| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 3,531 | 2,359,586 | AAPL, IVV, DFEB, VTV | 13F-HR | 3/17/2023 | 000196115023000004 |
| Q2 2022 | 3,525 | 2,434,434 | AAPL, DFEB, VTV, MSFT | 13F-HR | 3/20/2023 | 000196115023000005 |
| Q1 2022 | 3,581 | 2,929,161 | AAPL, DFEB, VTV, VUG | 13F-HR | 3/21/2023 | 000196115023000006 |
| Q4 2021 | 3,506 | 2,964,191 | AAPL, DFEB, IVV, QQQ | 13F-HR | 3/21/2023 | 000196115023000007 |
| Q3 2021 | 3,464 | 2,666,907 | AAPL, DFEB, ARKK, QQQ | 13F-HR | 3/22/2023 | 000196115023000008 |
| Q2 2021 | 3,392 | 2,580,550 | AAPL, ARKK, DFEB, QQQ | 13F-HR | 3/22/2023 | 000196115023000009 |
| Q1 2021 | 3,270 | 2,289,742 | AAPL, DFEB, ARKK, QQQ | 13F-HR | 3/22/2023 | 000196115023000010 |
| Q4 2020 | 2,974 | 1,954,352 | AAPL, DFEB, ARKK, QQQ | 13F-HR | 3/22/2023 | 000196115023000011 |
| Q3 2020 | 2,940 | 1,734,586 | AAPL, DFEB, ARKK, QQQ | 13F-HR | 3/22/2023 | 000196115023000012 |
| Q2 2020 | 2,840 | 1,532,747 | AAPL, DFEB, QQQ, ARKK | 13F-HR | 3/24/2023 | 000196115023000022 |
| Q1 2020 | 2,775 | 1,202,648 | AAPL, DFEB, IVV, SPY | 13F-HR | 3/24/2023 | 000196115023000023 |
| Q4 2019 | 2,843 | 1,405,963 | AAPL, IVV, VTV, QQQ | 13F-HR | 3/24/2023 | 000196115023000013 |
| Q3 2019 | 2,831 | 1,220,719 | AAPL, IVV, VTV, QQQ | 13F-HR | 3/24/2023 | 000196115023000014 |
| Q2 2019 | 2,728 | 1,186,834 | AAPL, IVV, VTV, VUG | 13F-HR | 3/24/2023 | 000196115023000015 |
| Q1 2019 | 2,613 | 1,061,298 | AAPL, IVV, VTV, QQQ | 13F-HR | 3/24/2023 | 000196115023000016 |
| Q4 2018 | 2,399 | 809,482 | IVV, AAPL, VTV, SPY | 13F-HR | 3/24/2023 | 000196115023000017 |
| Q3 2018 | 2,410 | 870,098 | AAPL, IVV, QQQ, VTV | 13F-HR | 3/24/2023 | 000196115023000018 |
| Q2 2018 | 2,378 | 734,494 | AAPL, IVV, QQQ, SPY | 13F-HR | 3/24/2023 | 000196115023000019 |
| Q1 2018 | 2,307 | 672,373 | AAPL, IVV, QQQ, SPY | 13F-HR | 3/24/2023 | 000196115023000020 |
| Q4 2017 | 2,261 | 632,545 | AAPL, IVV, QQQ, SPY | 13F-HR | 3/24/2023 | 000196115023000021 |