| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,846 | 12,719,837 | NVDA, IVV, MSFT, AAPL | 13F-HR | 2/14/2025 | 000160006425000003 |
| Q3 2024 | 1,823 | 9,460,842 | IVV, NVDA, MSFT, AAPL | RESTATEMENT | 11/25/2024 | 000160006424000008 |
| Q2 2024 | 1,803 | 7,442,635 | NVDA, IVV, MSFT, AAPL | 13F-HR | 8/14/2024 | 000160006424000005 |
| Q1 2024 | 1,658 | 6,059,505 | MSFT, NVDA, AAPL, VTI | 13F-HR | 5/15/2024 | 000160006424000004 |
| Q4 2023 | 1,420 | 4,297,514 | AAPL, MSFT, VTI, GLDM | 13F-HR | 2/14/2024 | 000160006424000003 |
| Q3 2023 | 1,295 | 3,287,238 | VTI, AAPL, GLDM, MSFT | 13F-HR | 11/15/2023 | 000160006423000005 |
| Q2 2023 | 1,305 | 3,401,993 | VTI, AAPL, GLDM, MSFT | 13F-HR | 8/14/2023 | 000160006423000004 |
| Q1 2023 | 1,342 | 3,038,075 | VTI, GLDM, AAPL, VWO | NEW HOLDINGS | 5/23/2023 | 000160006423000003 |
| Q1 2023 | 1,321 | 2,818,039 | VTI, GLDM, AAPL, VWO | 13F-HR | 5/15/2023 | 000160006423000002 |
| Q4 2022 | 1,114 | 2,602,134 | VTI, GLDM, VWO, AAPL | 13F-HR | 2/15/2023 | 000191090023000003 |
| Q3 2022 | 1,111 | 2,406,458 | VTI, GLDM, VWO, AAPL | 13F-HR | 11/23/2022 | 000190917822000001 |
| Q2 2022 | 1,105 | 2,729,648 | VTI, GLDM, VWO, IEMG | 13F-HR | 8/15/2022 | 000183491322000006 |
| Q1 2022 | 1,093 | 3,356,692 | VTI, GLDM, VWO, AAPL | 13F-HR | 5/19/2022 | 000183491322000004 |
| Q4 2021 | 1,013 | 3,265,997 | VTI, GLDM, VWO, VEA | 13F-HR | 2/16/2022 | 000110465922024179 |
| Q3 2021 | 907 | 2,673,015 | VTI, GLDM, VWO, VEA | 13F-HR | 11/15/2021 | 000110465921138610 |
| Q2 2021 | 718 | 2,559,851 | VTI, GLDM, IJR, VWO | 13F-HR | 8/13/2021 | 000110465921104887 |
| Q1 2021 | 578 | 2,137,767 | VTI, GLDM, IJR, VWO | 13F-HR | 5/17/2021 | 000110465921067398 |
| Q4 2020 | 418 | 1,446,507 | VTI, GLDM, IJR, VWO | 13F-HR | 2/16/2021 | 000110465921023715 |
| Q3 2020 | 236 | 748,837 | SCHR, SPTL, VGLT, EDV | 13F-HR | 11/16/2020 | 000110465920125330 |
| Q2 2020 | 309 | 736,392 | BAR, IEMG, VTI, SPEM | 13F-HR | 8/17/2020 | 000110465920095968 |
| Q1 2020 | 228 | 337,186 | BAR, ITOT, SPEM, SPDW | 13F-HR | 5/8/2020 | 000110465920058671 |
| Q4 2019 | 201 | 237,316 | VTI, MSFT, FTSM, VEA | 13F-HR | 2/14/2020 | 000110465920020966 |
| Q3 2019 | 188 | 221,740 | SVXY, FTSM, MSFT, VTI | 13F-HR | 11/14/2019 | 000110465919063448 |
| Q2 2019 | 127 | 181,428 | FTSM, VTI, OSTK, VWO | 13F-HR | 8/15/2019 | 000114420419040247 |
| Q1 2019 | 109 | 148,590 | FTSM, VTI, ULST, SQ | 13F-HR | 5/15/2019 | 000114420419026385 |
| Q4 2018 | 95 | 129,767 | VTI, FTSM, TSM, GSY | 13F-HR | 2/14/2019 | 000114420419008278 |