| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 546 | 1,464,629 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 10/11/2024 | 000195175724001018 |
| Q2 2024 | 518 | 1,349,827 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 8/2/2024 | 000195175724000621 |
| Q1 2024 | 511 | 1,291,117 | MSFT, AAPL, AMZN, QGRO | 13F-HR | 4/15/2024 | 000195175724000292 |
| Q4 2023 | 503 | 1,177,405 | MSFT, AAPL, IGSB, AMZN | 13F-HR | 1/18/2024 | 000195175724000060 |
| Q3 2023 | 480 | 975,642 | AAPL, MSFT, VYMI, AMZN | 13F-HR | 10/10/2023 | 000195175723000536 |
| Q2 2023 | 446 | 795,284 | AAPL, VYMI, MSFT, VUG | 13F-HR | 7/17/2023 | 000195175723000368 |
| Q1 2023 | 393 | 601,751 | VYMI, AAPL, VUG, VYM | 13F-HR | 4/10/2023 | 000180432923000002 |
| Q4 2022 | 368 | 546,072 | VUG, VYMI, AAPL, VYM | 13F-HR | 1/19/2023 | 000195175723000013 |
| Q3 2022 | 314 | 409,482 | VUG, VEA, AAPL, VYM | 13F-HR | 10/17/2022 | 000180432922000006 |
| Q2 2022 | 322 | 454,568 | VUG, MINT, VEA, AAPL | 13F-HR | 7/11/2022 | 000180432922000005 |
| Q1 2022 | 336 | 485,475 | VUG, AAPL, VEA, MINT | 13F-HR | 4/18/2022 | 000180432922000004 |
| Q4 2021 | 325 | 469,066 | VUG, AAPL, VEA, MINT | 13F-HR | 1/18/2022 | 000180432922000002 |
| Q3 2021 | 317 | 392,422 | VUG, AAPL, VEA, MSFT | 13F-HR | 10/14/2021 | 000180432921000004 |
| Q2 2021 | 298 | 366,749 | VUG, AAPL, VEA, XSOE | 13F-HR | 7/22/2021 | 000180432921000003 |
| Q1 2021 | 244 | 223,998 | AAPL, SPY, MSFT, AMZN | 13F-HR | 4/29/2021 | 000180432921000002 |
| Q4 2020 | 232 | 204,935 | AAPL, AMZN, SPY, MINT | 13F-HR | 1/19/2021 | 000180432921000001 |
| Q3 2020 | 209 | 179,915 | AAPL, MINT, AMZN, SPY | 13F-HR | 10/22/2020 | 000180432920000004 |
| Q2 2020 | 1,204 | 188,293 | AAPL, AMZN, MSFT, SPY | 13F-HR | 8/14/2020 | 000180432920000003 |
| Q1 2020 | 1,165 | 150,149 | AAPL, SPY, AMZN, MSFT | 13F-HR | 5/15/2020 | 000180432920000002 |
| Q4 2019 | 1,115 | 163,692 | AAPL, SPY, ADP, MSFT | 13F-HR | 2/21/2020 | 000180432920000001 |