| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 2,160 | 2,966,026 | IVV, AAPL, JPST, NVDA | 13F-HR | 10/15/2024 | 000185874024000005 |
| Q2 2024 | 2,270 | 2,834,111 | IVV, AAPL, NVDA, MSFT | 13F-HR | 7/31/2024 | 000185874024000003 |
| Q1 2024 | 2,299 | 5,508,412 | IVV, IJH, VGT, IVE | 13F-HR | 4/24/2024 | 000185874024000002 |
| Q4 2023 | 2,357 | 3,026,655 | IVV, AAPL, EFA, JPST | 13F-HR | 2/6/2024 | 000185874024000001 |
| Q3 2023 | 2,352 | 2,627,009 | IVV, AAPL, JPST, SHV | 13F-HR | 11/8/2023 | 000185874023000004 |
| Q2 2023 | 2,382 | 2,708,458 | AAPL, IVV, JPST, MSFT | 13F-HR | 8/9/2023 | 000185874023000003 |
| Q1 2023 | 2,472 | 2,567,946 | JPST, IVV, AAPL, VGSH | 13F-HR | 5/9/2023 | 000185874023000002 |
| Q4 2022 | 2,296 | 1,777,478 | IVV, JPST, VGSH, AAPL | 13F-HR | 2/3/2023 | 000185874023000001 |
| Q3 2022 | 2,168 | 1,646,703 | IVV, AAPL, JPST, VGSH | 13F-HR | 11/7/2022 | 000185874022000006 |
| Q2 2022 | 2,640 | 2,426,965 | AAPL, IVV, MSFT, JPST | 13F-HR | 7/22/2022 | 000185874022000005 |
| Q1 2022 | 2,499 | 3,735,240 | AAPL, IVV, AMZN, MSFT | 13F-HR | 4/18/2022 | 000185874022000003 |
| Q4 2021 | 2,921 | 4,507,045 | AAPL, IVV, AMZN, MSFT | 13F-HR | 1/14/2022 | 000185874022000002 |
| Q3 2021 | 2,559 | 3,774,631 | AAPL, IVV, AMZN, MSFT | 13F-HR | 10/22/2021 | 000185874021000004 |
| Q2 2021 | 2,562 | 3,695,566 | AAPL, AMZN, IVV, MSFT | 13F-HR | 7/26/2021 | 000185874021000003 |
| Q1 2021 | 2,972 | 3,758,973 | AAPL, AMZN, IVV, MSFT | RESTATEMENT | 5/21/2021 | 000185874021000002 |