| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 2,535 | 27,606,756 | AAPL, NVDA, MSFT, IVV | 13F-HR | 10/17/2024 | 000095012324009741 |
| Q2 2024 | 2,450 | 26,259,190 | NVDA, AAPL, MSFT, IVV | 13F-HR | 7/22/2024 | 000095012324006693 |
| Q1 2024 | 2,360 | 25,563,147 | MSFT, AAPL, NVDA, IVV | 13F-HR | 4/23/2024 | 000095012324003447 |
| Q4 2023 | 2,490 | 23,508,274 | AAPL, MSFT, IVV, NVDA | 13F-HR | 1/19/2024 | 000095012324000246 |
| Q3 2023 | 2,577 | 21,563,743 | AAPL, MSFT, IVV, GOOGL | 13F-HR | 10/31/2023 | 000095012323009168 |
| Q2 2023 | 2,607 | 22,653,963 | AAPL, MSFT, IVV, NVDA | 13F-HR | 7/25/2023 | 000095012323006292 |
| Q1 2023 | 2,753 | 21,484,274 | AAPL, MSFT, IVV, PG | 13F-HR | 4/24/2023 | 000095012323003350 |
| Q4 2022 | 2,644 | 20,808,151 | AAPL, IVV, MSFT, PG | 13F-HR | 1/25/2023 | 000095012323000340 |
| Q3 2022 | 2,675 | 19,137,098 | AAPL, MSFT, IVV, AMZN | 13F-HR | 10/25/2022 | 000095012322010458 |
| Q2 2022 | 2,660 | 20,682,118 | IVV, AAPL, MSFT, PG | 13F-HR | 8/4/2022 | 000095012322007735 |
| Q1 2022 | 2,691 | 24,483,438 | IVV, AAPL, MSFT, AMZN | 13F-HR | 4/19/2022 | 000095012322004107 |
| Q4 2021 | 2,691 | 25,725,438 | IVV, AAPL, MSFT, GOOGL | 13F-HR | 2/1/2022 | 000095012322000763 |
| Q3 2021 | 2,669 | 23,019,379 | IVV, AAPL, MSFT, AMZN | 13F-HR | 10/15/2021 | 000095012321013186 |
| Q2 2021 | 2,431 | 22,796,541 | IVV, AAPL, MSFT, AMZN | 13F-HR | 8/5/2021 | 000095012321009741 |
| Q1 2021 | 2,420 | 21,542,756 | IVV, AAPL, MSFT, AMZN | 13F-HR | 5/6/2021 | 000095012321005455 |
| Q4 2020 | 2,367 | 20,341,310 | IVV, AAPL, MSFT, AMZN | 13F-HR | 2/16/2021 | 000095012321002175 |
| Q3 2020 | 2,299 | 18,096,145 | IVV, AAPL, MSFT, AMZN | 13F-HR | 11/9/2020 | 000095012320011093 |
| Q2 2020 | 2,091 | 16,679,353 | IVV, AAPL, MSFT, AMZN | 13F-HR | 8/5/2020 | 000095012320007665 |
| Q1 2020 | 2,206 | 14,014,987 | IVV, AAPL, MSFT, PG | 13F-HR | 5/5/2020 | 000095012320003907 |
| Q4 2019 | 2,254 | 17,958,948 | IVV, AAPL, PG, VNQ | 13F-HR | 2/14/2020 | 000095012320002327 |
| Q3 2019 | 2,191 | 16,675,672 | IVV, PG, AAPL, VNQ | 13F-HR | 11/14/2019 | 000095012319011464 |
| Q2 2019 | 2,287 | 16,368,429 | IVV, PG, AAPL, VNQ | 13F-HR | 8/7/2019 | 000095012319007165 |
| Q1 2019 | 2,167 | 15,581,324 | IVV, PG, VNQ, AAPL | 13F-HR | 5/14/2019 | 000095012319004864 |
| Q4 2018 | 2,272 | 13,751,926 | IVV, PG, VNQ, AAPL | 13F-HR | 2/14/2019 | 000095012319002043 |
| Q3 2018 | 2,212 | 15,716,141 | IVV, AAPL, VNQ, PG | 13F-HR | 11/14/2018 | 000095012318011726 |
| Q2 2018 | 2,283 | 14,751,330 | IVV, VNQ, PG, AAPL | 13F-HR | 8/14/2018 | 000095012318008814 |
| Q1 2018 | 2,313 | 14,678,040 | IVV, VNQ, PG, AAPL | 13F-HR | 5/15/2018 | 000095012318005615 |
| Q4 2017 | 2,294 | 14,701,402 | VNQ, PG, IVV, AAPL | 13F-HR | 2/14/2018 | 000095012318002009 |
| Q3 2017 | 2,213 | 13,978,185 | PG, VNQ, IVV, AAPL | 13F-HR | 11/14/2017 | 000095012317010574 |
| Q2 2017 | 2,214 | 13,584,147 | PG, VNQ, IVV, MLPI | 13F-HR | 8/11/2017 | 000095012317007348 |
| Q1 2017 | 2,117 | 13,228,165 | PG, VNQ, MLPI, IVV | 13F-HR | 5/12/2017 | 000095012317004675 |
| Q4 2016 | 2,192 | 12,399,259 | PG, VNQ, MLPI, AAPL | RESTATEMENT | 2/13/2017 | 000095012317001624 |
| Q3 2016 | 2,245 | 12,083,798 | PG, VNQ, MLPI, AAPL | 13F-HR | 11/10/2016 | 000095012316021632 |
| Q2 2016 | 2,261 | 11,775,854 | PG, VNQ, MLPI, AAPL | 13F-HR | 8/11/2016 | 000095012316019373 |
| Q1 2016 | 2,356 | 11,556,853 | PG, VNQ, AAPL, MLPI | 13F-HR | 5/13/2016 | 000095012316017029 |
| Q4 2015 | 2,797 | 11,390,044 | PG, VNQ, AAPL, MLPI | 13F-HR | 2/16/2016 | 000095012316014806 |
| Q3 2015 | 2,966 | 10,776,277 | PG, VNQ, AAPL, MLPI | 13F-HR | 11/13/2015 | 000095012315011906 |
| Q2 2015 | 2,927 | 11,468,227 | PG, VNQ, MLPI, AAPL | 13F-HR | 8/14/2015 | 000095012315009240 |
| Q1 2015 | 2,829 | 11,553,397 | PG, VNQ, MLPI, AAPL | 13F-HR | 5/14/2015 | 000095012315005821 |
| Q4 2014 | 2,376 | 11,705,929 | PG, VNQ, AAPL, MLPI | 13F-HR | 2/13/2015 | 000095012315002050 |
| Q3 2014 | 2,382 | 10,975,249 | PG, VNQ, XOM, AAPL | 13F-HR | 11/17/2014 | 000095012314012348 |
| Q2 2014 | 2,436 | 11,043,489 | PG, VNQ, MLPI, XOM | 13F-HR | 8/14/2014 | 000095012314009136 |
| Q1 2014 | 2,336 | 10,641,722 | PG, VNQ, MLPI, XOM | 13F-HR | 5/15/2014 | 000095012314006268 |
| Q4 2013 | 2,178 | 10,348,933 | PG, XOM, MLPI, VNQ | 13F-HR | 2/14/2014 | 000095012314002521 |