| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 95 | 360,548 | AAPL, SPY, VTI, QQQ | 13F-HR | 4/30/2025 | 000108514625002498 |
| Q4 2024 | 94 | 366,795 | AAPL, SPY, VTI, QQQ | 13F-HR | 1/28/2025 | 000108514625000530 |
| Q3 2024 | 94 | 344,058 | AAPL, SPY, VTI, QQQ | 13F-HR | 10/18/2024 | 000108514624005016 |
| Q2 2024 | 87 | 309,185 | AAPL, QQQ, SPY, VTI | 13F-HR | 7/17/2024 | 000108514624003083 |
| Q1 2024 | 86 | 295,737 | SPY, VTI, QQQ, AAPL | 13F-HR | 4/17/2024 | 000108514624001889 |
| Q4 2023 | 85 | 264,575 | AAPL, VTI, SPY, QQQ | 13F-HR | 1/10/2024 | 000108514624000185 |
| Q3 2023 | 74 | 220,434 | AAPL, VTI, SPY, QQQ | 13F-HR | 11/6/2023 | 000108514623004112 |
| Q2 2023 | 77 | 222,714 | AAPL, VTI, SPY, QQQ | 13F-HR | 7/28/2023 | 000117266123002659 |
| Q1 2023 | 73 | 196,184 | AAPL, VTI, SPY, QQQ | 13F-HR | 5/10/2023 | 000117266123001948 |
| Q4 2022 | 67 | 173,587 | AAPL, VTI, SPY, QQQ | 13F-HR | 2/6/2023 | 000117266123000467 |
| Q3 2022 | 62 | 165,987 | AAPL, VTI, SPY, QQQ | 13F-HR | 11/1/2022 | 000160658722002095 |
| Q2 2022 | 71 | 174,842 | AAPL, VTI, SPY, QQQ | 13F-HR | 7/19/2022 | 000160658722001355 |
| Q1 2022 | 67 | 210,582 | AAPL, VTI, QQQ, SPY | 13F-HR | 5/2/2022 | 000160658722000841 |
| Q4 2021 | 70 | 215,228 | AAPL, VTI, QQQ, SPY | 13F-HR | 1/24/2022 | 000160658722000082 |
| Q3 2021 | 64 | 203,083 | VTI, AAPL, QQQ, SPY | 13F-HR | 10/20/2021 | 000160658721001331 |
| Q2 2021 | 58 | 192,614 | VTI, AAPL, QQQ, SPY | 13F-HR | 8/12/2021 | 000160658721001156 |
| Q1 2021 | 57 | 175,404 | VTI, AAPL, QQQ, BND | 13F-HR | 4/28/2021 | 000160658721000461 |
| Q4 2020 | 58 | 164,974 | AAPL, VTI, QQQ, BND | 13F-HR | 2/4/2021 | 000160658721000196 |
| Q3 2020 | 58 | 139,421 | AAPL, VTI, QQQ, BND | 13F-HR | 10/13/2020 | 000160658720001010 |
| Q2 2020 | 61 | 126,765 | VTI, AAPL, QQQ, BND | 13F-HR | 8/4/2020 | 000160658720000802 |
| Q1 2020 | 56 | 96,105 | VTI, QQQ, AAPL, IJH | 13F-HR | 4/29/2020 | 000160658720000511 |
| Q4 2019 | 64 | 118,916 | VTI, AAPL, QQQ, IJH | 13F-HR | 2/10/2020 | 000160658720000234 |