| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 17 | 2,197,051 | IVV, AGG, VOO, IWB | 13F-HR | 1/29/2025 | 000157357525000002 |
| Q1 2016 | 444 | 547,193 | AAPL, ALPHABET INC, MSFT, SPDR S&P 500 ETF TR TR UNIT | 13F-HR | 4/28/2016 | 000157357516000014 |
| Q4 2015 | 423 | 534,705 | AAPL, MSFT, SPY, AMZN | 13F-HR | 1/29/2016 | 000157357516000012 |
| Q3 2015 | 416 | 483,889 | AAPL, MSFT, SPY, AMZN | 13F-HR | 11/10/2015 | 000157357515000010 |
| Q2 2015 | 429 | 523,972 | AAPL, MSFT, SPY, META | 13F-HR | 7/22/2015 | 000157357515000006 |
| Q1 2015 | 428 | 523,522 | AAPL, SPY, MSFT, META | 13F-HR | 5/13/2015 | 000157357515000004 |
| Q4 2014 | 414 | 492,770 | AAPL, MSFT, SPY, XOM | 13F-HR | 1/28/2015 | 000157357515000002 |
| Q3 2014 | 396 | 449,579 | AAPL, MSFT, SPY, GOOG | 13F-HR | 10/31/2014 | 000157357514000008 |
| Q2 2014 | 399 | 432,393 | AAPL, MSFT, SPY, XOM | 13F-HR | 7/30/2014 | 000157357514000006 |
| Q1 2014 | 389 | 411,170 | AAPL, MSFT, GOOGL, SPY | 13F-HR | 4/22/2014 | 000157357514000004 |
| Q4 2013 | 383 | 393,190 | AAPL, GOOGL, MSFT, SPY | 13F-HR | 1/31/2014 | 000157357514000002 |