| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 551 | 2,302,633 | MSFT, AAPL, SPY, RSP | 13F-HR | 10/21/2024 | 000117266124004319 |
| Q2 2024 | 553 | 2,173,188 | MSFT, AAPL, SPY, RSP | 13F-HR | 8/13/2024 | 000117266124003319 |
| Q1 2024 | 553 | 2,109,255 | MSFT, RSP, AAPL, SPY | 13F-HR | 5/13/2024 | 000117266124002231 |
| Q4 2023 | 524 | 1,896,558 | MSFT, AAPL, RSP, SPY | RESTATEMENT | 2/15/2024 | 000117266124001609 |
| Q3 2023 | 509 | 1,663,195 | MSFT, AAPL, SPY, RSP | 13F-HR | 10/13/2023 | 000117266123003396 |
| Q2 2023 | 534 | 1,699,649 | AAPL, MSFT, SPY, VO | 13F-HR | 7/14/2023 | 000117266123002504 |
| Q1 2023 | 494 | 1,578,610 | AAPL, MSFT, SPY, VO | 13F-HR | 4/13/2023 | 000117266123001678 |
| Q4 2022 | 473 | 1,381,743 | SPY, MSFT, AAPL, VO | 13F-HR | 2/9/2023 | 000117266123000553 |
| Q3 2022 | 463 | 1,232,311 | AAPL, SPY, MSFT, VO | 13F-HR | 11/14/2022 | 000160658722002291 |
| Q2 2022 | 1,685 | 1,314,748 | AAPL, MSFT, SPY, VO | 13F-HR | 7/26/2022 | 000160658722001457 |
| Q1 2022 | 502 | 1,500,819 | AAPL, MSFT, SPY, VO | 13F-HR | 5/3/2022 | 000160658722000886 |
| Q4 2021 | 518 | 1,538,824 | AAPL, MSFT, SPY, VO | 13F-HR | 2/8/2022 | 000160658722000391 |
| Q3 2021 | 505 | 1,405,815 | AAPL, MSFT, SPY, VO | 13F-HR | 10/20/2021 | 000160658721001334 |
| Q2 2021 | 494 | 1,246,734 | AAPL, SPY, MSFT, VO | 13F-HR | 8/5/2021 | 000160658721001047 |
| Q1 2021 | 454 | 1,197,838 | SPY, AAPL, MSFT, JPM | 13F-HR | 4/27/2021 | 000160658721000445 |
| Q4 2020 | 386 | 909,458 | SPY, AAPL, MSFT, RSP | 13F-HR | 1/27/2021 | 000160658721000101 |
| Q3 2020 | 200 | 410,219 | SPY, VUG, VV, RSP | 13F-HR | 10/22/2020 | 000160658720001097 |
| Q2 2020 | 178 | 343,744 | AAPL, SPY, VUG, VV | 13F-HR | 8/11/2020 | 000160658720000930 |
| Q1 2020 | 158 | 265,253 | SPY, AAPL, VUG, VV | 13F-HR | 5/7/2020 | 000160658720000605 |
| Q4 2019 | 169 | 329,612 | AAPL, SPY, LZB, IEFA | 13F-HR | 2/6/2020 | 000160658720000202 |