| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 668 | 2,448,608 | NVDA, SCHG, IVV, AAPL | 13F-HR | 10/28/2024 | 000175496024000536 |
| Q2 2024 | 657 | 2,341,154 | NVDA, SCHG, IVV, AAPL | 13F-HR | 7/22/2024 | 000175496024000302 |
| Q1 2024 | 626 | 2,051,678 | NVDA, SCHG, IVV, SCHD | 13F-HR | 4/24/2024 | 000175496024000176 |
| Q3 2023 | 586 | 1,771,623 | SCHD, SCHG, AAPL, IVV | 13F-HR | 7/22/2024 | 000175496024000319 |
| Q2 2023 | 589 | 1,800,206 | AAPL, SCHD, SCHG, NVDA | 13F-HR | 7/22/2024 | 000175496024000320 |
| Q1 2023 | 569 | 1,606,488 | SCHD, SCHG, AAPL, QQQ | 13F-HR | 7/22/2024 | 000175496024000321 |
| Q4 2022 | 473 | 1,229,491 | SCHD, SCHG, AAPL, QQQ | 13F-HR | 7/24/2024 | 000175496024000351 |
| Q3 2022 | 472 | 1,157,908 | SCHD, AAPL, SCHG, QQQ | 13F-HR | 7/24/2024 | 000175496024000350 |
| Q2 2022 | 479 | 1,210,634 | SCHD, AAPL, SCHG, SCHB | 13F-HR | 7/24/2024 | 000175496024000349 |
| Q1 2022 | 506 | 1,434,749 | SCHD, AAPL, SCHG, SCHB | 13F-HR | 7/24/2024 | 000175496024000348 |
| Q4 2021 | 351 | 683,133 | AAPL, QQQ, MSFT, JPM | 13F-HR | 7/24/2024 | 000175496024000347 |
| Q3 2021 | 402 | 749,222 | AAPL, QQQ, QLD, JPM | 13F-HR | 7/24/2024 | 000175496024000346 |
| Q2 2021 | 400 | 751,743 | AAPL, QLD, QQQ, JPM | 13F-HR | 7/24/2024 | 000175496024000345 |
| Q1 2021 | 396 | 854,670 | AAPL, AMZN, MMM, JPM | 13F-HR | 7/24/2024 | 000175496024000344 |
| Q4 2020 | 426 | 1,128,320 | AAPL, SCHG, AMZN, SCHD | 13F-HR | 7/24/2024 | 000175496024000343 |
| Q3 2020 | 437 | 1,071,569 | SCHG, AAPL, AMZN, SCHD | 13F-HR | 7/24/2024 | 000175496024000342 |
| Q2 2020 | 387 | 899,867 | SCHG, SCHD, AMZN, AAPL | 13F-HR | 7/24/2024 | 000175496024000341 |
| Q1 2020 | 359 | 744,932 | SCHG, SCHD, AMZN, AAPL | 13F-HR | 7/24/2024 | 000175496024000340 |
| Q4 2019 | 403 | 815,949 | SCHD, SCHG, AAPL, SCHB | 13F-HR | 7/24/2024 | 000175496024000355 |
| Q3 2019 | 387 | 721,752 | SCHD, SCHG, SCHB, AMZN | 13F-HR | 7/24/2024 | 000175496024000354 |
| Q2 2019 | 366 | 675,252 | SCHD, SCHG, AMZN, SCHB | 13F-HR | 7/24/2024 | 000175496024000353 |
| Q1 2019 | 361 | 623,669 | SCHD, SCHG, SCHB, AMZN | 13F-HR | 7/24/2024 | 000175496024000352 |