| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,008 | 85,097,352 | AAPL, NVDA, QQQ, IVV | 13F-HR | 8/14/2026 | 000167704426000006 |
| Q1 2026 | 7,817 | 68,313,979 | AAPL, NVDA, IVV, QQQ | 13F-HR | 5/15/2026 | 000167704426000005 |
| Q4 2025 | 7,836 | 68,437,360 | AAPL, NVDA, MSFT, QQQ | 13F-HR | 2/17/2026 | 000167704426000002 |
| Q3 2025 | 8,054 | 71,445,938 | AAPL, NVDA, MSFT, IVV | 13F-HR | 11/14/2025 | 000167704425000022 |
| Q2 2025 | 9,944 | 56,167,067 | NVDA, AAPL, IVV, MSFT | RESTATEMENT | 9/4/2025 | 000167704425000019 |
| Q1 2025 | 7,432 | 44,876,304 | AAPL, IVV, NVDA, QQQ | 13F-HR | 5/12/2025 | 000167704425000007 |
| Q4 2024 | 7,397 | 44,552,836 | AAPL, NVDA, IVV, QQQ | RESTATEMENT | 6/6/2025 | 000167704425000012 |
| Q3 2024 | 7,411 | 44,348,111 | AAPL, IVV, NVDA, MSFT | 13F-HR | 11/13/2024 | 000167704424000030 |
| Q2 2024 | 7,489 | 42,320,440 | AAPL, NVDA, IVV, MSFT | 13F-HR | 8/13/2024 | 000167704424000022 |
| Q1 2024 | 7,210 | 44,770,242 | AAPL, QQQ, MSFT, IVV | 13F-HR | 5/10/2024 | 000167704424000013 |
| Q4 2023 | 7,313 | 57,148,297 | IVV, AAPL, MSFT, QQQ | 13F-HR | 2/12/2024 | 000167704424000002 |
| Q3 2023 | 7,411 | 67,672,243 | IVV, AAPL, MSFT, VOO | 13F-HR | 11/13/2023 | 000167704423000041 |
| Q2 2023 | 7,477 | 55,696,254 | IVV, AAPL, MSFT, QQQ | RESTATEMENT | 8/21/2023 | 000167704423000039 |
| Q1 2023 | 7,518 | 53,152,939 | IVV, AAPL, MSFT, BSV | 13F-HR | 5/12/2023 | 000167704423000015 |
| Q4 2022 | 9,134 | 49,381,715 | IVV, AAPL, BSV, MSFT | 13F-HR | 2/10/2023 | 000167704423000003 |
| Q3 2022 | 7,624 | 43,750,732 | IVV, AAPL, BSV, MSFT | 13F-HR | 11/14/2022 | 000167704422000035 |
| Q2 2022 | 7,678 | 45,346,453 | IVV, AAPL, ITOT, BSV | 13F-HR | 8/10/2022 | 000167704422000024 |
| Q1 2022 | 8,188 | 51,532,119 | AAPL, IVV, VOO, MSFT | 13F-HR | 5/4/2022 | 000167704422000013 |
| Q4 2021 | 7,640 | 52,834,878 | IVV, AAPL, QQQ, VOO | 13F-HR | 2/3/2022 | 000167704422000001 |
| Q3 2021 | 7,400 | 47,990,660 | AAPL, IVV, VOO, QQQ | 13F-HR | 11/5/2021 | 000167704421000038 |
| Q2 2021 | 7,145 | 46,196,911 | AAPL, IVV, VOO, QQQ | 13F-HR | 8/2/2021 | 000167704421000027 |
| Q1 2021 | 6,946 | 41,564,126 | AAPL, IVV, IJR, QQQ | 13F-HR | 5/13/2021 | 000167704421000015 |
| Q4 2020 | 6,568 | 37,448,546 | AAPL, IVV, QQQ, VOO | 13F-HR | 2/10/2021 | 000167704421000001 |
| Q3 2020 | 6,465 | 33,426,644 | AAPL, IVV, QQQ, AMZN | 13F-HR | 11/12/2020 | 000167704420000039 |
| Q2 2020 | 6,388 | 29,794,309 | AAPL, IVV, QQQ, AMZN | 13F-HR | 8/14/2020 | 000167704420000024 |
| Q1 2020 | 6,373 | 24,426,313 | IVV, AAPL, VOO, VEA | 13F-HR | 5/18/2020 | 000167704420000006 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
2 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/14/2026. View all