| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 570 | 472,908 | MSFT, ACN, GOOGL, WM | 13F-HR | 11/1/2024 | 000163386924000004 |
| Q2 2024 | 359 | 442,243 | MSFT, GOOGL, WM, ACN | 13F-HR | 7/29/2024 | 000163386924000003 |
| Q1 2024 | 362 | 431,107 | ACN, MSFT, WM, GOOGL | 13F-HR | 4/25/2024 | 000163386924000002 |
| Q4 2023 | 385 | 411,000 | ACN, MSFT, GOOGL, WM | 13F-HR | 1/29/2024 | 000163386924000001 |
| Q3 2023 | 389 | 384,396 | ACN, GOOGL, MSFT, NUE | 13F-HR | 10/19/2023 | 000163386923000004 |
| Q2 2023 | 379 | 402,578 | ACN, MSFT, WM, NUE | 13F-HR | 7/28/2023 | 000163386923000003 |
| Q1 2023 | 403 | 385,645 | ACN, DE, TMO, WM | 13F-HR | 4/24/2023 | 000163386923000002 |
| Q4 2022 | 392 | 369,115 | DE, ACN, WM, PG | 13F-HR | 1/27/2023 | 000163386923000001 |
| Q3 2022 | 438 | 344,010 | ACN, WM, DE, GOOGL | 13F-HR | 10/27/2022 | 000163386922000005 |
| Q2 2022 | 333 | 357,112 | ACN, GOOGL, WM, MSFT | 13F-HR | 7/25/2022 | 000163386922000003 |
| Q1 2022 | 335 | 428,794 | ACN, GOOGL, DE, IVV | 13F-HR | 5/2/2022 | 000163386922000002 |
| Q4 2021 | 357 | 446,685 | ACN, GOOGL, ANSS, IVV | 13F-HR | 2/4/2022 | 000163386922000001 |
| Q3 2021 | 316 | 402,159 | ACN, GOOGL, IVV, DE | 13F-HR | 11/4/2021 | 000163386921000004 |
| Q2 2021 | 322 | 391,516 | GOOGL, ACN, DE, IVV | 13F-HR | 8/2/2021 | 000163386921000003 |
| Q1 2021 | 306 | 365,749 | DE, ACN, IJH, ANSS | 13F-HR | 4/29/2021 | 000163386921000002 |
| Q4 2020 | 318 | 350,778 | ANSS, DE, ACN, IJH | 13F-HR | 2/1/2021 | 000163386921000001 |
| Q3 2020 | 291 | 314,419 | ANSS, IVV, DE, NOBL | 13F-HR | 11/2/2020 | 000163386920000004 |
| Q2 2020 | 304 | 292,633 | ANSS, IVV, NOBL, ACN | 13F-HR | 8/3/2020 | 000163386920000003 |
| Q1 2020 | 297 | 258,794 | IVV, NOBL, ANSS, IJH | 13F-HR | 4/22/2020 | 000163386920000002 |
| Q4 2019 | 549 | 308,402 | NOBL, IJH, IVV, MKC | 13F-HR | 1/24/2020 | 000163386920000001 |
| Q3 2019 | 555 | 321,902 | IJH, NOBL, IVV, AWK | 13F-HR | 10/15/2019 | 000163386919000004 |
| Q2 2019 | 810 | 350,195 | IJH, NOBL, IVV, MSFT | 13F-HR | 7/29/2019 | 000163386919000003 |
| Q1 2019 | 684 | 327,828 | IJH, NOBL, IVV, MSFT | 13F-HR | 4/22/2019 | 000163386919000002 |
| Q4 2018 | 665 | 289,970 | IJH, IVV, MSFT, NOBL | 13F-HR | 1/30/2019 | 000163386919000001 |
| Q3 2018 | 679 | 316,632 | IJH, IVV, MSFT, ACN | 13F-HR | 11/1/2018 | 000163386918000004 |
| Q2 2018 | 659 | 298,851 | IJH, IVV, ACN, MSFT | 13F-HR | 8/7/2018 | 000163386918000003 |
| Q1 2018 | 1,052 | 455,554 | BABA, EDU, ICLR, IJH | 13F-HR | 5/10/2018 | 000163386918000002 |
| Q4 2017 | 994 | 513,323 | BABA, EDU, IVV, ACN | 13F-HR | 1/25/2018 | 000163386918000001 |
| Q3 2017 | 824 | 474,217 | BABA, EDU, IWF, IVV | 13F-HR | 11/1/2017 | 000163386917000004 |
| Q2 2017 | 862 | 456,265 | BABA, EDU, IVV, IJH | 13F-HR | 8/3/2017 | 000163386917000003 |
| Q1 2017 | 872 | 416,588 | IWD, IVV, BABA, IJH | 13F-HR | 5/5/2017 | 000163386917000002 |
| Q4 2016 | 922 | 379,436 | IWD, IGIB, IVV, IJH | 13F-HR | 2/3/2017 | 000163386917000001 |
| Q3 2016 | 805 | 343,396 | IWD, IGIB, BABA, NOBL | 13F-HR | 11/7/2016 | 000163386916000009 |
| Q2 2016 | 814 | 293,034 | IGIB, NOBL, IJH, ACN | 13F-HR | 8/9/2016 | 000163386916000008 |
| Q1 2016 | 318 | 202,155 | IGIB, NOBL, ACN, IJH | 13F-HR | 5/11/2016 | 000163386916000007 |
| Q4 2015 | 389 | 177,565 | IGIB, PWV, IJH, SCHG | 13F-HR | 1/26/2016 | 000163386916000005 |
| Q3 2015 | 473 | 166,417 | IGIB, PWV, IJH, SCHG | 13F-HR | 11/13/2015 | 000163386915000004 |
| Q2 2015 | 469 | 166,980 | IGIB, PWV, PID, IJH | 13F-HR | 8/14/2015 | 000163386915000003 |
| Q1 2015 | 585 | 164,970 | IGIB, PWV, PID, SCHG | 13F-HR | 5/4/2015 | 000163386915000002 |
| Q4 2014 | 562 | 170,809 | IGIB, VIG, PWV, PID | 13F-HR | 2/13/2015 | 000163386915000001 |