| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 368 | 1,275,048 | AAPL, IVV, MSFT, GOOGL | 13F-HR | 5/12/2025 | 000195739425000006 |
| Q4 2024 | 369 | 1,332,807 | AAPL, MSFT, IVV, JGRO | 13F-HR | 1/17/2025 | 000195739425000003 |
| Q3 2024 | 349 | 1,279,284 | AAPL, MSFT, IVV, JGRO | 13F-HR | 10/9/2024 | 000195739424000012 |
| Q2 2024 | 365 | 1,250,132 | AAPL, MSFT, IVV, GOOGL | 13F-HR | 7/24/2024 | 000195739424000010 |
| Q1 2024 | 364 | 1,213,000 | MSFT, AAPL, IVV, JGRO | 13F-HR | 5/10/2024 | 000195739424000005 |
| Q4 2023 | 340 | 1,096,454 | AAPL, MSFT, GOOGL, IVV | 13F-HR | 1/31/2024 | 000195739424000003 |
| Q3 2023 | 323 | 1,001,158 | SGOV, AAPL, MSFT, GOOGL | 13F-HR | 11/1/2023 | 000195739423000008 |
| Q2 2023 | 346 | 1,082,667 | AAPL, MSFT, IOO, IVV | 13F-HR | 8/2/2023 | 000195739423000006 |
| Q1 2023 | 318 | 987,765 | SGOV, AAPL, VT, MSFT | 13F-HR | 5/8/2023 | 000195739423000004 |
| Q4 2022 | 315 | 995,500 | SGOV, AAPL, MSFT, IVV | 13F-HR | 1/25/2023 | 000195739423000002 |