| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,280 | 5,655,412 | IWB, VOO, XOM, AAPL | 13F-HR | 5/13/2025 | 000000963425000003 |
| Q4 2024 | 1,295 | 5,919,511 | IWB, VOO, AAPL, XOM | 13F-HR | 2/13/2025 | 000000963425000002 |
| Q3 2024 | 1,362 | 5,635,502 | IWB, XOM, AAPL, MSFT | 13F-HR | 11/14/2024 | 000197748324000003 |
| Q2 2024 | 1,162 | 5,570,779 | IWB, XOM, AAPL, MSFT | 13F-HR | 8/7/2024 | 000000963424000006 |
| Q1 2024 | 1,185 | 5,492,202 | IWB, XOM, MSFT, AAPL | 13F-HR | 5/15/2024 | 000000963424000004 |
| Q4 2023 | 1,258 | 5,106,898 | IWB, XOM, AAPL, MSFT | 13F-HR | 2/14/2024 | 000000963424000002 |
| Q3 2023 | 1,181 | 4,537,146 | IWB, XOM, AAPL, MSFT | 13F-HR | 11/14/2023 | 000000963423000008 |
| Q2 2023 | 1,066 | 4,910,009 | IWB, XOM, MSFT, AAPL | 13F-HR | 8/21/2023 | 000197748323000006 |
| Q1 2023 | 1,163 | 4,778,693 | IWB, XOM, MSFT, AAPL | 13F-HR | 5/11/2023 | 000000963423000005 |
| Q4 2022 | 891 | 5,418,775 | IWB, XOM, MSFT, AAPL | 13F-HR | 2/13/2023 | 000000963423000002 |
| Q3 2022 | 888 | 4,941,994 | IWB, XOM, AAPL, MSFT | 13F-HR | 11/14/2022 | 000000963422000010 |
| Q2 2022 | 905 | 5,216,356 | IWB, XOM, AAPL, MSFT | 13F-HR | 8/11/2022 | 000000963422000006 |
| Q1 2022 | 972 | 6,068,089 | IWB, AAPL, MSFT, XOM | 13F-HR | 5/13/2022 | 000000963422000004 |
| Q4 2021 | 975 | 6,462,790 | IWB, AAPL, MSFT, XOM | 13F-HR | 3/10/2022 | 000000963422000003 |
| Q3 2021 | 947 | 5,815,836 | IWB, AAPL, MSFT, AMZN | 13F-HR | 11/10/2021 | 000000963421000012 |
| Q1 2021 | 904 | 5,498,146 | IWB, AAPL, MSFT, ABBV | 13F-HR | 4/21/2021 | 000000963421000003 |
| Q4 2020 | 902 | 5,240,890 | IWB, AAPL, MSFT, ABBV | 13F-HR | 2/12/2021 | 000000963421000001 |
| Q3 2020 | 852 | 4,552,233 | IWB, AAPL, MSFT, AMZN | 13F-HR | 10/30/2020 | 000000963420000013 |
| Q2 2020 | 849 | 4,251,716 | IWB, AAPL, MSFT, XOM | 13F-HR | 8/12/2020 | 000000963420000007 |
| Q1 2020 | 824 | 3,470,811 | IWB, AAPL, MSFT, XOM | 13F-HR | 5/13/2020 | 000000963420000005 |
| Q4 2019 | 926 | 4,424,813 | IWB, XOM, AAPL, MSFT | 13F-HR | 2/12/2020 | 000000963420000001 |
| Q3 2019 | 901 | 4,151,951 | IWB, XOM, AAPL, MSFT | 13F-HR | 11/13/2019 | 000000963419000007 |
| Q2 2019 | 899 | 4,162,705 | IWB, XOM, AAPL, IJH | 13F-HR | 8/14/2019 | 000000963419000004 |
| Q1 2019 | 900 | 4,177,188 | IWB, XOM, IJH, AAPL | 13F-HR | 5/15/2019 | 000000963419000003 |
| Q4 2018 | 878 | 3,495,536 | XOM, IWB, IJH, AAPL | 13F-HR | 2/13/2019 | 000000963419000001 |
| Q3 2018 | 924 | 3,984,147 | XOM, IJH, AAPL, IVV | 13F-HR | 11/13/2018 | 000000963418000007 |
| Q2 2018 | 916 | 3,715,830 | XOM, IJH, AAPL, IVV | 13F-HR | 8/13/2018 | 000000963418000004 |
| Q1 2018 | 907 | 3,520,818 | XOM, IJH, AAPL, IVV | 13F-HR | 5/14/2018 | 000000963418000003 |
| Q4 2017 | 917 | 3,630,271 | XOM, IJH, AAPL, IVV | 13F-HR | 2/14/2018 | 000000963418000002 |
| Q3 2017 | 1,129 | 3,444,375 | XOM, IJH, AAPL, IVV | 13F-HR | 11/14/2017 | 000000963417000005 |
| Q2 2017 | 888 | 3,178,850 | XOM, IJH, AAPL, IVV | 13F-HR | 8/14/2017 | 000000963417000004 |
| Q1 2017 | 897 | 3,204,498 | XOM, IJH, AAPL, IVV | 13F-HR | 5/15/2017 | 000000963417000003 |
| Q4 2016 | 889 | 3,039,543 | XOM, IJH, IVV, SPY | 13F-HR | 2/14/2017 | 000000963417000002 |
| Q3 2016 | 879 | 3,020,815 | XOM, IJH, IVV, SPY | 13F-HR | 11/10/2016 | 000000963416000013 |
| Q2 2016 | 867 | 2,837,919 | XOM, IJH, IVV, AAPL | 13F-HR | 8/12/2016 | 000000963416000012 |
| Q1 2016 | 843 | 2,766,558 | XOM, IJH, IVV, AAPL | 13F-HR | 5/13/2016 | 000000963416000011 |
| Q4 2015 | 848 | 2,765,767 | XOM, IJH, IVV, AAPL | 13F-HR | 2/9/2016 | 000000963416000008 |
| Q3 2015 | 845 | 2,657,149 | XOM, IJH, AAPL, IVV | 13F-HR | 11/13/2015 | 000000963415000007 |
| Q2 2015 | 863 | 2,945,782 | XOM, IJH, AAPL, AAON | 13F-HR | 8/13/2015 | 000000963415000006 |
| Q1 2015 | 846 | 2,971,025 | XOM, IJH, AAON, AAPL | 13F-HR | 5/14/2015 | 000000963415000004 |
| Q4 2014 | 668 | 2,897,407 | XOM, IJH, AAPL, IVV | 13F-HR | 2/12/2015 | 000000963415000003 |
| Q3 2014 | 871 | 2,992,017 | XOM, IJH, AAPL, IVV | 13F-HR | 11/13/2014 | 000000963414000006 |
| Q2 2014 | 912 | 3,116,338 | XOM, IJH, IJK, IVV | 13F-HR | 8/14/2014 | 000000963414000004 |
| Q1 2014 | 868 | 3,017,299 | XOM, IJH, IJK, EEM | 13F-HR | 5/14/2014 | 000000963414000003 |
| Q4 2013 | 871 | 2,984,563 | XOM, IJH, EEM, IJK | 13F-HR | 2/14/2014 | 000000963414000001 |