| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 280 | 1,517,942 | VXUS, AAPL, SPLG, MSFT | 13F-HR | 11/14/2024 | 000108514624005865 |
| Q2 2024 | 133 | 360,005 | VXUS, VOO, AAPL, MSFT | 13F-HR | 8/5/2024 | 000108514624003504 |
| Q1 2024 | 131 | 355,314 | VXUS, VOO, MSFT, AAPL | 13F-HR | 5/8/2024 | 000108514624002307 |
| Q4 2023 | 118 | 338,137 | VXUS, VOO, AAPL, MSFT | 13F-HR | 2/6/2024 | 000108514624000773 |
| Q3 2023 | 107 | 299,586 | VXUS, VOO, AAPL, MSFT | 13F-HR | 11/7/2023 | 000108514623004164 |
| Q2 2023 | 118 | 330,562 | VXUS, VOO, AAPL, MSFT | 13F-HR | 8/7/2023 | 000108514623003127 |
| Q1 2023 | 105 | 320,410 | VXUS, VOO, AAPL, MSFT | 13F-HR | 5/8/2023 | 000108514623002117 |
| Q4 2022 | 105 | 317,518 | VXUS, VOO, UVSP, XLE | 13F-HR | 2/9/2023 | 000108514623000956 |
| Q3 2022 | 100 | 305,672 | VXUS, VOO, BND, UVSP | 13F-HR | 11/3/2022 | 000108514622003770 |
| Q2 2022 | 100 | 306,567 | VXUS, VOO, UVSP, MSFT | 13F-HR | 8/5/2022 | 000108514622002838 |
| Q1 2022 | 113 | 354,964 | VXUS, VOO, UVSP, MSFT | 13F-HR | 5/4/2022 | 000108514622001732 |
| Q4 2021 | 112 | 392,668 | VXUS, VOO, UVSP, AAPL | 13F-HR | 2/7/2022 | 000108514622000614 |
| Q3 2021 | 109 | 358,141 | VXUS, VOO, UVSP, MSFT | 13F-HR | 11/12/2021 | 000108514621003155 |
| Q2 2021 | 109 | 364,252 | VXUS, VOO, UVSP, MSFT | 13F-HR | 7/19/2021 | 000108514621002022 |
| Q1 2021 | 103 | 354,777 | VXUS, VOO, UVSP, JNJ | 13F-HR | 4/14/2021 | 000108514621001190 |
| Q4 2020 | 106 | 344,547 | VXUS, VOO, JNJ, UVSP | 13F-HR | 1/19/2021 | 000108514621000145 |
| Q3 2020 | 101 | 315,958 | VXUS, VOO, JNJ, AAPL | 13F-HR | 10/13/2020 | 000108514620002502 |
| Q2 2020 | 98 | 303,034 | VXUS, VOO, JNJ, UVSP | 13F-HR | 7/9/2020 | 000108514620001717 |
| Q1 2020 | 106 | 251,937 | VXUS, VOO, JNJ, UVSP | 13F-HR | 5/5/2020 | 000122107320000086 |
| Q4 2019 | 100 | 236,080 | UVSP, JNJ, XLU, PNC | 13F-HR | 1/14/2020 | 000108514620000138 |
| Q3 2019 | 109 | 311,864 | VXUS, VOO, UVSP, JNJ | 13F-HR | 11/6/2019 | 000108514619002759 |
| Q2 2019 | 108 | 315,983 | VXUS, VOO, UVSP, JNJ | 13F-HR | 7/12/2019 | 000108514619001857 |
| Q1 2019 | 114 | 305,150 | VXUS, VOO, UVSP, JNJ | 13F-HR | 4/9/2019 | 000108514619001122 |
| Q4 2018 | 112 | 271,409 | VXUS, VOO, UVSP, JNJ | 13F-HR | 1/28/2019 | 000108514619000234 |
| Q3 2018 | 108 | 327,875 | VXUS, VOO, UVSP, JNJ | 13F-HR | 10/10/2018 | 000108514618002265 |
| Q2 2018 | 98 | 249,640 | UVSP, JNJ, Janus Henderson Enterprise A, NKE | 13F-HR | 7/17/2018 | 000108514618001706 |
| Q1 2018 | 93 | 231,162 | UVSP, JNJ, LHX, AAPL | 13F-HR | 4/19/2018 | 000108514618001109 |
| Q4 2017 | 94 | 248,413 | UVSP, JNJ, JPM, AAPL | 13F-HR | 1/22/2018 | 000108514618000173 |
| Q3 2017 | 92 | 236,971 | UVSP, JNJ, XLU, PNC | 13F-HR | 10/13/2017 | 000108514617002050 |
| Q2 2017 | 92 | 237,610 | UVSP, JNJ, PNC, XLU | 13F-HR | 7/28/2017 | 000108514617001586 |
| Q1 2017 | 92 | 228,530 | UVSP, JNJ, PNC, DIS | 13F-HR | 4/11/2017 | 000108514617000956 |
| Q4 2016 | 100 | 236,080 | UVSP, JNJ, XLU, PNC | 13F-HR | 1/13/2017 | 000108514617000125 |
| Q3 2016 | 89 | 220,833 | UVSP, JNJ, XLU, AAPL | 13F-HR | 10/31/2016 | 000108514616004597 |
| Q2 2016 | 94 | 219,310 | UVSP, JNJ, XLU, ABBV | 13F-HR | 7/19/2016 | 000108514616003999 |
| Q1 2016 | 94 | 219,768 | UVSP, JNJ, XLU, AAPL | 13F-HR | 4/15/2016 | 000108514616003454 |
| Q4 2015 | 93 | 219,115 | UVSP, JNJ, HD, BRCM | 13F-HR | 1/21/2016 | 000108514616002635 |
| Q3 2015 | 86 | 204,330 | UVSP, JNJ, AAPL, DIS | 13F-HR | 10/23/2015 | 000108514615002066 |
| Q2 2015 | 87 | 217,723 | UVSP, JNJ, AAPL, DIS | 13F-HR | 7/16/2015 | 000108514615001454 |
| Q1 2015 | 88 | 222,658 | UVSP, JNJ, AAPL, DIS | 13F-HR | 4/30/2015 | 000108514615001016 |
| Q4 2014 | 84 | 228,314 | UVSP, JNJ, AAPL, XLU | 13F-HR | 2/19/2015 | 000108514615000795 |
| Q3 2014 | 82 | 213,297 | UVSP, JNJ, AAPL, XLU | 13F-HR | 11/6/2014 | 000108514614002115 |
| Q2 2014 | 81 | 212,487 | UVSP, AAPL, XLU, DIS | 13F-HR | 7/31/2014 | 000108514614001462 |
| Q1 2014 | 78 | 200,507 | UVSP, XLU, JPM, WFC | 13F-HR | 5/2/2014 | 000108514614000960 |
| Q4 2013 | 79 | 202,808 | UVSP, XLU, GOOGL, JPM | 13F-HR | 2/7/2014 | 000108514614000318 |