| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 2,108 | 12,025,073 | DFUS, AAPL, NVDA, MSFT | 13F-HR | 10/29/2026 | 000181209026000005 |
| Q2 2026 | 1,774 | 8,829,133 | DFUS, NVDA, DFAI, DFAS | 13F-HR | 8/11/2026 | 000181209026000004 |
| Q1 2026 | 1,447 | 5,092,346 | DFUS, NVDA, AAPL, DFAI | 13F-HR | 4/21/2026 | 000181209026000002 |
| Q4 2025 | 1,461 | 5,104,372 | DFUS, NVDA, AAPL, DFAI | 13F-HR | 2/10/2026 | 000181209026000001 |
| Q3 2025 | 1,181 | 2,686,745 | DFUS, NVDA, AAPL, MSFT | 13F-HR | 11/13/2025 | 000181209025000005 |
| Q2 2025 | 1,046 | 2,421,912 | NVDA, MSFT, AAPL, AMZN | 13F-HR | 8/7/2025 | 000108514625004681 |
| Q4 2024 | 816 | 1,200,349 | AAPL, NVDA, MSFT, AMZN | 13F-HR | 2/18/2025 | 000108514625001744 |
| Q3 2024 | 588 | 785,871 | MSFT, VCIT, AAPL, NVDA | 13F-HR | 11/13/2024 | 000108514624005666 |
| Q2 2024 | 423 | 569,922 | VCIT, BNDX, VGIT, NVDA | 13F-HR | 8/1/2024 | 000108514624003434 |
| Q1 2024 | 378 | 507,782 | VCIT, VGIT, BNDX, NVDA | 13F-HR | 5/15/2024 | 000108514624002554 |
| Q4 2023 | 349 | 464,616 | VCIT, VGIT, BNDX, VGSH | 13F-HR | 2/7/2024 | 000108514624000834 |
| Q3 2023 | 331 | 406,795 | VCIT, VGIT, SCHC, VGSH | 13F-HR | 10/31/2023 | 000108514623004004 |
| Q2 2023 | 339 | 412,940 | VCIT, VGIT, SCHC, VGSH | 13F-HR | 8/8/2023 | 000108514623003170 |
| Q1 2023 | 330 | 379,464 | VCIT, VGIT, SCHC, VGSH | 13F-HR | 5/10/2023 | 000108514623002185 |
| Q4 2022 | 327 | 319,512 | SCHC, VCIT, VGIT, VWO | 13F-HR | 2/9/2023 | 000108514623000935 |
| Q3 2022 | 297 | 265,445 | SCHC, VCIT, VGSH, VGIT | 13F-HR | 11/14/2022 | 000108514622004056 |
| Q2 2022 | 291 | 257,662 | SCHC, VGIT, VCIT, VWO | 13F-HR | 8/15/2022 | 000108514622003065 |
| Q1 2022 | 251 | 266,116 | IEFA, SCHC, VCIT, VWO | 13F-HR | 6/8/2022 | 000108514622002241 |
| Q4 2021 | 136 | 369,422 | IEFA, IEF, SHV, IWM | 13F-HR | 6/7/2022 | 000108514622002239 |