| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 342 | 1,738,704 | MSFT, AAPL, IVV, JPM | 13F-HR | 5/7/2024 | 000086048624000003 |
| Q4 2023 | 331 | 1,610,223 | MSFT, AAPL, IVV, JPM | 13F-HR | 1/17/2024 | 000086048624000001 |
| Q3 2023 | 330 | 1,454,947 | MSFT, AAPL, IVV, MRK | 13F-HR | 11/14/2023 | 000086048623000009 |
| Q2 2023 | 324 | 1,538,136 | MSFT, AAPL, MRK, IVV | 13F-HR | 8/9/2023 | 000086048623000005 |
| Q1 2023 | 271 | 1,350,385 | MSFT, AAPL, MRK, IVV | 13F-HR | 5/11/2023 | 000086048623000004 |
| Q4 2022 | 347 | 1,416,068 | MSFT, AAPL, GOOG, MRK | 13F-HR | 2/7/2023 | 000086048623000001 |
| Q3 2022 | 327 | 1,294,818 | MSFT, AAPL, IVV, MRK | 13F-HR | 11/9/2022 | 000086048622000010 |
| Q2 2022 | 325 | 1,394,025 | MSFT, AAPL, IVV, MRK | 13F-HR | 7/14/2022 | 000086048622000008 |
| Q1 2022 | 331 | 1,669,569 | MSFT, AAPL, IVV, AMZN | 13F-HR | 4/19/2022 | 000086048622000006 |
| Q4 2021 | 340 | 1,766,005 | MSFT, AAPL, IVV, JPM | 13F-HR | 1/27/2022 | 000086048622000004 |
| Q3 2021 | 337 | 1,648,818 | MSFT, AAPL, IVV, JPM | 13F-HR | 10/25/2021 | 000086048621000010 |
| Q2 2021 | 331 | 1,673,413 | MSFT, AAPL, IVV, AMZN | 13F-HR | 7/30/2021 | 000086048621000007 |
| Q1 2021 | 341 | 1,619,721 | MSFT, AAPL, IVV, JPM | 13F-HR | 4/27/2021 | 000086048621000005 |
| Q4 2020 | 338 | 1,558,816 | MSFT, AAPL, IVV, AMZN | 13F-HR | 1/21/2021 | 000086048621000002 |
| Q3 2020 | 316 | 1,399,045 | MSFT, AAPL, IVV, MRK | 13F-HR | 10/16/2020 | 000086048620000009 |
| Q2 2020 | 308 | 1,278,088 | MSFT, AAPL, IVV, MRK | 13F-HR | 7/22/2020 | 000086048620000007 |
| Q1 2020 | 301 | 1,061,393 | MSFT, MRK, AAPL, IVV | 13F-HR | 5/5/2020 | 000086048620000006 |
| Q4 2019 | 313 | 1,441,448 | MSFT, MRK, AAPL, IVV | 13F-HR | 2/5/2020 | 000086048620000002 |
| Q3 2019 | 306 | 1,346,785 | MSFT, MRK, IVV, JPM | 13F-HR | 11/20/2019 | 000086048619000009 |
| Q2 2019 | 304 | 1,342,829 | MSFT, MRK, IVV, JPM | 13F-HR | 7/29/2019 | 000086048619000007 |
| Q1 2019 | 314 | 1,317,369 | MSFT, MRK, IVV, JPM | 13F-HR | 4/18/2019 | 000086048619000005 |
| Q4 2018 | 311 | 1,178,456 | MSFT, MRK, IVV, JPM | 13F-HR | 1/16/2019 | 000086048619000002 |
| Q3 2018 | 315 | 1,388,471 | MSFT, AAPL, MRK, JPM | 13F-HR | 10/17/2018 | 000086048618000009 |
| Q2 2018 | 349 | 1,312,591 | MSFT, AAPL, MRK, IVV | 13F-HR | 7/18/2018 | 000086048618000007 |
| Q1 2018 | 335 | 1,280,425 | MSFT, AAPL, JPM, IVV | 13F-HR | 4/16/2018 | 000086048618000005 |
| Q4 2017 | 355 | 1,311,905 | MSFT, JPM, AAPL, MRK | 13F-HR | 1/26/2018 | 000086048618000002 |
| Q3 2017 | 350 | 1,258,484 | MRK, MSFT, AAPL, JPM | 13F-HR | 10/10/2017 | 000086048617000010 |
| Q2 2017 | 358 | 1,243,706 | MRK, AAPL, JPM, MSFT | 13F-HR | 7/19/2017 | 000086048617000008 |
| Q1 2017 | 336 | 1,213,613 | MRK, AAPL, MSFT, JPM | 13F-HR | 4/11/2017 | 000086048617000007 |
| Q4 2016 | 332 | 1,186,360 | MSFT, MRK, AAPL, JPM | RESTATEMENT | 1/31/2017 | 000086048617000004 |
| Q3 2016 | 334 | 1,185,162 | MRK, MSFT, AAPL, XOM | 13F-HR | 10/13/2016 | 000086048616000016 |
| Q2 2016 | 333 | 1,158,114 | MRK, MSFT, AAPL, XOM | 13F-HR | 7/18/2016 | 000086048616000015 |
| Q1 2016 | 309 | 1,168,233 | MSFT, MRK, AAPL, XOM | 13F-HR | 4/15/2016 | 000086048616000012 |
| Q4 2015 | 310 | 1,239,979 | MRK, MSFT, JPM, AAPL | 13F-HR | 1/27/2016 | 000086048616000010 |
| Q3 2015 | 697 | 1,190,351 | MRK, AAPL, JPM, MSFT | 13F-HR | 11/12/2015 | 000086048615000007 |
| Q2 2015 | 701 | 1,301,888 | MRK, AAPL, JPM, XOM | 13F-HR | 8/10/2015 | 000086048615000005 |
| Q1 2015 | 147 | 511,658 | MRK, IEFA, AAPL, MSFT | 13F-HR | 5/11/2015 | 000086048615000004 |
| Q4 2014 | 163 | 534,662 | MRK, MSFT, AAPL, IEFA | 13F-HR | 1/16/2015 | 000086048615000002 |
| Q3 2014 | 149 | 510,671 | MRK, MSFT, IEFA, AAPL | 13F-HR | 10/14/2014 | 000086048614000009 |
| Q2 2014 | 152 | 536,255 | MRK, MSFT, IEFA, AAPL | 13F-HR | 7/22/2014 | 000086048614000007 |
| Q1 2014 | 135 | 514,018 | MRK, MSFT, IEFA, XOM | 13F-HR | 4/16/2014 | 000086048614000004 |
| Q4 2013 | 131 | 502,482 | MRK, MSFT, IEFA, XOM | 13F-HR | 1/28/2014 | 000086048614000002 |