| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 357,433 | SPY, AGG, BLV, IWM | 13F-HR | 8/14/2026 | 000162828026056851 |
| Q1 2026 | 11 | 328,259 | SPY, AGG, BLV, IWM | 13F-HR | 5/14/2026 | 000162828026035185 |
| Q4 2025 | 11 | 329,667 | SPY, AGG, BLV, IWM | 13F-HR | 2/12/2026 | 000162828026007782 |
| Q3 2025 | 11 | 341,301 | SPY, AGG, BLV, IWM | 13F-HR | 11/13/2025 | 000162828025052078 |
| Q2 2025 | 11 | 334,597 | SPY, AGG, BLV, IWM | 13F-HR | 8/13/2025 | 000162828025040147 |
| Q1 2025 | 8 | 216,209 | SPY, AGG, IWM, EFA | 13F-HR | 5/14/2025 | 000162828025025488 |
| Q4 2024 | 10 | 252,260 | SPY, AGG, IWM, USIG | 13F-HR | 2/13/2025 | 000162828025005395 |
| Q3 2024 | 10 | 281,407 | SPY, AGG, USIG, IWM | 13F-HR | 11/13/2024 | 000162828024047632 |
| Q2 2024 | 10 | 253,410 | SPY, AGG, IWM, USIG | 13F-HR | 8/13/2024 | 000162828024036930 |
| Q1 2024 | 2,307 | 2,296,450 | SPY, MSFT, AAPL, NVDA | 13F-HR | 5/14/2024 | 000162828024023205 |
| Q4 2023 | 2,343 | 2,127,779 | SPY, AAPL, MSFT, AMZN | 13F-HR | 2/14/2024 | 000162828024004779 |
| Q3 2023 | 2,398 | 1,925,050 | AAPL, MSFT, SPY, BND | 13F-HR | 11/14/2023 | 000162828023038894 |
| Q2 2023 | 2,458 | 2,055,022 | AAPL, MSFT, SPY, BND | 13F-HR | 8/10/2023 | 000162828023028835 |
| Q1 2023 | 2,307 | 1,947,631 | AAPL, MSFT, SPY, BND | 13F-HR | 5/15/2023 | 000162828023018098 |
| Q4 2022 | 2,234 | 2,158,769 | AAPL, MSFT, SPY, AMZN | RESTATEMENT | 6/14/2023 | 000114036123029793 |
| Q4 2022 | 119 | 76,733 | ACN, LIN, MDT, CB | NEW HOLDINGS | 6/14/2023 | 000114036123029797 |
| Q4 2022 | 6 | 71,907 | BND, SPLB, AGG, EEM | NEW HOLDINGS | 3/30/2023 | 000114036123014974 |
| Q3 2022 | 2,189 | 2,034,748 | AAPL, MSFT, SPY, AMZN | RESTATEMENT | 6/14/2023 | 000114036123029806 |
| Q3 2022 | 123 | 73,616 | ACN, LIN, MDT, CB | NEW HOLDINGS | 6/14/2023 | 000114036123029814 |
| Q3 2022 | 5 | 40,359 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014972 |
| Q2 2022 | 2,247 | 2,201,828 | AAPL, MSFT, SPY, AMZN | RESTATEMENT | 6/20/2023 | 000114036123030418 |
| Q2 2022 | 120 | 76,995 | ACN, LIN, MDT, CB | NEW HOLDINGS | 6/20/2023 | 000114036123030420 |
| Q2 2022 | 5 | 44,210 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014963 |
| Q1 2022 | 2,136 | 2,709,389 | AAPL, MSFT, AMZN, SPY | RESTATEMENT | 6/20/2023 | 000114036123030431 |
| Q1 2022 | 106 | 93,981 | ACN, LIN, MDT, CB | NEW HOLDINGS | 6/20/2023 | 000114036123030439 |
| Q1 2022 | 5 | 50,261 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014954 |
| Q4 2021 | 2,643 | 7,126,323 | AAPL, MSFT, AMZN, SPY | RESTATEMENT | 6/21/2023 | 000114036123030674 |
| Q4 2021 | 139 | 232,418 | ACN, LIN, MDT, CB | NEW HOLDINGS | 6/21/2023 | 000114036123030682 |
| Q4 2021 | 5 | 55,526 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014952 |
| Q3 2021 | 2,627 | 6,650,228 | AAPL, MSFT, AMZN, META | RESTATEMENT | 6/21/2023 | 000114036123030727 |
| Q3 2021 | 214 | 251,380 | ACN, MDT, LIN, IWD | NEW HOLDINGS | 6/21/2023 | 000114036123030734 |
| Q3 2021 | 5 | 55,762 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014949 |
| Q2 2021 | 2,481 | 6,676,853 | AAPL, MSFT, AMZN, META | RESTATEMENT | 6/21/2023 | 000114036123030748 |
| Q2 2021 | 228 | 424,021 | ALPHABET INC, SPLB, ACN, MEDTRONIC PLC | NEW HOLDINGS | 6/21/2023 | 000114036123030755 |
| Q2 2021 | 4 | 25,320 | AGG, EEM, HYG, IWO | NEW HOLDINGS | 3/30/2023 | 000114036123014946 |
| Q1 2021 | 2,384 | 6,451,875 | AAPL, MSFT, AMZN, META | RESTATEMENT | 6/26/2023 | 000114036123031372 |
| Q1 2021 | 203 | 241,814 | ACN, MDT, LIN, IWD | NEW HOLDINGS | 6/26/2023 | 000114036123031379 |
| Q1 2021 | 5 | 53,009 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014942 |
| Q4 2020 | 2,404 | 6,488,675 | AAPL, MSFT, AMZN, SPY | RESTATEMENT | 6/22/2023 | 000114036123030894 |
| Q4 2020 | 130 | 194,635 | ACN, MDT, LIN, CB | NEW HOLDINGS | 6/22/2023 | 000114036123030898 |
| Q4 2020 | 5 | 56,290 | SPLB, AGG, EEM, HYG | NEW HOLDINGS | 3/30/2023 | 000114036123014939 |
| Q3 2020 | 2,416 | 5,722,564 | AAPL, MSFT, AMZN, META | RESTATEMENT | 6/26/2023 | 000114036123031331 |
| Q3 2020 | 139 | 176,185 | ACN, MDT, LIN, AON | NEW HOLDINGS | 6/26/2023 | 000114036123031338 |
| Q3 2020 | 4 | 21,754 | AGG, EEM, HYG, IWO | NEW HOLDINGS | 3/30/2023 | 000114036123014937 |
| Q2 2020 | 2,403 | 5,464,965 | MSFT, AAPL, AMZN, META | RESTATEMENT | 6/26/2023 | 000114036123031343 |
| Q2 2020 | 141 | 171,969 | ACN, MDT, LIN, AON | NEW HOLDINGS | 6/26/2023 | 000114036123031351 |
| Q2 2020 | 4 | 20,947 | AGG, EEM, HYG, IWO | NEW HOLDINGS | 3/30/2023 | 000114036123014935 |
| Q1 2020 | 2,342 | 4,717,631 | MSFT, AAPL, AMZN, SPY | RESTATEMENT | 7/12/2023 | 000114036123034149 |
| Q1 2020 | 162 | 155,940 | ACN, MDT, LIN, AGN | NEW HOLDINGS | 7/12/2023 | 000114036123034161 |
| Q1 2020 | 4 | 21,489 | AGG, HYG, EEM, IWO | NEW HOLDINGS | 3/30/2023 | 000114036123014933 |
| Q4 2019 | 2,383 | 6,020,249 | AAPL, MSFT, AMZN, SPY | RESTATEMENT | 7/12/2023 | 000114036123034168 |
| Q4 2019 | 152 | 241,522 | ACN, MDT, LIN, CB | NEW HOLDINGS | 7/12/2023 | 000114036123034172 |
| Q3 2019 | 2,417 | 5,527,949 | MSFT, AAPL, AMZN, META | RESTATEMENT | 7/12/2023 | 000114036123034209 |
| Q3 2019 | 153 | 370,620 | TLT, ACN, MDT, LIN | NEW HOLDINGS | 7/12/2023 | 000114036123034216 |
| Q2 2019 | 2,335 | 5,563,510 | MSFT, AAPL, AMZN, META | RESTATEMENT | 7/12/2023 | 000114036123034242 |
| Q2 2019 | 302 | 366,623 | TLT, ACN, LIN, MDT | NEW HOLDINGS | 7/12/2023 | 000114036123034245 |
| Q1 2019 | 2,400 | 5,181,453 | AAPL, MSFT, AMZN, SPY | RESTATEMENT | 7/13/2023 | 000114036123034332 |
| Q1 2019 | 149 | 337,237 | TLT, ACN, MDT, LIN | NEW HOLDINGS | 7/13/2023 | 000114036123034342 |
| Q4 2018 | 2,433 | 4,720,427 | MSFT, AAPL, AMZN, SPY | RESTATEMENT | 7/13/2023 | 000114036123034355 |
| Q4 2018 | 114 | 276,811 | TLT, ACN, MDT, CB | NEW HOLDINGS | 7/13/2023 | 000114036123034366 |
| Q3 2018 | 2,464 | 5,600,325 | AAPL, MSFT, AMZN, META | RESTATEMENT | 7/13/2023 | 000114036123034374 |
| Q3 2018 | 114 | 306,328 | TLT, ACN, MDT, CB | NEW HOLDINGS | 7/13/2023 | 000114036123034381 |
| Q2 2018 | 2,446 | 6,171,508 | AAPL, MSFT, AMZN, SPY | 13F-HR | 8/15/2018 | 000095012318008994 |
| Q1 2018 | 2,478 | 7,084,662 | BHF, AAPL, SPY, MSFT | 13F-HR | 5/15/2018 | 000095012318005582 |
| Q4 2017 | 2,502 | 7,526,254 | BHF, MERITOR INC, AAPL, SPY | 13F-HR | 2/15/2018 | 000095012318002543 |
| Q3 2017 | 2,461 | 15,973,657 | BHF, AAPL, MSFT, BAC | 13F-HR | 11/14/2017 | 000095012317010832 |
| Q2 2017 | 2,566 | 14,481,390 | AAPL, LQD, MSFT, SPY | 13F-HR | 8/14/2017 | 000095012317007902 |
| Q1 2017 | 2,523 | 14,421,790 | AAPL, MSFT, LQD, SPY | 13F-HR | 5/15/2017 | 000095012317005364 |
| Q4 2016 | 2,631 | 13,911,653 | AAPL, MSFT, SPY, XOM | 13F-HR | 2/14/2017 | 000095012317002514 |
| Q3 2016 | 2,637 | 13,646,631 | AAPL, MSFT, XOM, SPY | 13F-HR | 11/15/2016 | 000095012316022515 |
| Q2 2016 | 44 | 110,045 | ACN, MET, EG, RNR | NEW HOLDINGS | 11/15/2016 | 000095012316022516 |
| Q2 2016 | 2,630 | 13,358,011 | AAPL, SPY, MSFT, XOM | 13F-HR | 8/16/2016 | 000095012316020238 |
| Q1 2016 | 2,509 | 13,011,906 | AAPL, MSFT, SPY, XOM | 13F-HR | 5/16/2016 | 000095012316017421 |
| Q4 2015 | 2,584 | 13,023,348 | AAPL, MSFT, SPY, XOM | 13F-HR | 2/11/2016 | 000095012316014089 |
| Q3 2015 | 2,683 | 13,891,151 | MET SERIES BARCLAYS AGGREGATE BOND, AAPL, SPY, MET SERIES METLIFE STOCK INDEX | 13F-HR | 11/17/2015 | 000095012315012292 |
| Q2 2015 | 2,702 | 14,224,710 | AAPL, SPY, MSFT, XOM | 13F-HR | 8/17/2015 | 000095012315009509 |
| Q1 2015 | 2,219 | 13,597,362 | AAPL, SPY, XOM, MSFT | 13F-HR | 5/15/2015 | 000095012315006213 |
| Q4 2014 | 2,667 | 14,452,430 | AAPL, XOM, MSFT, SPY | 13F-HR | 2/4/2015 | 000095012315000802 |
| Q3 2014 | 2,659 | 13,897,623 | AAPL, XOM, MSFT, SPY | 13F-HR | 11/10/2014 | 000095012314011234 |
| Q2 2014 | 2,768 | 14,409,327 | AAPL, XOM, SPY, MSFT | RESTATEMENT | 8/18/2014 | 000095012314009220 |
| Q1 2014 | 2,725 | 14,427,053 | AAPL, SPY, XOM, MSFT | RESTATEMENT | 5/5/2014 | 000095012314004917 |
| Q4 2013 | 2,740 | 14,233,255 | AAPL, XOM, GOOGL, MSFT | 13F-HR | 1/30/2014 | 000095012314000815 |