| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 473 | 1,986,379 | AAPL, IVV, AMZN, MSFT | 13F-HR | 4/17/2024 | 000122107324000026 |
| Q4 2023 | 446 | 1,726,874 | AAPL, IVV, AMZN, GOOGL | 13F-HR | 1/23/2024 | 000122107324000006 |
| Q3 2023 | 440 | 1,593,933 | AAPL, IVV, AMZN, MSFT | 13F-HR | 11/2/2023 | 000122107323000077 |
| Q2 2023 | 444 | 1,686,913 | AAPL, IVV, AMZN, IUSB | 13F-HR | 8/2/2023 | 000122107323000057 |
| Q1 2023 | 382 | 1,473,789 | AAPL, IVV, IUSB, AMZN | 13F-HR | 5/8/2023 | 000122107323000040 |
| Q4 2022 | 409 | 1,363,020 | AAPL, VGT, IVV, VTI | 13F-HR | 1/25/2023 | 000122107323000004 |
| Q3 2022 | 398 | 1,344,041 | AAPL, IVV, AMZN, TSLA | 13F-HR | 10/26/2022 | 000122107322000078 |
| Q2 2022 | 396 | 1,391,458 | AAPL, IVV, AMZN, GOOGL | 13F-HR | 8/2/2022 | 000122107322000060 |
| Q1 2022 | 431 | 1,766,939 | AAPL, IVV, AMZN, TSLA | 13F-HR | 5/10/2022 | 000122107322000033 |
| Q4 2021 | 416 | 1,768,447 | AAPL, QQQ, AMZN, IVV | 13F-HR | 1/31/2022 | 000122107322000006 |
| Q3 2021 | 427 | 1,513,107 | AAPL, STMP, AMZN, IVV | 13F-HR | 11/15/2021 | 000122107321000124 |
| Q2 2021 | 424 | 1,430,948 | AAPL, STMP, AMZN, IVV | 13F-HR | 8/13/2021 | 000122107321000096 |
| Q1 2021 | 379 | 1,270,219 | AAPL, STMP, AMZN, IVV | 13F-HR | 5/17/2021 | 000122107321000068 |
| Q4 2020 | 324 | 1,100,483 | AAPL, STMP, AMZN, ESGU | 13F-HR | 2/4/2021 | 000122107321000010 |
| Q3 2020 | 297 | 931,841 | AAPL, STMP, AMZN, IVV | 13F-HR | 10/26/2020 | 000122107320000139 |
| Q2 2020 | 271 | 793,379 | STMP, AAPL, IVV, AMZN | 13F-HR | 7/21/2020 | 000122107320000116 |
| Q1 2020 | 251 | 633,001 | STMP, AAPL, GOVT, IVV | 13F-HR | 4/16/2020 | 000122107320000055 |
| Q4 2019 | 258 | 725,619 | AAPL, IVV, GOVT, STMP | 13F-HR | 2/6/2020 | 000122107320000022 |