| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 236 | 695,827 | AAPL, MSFT, SPY, OEF | 13F-HR | 2/2/2024 | 000093583624000089 |
| Q3 2023 | 225 | 628,805 | AAPL, MSFT, SPY, OEF | 13F-HR | 10/31/2023 | 000093583623000675 |
| Q2 2023 | 230 | 650,242 | AAPL, MSFT, SPY, OEF | 13F-HR | 8/1/2023 | 000093583623000536 |
| Q1 2023 | 227 | 589,021 | AAPL, MSFT, SPY, VTIP | 13F-HR | 5/11/2023 | 000093583623000394 |
| Q4 2022 | 222 | 554,465 | AAPL, VTIP, MSFT, SPY | 13F-HR | 2/8/2023 | 000093583623000081 |
| Q3 2022 | 213 | 529,181 | VTIP, AAPL, JPST, MSFT | 13F-HR | 11/3/2022 | 000156761922019096 |
| Q2 2022 | 226 | 600,830 | VTIP, AAPL, JPST, MSFT | 13F-HR | 8/2/2022 | 000156761922014757 |
| Q1 2022 | 238 | 714,011 | AAPL, VTIP, JPST, MSFT | 13F-HR | 5/11/2022 | 000156761922009995 |
| Q4 2021 | 248 | 742,385 | AAPL, VTIP, JPST, MSFT | 13F-HR | 2/4/2022 | 000156761922002491 |
| Q3 2021 | 245 | 669,974 | JPST, VTIP, AAPL, MSFT | 13F-HR | 11/4/2021 | 000156761921019310 |
| Q2 2021 | 236 | 666,024 | JPST, VTIP, AAPL, MSFT | 13F-HR | 8/4/2021 | 000156761921014377 |
| Q1 2021 | 226 | 605,328 | JPST, VTIP, AAPL, SPY | 13F-HR | 5/13/2021 | 000156761921009780 |
| Q4 2020 | 211 | 558,411 | VTIP, AAPL, JPST, SPY | 13F-HR | 1/21/2021 | 000156761921001308 |
| Q3 2020 | 180 | 471,048 | VTIP, AAPL, JPST, MSFT | 13F-HR | 10/20/2020 | 000156761920017975 |
| Q2 2020 | 187 | 438,349 | AAPL, MSFT, VTIP, SPY | 13F-HR | 8/11/2020 | 000156761920014677 |
| Q1 2020 | 169 | 376,194 | SPY, MSFT, AAPL, VTIP | 13F-HR | 4/29/2020 | 000156761920008579 |
| Q4 2019 | 190 | 470,084 | SPY, VEA, AAPL, MSFT | 13F-HR | 2/11/2020 | 000156761920002694 |
| Q3 2019 | 181 | 431,895 | SPY, MSFT, JPST, VCSH | 13F-HR | 11/7/2019 | 000156761919020646 |
| Q2 2019 | 179 | 407,834 | SPY, MSFT, VEA, IGSB | 13F-HR | 7/31/2019 | 000156761919015497 |
| Q1 2019 | 168 | 347,942 | SPY, IGSB, VEA, V | 13F-HR | 5/8/2019 | 000156761919010116 |
| Q4 2018 | 161 | 304,532 | IGSB, SPY, JPST, VEA | 13F-HR | 2/5/2019 | 000156761919002338 |
| Q3 2018 | 169 | 339,323 | IGSB, SPY, VEA, AAPL | 13F-HR | 11/9/2018 | 000156761918005485 |
| Q2 2018 | 166 | 318,740 | IGSB, VEA, SPY, AAPL | 13F-HR | 8/8/2018 | 000156761918000104 |
| Q1 2018 | 167 | 308,451 | IGSB, VEA, SPY, META | 13F-HR | 5/10/2018 | 000114036118022607 |
| Q4 2017 | 153 | 293,392 | IGSB, VEA, SPY, META | 13F-HR | 2/1/2018 | 000114036118004235 |
| Q3 2017 | 152 | 269,174 | IGSB, VEA, STPZ, SPY | 13F-HR | 11/7/2017 | 000114036117041295 |
| Q2 2017 | 143 | 250,944 | IGSB, STPZ, VEA, SPY | 13F-HR | 8/2/2017 | 000114036117029820 |
| Q1 2017 | 141 | 244,795 | IGSB, STPZ, SPY, VEA | 13F-HR | 5/9/2017 | 000114036117019010 |
| Q4 2016 | 136 | 213,439 | IGSB, STPZ, SPY, VEA | 13F-HR | 2/9/2017 | 000114036117005293 |