| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 35 | 229,134 | SPY, VIG, IYH, VDC | 13F-HR | 10/16/2024 | 000108514624004962 |
| Q2 2024 | 39 | 209,099 | MSFT, IYH, AMZN, VIG | 13F-HR | 7/16/2024 | 000108514624003021 |
| Q1 2024 | 45 | 208,689 | MSFT, AMZN, META, VIG | 13F-HR | 5/6/2024 | 000108514624002223 |
| Q4 2023 | 42 | 187,544 | MSFT, VIG, AMZN, AAPL | 13F-HR | 2/7/2024 | 000108514624000827 |
| Q3 2023 | 48 | 188,690 | AMZN, MSFT, AAPL, META | 13F-HR | 10/10/2023 | 000108514623003663 |
| Q2 2023 | 49 | 203,518 | MSFT, AMZN, AAPL, META | 13F-HR | 7/13/2023 | 000108514623002703 |
| Q1 2023 | 48 | 185,621 | MSFT, AAPL, AMZN, IYH | 13F-HR | 4/11/2023 | 000108514623001632 |
| Q4 2022 | 58 | 167,592 | MSFT, AAPL, V, AMZN | 13F-HR | 1/18/2023 | 000108514623000209 |
| Q3 2022 | 56 | 159,227 | MSFT, AAPL, AMZN, V | 13F-HR | 10/18/2022 | 000108514622003489 |
| Q2 2022 | 53 | 166,740 | AAPL, MSFT, V, GOOGL | 13F-HR | 7/19/2022 | 000108514622002471 |
| Q1 2022 | 48 | 220,995 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 4/27/2022 | 000108514622001604 |
| Q4 2021 | 43 | 225,640 | AAPL, MSFT, IYH, GOOGL | 13F-HR | 1/24/2022 | 000108514622000281 |
| Q3 2021 | 40 | 212,683 | AAPL, MSFT, GOOGL, V | 13F-HR | 11/12/2021 | 000108514621003133 |
| Q2 2021 | 42 | 216,596 | AAPL, MSFT, V, AMZN | 13F-HR | 7/21/2021 | 000108514621002049 |
| Q1 2021 | 40 | 200,488 | VDE, AAPL, V, MSFT | 13F-HR | 4/19/2021 | 000108514621001222 |
| Q4 2020 | 33 | 156,572 | AAPL, AMZN, V, MSFT | 13F-HR | 1/19/2021 | 000108514621000169 |
| Q3 2020 | 32 | 191,028 | AAPL, AMZN, V, ZM | 13F-HR | 10/13/2020 | 000108514620002487 |
| Q2 2020 | 32 | 168,293 | AMZN, AAPL, V, MSFT | 13F-HR | 7/9/2020 | 000108514620001719 |
| Q1 2020 | 32 | 127,369 | V, AAPL, AMZN, IYH | 13F-HR | 4/23/2020 | 000108514620001190 |
| Q4 2019 | 37 | 150,155 | V, SPEU, BRK-B, AAPL | 13F-HR | 1/13/2020 | 000108514620000118 |
| Q3 2019 | 34 | 138,259 | V, SPEU, BRK-B, AAPL | 13F-HR | 10/17/2019 | 000108514619002561 |
| Q2 2019 | 35 | 150,555 | V, SPEU, BRK-B, UNH | 13F-HR | 7/15/2019 | 000108514619001888 |
| Q1 2019 | 40 | 159,724 | V, SPEU, BRK-B, UNH | 13F-HR | 4/19/2019 | 000108514619001216 |
| Q4 2018 | 41 | 123,296 | BA, V, BRK-B, SPEU | 13F-HR | 1/17/2019 | 000108514619000175 |
| Q3 2018 | 42 | 152,979 | DIA, SPEU, V, BA | 13F-HR | 10/19/2018 | 000108514618002361 |
| Q2 2018 | 40 | 133,840 | DIA, SPEU, V, BA | 13F-HR | 7/19/2018 | 000108514618001714 |
| Q1 2018 | 44 | 125,310 | DIA, BA, V, AAPL | 13F-HR | 4/18/2018 | 000108514618001106 |
| Q4 2017 | 52 | 96,881 | DIA, AAPL, BA, V | 13F-HR | 1/23/2018 | 000108514618000180 |
| Q3 2017 | 42 | 78,198 | DIA, AAPL, V, BA | 13F-HR | 10/25/2017 | 000108514617002116 |
| Q2 2017 | 35 | 67,367 | DIA, V, GOOGL, AAPL | 13F-HR | 8/4/2017 | 000108514617001634 |
| Q1 2017 | 36 | 64,412 | DIA, V, AAPL, GOOGL | 13F-HR | 5/12/2017 | 000108514617001207 |
| Q4 2016 | 35 | 50,431 | V, GOOGL, AAPL, VDE | 13F-HR | 2/14/2017 | 000108514617000709 |