| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 24 | 328,506 | SPLG, VOO, IVV, ITB | 13F-HR | 11/14/2024 | 000167062724000010 |
| Q2 2024 | 24 | 346,922 | SPLG, VOO, IVV, ASML | 13F-HR | 8/14/2024 | 000167062724000005 |
| Q1 2024 | 24 | 328,506 | SPLG, VOO, IVV, ITB | 13F-HR | 5/15/2024 | 000167062724000004 |
| Q4 2023 | 23 | 3,277 | SPLG, VOO, IVV, NVDA | 13F-HR | 2/13/2024 | 000167062724000001 |
| Q3 2023 | 27 | 3,176 | SPLG, VOO, IVV, NVDA | 13F-HR | 11/13/2023 | 000167062723000004 |
| Q2 2023 | 22 | 2,952 | SPLG, VOO, IVV, XLK | 13F-HR | 8/14/2023 | 000167062723000003 |
| Q1 2023 | 22 | 262,382 | SPLG, VOO, IVV, TAN | 13F-HR | 5/15/2023 | 000167062723000002 |
| Q4 2022 | 17 | 283,039 | SPLG, VOO, IVV, TAN | 13F-HR | 2/15/2023 | 000167062723000001 |
| Q3 2022 | 2 | 7,602 | GOOGL, MSFT | 13F-HR | 11/14/2022 | 000167062722000003 |
| Q2 2022 | 2 | 8,534 | GOOGL, MSFT | 13F-HR | 8/15/2022 | 000189404422000004 |
| Q1 2022 | 3 | 10,075 | MSFT, GOOGL, AAPL | 13F-HR | 5/12/2022 | 000167062722000002 |
| Q3 2021 | 3 | 11,301 | MSFT, AAPL, GOOGL | 13F-HR | 11/15/2021 | 000167062721000004 |
| Q2 2021 | 4 | 32,292 | XLK, AAPL, MSFT, GOOGL | 13F-HR | 8/12/2021 | 000167062721000003 |
| Q1 2021 | 4 | 15,282 | AAPL, XLK, GOOGL, MSFT | 13F-HR | 5/13/2021 | 000167062721000002 |
| Q4 2020 | 4 | 25,966 | XLK, MSFT, AAPL, GOOGL | 13F-HR | 2/16/2021 | 000167062721000001 |
| Q3 2020 | 4 | 25,939 | XLK, MSFT, AAPL, GOOGL | 13F-HR | 11/16/2020 | 000167062720000004 |
| Q2 2020 | 4 | 22,689 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 8/13/2020 | 000167062720000003 |
| Q1 2020 | 4 | 18,144 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 5/13/2020 | 000167062720000002 |
| Q4 2019 | 4 | 17,748 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 2/14/2020 | 000167062720000001 |
| Q3 2019 | 4 | 19,430 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 11/14/2019 | 000167062719000004 |
| Q2 2019 | 4 | 17,511 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 8/14/2019 | 000167062719000003 |
| Q1 2019 | 4 | 13,133 | MSFT, XLK, GOOGL, AAPL | 13F-HR | 5/14/2019 | 000167062719000002 |
| Q4 2018 | 8 | 21,762 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 2/14/2019 | 000167062719000001 |
| Q3 2018 | 8 | 21,762 | XLK, MSFT, GOOGL, AAPL | 13F-HR | 11/14/2018 | 000167062718000004 |
| Q2 2018 | 8 | 18,796 | XLK, GOOGL, AAPL, MSFT | 13F-HR | 8/14/2018 | 000167062718000003 |
| Q1 2018 | 10 | 58,287 | VOO, XLK, QQQ, MSFT | 13F-HR | 5/14/2018 | 000167062718000002 |
| Q4 2017 | 11 | 65,144 | VOO, XLK, QQQ, MSFT | 13F-HR | 2/14/2018 | 000167062718000001 |
| Q3 2017 | 12 | 61,465 | VOO, XLK, QQQ, MSFT | 13F-HR | 11/14/2017 | 000167062717000004 |
| Q2 2017 | 15 | 64,544 | VOO, XLK, QQQ, MSFT | 13F-HR | 8/14/2017 | 000167062717000003 |
| Q1 2017 | 21 | 76,296 | VOO, QQQ, XLK, ITB | 13F-HR | 5/11/2017 | 000167062717000002 |
| Q4 2016 | 23 | 75,699 | VOO, QQQ, XLK, ITB | 13F-HR | 2/13/2017 | 000167062717000001 |
| Q3 2016 | 25 | 134,116 | SPY, VOO, VWO, QQQ | 13F-HR | 11/10/2016 | 000167062716000003 |
| Q2 2016 | 29 | 150,176 | SPY, VOO, EWJ, VWO | 13F-HR | 8/15/2016 | 000167062716000002 |
| Q1 2016 | 30 | 145,505 | VOO, SPY, DXJ, QQQ | 13F-HR | 5/10/2016 | 000167062716000001 |