| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,078 | 3,099,564 | AAPL, QQQ, USFR, NVDA | 13F-HR | 2/14/2025 | 000110465925013520 |
| Q3 2024 | 1,143 | 3,524,690 | AAPL, QQQ, USFR, NVDA | 13F-HR | 11/14/2024 | 000110465924118427 |
| Q2 2024 | 1,023 | 2,680,988 | QQQ, USFR, AAPL, NVDA | 13F-HR | 8/14/2024 | 000110465924089395 |
| Q1 2024 | 1,010 | 2,494,703 | QQQ, USFR, AAPL, SPLG | 13F-HR | 5/15/2024 | 000110465924061668 |
| Q4 2023 | 975 | 2,242,859 | AAPL, QQQ, USFR, SPLG | 13F-HR | 2/14/2024 | 000110465924022950 |
| Q3 2023 | 968 | 1,972,132 | AAPL, QQQ, USFR, SPLG | 13F-HR | 11/14/2023 | 000110465923118009 |
| Q2 2023 | 970 | 1,919,972 | AAPL, QQQ, SPY, SPLG | 13F-HR | 8/14/2023 | 000110465923091587 |
| Q1 2023 | 952 | 1,751,761 | AAPL, QQQ, SPY, USFR | 13F-HR | 5/15/2023 | 000110465923060922 |
| Q4 2022 | 903 | 1,591,692 | AAPL, SPYV, SPY, QQQ | 13F-HR | 2/14/2023 | 000110465923022122 |
| Q3 2022 | 869 | 1,315,825 | AAPL, SPY, QQQ, SPAB | 13F-HR | 11/22/2022 | 000110465922121193 |
| Q2 2022 | 739 | 1,134,415 | AAPL, SPYV, SPY, SPAB | 13F-HR | 8/15/2022 | 000110465922090979 |
| Q1 2022 | 766 | 1,319,203 | AAPL, SPY, SPYV, MDYV | 13F-HR | 5/16/2022 | 000110465922061508 |
| Q4 2021 | 805 | 1,356,340 | AAPL, SPY, QQQ, SPYG | 13F-HR | 2/14/2022 | 000110465922022365 |
| Q3 2021 | 802 | 1,228,506 | AAPL, SPY, SPYG, AMZN | 13F-HR | 11/15/2021 | 000110465921138965 |
| Q2 2021 | 941 | 1,576,791 | AAPL, SPY, ABBV, AMZN | 13F-HR | 8/16/2021 | 000110465921106216 |
| Q1 2021 | 828 | 1,390,349 | AAPL, SPY, ABBV, IVV | 13F-HR | 5/18/2021 | 000110465921068586 |
| Q4 2020 | 745 | 1,202,996 | AAPL, SPY, ABBV, IVV | 13F-HR | 2/17/2021 | 000110465921024569 |
| Q3 2020 | 662 | 996,398 | AAPL, SPY, IVV, ABBV | 13F-HR | 11/19/2020 | 000110465920127158 |
| Q2 2020 | 577 | 729,895 | AAPL, SPY, IVV, QQQ | 13F-HR | 8/14/2020 | 000110465920095399 |
| Q1 2020 | 555 | 694,551 | ABBV, AAPL, IVV, ABT | 13F-HR | 5/13/2020 | 000110465920060504 |
| Q4 2019 | 620 | 844,542 | IVV, AAPL, ABBV, IUSG | 13F-HR | 2/18/2020 | 000110465920022297 |
| Q3 2019 | 611 | 735,447 | IVV, ABBV, AAPL, ABT | 13F-HR | 11/15/2019 | 000110465919064450 |
| Q2 2019 | 545 | 688,689 | IVV, JNJ, AAPL, ABBV | 13F-HR | 8/12/2019 | 000114420419039192 |
| Q1 2019 | 516 | 600,210 | IVV, ABBV, AAPL, SPY | 13F-HR | 5/16/2019 | 000114420419026699 |
| Q4 2018 | 475 | 519,513 | IVV, ABBV, AAPL, ABT | 13F-HR | 2/15/2019 | 000114420419008399 |
| Q3 2018 | 426 | 462,392 | IVV, AAPL, AMZN, QQQ | 13F-HR | 11/14/2018 | 000114420418059768 |
| Q2 2018 | 409 | 391,380 | IVV, AAPL, SDY, AMZN | 13F-HR | 8/13/2018 | 000114420418043915 |
| Q1 2018 | 1,682 | 372,428 | IVV, AAPL, SDY, SPY | 13F-HR | 5/15/2018 | 000114420418028331 |
| Q4 2017 | 1,755 | 377,740 | AAPL, IVV, SDY, HDV | 13F-HR | 2/14/2018 | 000114420418008342 |
| Q3 2017 | 1,479 | 234,909 | AAPL, SDY, FTC, HDV | 13F-HR | 11/14/2017 | 000114420417058940 |
| Q2 2017 | 1,449 | 206,459 | SHY, AAPL, FYX, HES | RESTATEMENT | 8/15/2017 | 000114420417043296 |
| Q1 2017 | 1,305 | 149,995 | FPX, IWP, AAPL, VEA | 13F-HR | 5/16/2017 | 000114420417027709 |
| Q4 2016 | 1,247 | 132,247 | FTC, IWD, AAPL, IWF | 13F-HR | 2/14/2017 | 000114420417008425 |