| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2023 | 82 | 371,957 | IVV, IWR, IWM, AAPL | 13F-HR | 4/5/2023 | 000110465923041957 |
| Q4 2022 | 83 | 353,276 | IVV, IWM, IWR, AAPL | 13F-HR | 1/10/2023 | 000110465923002517 |
| Q3 2022 | 82 | 323,996 | IVV, IWM, IWR, AAPL | 13F-HR | 10/5/2022 | 000110465922106199 |
| Q2 2022 | 84 | 337,883 | IVV, IWM, IWR, AAPL | 13F-HR | 7/5/2022 | 000110465922077135 |
| Q1 2022 | 88 | 396,958 | IVV, IWM, IWR, AAPL | 13F-HR | 4/4/2022 | 000110465922041864 |
| Q4 2021 | 81 | 407,073 | IVV, IWM, IWR, AAPL | 13F-HR | 1/4/2022 | 000110465922000938 |
| Q3 2021 | 84 | 375,726 | IVV, IWM, IWR, AAPL | 13F-HR | 10/4/2021 | 000110465921122312 |
| Q2 2021 | 82 | 376,260 | IVV, IWM, IWR, AAPL | 13F-HR | 7/1/2021 | 000110465921088200 |
| Q1 2021 | 79 | 348,276 | IVV, IWM, IWR, AAPL | 13F-HR | 4/2/2021 | 000110465921046025 |
| Q4 2020 | 80 | 323,977 | IVV, IWR, IWM, AAPL | 13F-HR | 1/4/2021 | 000110465921000192 |
| Q3 2020 | 66 | 276,359 | IVV, IWR, AAPL, IWM | 13F-HR | 10/5/2020 | 000110465920112039 |
| Q2 2020 | 65 | 253,477 | IVV, IWR, AAPL, IWM | 13F-HR | 7/6/2020 | 000110465920081002 |
| Q1 2020 | 64 | 210,107 | IVV, IWR, AAPL, IWM | 13F-HR | 4/3/2020 | 000110465920042887 |
| Q4 2019 | 67 | 263,860 | IVV, IWR, IWM, AAPL | 13F-HR | 1/3/2020 | 000110465920000827 |
| Q3 2019 | 66 | 240,586 | IVV, IWR, IWM, AAPL | 13F-HR | 10/2/2019 | 000114420419046894 |
| Q2 2019 | 65 | 238,313 | IVV, IWR, IWM, AAPL | 13F-HR | 7/3/2019 | 000114420419033707 |
| Q1 2019 | 66 | 244,430 | IVV, IWR, IWN, AAPL | 13F-HR | 4/3/2019 | 000114420419017937 |
| Q4 2018 | 63 | 213,932 | IVV, IWR, IWN, AAPL | 13F-HR | 1/4/2019 | 000114420419000565 |
| Q3 2018 | 67 | 247,592 | IVV, IWR, IWN, AAPL | 13F-HR | 10/3/2018 | 000114420418052255 |
| Q2 2018 | 64 | 231,641 | IVV, IWR, IWN, AAPL | 13F-HR | 7/5/2018 | 000114420418037359 |
| Q1 2018 | 68 | 229,218 | IVV, IWR, IWN, AAPL | 13F-HR | 4/4/2018 | 000114420418019178 |
| Q4 2017 | 61 | 164,731 | AAPL, XLF, AMZN, MMM | 13F-HR | 1/4/2018 | 000114420418000808 |
| Q3 2017 | 74 | 219,769 | IVV, IWR, IWN, AAPL | 13F-HR | 10/4/2017 | 000114420417051353 |
| Q2 2017 | 73 | 210,854 | IVV, IWR, IWN, AAPL | 13F-HR | 7/6/2017 | 000114420417035854 |
| Q1 2017 | 77 | 208,861 | IVV, IWR, IWN, AAPL | 13F-HR | 4/11/2017 | 000114420417019969 |
| Q4 2016 | 76 | 193,637 | IVV, IWR, IWN, AAPL | 13F-HR | 1/5/2017 | 000114420417000852 |
| Q3 2016 | 74 | 184,408 | IVV, IWR, IWN, AAPL | 13F-HR | 10/5/2016 | 000114420416126996 |
| Q2 2016 | 75 | 175,399 | IVV, IWR, IWN, AAPL | 13F-HR | 7/8/2016 | 000114420416112151 |
| Q1 2016 | 77 | 168,533 | IVV, IWR, IWN, AAPL | RESTATEMENT | 4/7/2016 | 000114420416093186 |
| Q4 2015 | 74 | 160,171 | IVV, IWR, IWN, AAPL | 13F-HR | 1/5/2016 | 000114420416073995 |
| Q3 2015 | 72 | 148,965 | IVV, IWR, IWN, AAPL | 13F-HR | 10/5/2015 | 000114420415058051 |
| Q2 2015 | 72 | 157,871 | IVV, IWR, IWN, AAPL | 13F-HR | 7/8/2015 | 000114420415041574 |
| Q1 2015 | 69 | 155,506 | IVV, IWR, IWN, AAPL | 13F-HR | 4/8/2015 | 000114420415021733 |
| Q4 2014 | 68 | 148,608 | IVV, IWR, AAPL, IWN | 13F-HR | 1/7/2015 | 000114420415001040 |
| Q3 2014 | 68 | 141,997 | IVV, IWR, AAPL, IWN | 13F-HR | 10/6/2014 | 000114420414059679 |
| Q2 2014 | 69 | 138,802 | IVV, IWR, AAPL, IWN | 13F-HR | 7/7/2014 | 000114420414041621 |
| Q1 2014 | 68 | 131,037 | IVV, IWR, IWN, AAPL | 13F-HR | 4/4/2014 | 000114420414020805 |
| Q4 2013 | 74 | 130,830 | IVV, IWR, IWN, AAPL | 13F-HR | 1/14/2014 | 000114420414002148 |