| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 524 | 13,466,351 | NVDA, MSFT, AAPL, GOOGL | 13F-HR | 11/14/2025 | 000119312525281818 |
| Q2 2025 | 551 | 12,599,873 | NVDA, MSFT, AAPL, META | 13F-HR | 8/13/2025 | 000095012325007775 |
| Q1 2025 | 712 | 12,570,823 | AAPL, MSFT, NVDA, JPM | 13F-HR | 5/14/2025 | 000095012325005086 |
| Q4 2024 | 707 | 13,282,041 | NVDA, MSFT, AAPL, JPM | 13F-HR | 2/14/2025 | 000095012325002424 |
| Q3 2024 | 722 | 13,330,194 | MSFT, NVDA, AAPL, AMZN | 13F-HR | 11/14/2024 | 000095012324011622 |
| Q2 2024 | 552 | 12,398,469 | MSFT, NVDA, AAPL, AMZN | 13F-HR | 8/14/2024 | 000095012324008563 |
| Q1 2024 | 571 | 12,552,281 | MSFT, NVDA, AAPL, SHY | 13F-HR | 5/14/2024 | 000095012324005094 |
| Q4 2023 | 550 | 10,811,792 | MSFT, AAPL, NVDA, SHY | 13F-HR | 2/13/2024 | 000095012324001954 |
| Q3 2023 | 677 | 9,020,895 | MSFT, AAPL, SHY, NVDA | 13F-HR | 11/14/2023 | 000095012323010695 |
| Q2 2023 | 874 | 9,269,602 | MSFT, AAPL, SHY, NVDA | 13F-HR | 8/11/2023 | 000095012323007506 |
| Q1 2023 | 737 | 8,862,103 | AAPL, MSFT, SHY, GOOGL | 13F-HR | 5/12/2023 | 000095012323004671 |
| Q4 2022 | 725 | 8,257,549 | AAPL, MSFT, SHY, BRK-B | 13F-HR | 2/9/2023 | 000095012323001239 |
| Q3 2022 | 724 | 7,743,043 | AAPL, MSFT, SHY, AMZN | 13F-HR | 11/10/2022 | 000095012322011439 |
| Q2 2022 | 722 | 7,945,210 | MSFT, AAPL, SHY, GOOGL | 13F-HR | 8/5/2022 | 000095012322007834 |
| Q1 2022 | 726 | 9,321,297 | MSFT, AAPL, SHY, AMZN | 13F-HR | 5/11/2022 | 000095012322005206 |
| Q4 2021 | 788 | 9,775,596 | MSFT, AAPL, SHY, AMZN | 13F-HR | 2/10/2022 | 000095012322001661 |
| Q3 2021 | 580 | 8,353,255 | MSFT, AAPL, SHY, AMZN | 13F-HR | 11/9/2021 | 000095012321014310 |
| Q2 2021 | 644 | 8,640,661 | MSFT, AAPL, AMZN, SHY | 13F-HR | 8/13/2021 | 000095012321010829 |
| Q1 2021 | 644 | 7,834,286 | MSFT, AAPL, AMZN, SHY | 13F-HR | 5/14/2021 | 000095012321006463 |
| Q4 2020 | 651 | 6,502,882 | AAPL, MSFT, AMZN, SHY | 13F-HR | 2/16/2021 | 000095012321002514 |
| Q3 2020 | 646 | 5,791,164 | AAPL, MSFT, AMZN, META | 13F-HR | 11/13/2020 | 000095012320011722 |
| Q2 2020 | 628 | 5,218,408 | MSFT, AAPL, AMZN, SHY | 13F-HR | 8/13/2020 | 000095012320008637 |
| Q1 2020 | 756 | 4,266,891 | MSFT, AAPL, AMZN, SHY | 13F-HR | 5/14/2020 | 000095012320004914 |
| Q4 2019 | 1,041 | 6,502,684 | AAPL, MSFT, BAC, AMZN | 13F-HR | 2/13/2020 | 000095012320001857 |
| Q3 2019 | 1,153 | 6,170,108 | MSFT, AAPL, BAC, AMZN | 13F-HR | 11/13/2019 | 000095012319010647 |
| Q2 2019 | 1,086 | 6,157,129 | AAPL, MSFT, BAC, AMZN | 13F-HR | 8/13/2019 | 000095012319007800 |
| Q1 2019 | 1,068 | 4,932,240 | EWY, AAPL, SHY, BAC | 13F-HR | 5/14/2019 | 000095012319004932 |
| Q4 2018 | 1,071 | 4,486,027 | JPM, AAPL, MSFT, BAC | 13F-HR | 2/13/2019 | 000095012319001609 |
| Q3 2018 | 1,085 | 5,286,321 | JPM, AAPL, BAC, MSFT | 13F-HR | 11/13/2018 | 000095012318011254 |
| Q2 2018 | 1,074 | 4,073,524 | BAC, JPM, AAPL, META | 13F-HR | 8/9/2018 | 000095012318007775 |
| Q1 2018 | 1,094 | 4,221,118 | EWZ, BKLN, JPM, AAPL | 13F-HR | 5/14/2018 | 000095012318005207 |
| Q4 2017 | 1,027 | 3,891,233 | JPM, C, AAPL, BKLN | 13F-HR | 2/9/2018 | 000095012318001075 |
| Q3 2017 | 1,150 | 4,160,362 | JPM, C, BAC, BKLN | 13F-HR | 11/13/2017 | 000095012317010356 |
| Q2 2017 | 1,131 | 3,838,296 | C, JPM, BAC, WFC | 13F-HR | 8/11/2017 | 000095012317007366 |
| Q1 2017 | 1,115 | 3,802,934 | BAC, C, JPM, WFC | 13F-HR | 5/12/2017 | 000095012317004790 |
| Q4 2016 | 1,170 | 3,367,131 | JPM, C, BAC, WFC | 13F-HR | 2/13/2017 | 000095012317001740 |
| Q3 2016 | 1,106 | 2,254,479 | EWJ, JNK, META, CSCO | 13F-HR | 11/14/2016 | 000095012316022144 |
| Q2 2016 | 1,117 | 1,948,812 | EWJ, EMB, JPM, META | 13F-HR | 8/10/2016 | 000095012316019098 |
| Q1 2016 | 1,115 | 1,947,410 | EMB, AAPL, DBC, SPY | 13F-HR | 5/13/2016 | 000095012316017143 |
| Q4 2015 | 1,116 | 2,324,241 | AAPL, DBC, EMB, CMCSA | 13F-HR | 2/12/2016 | 000095012316014484 |
| Q3 2015 | 1,131 | 2,347,580 | AAPL, CMCSA, MSFT, JNJ | 13F-HR | 11/13/2015 | 000095012315011940 |
| Q2 2015 | 1,102 | 2,527,669 | AAPL, CMCSA, CVS, ACN | 13F-HR | 8/13/2015 | 000095012315008937 |
| Q1 2015 | 1,092 | 2,710,834 | AAPL, CMCSA, SPY, CVS | 13F-HR | 5/14/2015 | 000095012315005954 |
| Q4 2014 | 1,118 | 2,642,786 | AAPL, EWW, CVS, VZ | 13F-HR | 2/17/2015 | 000095012315002588 |
| Q3 2014 | 1,053 | 2,444,751 | EWW, AAPL, VZ, CVS | RESTATEMENT | 2/24/2015 | 000095012315003610 |
| Q2 2014 | 1,045 | 2,522,627 | EWW, AAPL, VZ, DXJ | RESTATEMENT | 2/24/2015 | 000095012315003620 |
| Q1 2014 | 1,085 | 3,034,243 | DXJ, EWW, EEM, GOOGL | RESTATEMENT | 2/24/2015 | 000095012315003617 |
| Q4 2013 | 1,083 | 3,356,352 | DXJ, GOOGL, EEM, AAPL | RESTATEMENT | 2/24/2015 | 000095012315003615 |
| Q3 2013 | 1,094 | 3,227,172 | DXJ, EEM, GOOGL, AAPL | RESTATEMENT | 2/24/2015 | 000095012315003631 |
| Q3 2013 | 1,094 | 3,227,172 | DXJ, EEM, GOOGL, AAPL | RESTATEMENT | 2/24/2015 | 000095012315003632 |