| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,007 | 2,197,375 | AAPL, MSFT, QQQ, IVV | 13F-HR | 4/17/2025 | 000163369725000006 |
| Q4 2024 | 505 | 1,901,496 | AAPL, MSFT, NVDA, QQQ | 13F-HR | 2/7/2025 | 000163369725000003 |
| Q3 2024 | 530 | 2,152,598 | AAPL, VTI, MSFT, QQQ | 13F-HR | 10/4/2024 | 000163369724000005 |
| Q2 2024 | 521 | 2,094,092 | AAPL, MSFT, VTI, NVDA | 13F-HR | 8/13/2024 | 000163369724000003 |
| Q1 2024 | 544 | 2,119,995 | AAPL, VTI, MSFT, IVV | 13F-HR | 5/3/2024 | 000163369724000002 |
| Q4 2023 | 526 | 1,845,952 | AAPL, IVV, QQQ, MSFT | 13F-HR | 1/24/2024 | 000163369724000001 |
| Q3 2023 | 506 | 1,593,418 | AAPL, IVV, QQQ, MSFT | 13F-HR | 11/8/2023 | 000163369723000004 |
| Q2 2023 | 550 | 1,793,910 | AAPL, IVV, WMT, QQQ | 13F-HR | 8/14/2023 | 000163369723000003 |
| Q1 2023 | 759 | 1,296,014 | AAPL, IVV, WMT, MSFT | 13F-HR | 5/12/2023 | 000163369723000002 |
| Q4 2022 | 522 | 1,544,819 | JPST, AAPL, IVV, WMT | 13F-HR | 2/9/2023 | 000163369723000001 |
| Q3 2022 | 400 | 991,824 | WMT, JPST, IVV, MSFT | 13F-HR | 11/15/2022 | 000163369722000005 |
| Q2 2022 | 277 | 1,081,969 | ITOT, JPST, VBK, WMT | 13F-HR | 8/15/2022 | 000163369722000004 |
| Q1 2022 | 173 | 572,391 | DVY, JPST, CWB, VOO | 13F-HR | 5/13/2022 | 000163369722000003 |
| Q4 2021 | 507 | 1,743,976 | QQQ, AAPL, VOO, IVV | 13F-HR | 2/9/2022 | 000163369722000001 |
| Q3 2021 | 473 | 1,480,759 | VOO, AAPL, QQQ, IVV | 13F-HR | 11/4/2021 | 000163369721000005 |
| Q2 2021 | 514 | 1,509,380 | AAPL, IVV, WMT, QQQ | 13F-HR | 8/5/2021 | 000163369721000004 |
| Q1 2021 | 3,250 | 2,873,072 | VOO, AAPL, QQQ, IVV | 13F-HR | 5/7/2021 | 000163369721000002 |
| Q4 2020 | 2,828 | 2,340,859 | AAPL, VOO, QQQ, IVV | 13F-HR | 1/13/2021 | 000163369721000001 |
| Q3 2020 | 2,674 | 2,002,222 | AAPL, VOO, QQQ, MSFT | 13F-HR | 11/12/2020 | 000163369720000005 |
| Q2 2020 | 2,623 | 1,819,527 | AAPL, QQQ, MSFT, JPST | 13F-HR | 8/13/2020 | 000163369720000004 |
| Q1 2020 | 2,610 | 1,351,306 | JPST, AAPL, MSFT, QQQ | 13F-HR | 5/12/2020 | 000163369720000002 |
| Q4 2019 | 2,640 | 1,312,295 | QQQ, AAPL, IVV, JPST | 13F-HR | 2/7/2020 | 000163369720000001 |
| Q3 2019 | 2,529 | 1,210,256 | IVV, QQQ, JPST, AAPL | 13F-HR | 11/14/2019 | 000163369719000008 |
| Q1 2019 | 573 | 895,749 | JPST, IVV, QQQ, AAPL | 13F-HR | 5/15/2019 | 000163369719000004 |
| Q4 2018 | 459 | 706,030 | JPST, IVV, MSFT, QQQ | 13F-HR | 3/5/2019 | 000163369719000002 |
| Q3 2018 | 501 | 688,834 | OEF, JPGE, MSFT, AAPL | 13F-HR | 11/13/2018 | 000163369718000002 |
| Q2 2018 | 296 | 471,161 | IVV, MSFT, AAPL, IJR | 13F-HR | 8/14/2018 | 000137647418000127 |
| Q1 2018 | 273 | 400,184 | IVV, MSFT, AAPL, AGG | 13F-HR | 5/10/2018 | 000137647418000105 |
| Q4 2017 | 261 | 409,007 | IVV, MSFT, AAPL, AGG | 13F-HR | 1/29/2018 | 000137647418000020 |
| Q3 2017 | 257 | 383,556 | IVV, MSFT, AAPL, IJR | 13F-HR | 11/7/2017 | 000137647417000294 |
| Q2 2017 | 254 | 352,304 | IVV, MSFT, AAPL, IJR | 13F-HR | 8/14/2017 | 000137647417000234 |
| Q1 2017 | 252 | 338,661 | IVV, MSFT, AAPL, HYG | 13F-HR | 5/31/2017 | 000137647417000187 |
| Q4 2016 | 662 | 298,669 | IVW, MSFT, IJR, AAPL | 13F-HR | 2/27/2017 | 000137647417000048 |