| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 250 | 239,385 | VOO, AAPL, MSFT, AMZN | 13F-HR | 4/21/2025 | 000180213625000003 |
| Q4 2024 | 212 | 241,025 | VOO, AAPL, MSFT, NVDA | 13F-HR | 1/21/2025 | 000180213625000001 |
| Q3 2024 | 210 | 236,914 | VOO, AAPL, MSFT, NVDA | 13F-HR | 10/23/2024 | 000180213624000005 |
| Q2 2024 | 209 | 225,613 | VOO, AAPL, MSFT, NVDA | 13F-HR | 7/30/2024 | 000180213624000003 |
| Q1 2024 | 211 | 217,255 | VOO, AAPL, MSFT, AMZN | 13F-HR | 4/17/2024 | 000180213624000002 |
| Q4 2023 | 224 | 195,919 | VOO, AAPL, MSFT, AMZN | 13F-HR | 1/18/2024 | 000180213624000001 |
| Q3 2023 | 218 | 176,239 | VOO, AAPL, MSFT, GOOGL | 13F-HR | 10/19/2023 | 000180213623000004 |
| Q2 2023 | 224 | 172,804 | VOO, AAPL, MSFT, NVDA | 13F-HR | 7/20/2023 | 000180213623000003 |
| Q1 2023 | 202 | 155,880 | VOO, AAPL, MSFT, MA | 13F-HR | 4/19/2023 | 000180213623000002 |
| Q4 2022 | 195 | 152,289 | VOO, AAPL, MSFT, MA | 13F-HR | 1/31/2023 | 000180213623000001 |
| Q3 2022 | 172 | 133,597 | VOO, AAPL, MSFT, AMZN | 13F-HR | 10/18/2022 | 000180213622000004 |
| Q2 2022 | 177 | 138,235 | VOO, AAPL, MSFT, GOOGL | 13F-HR | 7/19/2022 | 000180213622000003 |
| Q1 2022 | 186 | 159,575 | VOO, AAPL, MSFT, AMZN | 13F-HR | 4/25/2022 | 000180213622000002 |
| Q4 2021 | 191 | 164,775 | VOO, AAPL, MSFT, AMZN | 13F-HR | 1/19/2022 | 000180213622000001 |
| Q3 2021 | 144 | 152,247 | VOO, AAPL, MSFT, AMZN | 13F-HR | 10/7/2021 | 000180213621000004 |
| Q2 2021 | 176 | 151,687 | VOO, AAPL, MSFT, AMZN | 13F-HR | 7/29/2021 | 000180213621000003 |
| Q1 2021 | 141 | 136,127 | VOO, AAPL, MSFT, AMZN | 13F-HR | 4/29/2021 | 000180213621000002 |
| Q4 2020 | 148 | 134,740 | VOO, AAPL, AMZN, MSFT | 13F-HR | 2/16/2021 | 000180213621000001 |
| Q3 2020 | 151 | 120,445 | VOO, AAPL, AMZN, MSFT | 13F-HR | 10/29/2020 | 000180213620000004 |
| Q2 2020 | 151 | 111,338 | VOO, AAPL, MSFT, AMZN | 13F-HR | 8/4/2020 | 000180213620000003 |
| Q1 2020 | 151 | 107,832 | VOO, BND, VXUS, AAPL | 13F-HR | 4/30/2020 | 000180213620000002 |
| Q4 2019 | 189 | 108,155 | VOO, AAPL, MSFT, MA | 13F-HR | 2/14/2020 | 000180213620000001 |