| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 203 | 417,679 | IVV, EFA, IWM, AAPL | 13F-HR | 11/13/2024 | 000071253724000123 |
| Q2 2024 | 195 | 388,292 | IVV, EFA, IWM, AAPL | 13F-HR | 8/13/2024 | 000071253724000103 |
| Q1 2024 | 195 | 376,715 | IVV, EFA, IWM, XBAP | 13F-HR | 5/14/2024 | 000071253724000089 |
| Q4 2023 | 171 | 323,046 | IVV, EFA, IWM, XBAP | 13F-HR | 2/14/2024 | 000071253724000034 |
| Q3 2023 | 166 | 299,387 | IVV, EFA, XBAP, IWM | 13F-HR | 11/14/2023 | 000071253723000114 |
| Q2 2023 | 165 | 307,978 | IVV, EFA, AAPL, XBAP | 13F-HR | 8/10/2023 | 000071253723000101 |
| Q1 2023 | 172 | 277,472 | IVV, EFA, AAPL, IWM | 13F-HR | 5/12/2023 | 000071253723000093 |
| Q4 2022 | 172 | 268,854 | IVV, EFA, FCF, AAPL | 13F-HR | 2/14/2023 | 000071253723000047 |
| Q3 2022 | 165 | 239,067 | IVV, EFA, AAPL, FCF | 13F-HR | 11/9/2022 | 000071253722000048 |
| Q2 2022 | 174 | 268,381 | IVV, EFA, AAPL, FCF | 13F-HR | 8/12/2022 | 000071253722000035 |
| Q1 2022 | 179 | 312,579 | IVV, EFA, AAPL, IWM | 13F-HR | 5/13/2022 | 000071253722000028 |
| Q4 2021 | 175 | 309,880 | IVV, EFA, AAPL, IWM | 13F-HR | 2/14/2022 | 000071253722000004 |
| Q3 2021 | 169 | 277,559 | IVV, EFA, IWM, AAPL | 13F-HR | 11/15/2021 | 000071253721000031 |
| Q2 2021 | 167 | 285,136 | IVV, EFA, IWM, AAPL | 13F-HR | 8/16/2021 | 000071253721000023 |
| Q1 2021 | 160 | 254,131 | IVV, EFA, IWM, AAPL | 13F-HR | 5/14/2021 | 000071253721000017 |
| Q4 2020 | 154 | 230,475 | IVV, EFA, AAPL, IWM | 13F-HR | 2/16/2021 | 000071253721000004 |
| Q3 2020 | 156 | 214,112 | IVV, EFA, AAPL, IWM | 13F-HR | 11/16/2020 | 000071253720000033 |
| Q2 2020 | 160 | 211,721 | IVV, EFA, IWM, AAPL | 13F-HR | 8/14/2020 | 000071253720000022 |
| Q1 2020 | 143 | 165,894 | IVV, EFA, AAPL, STBA | 13F-HR | 5/14/2020 | 000071253720000014 |
| Q4 2019 | 138 | 185,614 | IVV, STBA, FCF, EFA | 13F-HR | 2/14/2020 | 000071253720000004 |
| Q3 2019 | 137 | 168,212 | IVV, EFA, STBA, FCF | 13F-HR | 11/14/2019 | 000071253719000039 |
| Q2 2019 | 139 | 163,817 | IVV, EFA, STBA, FCF | 13F-HR | 8/14/2019 | 000071253719000031 |
| Q1 2019 | 141 | 159,965 | IVV, STBA, EFA, FCF | 13F-HR | 5/14/2019 | 000071253719000025 |
| Q4 2018 | 134 | 142,599 | IVV, STBA, AAPL, FCF | 13F-HR | 2/14/2019 | 000071253719000004 |
| Q3 2018 | 147 | 150,789 | IVV, AAPL, STBA, EFA | 13F-HR | 11/14/2018 | 000071253718000044 |
| Q2 2018 | 120 | 97,219 | AAPL, STBA, FCF, JPM | 13F-HR | 8/13/2018 | 000071253718000036 |
| Q1 2018 | 124 | 94,697 | AAPL, STBA, FCF, PNC | 13F-HR | 5/15/2018 | 000071253718000026 |
| Q4 2017 | 121 | 94,635 | AAPL, STBA, FCF, PG | 13F-HR | 2/15/2018 | 000071253718000008 |
| Q3 2017 | 112 | 87,632 | STBA, FCF, PG, AAPL | 13F-HR | 11/13/2017 | 000071253717000039 |
| Q2 2017 | 112 | 90,806 | STBA, FCF, PG, AAPL | 13F-HR | 8/14/2017 | 000071253717000033 |
| Q1 2017 | 91 | 77,551 | STBA, FCF, AAPL, PNC | 13F-HR | 5/15/2017 | 000071253717000025 |
| Q4 2016 | 87 | 80,428 | STBA, FCF, AAPL, PNC | 13F-HR | 2/15/2017 | 000071253717000009 |
| Q3 2016 | 82 | 76,715 | STBA, FCF, AAPL, XOM | 13F-HR | 11/14/2016 | 000071253716000099 |
| Q2 2016 | 79 | 78,769 | STBA, FCF, AAPL, XOM | 13F-HR | 8/9/2016 | 000071253716000077 |
| Q1 2016 | 81 | 80,495 | STBA, AAPL, FCF, CVS | RESTATEMENT | 5/18/2016 | 000071253716000071 |
| Q4 2015 | 85 | 84,372 | STBA, FCF, AAPL, GILD | 13F-HR | 2/16/2016 | 000071253716000052 |
| Q3 2015 | 89 | 79,941 | STBA, AAPL, FCF, DIS | 13F-HR | 11/16/2015 | 000071253715000042 |
| Q2 2015 | 86 | 85,482 | STBA, AAPL, GILD, FCF | 13F-HR | 8/7/2015 | 000071253715000026 |
| Q1 2015 | 87 | 89,554 | STBA, AAPL, CVS, DIS | 13F-HR | 5/11/2015 | 000071253715000022 |
| Q4 2014 | 89 | 92,474 | STBA, XOM, FCF, AAPL | 13F-HR | 2/17/2015 | 000071253715000010 |
| Q3 2014 | 81 | 91,964 | XOM, FCF, STBA, AAPL | 13F-HR | 11/10/2014 | 000071253714000040 |
| Q2 2014 | 84 | 93,626 | XOM, FCF, STBA, AAPL | 13F-HR | 8/11/2014 | 000071253714000032 |
| Q1 2014 | 83 | 87,839 | XOM, FCF, STBA, AAPL | 13F-HR | 5/12/2014 | 000071253714000025 |
| Q4 2013 | 86 | 89,058 | XOM, FCF, STBA, AAPL | 13F-HR | 2/14/2014 | 000071253714000007 |