| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,222 | 8,673,442 | AAPL, VOO, NVDA, MSFT | 13F-HR | 11/14/2024 | 000194104024000522 |
| Q2 2024 | 1,266 | 8,456,364 | AAPL, NVDA, MSFT, VOO | 13F-HR | 8/12/2024 | 000194104024000368 |
| Q1 2024 | 1,355 | 8,992,866 | AAPL, LII, MSFT, VOO | 13F-HR | 5/14/2024 | 000194104024000257 |
| Q4 2023 | 1,317 | 8,367,478 | AAPL, LII, MSFT, VOO | 13F-HR | 2/8/2024 | 000194104024000088 |
| Q3 2023 | 1,331 | 8,024,916 | AAPL, VOO, MSFT, VO | 13F-HR | 11/14/2023 | 000194104023000348 |
| Q2 2023 | 1,076 | 6,123,124 | AAPL, VOO, MSFT, VO | 13F-HR | 8/14/2023 | 000194104023000217 |
| Q1 2023 | 1,140 | 5,866,696 | AAPL, VOO, MSFT, VTV | 13F-HR | 5/12/2023 | 000194104023000144 |
| Q4 2022 | 1,060 | 5,155,349 | VOO, AAPL, MSFT, VTV | 13F-HR | 2/14/2023 | 000194104023000078 |
| Q3 2022 | 994 | 4,469,237 | AAPL, VOO, MSFT, IVV | 13F-HR | 11/9/2022 | 000194104022000024 |
| Q2 2022 | 1,037 | 4,737,634 | VOO, AAPL, MSFT, IVV | 13F-HR | 8/11/2022 | 000194104022000010 |
| Q1 2022 | 1,192 | 7,294,507 | VOO, AAPL, MSFT, VO | 13F-HR | 5/16/2022 | 000108514622002205 |
| Q4 2021 | 922 | 3,837,819 | VOO, AAPL, IVV, VO | 13F-HR | 2/14/2022 | 000108514622001041 |
| Q3 2021 | 898 | 4,054,581 | AAPL, VOO, MSFT, VO | 13F-HR | 11/15/2021 | 000108514621003323 |
| Q2 2021 | 829 | 2,822,251 | VOO, AAPL, VO, MGK | 13F-HR | 8/16/2021 | 000108514621002611 |
| Q1 2021 | 526 | 1,627,390 | VOO, VO, IVV, META | 13F-HR | 5/17/2021 | 000108514621001805 |
| Q4 2020 | 509 | 1,461,855 | VOO, AAPL, VO, IVV | 13F-HR | 2/12/2021 | 000108514621000738 |
| Q3 2020 | 400 | 1,034,435 | VOO, IVV, AAPL, IWF | 13F-HR | 11/16/2020 | 000108514620003038 |
| Q2 2020 | 399 | 998,620 | AAPL, VOO, IVV, SCHX | 13F-HR | 8/14/2020 | 000108514620002293 |
| Q1 2020 | 294 | 627,700 | IVV, VOO, JPST, VEA | 13F-HR | 5/15/2020 | 000108514620001621 |
| Q4 2019 | 217 | 322,638 | AAPL, VOO, IJH, IVV | 13F-HR | 2/14/2020 | 000108514620000846 |
| Q3 2019 | 172 | 231,504 | VOO, IJH, IVV, VEA | 13F-HR | 11/14/2019 | 000108514619002994 |
| Q2 2019 | 201 | 274,050 | AAPL, VOO, IJH, IVV | 13F-HR | 8/14/2019 | 000108514619002331 |
| Q1 2019 | 179 | 266,520 | AAPL, VOO, BRK-B, IJH | 13F-HR | 5/14/2019 | 000108514619001552 |
| Q4 2018 | 158 | 164,643 | AAPL, VOO, IJH, SPY | 13F-HR | 2/1/2019 | 000108514619000301 |