| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 106 | 184,388 | AAPL, MSFT, NVDA, GOOGL | 13F-HR | 10/15/2024 | 000169222724000007 |
| Q2 2024 | 101 | 175,434 | AAPL, MSFT, NVDA, GOOGL | 13F-HR | 7/12/2024 | 000169222724000004 |
| Q1 2024 | 136 | 239,591 | VTI, AAPL, IJH, MSFT | 13F-HR | 4/16/2024 | 000169222724000002 |
| Q4 2023 | 140 | 225,722 | AAPL, VTI, MSFT, BOND | 13F-HR | 1/12/2024 | 000169222724000001 |
| Q3 2023 | 133 | 202,804 | AAPL, VTI, VCIT, BOND | 13F-HR | 10/23/2023 | 000169222723000006 |
| Q2 2023 | 118 | 183,487 | AAPL, VTI, VCIT, BOND | 13F-HR | 7/11/2023 | 000169222723000005 |
| Q1 2023 | 138 | 198,413 | AAPL, VCIT, VTI, BOND | 13F-HR | 4/11/2023 | 000169222723000003 |
| Q4 2022 | 288 | 196,424 | VCIT, BOND, AAPL, VTI | RESTATEMENT | 1/12/2023 | 000087015623000004 |
| Q3 2022 | 285 | 183,363 | VCIT, AAPL, BOND, VTI | 13F-HR | 10/18/2022 | 000087015622000049 |
| Q2 2022 | 292 | 193,099 | VCIT, BOND, AAPL, VTI | 13F-HR | 7/15/2022 | 000087015622000035 |
| Q1 2022 | 298 | 221,470 | VCIT, AAPL, BOND, VTI | 13F-HR | 4/8/2022 | 000087015622000017 |
| Q4 2021 | 308 | 228,082 | VCIT, AAPL, BOND, VTI | 13F-HR | 1/18/2022 | 000087015622000006 |
| Q3 2021 | 322 | 212,390 | VCIT, BOND, AAPL, VTI | 13F-HR | 10/14/2021 | 000087015621000049 |
| Q2 2021 | 317 | 205,298 | VCIT, AAPL, BOND, VTI | 13F-HR | 7/15/2021 | 000087015621000033 |
| Q1 2021 | 316 | 189,831 | VCIT, AAPL, VTI, BOND | 13F-HR | 4/13/2021 | 000087015621000020 |
| Q4 2020 | 461 | 174,190 | VCIT, AAPL, VTI, BOND | 13F-HR | 1/13/2021 | 000087015621000001 |
| Q3 2020 | 300 | 147,863 | VCIT, AAPL, VTI, BOND | 13F-HR | 10/14/2020 | 000087015620000033 |
| Q2 2020 | 260 | 135,819 | VCIT, AAPL, VTI, BOND | 13F-HR | 7/7/2020 | 000087015620000023 |
| Q1 2020 | 263 | 114,766 | VCIT, AAPL, VTI, LQD | 13F-HR | 4/14/2020 | 000087015620000013 |
| Q4 2019 | 267 | 137,730 | VCIT, AAPL, VTI, IJJ | 13F-HR | 1/16/2020 | 000087015620000001 |
| Q3 2019 | 256 | 122,634 | VCIT, VTI, AAPL, LQD | 13F-HR | 10/22/2019 | 000087015619000037 |
| Q2 2019 | 244 | 117,531 | VCIT, VTI, LQD, IJJ | 13F-HR | 7/11/2019 | 000087015619000023 |
| Q1 2019 | 242 | 113,569 | VCIT, VTI, LQD, IJJ | 13F-HR | 4/12/2019 | 000087015619000013 |
| Q4 2018 | 253 | 102,018 | VCIT, LQD, VTI, IJJ | 13F-HR | 1/16/2019 | 000087015619000002 |
| Q3 2018 | 257 | 114,694 | VCIT, LQD, VTI, AAPL | 13F-HR | 10/16/2018 | 000087015618000036 |
| Q2 2018 | 248 | 109,523 | VCIT, LQD, VTI, IJS | 13F-HR | 7/12/2018 | 000087015618000025 |
| Q1 2018 | 247 | 105,972 | VCIT, LQD, VTI, IJJ | 13F-HR | 4/10/2018 | 000087015618000012 |
| Q4 2017 | 256 | 106,488 | VCIT, LQD, IJJ, IJS | 13F-HR | 1/16/2018 | 000087015618000001 |
| Q3 2017 | 265 | 104,360 | VCIT, LQD, IJS, IJJ | 13F-HR | 10/20/2017 | 000087015617000038 |
| Q2 2017 | 269 | 102,440 | VCIT, LQD, IJJ, IJS | 13F-HR | 7/17/2017 | 000087015617000024 |
| Q1 2017 | 245 | 97,323 | VCIT, LQD, IJJ, IJS | 13F-HR | 4/17/2017 | 000087015617000016 |
| Q4 2016 | 244 | 107,345 | VCIT, LQD, IJS, IJJ | 13F-HR | 1/25/2017 | 000087015617000004 |