| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 283 | 735,987 | IVV, NVDA, BRK-A, BRK-B | 13F-HR | 10/7/2024 | 000171973924000007 |
| Q2 2024 | 288 | 688,663 | IVV, NVDA, BRK-A, IWR | 13F-HR | 7/22/2024 | 000171973924000003 |
| Q1 2024 | 277 | 660,578 | IVV, NVDA, BRK-A, IWR | 13F-HR | 4/15/2024 | 000171973924000002 |
| Q4 2023 | 313 | 442,775 | NVDA, BRK-A, AAPL, BRK-B | 13F-HR | 2/13/2024 | 000171973924000001 |
| Q3 2023 | 102 | 356,363 | NVDA, BRK-B, AAPL, MUSA | 13F-HR | 10/20/2023 | 000171973923000004 |
| Q2 2023 | 104 | 392,654 | NVDA, AAPL, BRK-B, MSFT | 13F-HR | 7/18/2023 | 000171973923000003 |
| Q1 2023 | 100 | 374,838 | NVDA, AAPL, BRK-B, MSFT | 13F-HR | 4/17/2023 | 000171973923000002 |
| Q4 2022 | 100 | 370,918 | BRK-B, AAPL, NVDA, MUSA | 13F-HR | 2/1/2023 | 000171973923000001 |
| Q3 2022 | 100 | 358,604 | AAPL, BRK-B, MUSA, NVDA | 13F-HR | 10/18/2022 | 000171973922000004 |
| Q2 2022 | 98 | 359,742 | BRK-B, AAPL, NVDA, MSFT | 13F-HR | 7/25/2022 | 000171973922000003 |
| Q1 2022 | 106 | 437,278 | NVDA, BRK-B, AAPL, MSFT | 13F-HR | 4/25/2022 | 000171973922000002 |
| Q4 2021 | 107 | 441,674 | NVDA, AAPL, BRK-B, MSFT | 13F-HR | 1/28/2022 | 000171973922000001 |
| Q3 2021 | 101 | 398,672 | NVDA, AAPL, BRK-B, MSFT | 13F-HR | 10/14/2021 | 000171973921000004 |
| Q2 2021 | 97 | 379,876 | NVDA, BRK-B, AAPL, MSFT | 13F-HR | 7/7/2021 | 000171973921000003 |
| Q1 2021 | 97 | 340,053 | AAPL, BRK-B, NVDA, MSFT | 13F-HR | 4/5/2021 | 000171973921000002 |
| Q4 2020 | 74 | 314,776 | AAPL, NVDA, BRK-B, MSFT | 13F-HR | 2/1/2021 | 000171973921000001 |
| Q3 2020 | 70 | 286,974 | NVDA, AAPL, BRK-B, AMZN | 13F-HR | 10/19/2020 | 000171973920000004 |
| Q2 2020 | 66 | 242,131 | NVDA, AAPL, BRK-B, MSFT | 13F-HR | 8/11/2020 | 000171973920000003 |
| Q1 2020 | 66 | 190,475 | BRK-B, NVDA, AAPL, MSFT | 13F-HR | 4/21/2020 | 000171973920000002 |
| Q4 2019 | 72 | 224,373 | BRK-B, AAPL, MSFT, UNP | 13F-HR | 2/4/2020 | 000171973920000001 |
| Q3 2019 | 73 | 211,967 | AAPL, BRK-B, MSFT, UNP | 13F-HR | 10/15/2019 | 000171973919000004 |
| Q2 2019 | 71 | 202,335 | AAPL, BRK-B, MSFT, UNP | 13F-HR | 7/22/2019 | 000171973919000003 |
| Q1 2019 | 72 | 192,765 | AAPL, BRK-B, UNP, MSFT | 13F-HR | 5/14/2019 | 000171973919000002 |
| Q4 2018 | 65 | 160,351 | BRK-B, AAPL, MSFT, UNP | 13F-HR | 2/14/2019 | 000171973919000001 |
| Q3 2018 | 65 | 180,832 | AAPL, BRK-B, NVDA, MUR | 13F-HR | 10/15/2018 | 000171973918000008 |
| Q2 2018 | 63 | 157,178 | AAPL, BRK-B, MUR, NVDA | 13F-HR | 7/26/2018 | 000171973918000007 |
| Q1 2018 | 64 | 149,414 | AAPL, BRK-B, NVDA, MUR | 13F-HR | 5/9/2018 | 000171973918000006 |
| Q4 2017 | 65 | 153,926 | AAPL, BRK-B, MUR, NVDA | 13F-HR | 2/13/2018 | 000171973918000005 |
| Q3 2017 | 67 | 146,074 | AAPL, BRK-B, NVDA, MUR | 13F-HR | 11/13/2017 | 000171973917000002 |
| Q2 2017 | 66 | 137,301 | AAPL, BRK-B, MUR, NVDA | 13F-HR | 1/3/2018 | 000171973918000001 |
| Q1 2017 | 65 | 133,495 | AAPL, BRK-B, MUR, NVDA | 13F-HR | 1/4/2018 | 000171973918000003 |