| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 108 | 681,249 | AAPL, NVDA, VO, IEMG | 13F-HR | 4/22/2025 | 000169784725000003 |
| Q4 2024 | 108 | 697,093 | GOOGL, AAPL, NVDA, VO | 13F-HR | 1/23/2025 | 000169784725000002 |
| Q3 2024 | 109 | 688,280 | AAPL, GOOGL, NVDA, VO | 13F-HR | 10/22/2024 | 000169784724000005 |
| Q2 2024 | 106 | 641,490 | GOOGL, AAPL, NVDA, MSFT | 13F-HR | 7/19/2024 | 000169784724000003 |
| Q1 2024 | 100 | 605,934 | NVDA, AAPL, MSFT, IJH | 13F-HR | 4/25/2024 | 000169784724000002 |
| Q4 2023 | 102 | 561,377 | AAPL, MSFT, VB, VO | 13F-HR | 1/30/2024 | 000169784724000001 |
| Q3 2023 | 100 | 503,360 | AAPL, IJH, VB, VO | 13F-HR | 10/30/2023 | 000169784723000005 |
| Q2 2023 | 107 | 530,677 | AAPL, MSFT, IJH, VO | 13F-HR | 7/18/2023 | 000169784723000004 |
| Q1 2023 | 107 | 470,973 | AAPL, MSFT, IJH, VO | 13F-HR | 4/27/2023 | 000169784723000003 |
| Q4 2022 | 108 | 442,164 | AAPL, IJH, MSFT, VO | 13F-HR | 1/30/2023 | 000169784723000001 |
| Q3 2022 | 103 | 400,704 | AAPL, MSFT, IJH, IJR | 13F-HR | 10/20/2022 | 000169784722000004 |
| Q2 2022 | 110 | 413,599 | AAPL, GOOGL, MSFT, IJR | 13F-HR | 8/8/2022 | 000169784722000003 |
| Q1 2022 | 109 | 478,191 | AAPL, GOOGL, MSFT, IJR | 13F-HR | 4/12/2022 | 000169784722000002 |
| Q4 2021 | 115 | 497,791 | AAPL, MSFT, BSCN, BSCM | 13F-HR | 1/28/2022 | 000169784722000001 |
| Q3 2021 | 113 | 457,871 | AAPL, MSFT, BSCO, BSCN | 13F-HR | 11/12/2021 | 000169784721000002 |
| Q2 2021 | 115 | 443,158 | AAPL, MSFT, BSCN, BSCM | 13F-HR | 8/12/2021 | 000095012321010546 |
| Q1 2021 | 112 | 401,435 | AAPL, BSCN, BSCO, BSCM | 13F-HR | 5/6/2021 | 000095012321005431 |
| Q4 2020 | 106 | 363,618 | AAPL, BSCN, BSCO, BSCM | 13F-HR | 2/9/2021 | 000095012321001288 |
| Q3 2020 | 101 | 320,718 | AAPL, BSCN, BSCO, BSCM | 13F-HR | 11/4/2020 | 000095012320010836 |
| Q2 2020 | 109 | 292,747 | AAPL, BSCN, MSFT, BSCO | 13F-HR | 8/5/2020 | 000095012320007715 |
| Q1 2020 | 106 | 256,620 | AAPL, BSCN, BSCM, IJH | 13F-HR | 5/14/2020 | 000095012320004855 |
| Q4 2019 | 114 | 303,327 | IJH, AAPL, IJR, BSCN | 13F-HR | 2/7/2020 | 000095012320001070 |
| Q3 2019 | 117 | 274,336 | IJH, AAPL, IJR, MSFT | 13F-HR | 11/14/2019 | 000095012319011242 |
| Q2 2019 | 111 | 256,841 | IJH, IJR, AAPL, MSFT | 13F-HR | 8/14/2019 | 000095012319008033 |
| Q1 2019 | 115 | 243,462 | IJH, IJR, AAPL, BSCL | 13F-HR | 5/9/2019 | 000095012319004130 |
| Q4 2018 | 115 | 209,056 | IJH, IJR, RSP, AAPL | 13F-HR | 2/5/2019 | 000095012319000659 |
| Q3 2018 | 120 | 226,285 | AAPL, IJH, IJR, RSP | 13F-HR | 11/13/2018 | 000095012318010993 |
| Q2 2018 | 122 | 204,852 | IJH, RSP, AAPL, IJR | 13F-HR | 8/8/2018 | 000095012318007641 |
| Q1 2018 | 120 | 190,614 | EFA, IJH, Guggenheim S&P 500 Equal Weight ETF, AAPL | 13F-HR | 5/14/2018 | 000095012318005169 |
| Q4 2017 | 115 | 184,686 | EFA, IJH, AAPL, EZM | 13F-HR | 2/6/2018 | 000095012318000854 |
| Q3 2017 | 119 | 178,687 | EFA, IJH, AAPL, EZM | 13F-HR | 11/13/2017 | 000095012317010191 |
| Q2 2017 | 116 | 164,604 | EFA, AAPL, IJH, IJR | 13F-HR | 8/11/2017 | 000095012317007430 |
| Q1 2017 | 111 | 150,630 | AAPL, EFA, IJH, IJR | 13F-HR | 5/9/2017 | 000095012317004086 |
| Q4 2016 | 119 | 124,917 | IJH, IJR, AAPL, EZM | 13F-HR | 2/13/2017 | 000095012317001820 |