| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2,314 | 16,533,787 | AAPL, SPY, VTI, SPLG | 13F-HR | 5/5/2025 | 000108514625002584 |
| Q4 2024 | 2,275 | 17,765,141 | VTI, AAPL, IVV, SPY | 13F-HR | 2/3/2025 | 000108514625000667 |
| Q3 2024 | 2,420 | 16,106,196 | AAPL, VTI, SPY, NVDA | 13F-HR | 10/22/2024 | 000108514624005050 |
| Q2 2024 | 2,353 | 14,906,627 | AAPL, VTI, SPY, MSFT | 13F-HR | 8/5/2024 | 000108514624003496 |
| Q1 2024 | 2,321 | 13,915,653 | AAPL, VTI, SPY, MSFT | 13F-HR | 4/30/2024 | 000108514624002130 |
| Q4 2023 | 2,248 | 12,864,060 | AAPL, VTI, SPY, SPLG | 13F-HR | 2/6/2024 | 000108514624000766 |
| Q3 2023 | 2,291 | 11,192,707 | AAPL, VTI, SPY, SPLG | 13F-HR | 11/2/2023 | 000108514623004064 |
| Q2 2023 | 2,018 | 11,504,266 | AAPL, VTI, SPY, QQQ | 13F-HR | 8/9/2023 | 000108514623003206 |
| Q1 2023 | 1,963 | 10,470,707 | AAPL, VTI, SPY, MSFT | 13F-HR | 5/10/2023 | 000108514623002202 |
| Q4 2022 | 1,670 | 1,986,217 | AAPL, VUG, VTV, VOO | 13F-HR | 1/18/2023 | 000108514623000185 |
| Q3 2022 | 1,908 | 8,700,420 | AAPL, SPY, VTI, SPLG | 13F-HR | 10/14/2022 | 000108514622003428 |
| Q2 2022 | 2,111 | 11,212,271 | AAPL, SPY, VTI, MSFT | 13F-HR | 7/13/2022 | 000108514622002376 |
| Q1 2022 | 2,089 | 13,055,101 | AAPL, SPY, VTI, QQQ | RESTATEMENT | 5/11/2022 | 000108514622002001 |
| Q4 2021 | 2,146 | 13,330,839 | AAPL, SPY, QQQ, VTI | 13F-HR | 2/10/2022 | 000108514622000776 |
| Q3 2021 | 2,047 | 15,730,476 | AAPL, SPY, VV, MSFT | 13F-HR | 10/14/2021 | 000108514621002792 |
| Q2 2021 | 1,984 | 11,449,646 | AAPL, SPY, VTI, QQQ | 13F-HR | 8/12/2021 | 000108514621002406 |
| Q1 2021 | 1,892 | 10,482,661 | AAPL, SPY, VV, VTI | 13F-HR | 4/21/2021 | 000108514621001272 |
| Q4 2020 | 1,791 | 9,596,528 | AAPL, SPY, QQQ, VTI | 13F-HR | 4/1/2021 | 000108514621001099 |
| Q3 2020 | 1,556 | 7,691,018 | AAPL, SPY, QQQ, AMZN | 13F-HR | 11/2/2020 | 000108514620002709 |
| Q2 2020 | 3,992 | 7,203,822 | AAPL, SPY, QQQ, VTI | 13F-HR | 8/17/2020 | 000108514620002348 |
| Q1 2020 | 1,417 | 5,448,148 | VTI, SPY, AAPL, VOO | 13F-HR | 5/12/2020 | 000108514620001431 |
| Q4 2019 | 1,621 | 6,432,922 | AAPL, VTI, SPY, IVV | 13F-HR | 2/10/2020 | 000108514620000470 |
| Q3 2019 | 1,655 | 6,431,155 | VTI, SPY, AAPL, IVV | 13F-HR | 11/13/2019 | 000108514619002877 |
| Q2 2019 | 1,662 | 5,531,454 | VTI, SPY, AAPL, QQQ | 13F-HR | 8/14/2019 | 000108514619002278 |
| Q1 2019 | 1,538 | 5,067,666 | VTI, SPY, AAPL, BND | 13F-HR | 5/13/2019 | 000108514619001481 |
| Q4 2018 | 1,353 | 4,148,855 | VTI, SPY, AAPL, QQQ | 13F-HR | 2/11/2019 | 000108514619000453 |
| Q3 2018 | 1,584 | 4,878,322 | VTI, AAPL, SPY, QQQ | 13F-HR | 11/1/2018 | 000108514618002466 |
| Q2 2018 | 1,302 | 6,096,922 | GOOG, AAPL, AMZN, BRK-B | 13F-HR | 8/9/2018 | 000108514618001930 |
| Q1 2018 | 1,150 | 2,555,511 | VTI, SPY, AAPL, QQQ | 13F-HR | 5/9/2018 | 000108514618001288 |
| Q4 2017 | 1,181 | 2,367,563 | VTI, AAPL, SPY, BND | 13F-HR | 2/7/2018 | 000108514618000391 |
| Q3 2017 | 1,463 | 4,044,067 | VTI, AAPL, SPY, IJH | 13F-HR | 11/13/2017 | 000108514617002341 |
| Q2 2017 | 1,376 | 3,695,233 | VTI, AAPL, SPY, IJH | 13F-HR | 8/10/2017 | 000108514617001712 |
| Q1 2017 | 1,407 | 3,575,925 | VTI, AAPL, SPY, IJH | 13F-HR | 5/10/2017 | 000108514617001162 |
| Q4 2016 | 1,275 | 3,050,568 | VTI, SPY, AAPL, QQQ | 13F-HR | 2/9/2017 | 000108514617000399 |
| Q3 2016 | 1,129 | 2,452,230 | VTI, AAPL, SPY, QQQ | 13F-HR | 11/10/2016 | 000108514616004731 |
| Q2 2016 | 1,118 | 2,474,840 | VTI, SPY, AAPL, BND | 13F-HR | 8/9/2016 | 000108514616004210 |
| Q1 2016 | 1,030 | 2,069,607 | VTI, AAPL, SPY, QQQ | 13F-HR | 5/13/2016 | 000108514616003716 |
| Q4 2015 | 1,102 | 2,085,438 | VTI, SPY, AAPL, QQQ | 13F-HR | 2/9/2016 | 000108514616002855 |
| Q3 2015 | 1,039 | 1,818,717 | VTI, AAPL, SPY, QQQ | 13F-HR | 11/13/2015 | 000108514615002309 |
| Q2 2015 | 1,068 | 2,107,140 | SPY, VTI, QQQ, AAPL | 13F-HR | 8/13/2015 | 000108514615001743 |
| Q1 2015 | 1,001 | 1,735,091 | VTI, SPY, AAPL, AGG | 13F-HR | 5/13/2015 | 000108514615001160 |
| Q4 2014 | 1,010 | 1,553,014 | VTI, SPY, AAPL, QQQ | 13F-HR | 2/17/2015 | 000108514615000611 |
| Q3 2014 | 1,306 | 1,445,993 | VTI, SPY, AAPL, CHIQUITA BRANDS INTL INC | 13F-HR | 11/12/2014 | 000108514614002181 |
| Q2 2014 | 946 | 1,162,571 | AAPL, SPY, VTI, EFA | 13F-HR | 8/8/2014 | 000108514614001567 |
| Q1 2014 | 796 | 948,710 | AAPL, SPY, VTI, EFA | 13F-HR | 5/15/2014 | 000108514614001176 |
| Q4 2013 | 734 | 895,585 | IJK, AAPL, SPY, VTI | 13F-HR | 2/13/2014 | 000108514614000579 |