| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,447 | 43,879,097 | MSFT, AAPL, JPM, GOOG | 13F-HR | 2/14/2024 | 000164871124000002 |
| Q3 2023 | 3,150 | 36,662,155 | MSFT, AAPL, JPM, GOOG | 13F-HR | 11/13/2023 | 000164871123000016 |
| Q2 2023 | 3,065 | 37,888,126 | AAPL, MSFT, JPM, VEA | 13F-HR | 8/11/2023 | 000164871123000010 |
| Q1 2023 | 3,038 | 40,539,198 | AAPL, MSFT, JPM, HD | 13F-HR | 5/15/2023 | 000164871123000004 |
| Q4 2022 | 3,030 | 37,975,868 | MSFT, AAPL, JPM, HD | 13F-HR | 2/13/2023 | 000164871123000002 |
| Q3 2022 | 3,043 | 33,938,754 | AAPL, MSFT, JNJ, BRK-B | 13F-HR | 11/14/2022 | 000164871122000011 |
| Q2 2022 | 2,878 | 36,023,146 | AAPL, MSFT, JNJ, BRK-B | 13F-HR | 8/8/2022 | 000164871122000009 |
| Q1 2022 | 2,824 | 40,468,470 | AAPL, MSFT, BRK-B, JPM | 13F-HR | 5/13/2022 | 000164871122000004 |
| Q4 2021 | 2,535 | 42,774,042 | AAPL, MSFT, JPM, HD | 13F-HR | 2/9/2022 | 000164871122000002 |
| Q3 2021 | 2,479 | 39,099,062 | MSFT, AAPL, JPM, HD | 13F-HR | 11/12/2021 | 000164871121000009 |
| Q2 2021 | 2,334 | 38,474,442 | MSFT, AAPL, JPM, HD | 13F-HR | 8/11/2021 | 000164871121000007 |
| Q1 2021 | 2,250 | 35,655,435 | AAPL, MSFT, JPM, DIS | 13F-HR | 5/13/2021 | 000164871121000004 |
| Q4 2020 | 2,112 | 33,451,752 | AAPL, MSFT, JPM, DIS | 13F-HR | 2/11/2021 | 000164871121000002 |
| Q3 2020 | 1,996 | 29,187,718 | AAPL, MSFT, HD, JPM | 13F-HR | 11/12/2020 | 000164871120000011 |
| Q2 2020 | 2,020 | 26,546,143 | AAPL, MSFT, HD, JPM | RESTATEMENT | 10/22/2020 | 000164871120000009 |
| Q1 2020 | 1,955 | 21,896,762 | MSFT, AAPL, JPM, BRK-B | 13F-HR | 5/14/2020 | 000164871120000005 |
| Q4 2019 | 2,042 | 27,857,669 | AAPL, MSFT, JPM, DIS | 13F-HR | 2/14/2020 | 000164871120000003 |
| Q3 2019 | 2,308 | 25,388,957 | MSFT, AAPL, JPM, HD | 13F-HR | 11/14/2019 | 000164871119000008 |
| Q2 2019 | 2,314 | 25,719,011 | MSFT, AAPL, JPM, DIS | 13F-HR | 8/14/2019 | 000164871119000006 |
| Q1 2019 | 1,309 | 17,102,023 | MSFT, IWD, AAPL, IWF | 13F-HR | 5/14/2019 | 000081097219000006 |
| Q4 2018 | 1,358 | 14,732,603 | IWD, AAPL, MSFT, IWF | 13F-HR | 2/14/2019 | 000164871119000002 |
| Q3 2018 | 1,787 | 15,960,372 | AAPL, IWD, MSFT, IWF | 13F-HR | 11/13/2018 | 000164871118000007 |
| Q2 2018 | 1,381 | 14,733,415 | IWD, AAPL, IWF, VEA | 13F-HR | 8/13/2018 | 000164871118000005 |
| Q1 2018 | 1,355 | 14,202,436 | IWD, AAPL, IWF, VEA | 13F-HR | 5/14/2018 | 000164871118000004 |
| Q4 2017 | 1,257 | 14,118,096 | IWD, AAPL, IWF, VEA | 13F-HR | 2/9/2018 | 000164871118000002 |
| Q3 2017 | 1,227 | 13,258,045 | IWD, AAPL, VEA, IWF | 13F-HR | 11/14/2017 | 000164871117000011 |
| Q2 2017 | 1,219 | 12,764,137 | IWD, AAPL, VEA, IWF | 13F-HR | 8/14/2017 | 000164871117000008 |
| Q1 2017 | 1,209 | 12,364,844 | IWD, AAPL, VEA, IWF | RESTATEMENT | 6/19/2017 | 000164871117000006 |
| Q4 2016 | 1,190 | 11,516,725 | IWD, AAPL, GE, VEA | 13F-HR | 2/10/2017 | 000164871117000002 |
| Q3 2016 | 1,192 | 11,163,811 | IWD, AAPL, GE, IWF | 13F-HR | 11/10/2016 | 000164871116000016 |
| Q2 2016 | 1,190 | 10,903,886 | IWD, AAPL, GE, IWF | 13F-HR | 8/11/2016 | 000164871116000013 |
| Q1 2016 | 1,240 | 10,451,631 | IWD, AAPL, GE, VEA | 13F-HR | 5/12/2016 | 000164871116000011 |
| Q4 2015 | 1,232 | 9,997,854 | IWD, GE, AAPL, IWF | 13F-HR | 2/11/2016 | 000164871116000009 |
| Q3 2015 | 1,266 | 9,405,621 | IWD, AAPL, GE, VEA | 13F-HR | 11/12/2015 | 000164871115000006 |
| Q2 2015 | 1,325 | 10,162,233 | IWD, AAPL, GE, VEA | 13F-HR | 8/14/2015 | 000164871115000002 |