Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 265 | 1,566,513 | IVV, AAPL, MSFT, IXUS | 13F-HR | 10/28/2024 | 000139834424019524 |
Q2 2024 | 258 | 1,502,335 | IVV, AAPL, MSFT, IXUS | 13F-HR | 8/12/2024 | 000139834424014365 |
Q1 2024 | 260 | 1,480,450 | IVV, MSFT, AAPL, IJH | 13F-HR | 5/15/2024 | 000139834424009639 |
Q4 2023 | 257 | 1,291,585 | IVV, AAPL, MSFT, IXUS | 13F-HR | 2/14/2024 | 000139834424002956 |
Q3 2023 | 260 | 1,288,113 | AAPL, MSFT, IVV, SCHG | 13F-HR | 11/14/2023 | 000139834423020616 |
Q2 2023 | 268 | 1,325,650 | AAPL, MSFT, IVV, SCHG | 13F-HR | 8/10/2023 | 000139834423014524 |
Q1 2023 | 263 | 1,233,936 | AAPL, MSFT, IVV, SCHG | 13F-HR | 5/12/2023 | 000139834423009591 |
Q4 2022 | 260 | 1,149,141 | AAPL, MSFT, IVV, CVX | 13F-HR | 2/14/2023 | 000139834423003132 |
Q3 2022 | 250 | 1,038,336 | AAPL, MSFT, IVV, RSP | 13F-HR | 11/1/2022 | 000139834422021106 |
Q2 2022 | 256 | 1,143,303 | AAPL, MSFT, IVV, RSP | 13F-HR | 7/27/2022 | 000139834422014159 |
Q1 2022 | 264 | 1,354,948 | AAPL, MSFT, IVV, RSP | 13F-HR | 5/4/2022 | 000139834422008766 |
Q4 2021 | 253 | 1,369,856 | AAPL, MSFT, RSP, IVV | 13F-HR | 2/14/2022 | 000139834422003164 |
Q3 2021 | 268 | 1,284,555 | AAPL, MSFT, RSP, IVV | 13F-HR | 11/15/2021 | 000139834421021498 |
Q2 2021 | 222 | 1,110,939 | AAPL, RSP, MSFT, AMZN | 13F-HR | 8/13/2021 | 000139834421016106 |
Q1 2021 | 219 | 1,029,139 | AAPL, RSP, MSFT, AMZN | 13F-HR | 5/14/2021 | 000139834421010802 |
Q4 2020 | 209 | 923,569 | AAPL, MSFT, RSP, AMZN | 13F-HR | 2/4/2021 | 000139834421002288 |
Q3 2020 | 206 | 804,275 | AAPL, MSFT, AMZN, RSP | 13F-HR | 10/26/2020 | 000139834420020701 |
Q2 2020 | 204 | 744,018 | AAPL, MSFT, AMZN, JPM | 13F-HR | 8/13/2020 | 000002265720000009 |
Q1 2020 | 195 | 607,224 | AAPL, MSFT, AMZN, JPM | 13F-HR | 5/21/2020 | 000002265720000006 |
Q4 2019 | 215 | 806,522 | AAPL, JPM, MSFT, XOM | 13F-HR | 1/31/2020 | 000002265720000002 |
Q3 2019 | 215 | 745,119 | AAPL, MSFT, JPM, XOM | 13F-HR | 11/21/2019 | 000002265719000008 |
Q2 2019 | 210 | 733,923 | XOM, AAPL, MSFT, JPM | 13F-HR | 8/12/2019 | 000002265719000006 |
Q1 2019 | 205 | 715,064 | XOM, AAPL, CSCO, MSFT | RESTATEMENT | 5/21/2019 | 000002265719000004 |
Q4 2018 | 188 | 612,034 | XOM, JPM, AAPL, MSFT | 13F-HR | 2/15/2019 | 000002265719000002 |
Q3 2018 | 205 | 715,273 | XOM, AAPL, JPM, MSFT | 13F-HR | 11/15/2018 | 000002265718000007 |
Q2 2018 | 199 | 680,604 | XOM, AAPL, JPM, CVX | 13F-HR | 8/10/2018 | 000002265718000005 |
Q1 2018 | 199 | 675,924 | XOM, JPM, AAPL, PM | 13F-HR | 4/30/2018 | 000002265718000004 |
Q4 2017 | 197 | 696,905 | XOM, AAPL, JPM, PM | 13F-HR | 1/30/2018 | 000002265718000002 |
Q3 2017 | 199 | 651,909 | XOM, AAPL, PM, JPM | 13F-HR | 11/7/2017 | 000002265717000007 |
Q2 2017 | 196 | 636,609 | XOM, AAPL, PM, JPM | 13F-HR | 7/31/2017 | 000002265717000005 |
Q1 2017 | 194 | 626,599 | XOM, AAPL, PM, JPM | 13F-HR | 5/17/2017 | 000002265717000003 |
Q4 2016 | 191 | 597,714 | XOM, JPM, AAPL, CVX | 13F-HR | 2/15/2017 | 000002265717000001 |
Q3 2016 | 184 | 579,855 | XOM, PM, AAPL, JNJ | 13F-HR | 11/15/2016 | 000002265716000011 |
Q2 2016 | 179 | 574,841 | XOM, PM, JNJ, CVX | 13F-HR | 8/18/2016 | 000002265716000009 |
Q1 2016 | 182 | 581,451 | XOM, AAPL, PM, JNJ | 13F-HR | 5/18/2016 | 000002265716000008 |
Q4 2015 | 185 | 586,560 | XOM, AAPL, PM, JNJ | 13F-HR | 2/11/2016 | 000002265716000006 |
Q3 2015 | 189 | 571,778 | XOM, AAPL, PM, JPM | 13F-HR | 11/3/2015 | 000002265715000004 |
Q2 2015 | 192 | 620,894 | XOM, AAPL, JPM, PM | 13F-HR | 8/17/2015 | 000002265715000003 |
Q1 2015 | 194 | 634,031 | XOM, AAPL, JPM, JNJ | 13F-HR | 5/14/2015 | 000002265715000002 |
Q4 2014 | 192 | 629,117 | XOM, AAPL, CVX, JPM | 13F-HR | 2/17/2015 | 000002265715000001 |
Q3 2014 | 195 | 626,468 | XOM, AAPL, CVX, JNJ | 13F-HR | 11/20/2014 | 000002265714000007 |
Q2 2014 | 186 | 626,901 | XOM, CVX, AAPL, JNJ | 13F-HR | 8/15/2014 | 000002265714000005 |
Q1 2014 | 185 | 600,286 | XOM, CVX, JPM, PM | 13F-HR | 6/17/2014 | 000002265714000004 |
Q4 2013 | 178 | 604,523 | XOM, CVX, PM, JPM | 13F-HR | 2/26/2014 | 000002265714000002 |