| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 201 | 825,243 | IVV, AAPL, MSFT, KLAC | 13F-HR | 7/28/2025 | 000108514625004190 |
| Q1 2025 | 186 | 759,837 | IVV, AAPL, MSFT, KLAC | 13F-HR | 4/8/2025 | 000108514625001945 |
| Q4 2024 | 180 | 773,632 | AAPL, IVV, MSFT, ITOT | 13F-HR | 1/14/2025 | 000108514625000202 |
| Q3 2024 | 178 | 776,824 | AAPL, IVV, KLAC, MSFT | 13F-HR | 10/9/2024 | 000108514624004751 |
| Q2 2024 | 168 | 701,101 | AAPL, KLAC, MSFT, IVV | 13F-HR | 7/12/2024 | 000108514624002903 |
| Q1 2024 | 164 | 688,781 | AAPL, MSFT, KLAC, ITOT | 13F-HR | 4/24/2024 | 000108514624001984 |
| Q4 2023 | 166 | 673,531 | AAPL, MSFT, KLAC, ITOT | 13F-HR | 1/10/2024 | 000108514624000165 |
| Q3 2023 | 152 | 596,231 | AAPL, MSFT, KLAC, ADP | 13F-HR | 10/19/2023 | 000108514623003799 |
| Q2 2023 | 149 | 611,810 | AAPL, MSFT, KLAC, ADP | 13F-HR | 8/10/2023 | 000108514623003212 |
| Q1 2023 | 149 | 570,065 | AAPL, MSFT, KLAC, ADP | 13F-HR | 4/14/2023 | 000108514623001689 |
| Q4 2022 | 145 | 544,282 | AAPL, MSFT, KLAC, ADP | 13F-HR | 2/9/2023 | 000108514623000960 |
| Q3 2022 | 142 | 475,459 | AAPL, MSFT, ADP, KLAC | 13F-HR | 10/14/2022 | 000108514622003421 |
| Q2 2022 | 142 | 495,465 | AAPL, MSFT, ADP, KLAC | 13F-HR | 7/18/2022 | 000108514622002447 |
| Q1 2022 | 159 | 542,204 | AAPL, MSFT, ADP, KLAC | 13F-HR | 4/19/2022 | 000108514622001453 |
| Q4 2021 | 159 | 537,105 | AAPL, KLAC, MSFT, NKE | 13F-HR | 1/18/2022 | 000108514622000140 |
| Q3 2021 | 155 | 462,819 | AAPL, KLAC, MSFT, NKE | 13F-HR | 10/12/2021 | 000108514621002762 |
| Q2 2021 | 155 | 465,031 | AAPL, KLAC, NKE, MSFT | 13F-HR | 8/11/2021 | 000108514621002389 |
| Q1 2021 | 149 | 446,283 | IGM, AAPL, SPY, MSFT | 13F-HR | 4/28/2021 | 000108514621001345 |
| Q4 2020 | 143 | 431,561 | IGM, AAPL, SPY, MSFT | 13F-HR | 2/10/2021 | 000108514621000567 |
| Q3 2020 | 133 | 376,587 | IGM, AAPL, SPY, MSFT | 13F-HR | 10/13/2020 | 000108514620002480 |
| Q2 2020 | 124 | 340,035 | IGM, AAPL, SPY, MSFT | 13F-HR | 7/13/2020 | 000108514620001763 |
| Q1 2020 | 121 | 282,178 | IGM, AAPL, MSFT, NKE | 13F-HR | 4/14/2020 | 000108514620001107 |
| Q4 2019 | 133 | 338,325 | AAPL, LQD, SPY, MSFT | 13F-HR | 1/9/2020 | 000108514620000057 |
| Q3 2019 | 129 | 288,482 | LQD, AAPL, SPY, MSFT | 13F-HR | 10/24/2019 | 000108514619002632 |
| Q2 2019 | 127 | 282,243 | LQD, AAPL, MSFT, CSCO | 13F-HR | 7/15/2019 | 000108514619001883 |
| Q1 2019 | 121 | 264,066 | LQD, AAPL, MSFT, CSCO | 13F-HR | 5/13/2019 | 000108514619001447 |
| Q4 2018 | 117 | 241,777 | EFA, LQD, AAPL, DEM | 13F-HR | 1/17/2019 | 000108514619000182 |
| Q3 2018 | 117 | 249,927 | DEM, LQD, MSFT, AAPL | 13F-HR | 11/27/2018 | 000108514618002811 |
| Q2 2018 | 117 | 239,642 | DEM, LQD, MSFT, AAPL | 13F-HR | 8/10/2018 | 000108514618001979 |