| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 330 | 695,588 | AAPL, SCHD, GOOG, MSFT | 13F-HR | 11/7/2024 | 000176538024000406 |
| Q2 2024 | 309 | 639,619 | AAPL, GOOG, MSFT, SCHD | 13F-HR | 7/30/2024 | 000176538024000249 |
| Q1 2024 | 308 | 604,375 | AAPL, MSFT, GOOG, SCHD | 13F-HR | 5/8/2024 | 000176538024000197 |
| Q4 2023 | 297 | 552,190 | AAPL, GOOG, MSFT, SCHD | RESTATEMENT | 2/14/2024 | 000176538024000151 |
| Q3 2023 | 287 | 502,162 | AAPL, GOOG, MSFT, SCHD | 13F-HR | 11/8/2023 | 000176538023000217 |
| Q2 2023 | 279 | 512,473 | AAPL, GOOG, MSFT, SCHD | 13F-HR | 8/7/2023 | 000176538023000130 |
| Q1 2023 | 272 | 466,826 | AAPL, GOOG, MSFT, SCHD | 13F-HR | 5/4/2023 | 000176538023000089 |
| Q4 2022 | 279 | 439,274 | AAPL, GOOG, MSFT, SCHD | 13F-HR | 2/7/2023 | 000176538023000027 |
| Q3 2022 | 279 | 437,447 | AAPL, GOOG, MSFT, INFL | 13F-HR | 11/9/2022 | 000176538022000148 |
| Q2 2022 | 277 | 452,519 | AAPL, GOOG, MSFT, INFL | 13F-HR | 8/5/2022 | 000176538022000110 |
| Q1 2022 | 308 | 552,195 | AAPL, GOOG, AMZN, MSFT | 13F-HR | 5/13/2022 | 000176538022000084 |
| Q4 2021 | 304 | 563,307 | AAPL, AMZN, GOOG, MSFT | 13F-HR | 2/11/2022 | 000176538022000036 |
| Q3 2021 | 303 | 522,723 | AAPL, AMZN, PYPL, GOOG | 13F-HR | 11/12/2021 | 000176538021000123 |
| Q2 2021 | 265 | 489,153 | AAPL, PYPL, AMZN, GOOG | 13F-HR | 8/13/2021 | 000176538021000095 |
| Q1 2021 | 242 | 429,412 | AAPL, PYPL, AMZN, GOOG | 13F-HR | 5/11/2021 | 000176538021000063 |
| Q4 2020 | 229 | 416,055 | AAPL, AMZN, PYPL, GOOG | 13F-HR | 2/10/2021 | 000176538021000032 |
| Q3 2020 | 216 | 359,990 | AAPL, AMZN, PYPL, MSFT | 13F-HR | 11/13/2020 | 000176538020000097 |
| Q2 2020 | 206 | 316,005 | AAPL, AMZN, PYPL, MSFT | 13F-HR | 8/13/2020 | 000176538020000080 |
| Q1 2020 | 192 | 252,492 | AAPL, AMZN, MSFT, PYPL | 13F-HR | 5/5/2020 | 000176538020000048 |
| Q4 2019 | 210 | 296,305 | AAPL, AMZN, SCHB, GOOG | 13F-HR | 2/6/2020 | 000176538020000030 |
| Q3 2019 | 207 | 287,063 | AAPL, AMZN, SCHB, GOOG | 13F-HR | 11/7/2019 | 000176538019000114 |
| Q2 2019 | 170 | 208,608 | AMZN, AAPL, PYPL, GOOG | 13F-HR | 8/6/2019 | 000176538019000078 |
| Q1 2019 | 182 | 203,467 | AAPL, GOOG, AMZN, PYPL | 13F-HR | 5/7/2019 | 000176538019000054 |
| Q4 2018 | 167 | 162,808 | AAPL, AMZN, GOOG, PYPL | 13F-HR | 2/11/2019 | 000176538019000021 |