| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 348 | 189,284 | NVDA, VTI, MSFT, IVV | 13F-HR | 4/23/2025 | 000180091125000002 |
| Q4 2024 | 342 | 190,394 | NVDA, VTI, MSFT, IVV | 13F-HR | 1/24/2025 | 000180091125000001 |
| Q3 2024 | 324 | 188,616 | NVDA, VTI, MSFT, IVV | 13F-HR | 10/25/2024 | 000180091124000005 |
| Q2 2024 | 319 | 175,855 | NVDA, MSFT, VTI, IVV | 13F-HR | 7/10/2024 | 000180091124000003 |
| Q1 2024 | 314 | 166,358 | NVDA, MSFT, VTI, SPY | 13F-HR | 4/15/2024 | 000180091124000002 |
| Q4 2023 | 315 | 149,124 | MSFT, VTI, SPY, NVDA | 13F-HR | 1/17/2024 | 000180091124000001 |
| Q3 2023 | 313 | 138,689 | VTI, MSFT, SPY, AAPL | 13F-HR | 10/13/2023 | 000180091123000004 |
| Q2 2023 | 314 | 137,699 | MSFT, VTI, IVV, AAPL | 13F-HR | 7/20/2023 | 000180091123000003 |
| Q1 2023 | 314 | 137,699 | MSFT, VTI, IVV, AAPL | 13F-HR | 5/10/2023 | 000180091123000002 |
| Q4 2022 | 313 | 132,790 | VTI, MSFT, IVV, SPY | 13F-HR | 1/10/2023 | 000180091123000001 |
| Q3 2022 | 322 | 126,424 | VTI, MSFT, IVV, SPY | 13F-HR | 10/20/2022 | 000180091122000007 |
| Q2 2022 | 328 | 136,905 | VTI, MSFT, IVV, SPY | 13F-HR | 7/7/2022 | 000180091122000006 |
| Q1 2022 | 328 | 160,341 | VTI, MSFT, IVV, SPY | 13F-HR | 5/12/2022 | 000180091122000005 |
| Q4 2021 | 324 | 166,146 | VTI, MSFT, IVV, SPY | 13F-HR | 1/4/2022 | 000180091122000001 |
| Q3 2021 | 318 | 151,885 | VTI, MSFT, IVV, SPY | 13F-HR | 10/12/2021 | 000180091121000004 |
| Q2 2021 | 319 | 145,377 | VTI, MSFT, SPY, IVV | 13F-HR | 7/7/2021 | 000180091121000003 |
| Q1 2021 | 311 | 133,858 | VTI, MSFT, SPY, IVV | 13F-HR | 4/20/2021 | 000180091121000002 |
| Q4 2020 | 300 | 120,111 | MSFT, VTI, SPY, IVV | 13F-HR | 2/2/2021 | 000180091121000001 |
| Q3 2020 | 278 | 105,123 | MSFT, SPY, IVV, VTI | 13F-HR | 10/21/2020 | 000180091120000009 |
| Q2 2020 | 278 | 94,892 | MSFT, SPY, IVV, VTI | 13F-HR | 7/27/2020 | 000180091120000008 |
| Q1 2020 | 385 | 82,379 | MSFT, SPY, IVV, VTEB | 13F-HR | 5/14/2020 | 000180091120000007 |
| Q4 2019 | 453 | 104,938 | IVV, MSFT, VB, SPY | 13F-HR | 1/29/2020 | 000180091120000005 |