| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 776 | 282,024 | AAPL, MSFT, SCHB, SCHX | 13F-HR | 10/29/2024 | 000173029524000008 |
| Q2 2024 | 779 | 255,023 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 8/2/2024 | 000173029524000006 |
| Q1 2024 | 763 | 252,827 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 4/24/2024 | 000173029524000004 |
| Q4 2023 | 791 | 241,446 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 1/23/2024 | 000173029524000002 |
| Q3 2023 | 791 | 217,341 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 10/30/2023 | 000173029523000008 |
| Q2 2023 | 791 | 223,743 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 8/4/2023 | 000173029523000006 |
| Q1 2023 | 781 | 207,265 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 4/5/2023 | 000173029523000004 |
| Q4 2022 | 783 | 195,048 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 2/13/2023 | 000173029523000002 |
| Q3 2022 | 849 | 185,701 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 11/10/2022 | 000173029522000008 |
| Q2 2022 | 847 | 190,428 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 8/5/2022 | 000173029522000006 |
| Q1 2022 | 815 | 217,222 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 5/16/2022 | 000173029522000004 |
| Q4 2021 | 822 | 222,877 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 1/31/2022 | 000173029522000002 |
| Q3 2021 | 808 | 201,469 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 11/12/2021 | 000173029521000008 |
| Q2 2021 | 787 | 196,938 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 8/3/2021 | 000173029521000006 |
| Q1 2021 | 774 | 181,575 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 4/27/2021 | 000173029521000004 |
| Q4 2020 | 747 | 169,805 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 1/27/2021 | 000173029521000002 |
| Q3 2020 | 727 | 150,372 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 11/12/2020 | 000173029520000007 |
| Q2 2020 | 704 | 136,084 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 8/5/2020 | 000173029520000005 |
| Q1 2020 | 706 | 114,261 | AAPL, MSFT, SCHB, BRK-B | 13F-HR | 5/5/2020 | 000173029520000003 |
| Q4 2019 | 699 | 140,905 | AAPL, SCHB, MSFT, BRK-B | 13F-HR | 1/30/2020 | 000173029520000002 |
| Q3 2019 | 113 | 101,266 | AAPL, BRK-B, SCHB, MSFT | 13F-HR | 11/6/2019 | 000173029519000009 |
| Q2 2019 | 110 | 100,862 | AAPL, BRK-B, SCHB, MSFT | 13F-HR | 7/30/2019 | 000173029519000007 |
| Q1 2019 | 108 | 96,633 | AAPL, BRK-B, SCHB, MSFT | 13F-HR | 4/23/2019 | 000173029519000004 |
| Q4 2018 | 107 | 87,728 | BRK-B, SCHB, AAPL, JNJ | 13F-HR | 1/16/2019 | 000173029519000002 |
| Q3 2018 | 123 | 103,522 | AAPL, BRK-B, SCHB, JNJ | 13F-HR | 11/9/2018 | 000173029518000010 |
| Q2 2018 | 115 | 93,021 | BRK-B, AAPL, SCHB, JNJ | 13F-HR | 8/1/2018 | 000173029518000008 |
| Q1 2018 | 118 | 91,522 | BRK-B, AAPL, JNJ, SCHB | 13F-HR | 4/27/2018 | 000173029518000006 |
| Q4 2017 | 119 | 91,305 | BRK-B, AAPL, JNJ, SCHB | 13F-HR | 2/7/2018 | 000173029518000004 |