| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 401 | 983,680 | AAPL, SPY, SPLG, SPYG | 13F-HR | 5/13/2025 | 000176538025000222 |
| Q4 2024 | 392 | 1,016,779 | AAPL, SPY, SPLG, SPYG | 13F-HR | 2/13/2025 | 000176538025000102 |
| Q3 2024 | 373 | 781,428 | SPY, AAPL, SPLG, SPYG | RESTATEMENT | 2/19/2025 | 000176538025000133 |
| Q3 2024 | 369 | 774,594 | BILS, APPN, SRLN, SOUN | NEW HOLDINGS | 2/13/2025 | 000176538025000104 |
| Q2 2024 | 169 | 279,188 | AAPL, MSFT, NVDA, BRK-B | 13F-HR | 7/31/2024 | 000176538024000254 |
| Q1 2024 | 347 | 686,485 | SPY, SPLG, AAPL, VTI | 13F-HR | 5/8/2024 | 000176538024000201 |
| Q4 2023 | 298 | 575,172 | SPY, SPLG, AAPL, VTI | RESTATEMENT | 2/14/2024 | 000176538024000148 |
| Q3 2023 | 300 | 597,110 | SPY, SPLG, AAPL, ITOT | 13F-HR | 11/6/2023 | 000176538023000202 |
| Q2 2023 | 302 | 587,963 | SPY, AAPL, FTCS, ITOT | 13F-HR | 8/7/2023 | 000176538023000133 |
| Q4 2022 | 285 | 506,494 | SPY, AAPL, CFO, FTCS | 13F-HR | 2/7/2023 | 000176538023000024 |
| Q3 2022 | 284 | 493,194 | SPY, AAPL, CFO, FTCS | 13F-HR | 11/10/2022 | 000176538022000164 |
| Q2 2022 | 291 | 504,596 | SPY, AAPL, CFO, ITOT | 13F-HR | 8/5/2022 | 000176538022000113 |
| Q1 2022 | 291 | 588,890 | SPY, AAPL, CFO, ITOT | 13F-HR | 5/13/2022 | 000176538022000082 |
| Q4 2021 | 304 | 609,555 | SPY, AAPL, CFO, ITOT | 13F-HR | 2/11/2022 | 000176538022000034 |
| Q3 2021 | 287 | 552,693 | SPY, AAPL, CFO, ITOT | 13F-HR | 11/12/2021 | 000176538021000122 |
| Q2 2021 | 289 | 552,100 | SPY, AAPL, CFO, ITOT | 13F-HR | 8/13/2021 | 000176538021000092 |
| Q1 2021 | 283 | 513,353 | SPY, AAPL, CFO, ITOT | 13F-HR | 5/11/2021 | 000176538021000062 |
| Q4 2020 | 262 | 480,917 | SPY, AAPL, CFO, ITOT | 13F-HR | 2/10/2021 | 000176538021000028 |
| Q3 2020 | 236 | 407,375 | SPY, AAPL, CFO, ITOT | 13F-HR | 11/13/2020 | 000176538020000101 |
| Q2 2020 | 226 | 367,989 | SPY, AAPL, CFO, ITOT | 13F-HR | 8/13/2020 | 000176538020000079 |
| Q1 2020 | 204 | 301,751 | SPY, AAPL, CFO, ITOT | RESTATEMENT | 5/5/2020 | 000176538020000051 |
| Q4 2019 | 249 | 372,228 | SPY, AAPL, CFO, VTV | 13F-HR | 2/6/2020 | 000176538020000029 |
| Q3 2019 | 230 | 325,094 | SPY, AAPL, CFO, VTV | 13F-HR | 11/7/2019 | 000176538019000113 |
| Q2 2019 | 226 | 307,404 | SPY, CFO, AAPL, VTV | 13F-HR | 8/7/2019 | 000176538019000089 |
| Q1 2019 | 220 | 281,180 | SPY, AAPL, CFO, USMV | 13F-HR | 5/7/2019 | 000176538019000051 |
| Q4 2018 | 179 | 221,304 | CFO, AAPL, SPY, CDC | 13F-HR | 2/11/2019 | 000176538019000023 |
| Q3 2018 | 188 | 244,338 | AAPL, CFO, SPY, ACWV | 13F-HR | 11/6/2018 | 000172929918000004 |
| Q2 2018 | 169 | 179,305 | AAPL, CFO, ACWV, CDC | 13F-HR | 8/14/2018 | 000095012318008733 |
| Q1 2018 | 162 | 180,033 | ITOT, ACWV, AAPL, CFO | 13F-HR | 5/15/2018 | 000172929918000002 |
| Q4 2017 | 130 | 160,903 | FTSM, AAPL, EFAV, AGG | 13F-HR | 2/9/2018 | 000095012318001205 |