| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 309 | 3,857,725 | FBND, VEA, MSFT, AAPL | 13F-HR | 4/16/2024 | 000110465924047767 |
| Q4 2023 | 335 | 3,593,870 | FBND, VEA, MSFT, AAPL | 13F-HR | 1/8/2024 | 000110465924002124 |
| Q3 2023 | 313 | 3,414,387 | FBND, VEA, AAPL, MSFT | 13F-HR | 10/10/2023 | 000110465923107895 |
| Q2 2023 | 305 | 3,696,334 | FBND, VEA, AAPL, MSFT | 13F-HR | 7/12/2023 | 000110465923080270 |
| Q1 2023 | 297 | 3,518,212 | FBND, VEA, AAPL, MSFT | 13F-HR | 4/13/2023 | 000110465923044861 |
| Q4 2022 | 311 | 3,376,558 | VEA, FBND, AAPL, MSFT | 13F-HR | 1/18/2023 | 000110465923004522 |
| Q3 2022 | 372 | 3,185,543 | FBND, VEA, AAPL, MSFT | 13F-HR | 10/20/2022 | 000110465922110170 |
| Q2 2022 | 375 | 3,159,527 | FBND, AAPL, MSFT, VEA | 13F-HR | 7/12/2022 | 000110465922079044 |
| Q1 2022 | 419 | 3,577,871 | FBND, AAPL, MSFT, VEA | 13F-HR | 4/25/2022 | 000110465922049587 |
| Q4 2021 | 507 | 3,687,181 | FBND, AAPL, MSFT, LQD | 13F-HR | 1/26/2022 | 000110465922007875 |
| Q3 2021 | 499 | 3,412,179 | FBND, AAPL, MSFT, AMZN | 13F-HR | 10/26/2021 | 000110465921129814 |
| Q2 2021 | 399 | 3,373,292 | FBND, AAPL, MSFT, AGG | 13F-HR | 7/19/2021 | 000110465921093542 |
| Q1 2021 | 363 | 3,131,493 | FBND, AAPL, MSFT, AGG | 13F-HR | 4/16/2021 | 000110465921051319 |
| Q4 2020 | 345 | 2,904,924 | AAPL, FBND, MSFT, AMZN | 13F-HR | 2/3/2021 | 000110465921011311 |
| Q3 2020 | 335 | 2,616,762 | AAPL, MSFT, FBND, AMZN | 13F-HR | 10/15/2020 | 000110465920115199 |
| Q2 2020 | 285 | 2,484,430 | AAPL, MSFT, FBND, AMZN | 13F-HR | 7/27/2020 | 000110465920086699 |
| Q1 2020 | 289 | 2,221,891 | MSFT, FBND, AAPL, AMZN | 13F-HR | 4/17/2020 | 000110465920048215 |
| Q4 2019 | 273 | 2,539,598 | AAPL, MSFT, IGSB, AGG | 13F-HR | 1/8/2020 | 000110465920002205 |
| Q3 2019 | 261 | 2,312,204 | MSFT, AAPL, IGSB, AGG | 13F-HR | 10/10/2019 | 000114420419047920 |
| Q2 2019 | 254 | 2,296,369 | MSFT, AAPL, DIS, AMZN | 13F-HR | 7/11/2019 | 000114420419034378 |
| Q1 2019 | 266 | 2,249,656 | AAPL, MSFT, VEA, AMZN | 13F-HR | 4/17/2019 | 000114420419019991 |
| Q4 2018 | 350 | 2,009,762 | AAPL, VEA, AGG, IGSB | 13F-HR | 2/4/2019 | 000114420419004579 |
| Q3 2018 | 353 | 2,162,509 | AAPL, VEA, IGSB, JPM | 13F-HR | 11/9/2018 | 000114420418058554 |
| Q2 2018 | 315 | 2,329,684 | AAPL, VEA, JPM, MSFT | 13F-HR | 8/10/2018 | 000114420418043650 |
| Q1 2018 | 295 | 2,100,152 | AAPL, VEA, JPM, IWR | 13F-HR | 5/8/2018 | 000114420418026126 |
| Q4 2017 | 274 | 2,326,612 | AAPL, JPM, VEA, IWR | 13F-HR | 1/11/2018 | 000114420418001830 |
| Q3 2017 | 267 | 2,208,037 | AAPL, JPM, VEA, MSFT | 13F-HR | 10/31/2017 | 000114420417055212 |
| Q2 2017 | 233 | 2,092,555 | AAPL, JPM, VEA, IWR | 13F-HR | 7/27/2017 | 000114420417038640 |
| Q1 2017 | 195 | 2,008,390 | AAPL, JPM, VEA, IWR | 13F-HR | 4/21/2017 | 000114420417021498 |
| Q4 2016 | 213 | 1,968,646 | AAPL, JPM, IWR, VEA | 13F-HR | 1/31/2017 | 000114420417005144 |
| Q3 2016 | 206 | 1,932,610 | AAPL, VEA, IWR, JPM | 13F-HR | 11/9/2016 | 000114420416132699 |
| Q2 2016 | 217 | 1,859,106 | AAPL, VEA, GE, IWR | 13F-HR | 7/13/2016 | 000114420416112845 |
| Q1 2016 | 200 | 1,868,176 | AAPL, GE, IWR, VEA | 13F-HR | 4/18/2016 | 000114420416094812 |
| Q4 2015 | 219 | 1,827,178 | AAPL, GE, JPM, WFC | 13F-HR | 1/12/2016 | 000114420416075314 |
| Q3 2015 | 237 | 1,825,364 | AAPL, NVS, JPM, WFC | 13F-HR | 10/9/2015 | 000114420415058869 |
| Q2 2015 | 245 | 1,991,948 | AAPL, NVS, JPM, WFC | 13F-HR | 7/2/2015 | 000114420415040589 |
| Q1 2015 | 221 | 1,988,943 | AAPL, NVS, XOM, WFC | 13F-HR | 4/3/2015 | 000114420415021148 |
| Q4 2014 | 191 | 1,995,837 | AAPL, XOM, NVS, WFC | 13F-HR | 1/8/2015 | 000114420415001319 |
| Q3 2014 | 195 | 1,949,955 | AAPL, XOM, APA, HAL | 13F-HR | 10/3/2014 | 000114420414059480 |
| Q2 2014 | 189 | 1,993,308 | AAPL, XOM, HAL, APA | 13F-HR | 8/7/2014 | 000114420414047619 |