| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3,972 | 67,591,291 | VTI, IVV, AGG, SPY | 13F-HR | 2/9/2024 | 000003610424000010 |
| Q3 2023 | 3,978 | 61,185,552 | VTI, IVV, AGG, SPY | 13F-HR | 11/3/2023 | 000003610423000038 |
| Q2 2023 | 3,980 | 62,111,051 | VTI, IVV, AAPL, AGG | 13F-HR | 8/9/2023 | 000003610423000030 |
| Q1 2023 | 5,569 | 59,190,814 | VTI, IVV, AGG, AAPL | 13F-HR | 5/9/2023 | 000003610423000012 |
| Q4 2022 | 5,646 | 56,490,905 | VTI, IVV, SPY, AAPL | 13F-HR | 2/13/2023 | 000003610423000003 |
| Q3 2022 | 4,957 | 48,448,966 | VTI, IVV, SPY, AAPL | 13F-HR | 10/27/2022 | 000003610422000048 |
| Q2 2022 | 4,985 | 51,592,982 | VTI, IVV, SPY, AAPL | 13F-HR | 8/1/2022 | 000003610422000018 |
| Q1 2022 | 4,942 | 60,080,000 | VTI, IVV, SPY, AAPL | 13F-HR | 5/11/2022 | 000003610422000010 |
| Q4 2021 | 4,957 | 63,415,067 | VTI, IVV, SPY, AAPL | 13F-HR | 2/10/2022 | 000003610422000003 |
| Q3 2021 | 4,809 | 53,169,011 | IVV, SPY, AAPL, MSFT | 13F-HR | 11/10/2021 | 000003610421000021 |
| Q2 2021 | 4,751 | 53,391,799 | SPY, IVV, AAPL, MSFT | 13F-HR | 8/5/2021 | 000003610421000013 |
| Q1 2021 | 4,615 | 49,442,337 | SPY, IVV, AAPL, MSFT | 13F-HR | 4/28/2021 | 000003610421000008 |
| Q4 2020 | 4,509 | 46,433,228 | SPY, AAPL, IVV, MSFT | 13F-HR | 2/4/2021 | 000003610421000002 |
| Q3 2020 | 4,433 | 41,005,805 | SPY, AAPL, IVV, MSFT | 13F-HR | 11/10/2020 | 000003610420000028 |
| Q2 2020 | 4,469 | 38,107,257 | SPY, MSFT, AAPL, AGG | 13F-HR | 8/7/2020 | 000003610420000022 |
| Q1 2020 | 4,421 | 32,059,958 | SPY, MSFT, AGG, AAPL | 13F-HR | 5/13/2020 | 000003610420000015 |
| Q4 2019 | 4,414 | 39,115,497 | SPY, AAPL, MSFT, AGG | 13F-HR | 2/4/2020 | 000003610420000008 |
| Q3 2019 | 4,262 | 36,694,789 | SPY, AGG, MSFT, MMM | 13F-HR | 11/8/2019 | 000003610419000020 |
| Q2 2019 | 4,331 | 35,878,609 | SPY, MSFT, MMM, USB | 13F-HR | 8/13/2019 | 000003610419000015 |
| Q1 2019 | 4,277 | 34,649,064 | SPY, MMM, MSFT, USB | 13F-HR | 5/8/2019 | 000003610419000010 |
| Q4 2018 | 4,300 | 30,966,888 | SPY, MMM, MSFT, USB | 13F-HR | 2/13/2019 | 000003610419000003 |
| Q3 2018 | 4,298 | 34,546,531 | SPY, MMM, AAPL, USB | 13F-HR | 11/1/2018 | 000003610418000030 |
| Q2 2018 | 4,314 | 32,641,104 | SPY, MMM, AAPL, USB | 13F-HR | 8/8/2018 | 000003610418000017 |
| Q1 2018 | 4,276 | 32,589,043 | SPY, MMM, EFA, USB | 13F-HR | 5/8/2018 | 000003610418000012 |
| Q4 2017 | 4,297 | 32,704,882 | SPY, MMM, USB, EFA | 13F-HR | 2/2/2018 | 000003610418000003 |
| Q3 2017 | 4,214 | 31,220,244 | SPY, MMM, USB, EFA | 13F-HR | 11/13/2017 | 000003610417000026 |
| Q2 2017 | 4,066 | 29,969,518 | SPY, MMM, USB, EFA | 13F-HR | 7/20/2017 | 000003610417000022 |
| Q1 2017 | 4,048 | 29,191,830 | SPY, MMM, USB, EFA | 13F-HR | 5/3/2017 | 000003610417000013 |
| Q4 2016 | 3,984 | 27,795,458 | SPY, MMM, USB, XOM | 13F-HR | 2/8/2017 | 000003610417000003 |
| Q3 2016 | 3,940 | 26,978,796 | SPY, MMM, XOM, USB | 13F-HR | 11/4/2016 | 000003610416000056 |
| Q2 2016 | 3,929 | 26,292,936 | SPY, MMM, XOM, USB | 13F-HR | 8/10/2016 | 000003610416000051 |
| Q1 2016 | 3,977 | 25,441,234 | SPY, MMM, XOM, USB | 13F-HR | 5/13/2016 | 000003610416000046 |
| Q4 2015 | 3,949 | 24,856,642 | SPY, MMM, USB, XOM | 13F-HR | 2/10/2016 | 000003610416000036 |
| Q3 2015 | 3,797 | 23,849,496 | SPY, MMM, USB, XOM | 13F-HR | 11/16/2015 | 000003610415000029 |
| Q2 2015 | 3,728 | 25,804,430 | SPY, MMM, USB, XOM | 13F-HR | 8/10/2015 | 000003610415000020 |
| Q1 2015 | 3,684 | 26,023,551 | MMM, SPY, USB, XOM | 13F-HR | 5/8/2015 | 000003610415000012 |
| Q4 2014 | 3,636 | 25,869,427 | MMM, SPY, USB, XOM | 13F-HR | 2/13/2015 | 000003610415000003 |
| Q3 2014 | 3,590 | 24,685,475 | SPY, MMM, XOM, USB | 13F-HR | 11/14/2014 | 000003610414000038 |
| Q2 2014 | 3,566 | 25,094,383 | XOM, MMM, SPY, USB | 13F-HR | 8/14/2014 | 000003610414000023 |
| Q1 2014 | 3,520 | 24,400,016 | XOM, MMM, SPY, USB | 13F-HR | 5/14/2014 | 000003610414000015 |
| Q4 2013 | 3,438 | 24,684,861 | XOM, MMM, SPY, USB | 13F-HR | 2/13/2014 | 000003610414000006 |