| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,499 | 22,215,330 | AAPL, NVDA, MSFT, VNQ | 13F-HR | 5/13/2025 | 000108514625003041 |
| Q4 2024 | 1,540 | 24,772,480 | AAPL, NVDA, MSFT, AMZN | 13F-HR | 1/31/2025 | 000108514625000663 |
| Q3 2024 | 1,529 | 24,261,044 | AAPL, MSFT, NVDA, AMZN | 13F-HR | 11/4/2024 | 000108514624005347 |
| Q2 2024 | 1,515 | 22,921,294 | MSFT, AAPL, NVDA, VTI | 13F-HR | 8/7/2024 | 000108514624003538 |
| Q1 2024 | 1,548 | 33,086,420 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 5/2/2024 | 000108514624002181 |
| Q4 2023 | 1,549 | 29,797,926 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 2/2/2024 | 000108514624000632 |
| Q3 2023 | 1,617 | 27,756,622 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 11/8/2023 | 000108514623004196 |
| Q2 2023 | 1,638 | 29,614,469 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 8/2/2023 | 000108514623002998 |
| Q1 2023 | 1,709 | 28,003,093 | AAPL, MSFT, IEFA, AMZN | 13F-HR | 4/26/2023 | 000108514623001882 |
| Q4 2022 | 1,679 | 26,459,428 | AAPL, MSFT, IEFA, AMZN | 13F-HR | 2/1/2023 | 000108514623000553 |
| Q3 2022 | 1,678 | 24,733,730 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 10/28/2022 | 000108514622003660 |
| Q2 2022 | 1,689 | 26,320,865 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 8/4/2022 | 000108514622002770 |
| Q1 2022 | 1,700 | 31,426,140 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 5/3/2022 | 000108514622001675 |
| Q4 2021 | 1,749 | 34,559,816 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 1/31/2022 | 000108514622000397 |
| Q3 2021 | 1,728 | 32,291,487 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 10/27/2021 | 000108514621002912 |
| Q2 2021 | 1,773 | 30,528,668 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 7/23/2021 | 000108514621002064 |
| Q1 2021 | 1,691 | 28,520,727 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 4/27/2021 | 000108514621001311 |
| Q4 2020 | 1,590 | 28,286,618 | AAPL, MSFT, AMZN, IEFA | 13F-HR | 2/3/2021 | 000108514621000427 |
| Q3 2020 | 1,597 | 25,216,534 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 10/27/2020 | 000108514620002659 |
| Q2 2020 | 1,604 | 23,951,188 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 8/4/2020 | 000108514620001984 |
| Q1 2020 | 1,588 | 20,620,569 | AAPL, MSFT, AMZN, GOOG | 13F-HR | 6/19/2020 | 000148306620000003 |
| Q4 2019 | 1,599 | 26,519,887 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 1/31/2020 | 000148326020000004 |
| Q3 2019 | 1,592 | 25,947,285 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 10/23/2019 | 000148306619000011 |
| Q2 2019 | 920 | 26,874,758 | MSFT, AMZN, AAPL, GOOG | 13F-HR | 7/22/2019 | 000148306619000009 |
| Q1 2019 | 906 | 26,720,434 | MSFT, AMZN, GOOG, AAPL | 13F-HR | 5/2/2019 | 000148306619000006 |
| Q4 2018 | 914 | 23,407,593 | MSFT, AMZN, GOOG, AAPL | 13F-HR | 1/25/2019 | 000148306619000002 |
| Q3 2018 | 924 | 27,145,534 | AMZN, MSFT, AAPL, GOOG | 13F-HR | 10/15/2018 | 000148306618000017 |
| Q2 2018 | 958 | 26,457,581 | AMZN, MSFT, AAPL, GOOG | 13F-HR | 7/30/2018 | 000148306618000015 |
| Q1 2018 | 948 | 25,985,159 | MSFT, AMZN, AAPL, GOOG | 13F-HR | 5/8/2018 | 000148306618000012 |
| Q4 2017 | 935 | 26,400,342 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 2/6/2018 | 000148325918000005 |
| Q3 2017 | 945 | 25,044,997 | AAPL, MSFT, GOOG, AMZN | 13F-HR | 10/25/2017 | 000148306617000013 |
| Q2 2017 | 938 | 24,342,769 | AAPL, MSFT, GOOG, META | 13F-HR | 7/28/2017 | 000148325917000015 |
| Q1 2017 | 937 | 23,958,821 | AAPL, GOOG, MSFT, META | 13F-HR | 4/26/2017 | 000148325917000013 |
| Q4 2016 | 935 | 23,292,035 | AAPL, GOOG, MSFT, META | 13F-HR | 1/26/2017 | 000148306617000003 |
| Q3 2016 | 929 | 23,217,831 | AAPL, GOOG, MSFT, META | 13F-HR | 10/21/2016 | 000148306616000017 |
| Q2 2016 | 944 | 22,040,438 | AAPL, GOOG, MSFT, DIS | 13F-HR | 8/2/2016 | 000148306616000010 |
| Q1 2016 | 951 | 22,180,418 | AAPL, GOOG, MSFT, DIS | 13F-HR | 4/28/2016 | 000148306616000005 |
| Q4 2015 | 981 | 23,738,685 | AAPL, MSFT, GOOG, DIS | NEW HOLDINGS | 2/18/2016 | 000148306616000004 |
| Q4 2015 | 962 | 23,563,664 | AAPL, MSFT, GOOG, DIS | 13F-HR | 2/10/2016 | 000148306616000003 |
| Q3 2015 | 952 | 23,537,677 | AAPL, MSFT, DIS, WFC | 13F-HR | 11/2/2015 | 000148201015000005 |
| Q2 2015 | 931 | 26,032,286 | AAPL, MSFT, VWO, DIS | 13F-HR | 8/6/2015 | 000148306515000017 |
| Q1 2015 | 932 | 25,633,240 | EEM, AAPL, MSFT, DIS | 13F-HR | 5/14/2015 | 000148306515000015 |
| Q4 2014 | 949 | 25,888,777 | EEM, AAPL, MSFT, WFC | 13F-HR | 2/12/2015 | 000148306515000004 |
| Q3 2014 | 921 | 25,319,562 | EEM, AAPL, MSFT, XOM | 13F-HR | 11/3/2014 | 000148326214000037 |
| Q2 2014 | 911 | 25,129,899 | EEM, AAPL, EFA, XOM | 13F-HR | 8/11/2014 | 000148326214000024 |
| Q1 2014 | 58 | 3,177,659 | EEM, EFA, IEMG, EWY | 13F-HR | 5/5/2014 | 000148326214000013 |
| Q4 2013 | 46 | 3,569,004 | ISHARES MSCI EMERGING MARKETS, ISHARES MSCI EAFE ETF, VANGUARD FTSE EMERGING MARKETS, ISHARES CORE MSCI EMERGING MAR | 13F-HR | 2/7/2014 | 000148306614000001 |