| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 266 | 314,809 | GIS, COST, QQQ, SCHD | 13F-HR | 4/18/2025 | 000108514625002198 |
| Q4 2024 | 260 | 313,702 | GIS, QQQ, COST, VV | 13F-HR | 1/27/2025 | 000108514625000506 |
| Q3 2024 | 261 | 287,122 | GIS, QQQ, VV, AAPL | 13F-HR | 10/10/2024 | 000108514624004781 |
| Q2 2024 | 261 | 270,165 | GIS, QQQ, VV, AAPL | 13F-HR | 7/12/2024 | 000108514624002866 |
| Q1 2024 | 251 | 244,839 | GIS, QQQ, AAPL, VV | 13F-HR | 4/12/2024 | 000108514624001762 |
| Q4 2023 | 250 | 244,188 | GIS, QQQ, AAPL, VV | 13F-HR | 1/9/2024 | 000108514624000125 |
| Q3 2023 | 244 | 306,438 | GIS, DRI, COST, AAPL | 13F-HR | 10/19/2023 | 000108514623003821 |
| Q2 2023 | 237 | 297,325 | GIS, DRI, AAPL, VV | 13F-HR | 7/28/2023 | 000108514623002955 |
| Q1 2023 | 235 | 322,978 | GIS, DRI, COST, AAPL | 13F-HR | 4/12/2023 | 000108514623001654 |
| Q4 2022 | 149 | 190,964 | GIS, DRI, COST, QQQ | 13F-HR | 1/19/2023 | 000108514623000243 |
| Q3 2022 | 124 | 200,418 | GIS, DRI, COST, IVV | 13F-HR | 10/18/2022 | 000108514622003498 |
| Q2 2022 | 150 | 191,100 | GIS, DRI, COST, QQQ | 13F-HR | 7/18/2022 | 000108514622002463 |
| Q1 2022 | 141 | 195,272 | GIS, DRI, COST, AMZN | 13F-HR | 5/9/2022 | 000108514622001879 |
| Q4 2021 | 154 | 204,499 | GIS, DRI, COST, AAPL | 13F-HR | 1/19/2022 | 000108514622000234 |
| Q3 2021 | 148 | 185,350 | GIS, DRI, COST, QQQ | 13F-HR | 11/15/2021 | 000108514621003324 |
| Q2 2021 | 62 | 2,755 | MSFT, VIG, HD, QQQ | 13F-HR | 8/16/2021 | 000108514621002571 |
| Q1 2021 | 14 | 4,202 | QQQ, AAPL, HON, ARKW | 13F-HR | 4/20/2021 | 000108514621001241 |
| Q4 2020 | 41 | 41,013 | REM, IVV, BIV, UVXY | 13F-HR | 1/28/2021 | 000108514621000291 |
| Q3 2020 | 53 | 49,258 | IVV, REM, AMZN, BIV | 13F-HR | 11/4/2020 | 000108514620002739 |
| Q2 2020 | 23 | 14,304 | REM, UPRO, IVV, AMZN | 13F-HR | 7/20/2020 | 000108514620001830 |
| Q1 2020 | 445 | 18,349 | REM, IVV, GPP, BIV | 13F-HR | 5/6/2020 | 000108514620001309 |
| Q4 2019 | 30 | 20,835 | REM, IVV, UPRO, BIV | 13F-HR | 2/13/2020 | 000108514620000650 |