| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 131 | 363,841 | AAPL, MSFT, AMZN, IJH | 13F-HR | 4/24/2025 | 000195175725000445 |
| Q4 2024 | 109 | 350,016 | AAPL, MSFT, NVDA, AMZN | 13F-HR | 1/30/2025 | 000195175725000160 |
| Q3 2024 | 111 | 348,597 | AAPL, MSFT, IWM, NVDA | 13F-HR | 10/21/2024 | 000195175724001089 |
| Q2 2024 | 116 | 319,738 | MSFT, AAPL, IWM, AMZN | 13F-HR | 8/1/2024 | 000195175724000606 |
| Q1 2024 | 123 | 301,909 | MSFT, AAPL, IWM, PULS | 13F-HR | 4/18/2024 | 000195175724000322 |
| Q4 2023 | 120 | 274,159 | AAPL, MSFT, IWM, OPER | 13F-HR | 2/5/2024 | 000195175724000193 |
| Q3 2023 | 116 | 243,471 | AAPL, MSFT, IWM, OPER | 13F-HR | 10/30/2023 | 000195175723000636 |
| Q2 2023 | 108 | 235,310 | AAPL, MSFT, IWM, OPER | 13F-HR | 7/18/2023 | 000195175723000388 |
| Q1 2023 | 105 | 212,464 | AAPL, MSFT, IWM, OPER | 13F-HR | 5/4/2023 | 000195175723000269 |
| Q4 2022 | 106 | 202,084 | OPER, AAPL, MSFT, SPY | 13F-HR | 2/13/2023 | 000174881423000001 |
| Q3 2022 | 108 | 187,841 | AAPL, OPER, MSFT, PULS | 13F-HR | 11/14/2022 | 000195175722000031 |
| Q2 2022 | 111 | 185,858 | AAPL, OPER, MSFT, SMMD | 13F-HR | 8/12/2022 | 000174881422000004 |
| Q1 2022 | 132 | 195,418 | AAPL, MSFT, SMMD, RSP | 13F-HR | 5/16/2022 | 000174881422000003 |
| Q4 2021 | 133 | 189,082 | AAPL, MSFT, IEFA, AMZN | 13F-HR | 2/14/2022 | 000174881422000001 |
| Q3 2021 | 135 | 170,536 | AAPL, MSFT, IEFA, IEMG | 13F-HR | 11/15/2021 | 000174881421000006 |
| Q2 2021 | 139 | 185,017 | AAPL, MSFT, AMZN, IEMG | 13F-HR | 8/16/2021 | 000174881421000003 |
| Q1 2021 | 100 | 282,889 | VEU, AAPL, XLK, VCIT | 13F-HR | 5/17/2021 | 000174881421000002 |
| Q4 2020 | 108 | 135,499 | AAPL, MSFT, AMZN, VCIT | 13F-HR | 2/12/2021 | 000174881421000001 |
| Q3 2020 | 92 | 120,388 | AAPL, MSFT, AMZN, WMT | 13F-HR | 11/13/2020 | 000174881420000005 |
| Q2 2020 | 88 | 108,542 | AAPL, MSFT, AMZN, WMT | RESTATEMENT | 8/14/2020 | 000174881420000004 |
| Q1 2020 | 78 | 91,873 | AAPL, MSFT, AMZN, WMT | 13F-HR | 5/15/2020 | 000174881420000002 |
| Q4 2019 | 99 | 115,878 | AAPL, MSFT, JPM, AMZN | 13F-HR | 2/12/2020 | 000174881420000001 |
| Q3 2019 | 105 | 132,107 | AAPL, MSFT, BRK-B, MA | 13F-HR | 11/5/2019 | 000174881419000006 |
| Q2 2019 | 107 | 149,740 | BIIB, CSRIX, AAPL, MSFT | RESTATEMENT | 8/15/2019 | 000174881419000005 |
| Q1 2019 | 297 | 133,458 | AAPL, MSFT, BRK-B, AMZN | 13F-HR | 5/15/2019 | 000174881419000001 |
| Q4 2018 | 97 | 103,566 | BRK-B, AAPL, MSFT, AMZN | 13F-HR | 2/13/2019 | 000108514619000669 |