| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 983 | 2,314,174 | NVDA, AAPL, MSFT, JPST | 13F-HR | 10/15/2024 | 000117266124004259 |
| Q2 2024 | 963 | 2,109,112 | NVDA, AAPL, MSFT, VTV | 13F-HR | 8/7/2024 | 000117266124003135 |
| Q1 2024 | 896 | 1,924,297 | NVDA, AAPL, MSFT, IWY | 13F-HR | 5/14/2024 | 000117266124002292 |
| Q4 2023 | 900 | 1,743,794 | AAPL, NVDA, MSFT, IWY | 13F-HR | 2/14/2024 | 000117266124001124 |
| Q3 2023 | 835 | 1,300,480 | AAPL, MSFT, IWY, IQLT | 13F-HR | 11/3/2023 | 000117266123003613 |
| Q2 2023 | 788 | 1,092,365 | AAPL, MSFT, IWY, SPY | 13F-HR | 8/11/2023 | 000117266123002918 |
| Q1 2023 | 863 | 1,574,329 | AAPL, VOO, MSFT, IQLT | 13F-HR | 5/8/2023 | 000117266123001897 |
| Q4 2022 | 738 | 999,540 | AAPL, MSFT, IWY, DGRO | 13F-HR | 1/25/2023 | 000117266123000283 |
| Q3 2022 | 716 | 2,580,973 | BRK-A, IYK, IWY, VOE | 13F-HR | 11/14/2022 | 000160658722002295 |
| Q2 2022 | 644 | 725,128 | AAPL, MSFT, SPY, PG | 13F-HR | 8/10/2022 | 000160658722001697 |
| Q1 2022 | 674 | 930,485 | AAPL, MSFT, SPY, AMZN | 13F-HR | 5/13/2022 | 000160658722001155 |
| Q4 2021 | 665 | 964,167 | AAPL, MSFT, VOO, JPM | 13F-HR | 2/9/2022 | 000160658722000417 |
| Q3 2021 | 604 | 788,245 | AAPL, MSFT, VOO, AMZN | 13F-HR | 11/9/2021 | 000160658721001543 |
| Q2 2021 | 590 | 715,549 | AAPL, MSFT, AMZN, VOO | 13F-HR | 7/29/2021 | 000160658721000960 |
| Q1 2021 | 550 | 582,427 | AAPL, MSFT, AMZN, VOO | 13F-HR | 4/29/2021 | 000160658721000480 |
| Q4 2020 | 494 | 485,305 | AAPL, AMZN, MSFT, VOO | 13F-HR | 1/22/2021 | 000160658721000060 |
| Q3 2020 | 467 | 420,873 | AAPL, AMZN, MSFT, VOO | 13F-HR | 10/30/2020 | 000160658720001154 |
| Q2 2020 | 454 | 384,797 | MSFT, AAPL, AMZN, VOO | 13F-HR | 8/12/2020 | 000160658720000939 |
| Q1 2020 | 395 | 294,428 | MSFT, AAPL, AMZN, GBIL | 13F-HR | 4/17/2020 | 000160658720000367 |
| Q4 2019 | 441 | 382,713 | MSFT, AAPL, VOO, JPM | 13F-HR | 1/16/2020 | 000160658720000036 |
| Q3 2019 | 438 | 347,948 | MSFT, GBIL, AAPL, JPM | 13F-HR | 10/10/2019 | 000160658719000846 |
| Q2 2019 | 406 | 309,885 | MSFT, JPM, AMZN, AAPL | 13F-HR | 7/16/2019 | 000160658719000620 |
| Q1 2019 | 419 | 306,840 | MSFT, GBIL, SCHW, AAPL | 13F-HR | 4/9/2019 | 000160658719000320 |
| Q4 2018 | 2,143 | 233,270 | SCHW, MSFT, AAPL, JPM | 13F-HR | 1/24/2019 | 000160658719000069 |
| Q3 2018 | 357 | 213,788 | SCHW, AAPL, MSFT, FV | 13F-HR | 10/9/2018 | 000160658718000702 |
| Q1 2018 | 1,869 | 217,068 | SCHW, MSFT, JPM, FV | 13F-HR | 5/15/2018 | 000173144418000002 |
| Q4 2017 | 1,860 | 216,239 | JPM, MSFT, AAPL, FV | 13F-HR | 2/16/2018 | 000173144418000001 |