| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 695 | 1,789,398 | AAPL, QQQ, VUG, MSFT | 13F-HR | 5/5/2025 | 000108514625002613 |
| Q4 2024 | 689 | 1,633,159 | VUG, AAPL, QQQ, VTI | 13F-HR | 2/7/2025 | 000108514625000915 |
| Q3 2024 | 691 | 1,585,613 | AAPL, QQQ, VUG, MSFT | 13F-HR | 10/15/2024 | 000108514624004903 |
| Q2 2024 | 666 | 1,479,460 | AAPL, QQQ, VUG, MSFT | 13F-HR | 8/7/2024 | 000108514624003542 |
| Q1 2024 | 641 | 1,368,361 | QQQ, VUG, MSFT, AAPL | 13F-HR | 5/6/2024 | 000108514624002275 |
| Q4 2023 | 610 | 1,238,427 | AAPL, QQQ, VUG, MSFT | 13F-HR | 1/19/2024 | 000108514624000361 |
| Q3 2023 | 594 | 1,113,650 | AAPL, VUG, QQQ, MSFT | 13F-HR | 10/13/2023 | 000108514623003727 |
| Q2 2023 | 670 | 1,313,128 | MSFT, AAPL, QQQ, VUG | 13F-HR | 7/20/2023 | 000108514623002782 |
| Q1 2023 | 637 | 1,195,248 | MSFT, AAPL, VUG, QQQ | 13F-HR | 4/20/2023 | 000108514623001814 |
| Q4 2022 | 564 | 1,020,917 | MSFT, AAPL, VUG, VIG | 13F-HR | 1/30/2023 | 000108514623000433 |
| Q3 2022 | 516 | 875,059 | AAPL, MSFT, VUG, VIG | 13F-HR | 10/13/2022 | 000108514622003391 |
| Q2 2022 | 394 | 884,005 | IAU, VO, VIG, RTX | 13F-HR | 7/13/2022 | 000108514622002369 |
| Q1 2022 | 412 | 1,001,710 | IAU, VOT, VOOG, AAPL | 13F-HR | 4/18/2022 | 000108514622001444 |
| Q4 2021 | 525 | 1,015,599 | MSFT, AAPL, VKI, VUG | 13F-HR | 1/20/2022 | 000108514622000268 |
| Q3 2021 | 503 | 904,229 | MSFT, AAPL, VKI, VIG | 13F-HR | 11/5/2021 | 000108514621003034 |
| Q2 2021 | 480 | 874,422 | MSFT, AAPL, QQQ, VIG | 13F-HR | 7/27/2021 | 000108514621002111 |
| Q1 2021 | 459 | 780,303 | MSFT, AAPL, QQQ, VIG | 13F-HR | 4/27/2021 | 000108514621001320 |
| Q4 2020 | 374 | 590,618 | AAPL, QQQ, VUG, ARKK | 13F-HR | 1/26/2021 | 000108514621000250 |
| Q3 2020 | 356 | 520,704 | AAPL, QQQ, IVV, SPY | 13F-HR | 10/13/2020 | 000108514620002498 |
| Q2 2020 | 306 | 443,812 | IVV, QQQ, AAPL, SPY | 13F-HR | 7/16/2020 | 000108514620001810 |
| Q1 2020 | 289 | 371,524 | IVV, SPY, VYM, AAPL | 13F-HR | 4/29/2020 | 000108514620001249 |
| Q4 2019 | 298 | 407,609 | IVV, VYM, SPLV, AAPL | 13F-HR | 1/14/2020 | 000108514620000131 |
| Q3 2019 | 304 | 362,414 | IVV, SPLV, VYM, SPY | 13F-HR | 10/15/2019 | 000108514619002530 |
| Q2 2019 | 309 | 368,232 | IVV, VYM, SPY, SPLV | 13F-HR | 8/5/2019 | 000108514619002077 |
| Q1 2019 | 292 | 328,310 | IVV, VYM, VIG, SPY | 13F-HR | 5/8/2019 | 000108514619001403 |
| Q4 2018 | 288 | 318,901 | IVV, VYM, VIG, SPY | RESTATEMENT | 2/19/2019 | 000108514619000987 |
| Q3 2018 | 160 | 128,822 | IVV, IJH, IGIB, AGG | 13F-HR | 10/26/2018 | 000108514618002404 |
| Q2 2018 | 141 | 113,317 | IVV, IJH, AGG, IGIB | 13F-HR | 7/19/2018 | 000108514618001707 |
| Q1 2018 | 145 | 105,533 | IVV, IGIB, IJH, AGG | 13F-HR | 4/6/2018 | 000108514618000995 |
| Q4 2017 | 132 | 95,465 | IVV, IGIB, IJH, USMV | 13F-HR | 2/2/2018 | 000108514618000305 |