| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 346 | 917,025 | VGT, VT, BRK-B, VOO | 13F-HR | 11/14/2022 | 000110465922118119 |
| Q1 2022 | 377 | 894,083 | BRK-B, VGT, VT, MSFT | 13F-HR | 11/14/2022 | 000110465922118113 |
| Q4 2021 | 324 | 928,171 | BRK-B, VGT, VT, MSFT | 13F-HR | 11/14/2022 | 000110465922118110 |
| Q3 2021 | 332 | 876,929 | BRK-B, VT, VGT, MSFT | 13F-HR | 11/9/2023 | 000114036123052432 |
| Q2 2021 | 334 | 823,137 | BRK-B, VT, VGT, MSFT | 13F-HR | 11/9/2023 | 000114036123052428 |
| Q1 2021 | 320 | 654,730 | BRK-B, VGT, VT, SPY | 13F-HR | 11/9/2023 | 000114036123052423 |
| Q4 2020 | 279 | 594,238 | BRK-B, VGT, VT, SPY | 13F-HR | 11/9/2023 | 000114036123052419 |
| Q3 2020 | 292 | 541,245 | VT, BRK-B, VGT, SPY | 13F-HR | 11/9/2023 | 000114036123052415 |
| Q2 2020 | 288 | 467,842 | VT, BRK-B, VGT, SPY | 13F-HR | 11/9/2023 | 000114036123052410 |
| Q1 2020 | 203 | 185,316 | MSFT, SPY, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052406 |
| Q4 2019 | 196 | 216,442 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052402 |
| Q3 2019 | 194 | 196,935 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052398 |
| Q2 2019 | 193 | 191,791 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052391 |
| Q1 2019 | 188 | 183,813 | SPY, MSFT, JNJ, VGT | 13F-HR | 11/9/2023 | 000114036123052386 |
| Q4 2018 | 182 | 165,134 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052376 |
| Q3 2018 | 188 | 185,912 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052373 |
| Q2 2018 | 188 | 168,168 | SPY, MSFT, JNJ, VGT | 13F-HR | 11/9/2023 | 000114036123052365 |
| Q1 2018 | 177 | 162,113 | SPY, MSFT, JNJ, BRK-B | 13F-HR | 11/9/2023 | 000114036123052361 |
| Q4 2017 | 166 | 157,197 | SPY, JNJ, MSFT, BRK-B | 13F-HR | 11/9/2023 | 000114036123052355 |
| Q3 2017 | 157 | 144,071 | SPY, JNJ, MSFT, BRK-B | 13F-HR | 11/9/2023 | 000114036123052348 |