| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 517 | 333,941 | SPY, AAPL, MSFT, JPM | 13F-HR | 4/16/2024 | 000173047924000002 |
| Q4 2023 | 519 | 284,608 | SPY, AAPL, MSFT, GOOGL | 13F-HR | 1/23/2024 | 000173047924000001 |
| Q3 2023 | 481 | 236,698 | SPY, AAPL, GOOGL, EFA | 13F-HR | 10/16/2023 | 000173047923000004 |
| Q2 2023 | 514 | 246,677 | SPY, AAPL, VOO, GOOGL | 13F-HR | 7/7/2023 | 000173047923000003 |
| Q1 2023 | 425 | 229,997 | SPY, AAPL, VOO, EFA | 13F-HR | 4/6/2023 | 000173047923000002 |
| Q4 2022 | 437 | 222,890 | SPY, AAPL, VOO, EFA | 13F-HR | 1/9/2023 | 000173047923000001 |
| Q3 2022 | 418 | 202,992 | SPY, AAPL, VOO, GOOGL | 13F-HR | 10/6/2022 | 000173047922000004 |
| Q2 2022 | 421 | 223,339 | SPY, AAPL, VOO, EFA | 13F-HR | 7/6/2022 | 000173047922000003 |
| Q1 2022 | 409 | 252,615 | SPY, AAPL, GOOGL, EFA | 13F-HR | 4/14/2022 | 000173047922000002 |
| Q4 2021 | 395 | 244,735 | AAPL, SPY, GOOGL, EFA | 13F-HR | 1/26/2022 | 000173047922000001 |
| Q3 2021 | 396 | 231,176 | AAPL, SPY, GOOGL, EFA | 13F-HR | 10/26/2021 | 000173047921000005 |
| Q2 2021 | 383 | 225,723 | AAPL, SPY, GOOGL, EFA | 13F-HR | 7/23/2021 | 000173047921000004 |
| Q1 2021 | 383 | 205,849 | AAPL, SPY, GOOGL, PG | 13F-HR | 4/21/2021 | 000173047921000003 |
| Q4 2020 | 376 | 192,923 | AAPL, GOOGL, AMZN, PG | 13F-HR | 1/22/2021 | 000173047921000001 |
| Q3 2020 | 368 | 176,020 | AAPL, PG, GOOGL, AMZN | 13F-HR | 10/5/2020 | 000173047920000004 |
| Q2 2020 | 343 | 154,382 | AAPL, GOOGL, PG, AMZN | 13F-HR | 7/8/2020 | 000173047920000003 |
| Q1 2020 | 348 | 127,549 | AAPL, GOOGL, INTC, PG | 13F-HR | 4/23/2020 | 000173047920000002 |
| Q4 2019 | 352 | 154,894 | AAPL, SPY, GOOGL, JPM | 13F-HR | 1/31/2020 | 000173047920000001 |
| Q3 2019 | 365 | 140,536 | SPY, AAPL, GOOGL, PG | 13F-HR | 10/21/2019 | 000173047919000004 |
| Q2 2019 | 336 | 128,008 | SPY, AAPL, PG, GOOGL | 13F-HR | 7/23/2019 | 000173047919000003 |
| Q1 2019 | 345 | 122,223 | SPY, AAPL, GOOGL, PG | 13F-HR | 4/29/2019 | 000173047919000002 |
| Q4 2018 | 375 | 110,159 | SPY, AAPL, GOOGL, PG | 13F-HR | 1/28/2019 | 000173047919000001 |
| Q3 2018 | 390 | 127,258 | AAPL, SPY, GOOGL, PG | 13F-HR | 10/17/2018 | 000173047918000004 |
| Q2 2018 | 309 | 119,238 | AAPL, SPY, GOOGL, INTC | 13F-HR | 8/7/2018 | 000173047918000003 |
| Q1 2018 | 408 | 117,473 | AAPL, INTC, SPY, GOOGL | 13F-HR | 4/18/2018 | 000173047918000002 |
| Q4 2017 | 330 | 117,061 | AAPL, INTC, PG, JPM | 13F-HR | 2/8/2018 | 000173047918000001 |