| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 702 | 3,947,813 | AAPL, NVDA, AMZN, GOOGL | 13F-HR | 10/16/2026 | 000180186826000005 |
| Q2 2026 | 643 | 3,804,633 | AAPL, NVDA, AMZN, IVV | 13F-HR | 7/13/2026 | 000180186826000003 |
| Q1 2026 | 575 | 3,190,129 | AAPL, NVDA, AMZN, SPY | 13F-HR | 5/5/2026 | 000180186826000002 |
| Q4 2025 | 534 | 3,040,747 | AAPL, NVDA, AMZN, QQQ | 13F-HR | 1/20/2026 | 000180186826000001 |
| Q3 2025 | 579 | 2,975,756 | AAPL, NVDA, AMZN, MSFT | 13F-HR | 10/21/2025 | 000180186825000003 |
| Q2 2025 | 565 | 2,563,627 | AAPL, NVDA, AMZN, MSFT | 13F-HR | 7/22/2025 | 000122107325000064 |
| Q1 2025 | 575 | 2,351,065 | AAPL, NVDA, AMZN, IVV | 13F-HR | 4/30/2025 | 000122107325000042 |
| Q4 2024 | 566 | 2,410,466 | AAPL, NVDA, IVV, AMZN | 13F-HR | 1/22/2025 | 000122107325000006 |
| Q3 2024 | 512 | 2,256,815 | AAPL, NVDA, IVV, AMZN | 13F-HR | 10/25/2024 | 000122107324000093 |
| Q2 2024 | 538 | 2,113,414 | AAPL, NVDA, IVV, AMZN | 13F-HR | 7/16/2024 | 000122107324000053 |
| Q1 2024 | 473 | 1,952,303 | AAPL, IVV, AMZN, MSFT | 13F-HR | 4/17/2024 | 000122107324000026 |
| Q4 2023 | 446 | 1,706,985 | AAPL, IVV, AMZN, GOOGL | 13F-HR | 1/23/2024 | 000122107324000006 |
| Q3 2023 | 440 | 1,582,083 | AAPL, IVV, AMZN, MSFT | 13F-HR | 11/2/2023 | 000122107323000077 |
| Q2 2023 | 444 | 1,668,153 | AAPL, IVV, AMZN, IUSB | 13F-HR | 8/2/2023 | 000122107323000057 |
| Q1 2023 | 382 | 1,465,004 | AAPL, IVV, IUSB, AMZN | 13F-HR | 5/8/2023 | 000122107323000040 |
| Q4 2022 | 409 | 1,358,343 | AAPL, VGT, IVV, VTI | 13F-HR | 1/25/2023 | 000122107323000004 |
| Q3 2022 | 398 | 1,323,954 | AAPL, IVV, AMZN, TSLA | 13F-HR | 10/26/2022 | 000122107322000078 |
| Q2 2022 | 396 | 1,389,367 | AAPL, IVV, AMZN, GOOGL | 13F-HR | 8/2/2022 | 000122107322000060 |
| Q1 2022 | 431 | 1,643,731 | AAPL, IVV, AMZN, TSLA | 13F-HR | 5/10/2022 | 000122107322000033 |
| Q4 2021 | 416 | 1,659,095 | AAPL, QQQ, AMZN, IVV | 13F-HR | 1/31/2022 | 000122107322000006 |
| Q3 2021 | 427 | 1,467,860 | AAPL, STMP, AMZN, IVV | 13F-HR | 11/15/2021 | 000122107321000124 |
| Q2 2021 | 424 | 1,380,755 | AAPL, STMP, AMZN, IVV | 13F-HR | 8/13/2021 | 000122107321000096 |
| Q1 2021 | 379 | 1,225,824 | AAPL, STMP, AMZN, IVV | 13F-HR | 5/17/2021 | 000122107321000068 |
| Q4 2020 | 324 | 1,097,515 | AAPL, STMP, AMZN, ESGU | 13F-HR | 2/4/2021 | 000122107321000010 |
| Q3 2020 | 297 | 925,856 | AAPL, STMP, AMZN, IVV | 13F-HR | 10/26/2020 | 000122107320000139 |
| Q2 2020 | 271 | 788,806 | STMP, AAPL, IVV, AMZN | 13F-HR | 7/21/2020 | 000122107320000116 |
| Q1 2020 | 251 | 630,968 | STMP, AAPL, GOVT, IVV | 13F-HR | 4/16/2020 | 000122107320000055 |
| Q4 2019 | 258 | 724,874 | AAPL, IVV, GOVT, STMP | 13F-HR | 2/6/2020 | 000122107320000022 |