| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,526 | 4,837,070 | AAPL, NVDA, IVV, MSFT | 13F-HR | 11/14/2024 | 000157387624000011 |
| Q2 2024 | 1,526 | 4,837,070 | AAPL, NVDA, IVV, MSFT | 13F-HR | 8/13/2024 | 000157387624000008 |
| Q1 2024 | 1,453 | 4,509,179 | AAPL, IVV, MSFT, NVDA | 13F-HR | 5/6/2024 | 000157387624000006 |
| Q4 2023 | 3,891 | 4,091,890 | AAPL, IVV, MSFT, AMZN | 13F-HR | 2/9/2024 | 000157387624000004 |
| Q3 2023 | 1,472 | 3,723,266 | AAPL, IVV, MSFT, BIL | 13F-HR | 11/14/2023 | 000157387623000018 |
| Q2 2023 | 1,436 | 3,753,275 | AAPL, IVV, MSFT, AMZN | 13F-HR | 8/9/2023 | 000157387623000016 |
| Q1 2023 | 4,018 | 3,609,727 | AAPL, IVV, MSFT, BIL | 13F-HR | 5/17/2023 | 000157387623000008 |
| Q4 2022 | 4,018 | 3,262,557 | AAPL, IVV, BIL, MSFT | 13F-HR | 2/13/2023 | 000157387623000004 |
| Q3 2022 | 1,355 | 2,833,009 | AAPL, IVV, MSFT, BIL | 13F-HR | 11/14/2022 | 000157387622000017 |
| Q2 2022 | 1,372 | 2,923,906 | AAPL, MSFT, IVV, AMZN | 13F-HR | 8/2/2022 | 000157387622000014 |
| Q1 2022 | 1,447 | 3,397,443 | AAPL, IVV, MSFT, AMZN | 13F-HR | 5/23/2022 | 000157387622000012 |
| Q4 2021 | 1,399 | 3,475,914 | AAPL, AMZN, MSFT, QQQ | 13F-HR | 2/14/2022 | 000157387622000009 |
| Q3 2021 | 1,381 | 3,144,490 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 11/5/2021 | 000157387621000015 |
| Q2 2021 | 3,692 | 3,169,899 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 8/12/2021 | 000157387621000011 |
| Q1 2021 | 1,277 | 2,691,849 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 5/24/2021 | 000157387621000004 |
| Q4 2020 | 3,671 | 2,492,277 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 2/9/2021 | 000157387621000002 |
| Q3 2020 | 3,739 | 2,124,868 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 11/16/2020 | 000157387620000010 |
| Q2 2020 | 1,046 | 1,822,105 | AAPL, AMZN, QQQ, MSFT | 13F-HR | 8/10/2020 | 000157387620000008 |
| Q1 2020 | 3,216 | 1,528,750 | AAPL, QQQ, AMZN, IVV | 13F-HR | 5/15/2020 | 000157387620000004 |
| Q4 2019 | 3,191 | 1,901,460 | AAPL, IVV, QQQ, SPLV | 13F-HR | 2/4/2020 | 000157387620000001 |
| Q3 2019 | 2,900 | 1,632,432 | IVV, AAPL, QQQ, AMZN | 13F-HR | 11/4/2019 | 000157387619000011 |
| Q2 2019 | 2,898 | 1,630,880 | IVV, AAPL, QQQ, AMZN | 13F-HR | 8/1/2019 | 000157387619000009 |
| Q1 2019 | 2,605 | 1,423,613 | IVV, AAPL, SPY, MSFT | 13F-HR | 5/20/2019 | 000157387619000007 |
| Q4 2018 | 2,621 | 1,145,700 | IVV, AAPL, ITOT, MSFT | 13F-HR | 2/15/2019 | 000157387619000002 |
| Q3 2018 | 2,570 | 1,370,209 | IVV, AAPL, AMZN, MTUM | 13F-HR | 11/2/2018 | 000157387618000001 |
| Q2 2018 | 2,547 | 1,312,647 | IVV, AAPL, AMZN, MTUM | 13F-HR | 7/27/2018 | 000172033618000005 |
| Q1 2018 | 2,673 | 1,251,824 | IVV, AAPL, AMZN, IXUS | 13F-HR | 4/23/2018 | 000171559318000006 |
| Q4 2017 | 2,605 | 1,147,277 | IVV, AAPL, IXUS, AMZN | 13F-HR | 2/8/2018 | 000171559318000001 |
| Q3 2017 | 2,415 | 873,620 | IVV, AAPL, XOM, CLAYMORE EXCHANGE TRD FD TR | 13F-HR | 10/12/2017 | 000157387617000014 |
| Q2 2017 | 2,357 | 767,276 | IVV, AAPL, XOM, AMZN | 13F-HR | 8/17/2017 | 000157387617000011 |
| Q1 2017 | 2,271 | 688,488 | IVV, AAPL, XOM, AMZN | 13F-HR | 5/1/2017 | 000157387617000008 |
| Q3 2016 | 2,081 | 531,893 | XOM, AAPL, AMZN, PFF | 13F-HR | 10/7/2016 | 000157387616000013 |
| Q2 2016 | 1,934 | 439,930 | XOM, AAPL, AMZN, SPY | 13F-HR | 7/27/2016 | 000157387616000012 |
| Q1 2016 | 1,788 | 366,231 | AAPL, XOM, TLT, AMZN | 13F-HR | 4/21/2016 | 000157387616000009 |
| Q4 2015 | 1,602 | 311,056 | AAPL, DIS, AMZN, META | 13F-HR | 1/27/2016 | 000157387616000007 |
| Q3 2015 | 1,598 | 331,235 | AGG, VTI, AAPL, DVY | 13F-HR | 10/1/2015 | 000157387615000005 |
| Q2 2015 | 1,495 | 338,992 | AGG, VTI, AAPL, DVY | 13F-HR | 7/2/2015 | 000157387615000003 |
| Q1 2015 | 1,339 | 362,158 | AGG, VTI, AAPL, IYR | 13F-HR | 4/8/2015 | 000157387615000002 |
| Q4 2014 | 1,274 | 319,859 | AGG, VTI, AAPL, DVY | 13F-HR | 1/23/2015 | 000157387615000001 |
| Q3 2014 | 262 | 273,477 | AGG, VTI, AAPL, DVY | 13F-HR | 10/7/2014 | 000157387614000005 |
| Q2 2014 | 246 | 236,232 | DVY, AAPL, VTI, ACWX | 13F-HR | 7/10/2014 | 000157387614000003 |
| Q1 2014 | 204 | 193,957 | DVY, AAPL, ACWX, VTI | 13F-HR | 4/9/2014 | 000157387614000002 |
| Q4 2013 | 1,111 | 199,156 | DVY, AAPL, ACWX, VTI | 13F-HR | 2/13/2014 | 000157387614000001 |