| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 381 | 2,993,666 | MSFT, AAPL, JPM, IVV | 13F-HR | 7/21/2025 | 000089230325000005 |
| Q1 2025 | 379 | 2,806,808 | AAPL, MSFT, LLY, JPM | 13F-HR | 4/16/2025 | 000089230325000002 |
| Q4 2024 | 365 | 2,914,223 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 1/24/2025 | 000089230325000001 |
| Q3 2024 | 373 | 3,105,688 | MSFT, AAPL, SPY, LLY | 13F-HR | 11/22/2024 | 000089230324000017 |
| Q2 2024 | 376 | 3,020,998 | MSFT, AAPL, SPY, LLY | 13F-HR | 8/9/2024 | 000089230324000009 |
| Q1 2024 | 392 | 3,019,997 | MSFT, AAPL, SPY, JPM | 13F-HR | 4/29/2024 | 000089230324000007 |
| Q4 2023 | 378 | 2,805,076 | MSFT, AAPL, SPY, GOOGL | 13F-HR | 2/1/2024 | 000089230324000003 |
| Q3 2023 | 384 | 2,590,316 | MSFT, AAPL, SPY, GOOGL | 13F-HR | 11/1/2023 | 000089230323000010 |
| Q2 2023 | 394 | 2,737,024 | AAPL, MSFT, SPY, LLY | 13F-HR | 8/2/2023 | 000089230323000005 |
| Q1 2023 | 405 | 2,609,035 | AAPL, MSFT, SPY, SYBT | 13F-HR | 5/15/2023 | 000089230323000004 |
| Q4 2022 | 411 | 2,548,159 | AAPL, MSFT, SPY, SYBT | 13F-HR | 2/2/2023 | 000089230323000001 |
| Q3 2022 | 406 | 2,341,662 | AAPL, MSFT, SPY, SYBT | 13F-HR | 11/3/2022 | 000089230322000023 |
| Q2 2022 | 415 | 2,427,244 | AAPL, MSFT, SPY, SYBT | 13F-HR | 8/24/2022 | 000089230322000015 |
| Q1 2022 | 269 | 1,796,650 | AAPL, MSFT, SYBT, GOOGL | 13F-HR | 4/28/2022 | 000089230322000004 |
| Q4 2021 | 284 | 1,902,422 | AAPL, MSFT, SYBT, GOOGL | 13F-HR | 1/13/2022 | 000089230322000002 |
| Q3 2021 | 241 | 1,583,678 | AAPL, MSFT, SYBT, GOOGL | 13F-HR | 10/14/2021 | 000089230321000018 |
| Q2 2021 | 246 | 1,574,584 | AAPL, MSFT, SYBT, EFA | 13F-HR | 7/14/2021 | 000089230321000013 |
| Q1 2021 | 247 | 1,479,989 | AAPL, MSFT, SYBT, EFA | 13F-HR | 4/14/2021 | 000089230321000007 |
| Q4 2020 | 237 | 1,378,820 | AAPL, MSFT, SYBT, EFA | 13F-HR | 1/20/2021 | 000089230321000003 |
| Q3 2020 | 230 | 1,205,145 | AAPL, MSFT, SYBT, V | 13F-HR | 10/14/2020 | 000089230320000006 |
| Q2 2020 | 228 | 1,132,124 | AAPL, MSFT, SYBT, V | 13F-HR | 7/14/2020 | 000089230320000005 |
| Q1 2020 | 215 | 939,895 | AAPL, MSFT, SYBT, V | 13F-HR | 4/10/2020 | 000089230320000004 |
| Q4 2019 | 237 | 1,175,028 | AAPL, SYBT, MSFT, EFA | 13F-HR | 1/9/2020 | 000089230320000001 |
| Q3 2019 | 231 | 1,096,225 | AAPL, SYBT, MSFT, SPY | 13F-HR | 10/15/2019 | 000089230319000007 |
| Q2 2019 | 230 | 1,070,227 | MSFT, SYBT, AAPL, SPY | 13F-HR | 7/11/2019 | 000089230319000005 |
| Q1 2019 | 227 | 1,027,579 | SYBT, MSFT, AAPL, EFA | 13F-HR | 4/17/2019 | 000089230319000002 |
| Q4 2018 | 211 | 899,088 | SYBT, MSFT, AAPL, SPY | 13F-HR | 1/15/2019 | 000089230319000001 |
| Q3 2018 | 223 | 979,670 | AAPL, SYBT, MSFT, SPY | 13F-HR | 10/15/2018 | 000089230318000007 |
| Q2 2018 | 218 | 908,075 | SYBT, AAPL, MSFT, SPY | 13F-HR | 7/23/2018 | 000089230318000005 |
| Q1 2018 | 222 | 897,336 | SYBT, AAPL, SPY, MSFT | 13F-HR | 4/11/2018 | 000089230318000004 |
| Q4 2017 | 220 | 909,305 | SYBT, SPY, AAPL, MSFT | 13F-HR | 1/11/2018 | 000089230318000001 |
| Q3 2017 | 216 | 853,259 | SYBT, SPY, AAPL, MSFT | 13F-HR | 10/24/2017 | 000089230317000006 |
| Q2 2017 | 223 | 825,761 | SYBT, SPY, AAPL, MSFT | 13F-HR | 7/10/2017 | 000089230317000005 |
| Q1 2017 | 205 | 789,240 | SYBT, SPY, AAPL, CVX | 13F-HR | 4/10/2017 | 000089230317000003 |
| Q4 2016 | 198 | 761,870 | SYBT, SPY, AAPL, CVX | 13F-HR | 1/11/2017 | 000089230317000001 |
| Q3 2016 | 208 | 735,432 | SPY, SYBT, AAPL, CVX | 13F-HR | 10/14/2016 | 000089230316000022 |
| Q2 2016 | 225 | 752,299 | SPY, SYBT, AAPL, CVX | 13F-HR | 7/5/2016 | 000089230316000021 |
| Q1 2016 | 207 | 701,029 | AAPL, SPY, SYBT, CVX | 13F-HR | 4/5/2016 | 000089230316000014 |
| Q4 2015 | 223 | 718,126 | SPY, AAPL, SYBT, IWM | 13F-HR | 1/6/2016 | 000089230316000013 |
| Q3 2015 | 212 | 654,822 | AAPL, SPY, SYBT, NVO | 13F-HR | 10/6/2015 | 000089230315000011 |
| Q2 2015 | 219 | 703,422 | AAPL, SPY, SYBT, SBUX | 13F-HR | 7/6/2015 | 000089230315000009 |
| Q1 2015 | 220 | 705,681 | AAPL, SPY, CVX, NKE | 13F-HR | 4/2/2015 | 000089230315000005 |
| Q4 2014 | 233 | 704,160 | AAPL, SPY, CVX, NKE | 13F-HR | 1/5/2015 | 000089230315000002 |
| Q3 2014 | 213 | 659,862 | AAPL, CVX, SPY, NKE | 13F-HR | 10/3/2014 | 000089230314000018 |
| Q2 2014 | 227 | 705,877 | CVX, AAPL, SPY, XOM | 13F-HR | 7/3/2014 | 000089230314000014 |
| Q1 2014 | 230 | 688,929 | CVX, SPY, XOM, AAPL | 13F-HR | 4/7/2014 | 000089230314000008 |
| Q4 2013 | 214 | 672,152 | CVX, SPY, XOM, S Y BANCORP INC | 13F-HR | 1/7/2014 | 000089230314000002 |