| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 223 | 1,226,375 | AAPL, MSFT, VCSH, GOOGL | 13F-HR | 11/14/2024 | 000160003524000006 |
| Q2 2024 | 216 | 1,136,847 | AAPL, MSFT, VCSH, GOOGL | 13F-HR | 8/14/2024 | 000160003524000005 |
| Q1 2024 | 224 | 1,112,844 | AAPL, MSFT, GOOGL, VCSH | 13F-HR | 5/14/2024 | 000160003524000002 |
| Q4 2023 | 216 | 996,607 | AAPL, MSFT, GOOGL, AMZN | 13F-HR | 2/14/2024 | 000160003524000001 |
| Q3 2023 | 931 | 908,467 | AAPL, MSFT, GOOGL, AMZN | 13F-HR | 11/15/2023 | 000160003523000005 |
| Q2 2023 | 937 | 941,287 | AAPL, MSFT, GOOGL, AMZN | 13F-HR | 8/23/2023 | 000160003523000004 |
| Q1 2023 | 950 | 876,391 | AAPL, MSFT, GOOGL, IVV | 13F-HR | 5/12/2023 | 000160003523000002 |
| Q4 2022 | 964 | 844,047 | AAPL, MSFT, PG, JPM | 13F-HR | 2/14/2023 | 000160003523000001 |
| Q3 2022 | 1,092 | 776,981 | AAPL, MSFT, GOOGL, IVV | 13F-HR | 11/14/2022 | 000160003522000005 |
| Q2 2022 | 970 | 825,237 | AAPL, MSFT, GOOGL, IVV | 13F-HR | 8/12/2022 | 000160003522000004 |
| Q1 2022 | 1,068 | 925,594 | AAPL, MSFT, IVV, GOOGL | RESTATEMENT | 5/13/2022 | 000160003522000003 |
| Q4 2021 | 1,006 | 905,435 | AAPL, MSFT, IVV, GOOGL | 13F-HR | 2/14/2022 | 000160003522000001 |
| Q3 2021 | 1,005 | 822,769 | AAPL, MSFT, IVV, GOOGL | 13F-HR | 11/15/2021 | 000160003521000006 |
| Q2 2021 | 931 | 826,379 | AAPL, MSFT, IVV, JPM | NEW HOLDINGS | 8/20/2021 | 000160003521000005 |
| Q2 2021 | 993 | 755,505 | AAPL, MSFT, JPM, IVV | 13F-HR | 8/16/2021 | 000160003521000004 |
| Q1 2021 | 993 | 755,505 | AAPL, MSFT, JPM, IVV | 13F-HR | 5/14/2021 | 000160003521000003 |
| Q4 2020 | 189 | 660,385 | AAPL, MSFT, IVV, IVZ | 13F-HR | 3/5/2021 | 000160003521000002 |
| Q3 2020 | 181 | 557,327 | AAPL, MSFT, IVV, PG | 13F-HR | 11/18/2020 | 000160003520000004 |
| Q2 2020 | 820 | 539,375 | AAPL, MSFT, IVV, PG | 13F-HR | 8/13/2020 | 000160003520000003 |
| Q1 2020 | 828 | 473,662 | AAPL, MSFT, PG, IVV | 13F-HR | 5/15/2020 | 000160003520000002 |
| Q4 2019 | 880 | 612,561 | AAPL, JPM, IVV, MSFT | 13F-HR | 2/14/2020 | 000160003520000001 |
| Q3 2019 | 916 | 579,759 | AAPL, PG, JPM, IVV | 13F-HR | 11/12/2019 | 000160003519000004 |
| Q2 2019 | 958 | 562,698 | AAPL, MSFT, IVV, JPM | 13F-HR | 8/15/2019 | 000160003519000003 |
| Q1 2019 | 183 | 538,065 | AAPL, MSFT, IVV, PG | 13F-HR | 5/14/2019 | 000160003519000002 |
| Q4 2018 | 171 | 428,635 | AAPL, PG, MSFT, JPM | 13F-HR | 2/13/2019 | 000160003519000001 |
| Q3 2018 | 180 | 496,925 | AAPL, IVV, MSFT, JPM | 13F-HR | 11/15/2018 | 000160003518000004 |
| Q2 2018 | 178 | 459,031 | AAPL, JPM, MSFT, IVV | 13F-HR | 8/14/2018 | 000160003518000003 |
| Q1 2018 | 183 | 434,515 | AAPL, JPM, IVV, MSFT | 13F-HR | 5/15/2018 | 000160003518000002 |
| Q4 2017 | 178 | 436,908 | AAPL, JPM, PG, HD | 13F-HR | 2/15/2018 | 000160003518000001 |
| Q3 2017 | 180 | 406,693 | AAPL, JPM, PG, ABBV | 13F-HR | 11/15/2017 | 000160003517000004 |
| Q2 2017 | 164 | 381,077 | AAPL, JPM, PG, HD | 13F-HR | 8/15/2017 | 000160003517000003 |
| Q1 2017 | 161 | 367,443 | AAPL, PG, JPM, HD | 13F-HR | 5/25/2017 | 000160003517000002 |
| Q4 2016 | 158 | 336,974 | AAPL, JPM, PG, HD | 13F-HR | 2/15/2017 | 000160003517000001 |
| Q3 2016 | 164 | 319,528 | AAPL, PG, JPM, HD | 13F-HR | 11/14/2016 | 000160003516000009 |
| Q2 2016 | 159 | 294,507 | AAPL, PG, JPM, HD | 13F-HR | 8/16/2016 | 000160003516000008 |
| Q1 2016 | 159 | 283,758 | AAPL, PG, HD, V | 13F-HR | 5/19/2016 | 000160003516000007 |
| Q4 2015 | 148 | 273,699 | AAPL, PG, HD, JPM | 13F-HR | 2/4/2016 | 000160003516000006 |
| Q3 2015 | 145 | 248,631 | AAPL, PG, KO, V | 13F-HR | 11/23/2015 | 000160003515000005 |
| Q2 2015 | 153 | 260,245 | AAPL, PG, BLK, DIS | 13F-HR | 8/14/2015 | 000160003515000004 |
| Q1 2015 | 153 | 259,139 | AAPL, PG, BLK, KO | 13F-HR | 5/15/2015 | 000160003515000003 |
| Q4 2014 | 154 | 243,442 | AAPL, HD, PG, BLK | 13F-HR | 2/17/2015 | 000160003515000001 |
| Q3 2014 | 151 | 226,935 | AAPL, HD, PG, KO | 13F-HR | 11/14/2014 | 000160003514000005 |
| Q2 2014 | 154 | 221,794 | AAPL, PG, KO, COP | 13F-HR | 8/14/2014 | 000160003514000004 |
| Q1 2014 | 144 | 204,447 | AAPL, PG, BLK, KO | 13F-HR | 5/12/2014 | 000160003514000003 |
| Q4 2013 | 140 | 194,176 | AAPL, KO, PG, MCD | 13F-HR | 3/3/2014 | 000160003514000002 |