| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 4 | 1,769,115 | SPY, BRK-A, XYZ, BRK-B | 13F-HR | 8/14/2025 | 000159835025000005 |
| Q1 2025 | 4 | 1,738,747 | SPY, BRK-A, XYZ, BRK-B | 13F-HR | 5/13/2025 | 000159835025000004 |
| Q4 2024 | 4 | 1,962,693 | SPY, XYZ, BRK-A, BRK-B | 13F-HR | 2/18/2025 | 000159835025000002 |
| Q3 2024 | 20 | 2,370,184 | SPY, GOOGL, GOOG, NVDA | 13F-HR | 2/18/2025 | 000159835025000003 |
| Q2 2024 | 20 | 2,225,072 | SPY, NVDA, GOOGL, GOOG | 13F-HR | 8/15/2024 | 000159835024000003 |
| Q1 2024 | 20 | 2,727,763 | SPY, NVDA, XYZ, GOOGL | 13F-HR | 5/15/2024 | 000159835024000002 |
| Q4 2023 | 19 | 966,533 | NVDA, XYZ, GOOGL, GOOG | 13F-HR | 2/14/2024 | 000095017224000026 |
| Q3 2023 | 18 | 824,120 | NVDA, GOOGL, GOOG, XYZ | 13F-HR | 11/14/2023 | 000095017223000159 |
| Q2 2023 | 18 | 831,629 | NVDA, XYZ, GOOGL, GOOG | 13F-HR | 11/14/2023 | 000095017223000158 |
| Q1 2023 | 18 | 694,206 | NVDA, XYZ, GOOGL, GOOG | 13F-HR | 11/14/2023 | 000095017223000157 |
| Q4 2022 | 19 | 520,264 | NVDA, XYZ, GOOGL, GOOG | 13F-HR | 11/14/2023 | 000095017223000156 |
| Q3 2022 | 22 | 806,572 | VTV, XYZ, GOOGL, GOOG | 13F-HR | 11/14/2023 | 000095017223000155 |
| Q2 2022 | 35 | 1,317,278 | IEFA, VTV, XYZ, IEMG | 13F-HR | 11/14/2023 | 000095017223000154 |
| Q1 2022 | 30 | 1,970,937 | VTI, XYZ, IEFA, GOOGL | 13F-HR | 11/14/2023 | 000095017223000153 |
| Q4 2021 | 80 | 1,512,970 | XYZ, META, IEFA, GOOGL | 13F-HR | 11/14/2023 | 000095017223000152 |
| Q3 2021 | 20 | 1,539,867 | XYZ, IEFA, BRK-A, GOOGL | 13F-HR | 11/14/2023 | 000095017223000151 |
| Q2 2021 | 18 | 1,651,428 | XYZ, IEFA, BRK-A, GOOGL | 13F-HR | 11/14/2023 | 000095017223000150 |
| Q1 2021 | 18 | 1,509,791 | XYZ, IEFA, BRK-A, GOOGL | 13F-HR | 11/14/2023 | 000095017223000149 |
| Q4 2020 | 18 | 1,411,951 | XYZ, IEFA, BERKSHIRE HATHAWAY INC DEL, GOOGL | 13F-HR | 11/14/2023 | 000095017223000148 |