| Q3 2023 | 324 | 1,319,355 | AAPL, IVV, MSFT, IVW | 13F-HR | 10/25/2023 | 000108514623003940 |
| Q2 2023 | 314 | 1,364,197 | AAPL, IVV, MSFT, IVW | 13F-HR | 7/28/2023 | 000108514623002961 |
| Q1 2023 | 313 | 1,276,450 | IVV, AAPL, MSFT, IVW | 13F-HR | 5/3/2023 | 000108514623002046 |
| Q4 2022 | 322 | 1,288,136 | IVV, AAPL, HDV, MSFT | 13F-HR | 1/25/2023 | 000108514623000381 |
| Q3 2022 | 317 | 1,165,870 | IVV, AAPL, MSFT, ENPH | 13F-HR | 10/24/2022 | 000095012322010389 |
| Q2 2022 | 320 | 1,126,924 | IVV, AAPL, MSFT, ENPH | 13F-HR | 8/1/2022 | 000095012322007572 |
| Q1 2022 | 334 | 1,338,559 | IVV, AAPL, MSFT, GOOGL | 13F-HR | 5/3/2022 | 000095012322004461 |
| Q4 2021 | 324 | 1,368,317 | IVV, AAPL, MSFT, ENPH | 13F-HR | 2/1/2022 | 000095012322000740 |
| Q3 2021 | 309 | 1,237,601 | IVV, AAPL, MSFT, PTON | 13F-HR | 10/26/2021 | 000095012321013529 |
| Q2 2021 | 313 | 1,284,093 | IVV, AAPL, PTON, MSFT | 13F-HR | 7/22/2021 | 000095012321009059 |
| Q1 2021 | 288 | 1,213,131 | IVV, AAPL, PTON, MSFT | 13F-HR | 4/12/2021 | 000095012321004477 |
| Q4 2020 | 280 | 1,095,367 | IVV, AAPL, MSFT, ENPH | 13F-HR | 1/27/2021 | 000095012321000654 |
| Q3 2020 | 257 | 874,188 | IVV, AAPL, MSFT, AMZN | 13F-HR | 10/26/2020 | 000095012320010464 |
| Q2 2020 | 262 | 801,383 | IVV, AAPL, MSFT, AMZN | 13F-HR | 7/27/2020 | 000095012320007206 |
| Q1 2020 | 237 | 655,818 | IVV, AAPL, MSFT, AMZN | 13F-HR | 4/28/2020 | 000095012320003640 |
| Q4 2019 | 238 | 848,843 | IVV, AAPL, AGG, MSFT | 13F-HR | 1/15/2020 | 000095012320000269 |
| Q3 2019 | 231 | 748,079 | IVV, AAPL, IWV, MSFT | 13F-HR | 10/21/2019 | 000095012319009608 |
| Q2 2019 | 237 | 741,220 | IVV, IWV, AAPL, MSFT | 13F-HR | 8/7/2019 | 000095012319007186 |
| Q1 2019 | 230 | 700,120 | IVV, IWV, AAPL, IVE | 13F-HR | 4/12/2019 | 000095012319003250 |
| Q4 2018 | 231 | 664,271 | IVV, IWV, AAPL, IVW | 13F-HR | 1/24/2019 | 000095012319000296 |
| Q3 2018 | 216 | 802,561 | IVV, AAPL, IWV, IVW | 13F-HR | 10/22/2018 | 000095012318010040 |
| Q2 2018 | 211 | 802,212 | IVV, IEFA, IVW, AAPL | 13F-HR | 7/17/2018 | 000095012318006828 |
| Q1 2018 | 217 | 797,865 | IVV, IEFA, IVW, AAPL | 13F-HR | 4/13/2018 | 000095012318003515 |
| Q4 2017 | 223 | 770,752 | IVV, IEFA, AAPL, IVW | 13F-HR | 2/13/2018 | 000095012318001699 |
| Q3 2017 | 223 | 721,641 | IVV, IEFA, AAPL, IVW | 13F-HR | 10/25/2017 | 000095012317009205 |
| Q2 2017 | 227 | 706,728 | IVV, AAPL, CCD, IEFA | 13F-HR | 8/9/2017 | 000095012317006976 |
| Q1 2017 | 234 | 668,899 | IVV, AAPL, CCD, IEFA | 13F-HR | 4/20/2017 | 000095012317003521 |
| Q4 2016 | 221 | 621,342 | IVV, AAPL, CCD, IEFA | 13F-HR | 2/6/2017 | 000095012317000852 |
| Q3 2016 | 220 | 585,058 | CCD, IVV, AAPL, EFAV | 13F-HR | 11/14/2016 | 000095012316022062 |
| Q2 2016 | 239 | 565,898 | CCD, AAPL, IVV, CFGE | 13F-HR | 7/26/2016 | 000095012316018538 |
| Q1 2016 | 241 | 519,647 | CCD, AAPL, CFGE, MSFT | 13F-HR | 4/25/2016 | 000095012316016003 |
| Q4 2015 | 256 | 502,053 | AAPL, CFGE, CCD, MSFT | 13F-HR | 2/5/2016 | 000095012316013488 |
| Q3 2015 | 245 | 416,621 | AAPL, MSFT, RPG, WFC | 13F-HR | 11/10/2015 | 000095012315011151 |
| Q2 2015 | 223 | 423,372 | AAPL, MSFT, WFC, RPG | 13F-HR | 8/17/2015 | 000095012315009496 |
| Q1 2015 | 231 | 400,156 | AAPL, MSFT, RPG, WFC | 13F-HR | 5/12/2015 | 000095012315005469 |
| Q4 2014 | 210 | 348,363 | AAPL, MSFT, WFC, JNJ | 13F-HR | 2/13/2015 | 000095012315002022 |
| Q3 2014 | 218 | 346,408 | AAPL, JNJ, GOOGL, JPM | 13F-HR | 11/14/2014 | 000095012314012040 |
| Q2 2014 | 218 | 350,628 | AAPL, ETN, WFC, JPM | 13F-HR | 8/14/2014 | 000095012314009016 |
| Q1 2014 | 205 | 337,781 | AAPL, AMZN, WFC, JPM | 13F-HR | 5/16/2014 | 000095012314006390 |
| Q4 2013 | 208 | 326,147 | AAPL, AMZN, WFC, ETN | 13F-HR | 2/14/2014 | 000095012314002460 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
4 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 10/9/2026. View all