| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 208 | 750,226 | IWM, AAPL, MSFT, IWR | 13F-HR | 11/12/2024 | 000164257024000009 |
| Q2 2024 | 193 | 697,244 | IWM, AAPL, MSFT, IWR | 13F-HR | 8/13/2024 | 000164257024000007 |
| Q1 2024 | 208 | 687,945 | IWM, MSFT, AAPL, IWR | 13F-HR | 5/14/2024 | 000164257024000005 |
| Q4 2023 | 207 | 626,223 | IWM, AAPL, MSFT, IWR | 13F-HR | 2/13/2024 | 000164257024000003 |
| Q3 2023 | 200 | 559,014 | IWM, AAPL, MSFT, IWR | 13F-HR | 11/13/2023 | 000164257023000009 |
| Q2 2023 | 211 | 589,353 | AAPL, IWM, MSFT, IWR | 13F-HR | 8/9/2023 | 000164257023000007 |
| Q1 2023 | 207 | 549,593 | AAPL, IWM, MSFT, IWR | 13F-HR | 5/11/2023 | 000164257023000005 |
| Q4 2022 | 207 | 519,128 | IWM, AAPL, IWR, IVV | 13F-HR | 2/10/2023 | 000164257023000003 |
| Q3 2022 | 197 | 463,974 | AAPL, IWM, IVV, MSFT | 13F-HR | 11/14/2022 | 000164257022000009 |
| Q2 2022 | 212 | 542,689 | AAPL, IWM, VEU, IVV | 13F-HR | 8/10/2022 | 000164257022000007 |
| Q1 2022 | 221 | 626,276 | AAPL, IWM, VEU, IVV | 13F-HR | 5/9/2022 | 000164257022000004 |
| Q4 2021 | 222 | 644,994 | AAPL, VEU, MSFT, IWM | 13F-HR | 2/11/2022 | 000164257022000002 |
| Q3 2021 | 216 | 583,757 | AAPL, VEU, IWM, IVV | 13F-HR | 11/12/2021 | 000164257021000009 |
| Q2 2021 | 213 | 571,550 | AAPL, VEU, IWM, IVV | 13F-HR | 8/6/2021 | 000164257021000007 |
| Q1 2021 | 209 | 532,896 | AAPL, VEU, IWM, VBK | 13F-HR | 5/11/2021 | 000164257021000005 |
| Q4 2020 | 203 | 462,623 | AAPL, VEU, IWM, CWB | 13F-HR | 2/16/2021 | 000164257021000002 |
| Q3 2020 | 199 | 383,226 | AAPL, VEU, BND, MSFT | 13F-HR | 11/10/2020 | 000164257020000008 |
| Q2 2020 | 181 | 329,278 | AAPL, BND, VEU, MSFT | 13F-HR | 8/11/2020 | 000164257020000006 |
| Q1 2020 | 158 | 250,365 | BND, AAPL, VEU, MSFT | 13F-HR | 5/5/2020 | 000164257020000004 |
| Q4 2019 | 164 | 295,752 | BND, AAPL, CWB, EFA | 13F-HR | 2/7/2020 | 000164257020000002 |
| Q3 2019 | 159 | 264,662 | BND, AAPL, CWB, EFA | 13F-HR | 10/29/2019 | 000164257019000009 |
| Q2 2019 | 160 | 256,308 | BND, AAPL, EFA, CWB | 13F-HR | 7/30/2019 | 000164257019000007 |
| Q1 2019 | 153 | 238,814 | BND, AAPL, EFA, SYK | 13F-HR | 5/7/2019 | 000164257019000004 |
| Q4 2018 | 568 | 224,920 | BND, AAPL, EFA, CWB | 13F-HR | 1/25/2019 | 000164257019000002 |
| Q3 2018 | 597 | 271,293 | BND, AAPL, EFA, CWB | 13F-HR | 11/9/2018 | 000164257018000008 |
| Q2 2018 | 590 | 257,118 | BND, AAPL, EFA, IJJ | 13F-HR | 8/13/2018 | 000164257018000006 |
| Q1 2018 | 161 | 237,190 | BND, AAPL, EFA, IJJ | 13F-HR | 5/2/2018 | 000164257018000004 |
| Q4 2017 | 163 | 240,489 | BND, AAPL, IJJ, EFA | 13F-HR | 2/9/2018 | 000164257018000002 |
| Q3 2017 | 155 | 221,089 | BND, AAPL, IJJ, CWB | 13F-HR | 11/6/2017 | 000164257017000008 |
| Q2 2017 | 158 | 214,838 | BND, IJJ, AAPL, JPM | 13F-HR | 7/28/2017 | 000164257017000006 |
| Q1 2017 | 153 | 206,068 | BND, AAPL, IJJ, JPM | 13F-HR | 5/12/2017 | 000164257017000004 |
| Q4 2016 | 151 | 197,619 | BND, IJJ, AAPL, CVX | 13F-HR | 2/17/2017 | 000164257017000002 |
| Q3 2016 | 148 | 180,882 | BND, IJJ, AAPL, CVX | 13F-HR | 11/2/2016 | 000164257016000014 |
| Q2 2016 | 151 | 174,174 | BND, IJJ, AAPL, CVX | 13F-HR | 8/5/2016 | 000164257016000012 |
| Q1 2016 | 146 | 167,369 | BND, IJJ, AAPL, ABC | 13F-HR | 4/27/2016 | 000164257016000010 |
| Q4 2015 | 142 | 157,861 | BND, IJJ, ABC, AAPL | 13F-HR | 1/19/2016 | 000164257016000008 |
| Q3 2015 | 136 | 145,634 | BND, IJJ, ABC, AAPL | 13F-HR | 10/26/2015 | 000164257015000006 |
| Q2 2015 | 137 | 157,335 | IJJ, BND, ABC, MYL | 13F-HR | 7/13/2015 | 000164257015000004 |
| Q1 2015 | 142 | 161,560 | IJJ, BND, ABC, AAPL | 13F-HR | 5/15/2015 | 000164257015000002 |