| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2022 | 256 | 394,152 | SPY, AAPL, VYM, VONG | 13F-HR | 1/26/2023 | 000195175723000068 |
| Q3 2022 | 274 | 387,818 | SPY, AAPL, AMZN, MSFT | 13F-HR | 10/17/2022 | 000169606422000004 |
| Q2 2022 | 278 | 382,483 | SPY, AAPL, WRB, MSFT | 13F-HR | 7/14/2022 | 000169606422000003 |
| Q1 2022 | 284 | 455,784 | SPY, AAPL, AMZN, MSFT | 13F-HR | 4/14/2022 | 000169606422000002 |
| Q4 2021 | 280 | 446,155 | AAPL, AMZN, MSFT, GOOG | 13F-HR | 1/19/2022 | 000169606422000001 |
| Q3 2021 | 259 | 397,416 | AAPL, AMZN, MSFT, META | 13F-HR | 10/22/2021 | 000169606421000005 |
| Q2 2021 | 246 | 383,017 | AAPL, MSFT, AMZN, META | 13F-HR | 7/22/2021 | 000169606421000003 |
| Q1 2021 | 240 | 338,418 | AAPL, AMZN, MSFT, META | 13F-HR | 4/15/2021 | 000169606421000002 |
| Q4 2020 | 215 | 298,613 | AAPL, MSFT, AMZN, WRB | 13F-HR | 1/19/2021 | 000169606421000001 |
| Q3 2020 | 178 | 238,074 | MSFT, AAPL, WRB, META | 13F-HR | 10/19/2020 | 000169606420000005 |
| Q2 2020 | 171 | 218,742 | AAPL, MSFT, AMZN, WRB | 13F-HR | 7/20/2020 | 000169606420000003 |
| Q1 2020 | 155 | 162,593 | MSFT, WRB, AAPL, AMZN | 13F-HR | 4/16/2020 | 000169606420000002 |
| Q4 2019 | 183 | 218,173 | AAPL, WRB, MSFT, AMZN | 13F-HR | 1/17/2020 | 000169606420000001 |
| Q3 2019 | 170 | 198,478 | WRB, MSFT, AAPL, AMZN | 13F-HR | 10/21/2019 | 000169606419000004 |
| Q2 2019 | 774 | 225,052 | WRB, MSFT, AMZN, AAPL | 13F-HR | 7/18/2019 | 000169606419000003 |
| Q1 2019 | 774 | 216,902 | WRB, AMZN, MSFT, AAPL | 13F-HR | 5/9/2019 | 000169606419000002 |
| Q4 2018 | 765 | 188,919 | WRB, AMZN, MSFT, AAPL | 13F-HR | 2/14/2019 | 000169606419000001 |
| Q3 2018 | 777 | 218,468 | AMZN, AAPL, WRB, MSFT | 13F-HR | 11/14/2018 | 000169606418000004 |
| Q2 2018 | 871 | 228,039 | AMZN, AAPL, WRB, MSFT | 13F-HR | 8/10/2018 | 000169606418000003 |
| Q1 2018 | 866 | 217,202 | AMZN, AAPL, WRB, MSFT | 13F-HR | 5/15/2018 | 000169606418000002 |
| Q4 2017 | 892 | 207,144 | AMZN, AAPL, WRB, MSFT | 13F-HR | 2/12/2018 | 000169606418000001 |
| Q3 2017 | 910 | 192,785 | AAPL, WRB, AMZN, JNJ | 13F-HR | 10/27/2017 | 000169606417000004 |
| Q2 2017 | 900 | 188,324 | WRB, AAPL, AMZN, JNJ | 13F-HR | 8/14/2017 | 000169606417000003 |
| Q1 2017 | 891 | 191,137 | AAPL, WRB, AMZN, SPY | 13F-HR | 5/5/2017 | 000169606417000002 |
| Q4 2016 | 910 | 169,386 | WRB, AAPL, SPY, AMZN | 13F-HR | 5/5/2017 | 000169606417000001 |