| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,092 | 2,568,958 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 10/13/2026 | 000146481126000010 |
| Q2 2026 | 914 | 1,867,711 | NVDA, AAPL, IVV, AMZN | 13F-HR | 7/14/2026 | 000146481126000007 |
| Q1 2026 | 898 | 1,579,184 | NVDA, AAPL, IVV, META | 13F-HR | 4/27/2026 | 000146481126000006 |
| Q4 2025 | 1,020 | 2,167,149 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 2/17/2026 | 000146481126000005 |
| Q3 2025 | 1,073 | 2,162,008 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 10/31/2025 | 000146481125000004 |
| Q2 2025 | 1,037 | 2,130,560 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 8/19/2025 | 000108514625005368 |
| Q1 2025 | 1,321 | 3,387,341 | AAPL, NVDA, IVV, MSFT | 13F-HR | 8/28/2026 | 000146481126000009 |
| Q4 2024 | 1,136 | 3,050,781 | AAPL, NVDA, MSFT, AMZN | 13F-HR | 2/25/2025 | 000121390025016975 |
| Q3 2024 | 1,263 | 3,595,672 | AAPL, NVDA, IVV, MSFT | 13F-HR | 12/13/2024 | 000121390024108922 |
| Q2 2024 | 1,379 | 3,928,448 | AAPL, NVDA, MSFT, IVV | 13F-HR | 8/19/2024 | 000121390024070419 |
| Q1 2024 | 1,445 | 3,697,476 | AAPL, IVV, VUG, MSFT | 13F-HR | 5/16/2024 | 000121390024044405 |
| Q4 2023 | 1,386 | 3,714,157 | AAPL, IVV, MSFT, VUG | 13F-HR | 3/15/2024 | 000121390024022861 |
| Q3 2023 | 1,445 | 3,697,476 | AAPL, IVV, VUG, MSFT | 13F-HR | 12/1/2023 | 000121390023092006 |
| Q2 2023 | 1,537 | 4,457,559 | AAPL, AMZN, IVV, MSFT | 13F-HR | 7/27/2023 | 000121390023060304 |
| Q1 2023 | 1,514 | 3,753,428 | AAPL, MSFT, IVV, VUG | 13F-HR | 5/17/2023 | 000121390023040833 |
| Q4 2022 | 1,493 | 3,569,170 | AAPL, IVV, VUG, MSFT | RESTATEMENT | 3/15/2023 | 000121390023020216 |
| Q3 2022 | 1,453 | 3,311,218 | AAPL, MSFT, IVV, VUG | RESTATEMENT | 11/22/2022 | 000158064222005858 |
| Q2 2022 | 1,235 | 2,376,585 | AAPL, MSFT, IVV, AMZN | 13F-HR | 8/12/2022 | 000158064222004067 |
| Q1 2022 | 1,382 | 3,054,684 | AAPL, IVV, MSFT, AMZN | 13F-HR | 5/2/2022 | 000158064222002418 |
| Q4 2021 | 1,414 | 3,471,216 | AAPL, MSFT, IVV, AMZN | 13F-HR | 1/28/2022 | 000158064222000506 |
| Q3 2021 | 1,408 | 3,143,706 | AAPL, MSFT, IVV, AMZN | 13F-HR | 11/16/2021 | 000158064221005484 |
| Q2 2021 | 1,374 | 3,078,348 | AAPL, MSFT, AMZN, IVV | 13F-HR | 8/10/2021 | 000158064221003665 |
| Q1 2021 | 1,350 | 2,827,849 | AAPL, MSFT, AMZN, IVV | 13F-HR | 5/13/2021 | 000158064221002356 |
| Q4 2020 | 1,026 | 1,869,530 | AAPL, MSFT, AMZN, VUG | 13F-HR | 2/4/2021 | 000158064221000515 |
| Q3 2020 | 972 | 1,875,993 | AAPL, MSFT, VUG, AMZN | 13F-HR | 11/9/2020 | 000158064220004097 |
| Q2 2020 | 862 | 1,497,194 | AAPL, MSFT, VUG, AMZN | 13F-HR | 7/31/2020 | 000158064220002827 |
| Q1 2020 | 791 | 1,171,830 | AAPL, MSFT, IGSB, IVV | 13F-HR | 5/6/2020 | 000158064220002039 |
| Q4 2019 | 837 | 1,175,417 | AAPL, VEA, MSFT, IVV | 13F-HR | 2/10/2020 | 000158064220000644 |
| Q3 2019 | 808 | 1,015,480 | AAPL, USMV, VEA, MSFT | 13F-HR | 11/12/2019 | 000158064219005127 |
| Q2 2019 | 792 | 912,595 | VEA, AAPL, AMZN, USMV | 13F-HR | 8/5/2019 | 000158064219003529 |
| Q1 2019 | 742 | 800,717 | AAPL, AMZN, VEA, USMV | 13F-HR | 5/8/2019 | 000158064219002400 |
| Q4 2018 | 664 | 702,661 | AAPL, AMZN, VEA, USMV | 13F-HR | 2/8/2019 | 000158064219000709 |
| Q3 2018 | 716 | 840,146 | AAPL, AMZN, VEA, VTV | 13F-HR | 11/8/2018 | 000158064218005355 |
| Q2 2018 | 673 | 756,839 | AAPL, AMZN, VEA, META | 13F-HR | 10/5/2018 | 000158064218004815 |
| Q1 2018 | 667 | 714,342 | AAPL, VEA, AMZN, VZ | 13F-HR | 5/15/2018 | 000158064218002583 |
| Q4 2017 | 640 | 740,074 | AAPL, VEA, META, BNDX | 13F-HR | 2/15/2018 | 000158064218000915 |
| Q3 2017 | 541 | 601,862 | AAPL, VEA, BSV, BNDX | 13F-HR | 11/13/2017 | 000158064217006067 |
| Q2 2017 | 523 | 551,373 | AAPL, META, STRP, BNDX | 13F-HR | 8/15/2017 | 000158064217004437 |
| Q1 2017 | 518 | 501,414 | AAPL, META, BNDX, BSV | 13F-HR | 5/15/2017 | 000158064217003001 |
| Q4 2016 | 537 | 492,014 | AAPL, META, BNDX, ITOT | 13F-HR | 2/14/2017 | 000158064217000910 |
| Q3 2016 | 616 | 509,824 | AAPL, META, ITOT, BNDX | 13F-HR | 11/14/2016 | 000158064216012086 |
| Q2 2016 | 615 | 499,470 | AAPL, META, EXP, ITOT | 13F-HR | 8/15/2016 | 000158064216010256 |
| Q1 2016 | 560 | 432,411 | AAPL, EXP, ITOT, BNDX | 13F-HR | 5/16/2016 | 000158064216008746 |
| Q4 2015 | 565 | 493,864 | AAPL, META, ITOT, EXP | 13F-HR | 2/16/2016 | 000158064216006872 |
| Q3 2015 | 563 | 416,282 | AAPL, META, ITOT, PG | 13F-HR | 11/16/2015 | 000158064215005216 |
| Q2 2015 | 533 | 402,475 | AAPL, MPVDF, META, ITOT | RESTATEMENT | 8/17/2015 | 000158064215003521 |
| Q1 2015 | 588 | 410,254 | AAPL, META, ITOT, PG | 13F-HR | 5/14/2015 | 000158064215002183 |
| Q4 2014 | 4,239 | 4,680,017 | AAPL, SGENX, PRWCX, PG | 13F-HR | 2/18/2015 | 000158064215000753 |
| Q3 2014 | 672 | 384,278 | AAPL, PG, JNL/Neuberger Strat Income, T | NEW HOLDINGS | 11/20/2014 | 000091047214005227 |
| Q3 2014 | 472 | 272,715 | AAPL, PG, JNL/Neuberger Strat Income, T | 13F-HR | 11/14/2014 | 000091047214005123 |
| Q2 2014 | 2,866 | 425,870 | AAPL, CVX, MNKD, GE | 13F-HR | 8/14/2014 | 000091047214003440 |
| Q1 2014 | 754 | 330,832 | AAPL, IVV, IWM, CVX | 13F-HR | 5/2/2014 | 000091047214001989 |
| Q4 2013 | 676 | 313,115 | AAPL, IJH, IVV, T | 13F-HR | 1/21/2014 | 000091047214000164 |