| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 4 | 185,338 | WFC, BAC, BABA, USB | 13F-HR | 10/10/2024 | 000143774924031049 |
| Q2 2024 | 4 | 182,242 | WFC, BAC, BABA, USB | 13F-HR | 10/2/2024 | 000143774924030496 |
| Q1 2024 | 4 | 177,189 | WFC, BAC, BABA, USB | 13F-HR | 4/4/2024 | 000143774924011104 |
| Q4 2023 | 4 | 185,101 | WFC, BAC, BABA, USB | 13F-HR | 1/16/2024 | 000143774924001453 |
| Q3 2023 | 4 | 158,665 | WFC, BAC, BABA, USB | 13F-HR | 10/11/2023 | 000143774923028047 |
| Q2 2023 | 4 | 163,555 | WFC, BAC, BABA, USB | 13F-HR | 7/6/2023 | 000143774923019507 |
| Q1 2023 | 4 | 160,982 | BAC, WFC, BABA, USB | 13F-HR | 4/4/2023 | 000143774923009324 |
| Q4 2022 | 4 | 174,434 | BAC, WFC, BABA, USB | 13F-HR | 1/4/2023 | 000143774923000377 |
| Q3 2022 | 5 | 163,481 | BAC, WFC, BABA, USB | 13F-HR | 10/4/2022 | 000143774922023620 |
| Q2 2022 | 5 | 174,930 | BAC, WFC, BABA, USB | 13F-HR | 7/7/2022 | 000143774922016844 |
| Q1 2022 | 5 | 212,603 | BAC, WFC, BABA, USB | 13F-HR | 4/11/2022 | 000143774922008649 |
| Q4 2021 | 5 | 258,652 | BAC, WFC, BABA, USB | 13F-HR | 1/4/2022 | 000143774922000255 |
| Q3 2021 | 5 | 225,224 | BAC, WFC, BABA, USB | 13F-HR | 10/5/2021 | 000143774921023262 |
| Q2 2021 | 5 | 213,137 | BAC, WFC, BABA, USB | 13F-HR | 7/22/2021 | 000143774921017390 |
| Q1 2021 | 5 | 197,109 | BAC, WFC, BABA, USB | 13F-HR | 4/5/2021 | 000143774921008249 |
| Q4 2020 | 4 | 124,883 | BAC, WFC, USB, PKX | 13F-HR | 1/11/2021 | 000143774921000453 |
| Q3 2020 | 4 | 98,257 | BAC, WFC, USB, PKX | 13F-HR | 10/7/2020 | 000143774920020848 |
| Q2 2020 | 4 | 100,891 | BAC, WFC, USB, PKX | 13F-HR | 7/2/2020 | 000143774920014543 |
| Q1 2020 | 4 | 99,655 | BAC, WFC, USB, PKX | 13F-HR | 4/20/2020 | 000143774920008027 |
| Q4 2019 | 4 | 175,439 | WFC, BAC, USB, PKX | 13F-HR | 1/3/2020 | 000143774920000131 |
| Q3 2019 | 4 | 155,589 | WFC, BAC, USB, PKX | 13F-HR | 10/7/2019 | 000143774919019727 |
| Q2 2019 | 4 | 149,877 | WFC, BAC, USB, PKX | RESTATEMENT | 7/8/2019 | 000143774919013604 |
| Q1 2019 | 4 | 147,657 | WFC, BAC, USB, PKX | 13F-HR | 4/8/2019 | 000143774919006737 |
| Q4 2018 | 4 | 136,956 | WFC, BAC, USB, PKX | 13F-HR | 1/8/2019 | 000143774919000508 |
| Q3 2018 | 4 | 159,459 | WFC, BAC, USB, PKX | 13F-HR | 10/9/2018 | 000143774918018038 |
| Q2 2018 | 4 | 160,811 | WFC, BAC, USB, PKX | 13F-HR | 7/5/2018 | 000143774918012995 |
| Q1 2018 | 4 | 160,242 | WFC, BAC, USB, PKX | 13F-HR | 4/13/2018 | 000143774918006838 |
| Q4 2017 | 4 | 172,733 | WFC, BAC, USB, PKX | 13F-HR | 1/10/2018 | 000143774918000478 |
| Q3 2017 | 4 | 154,249 | WFC, BAC, USB, PKX | 13F-HR | 11/8/2017 | 000143774917018644 |
| Q2 2017 | 4 | 151,878 | WFC, BAC, USB, PKX | 13F-HR | 7/14/2017 | 000143774917012597 |
| Q1 2017 | 4 | 150,695 | WFC, BAC, USB, PKX | 13F-HR | 4/12/2017 | 000143774917006492 |
| Q4 2016 | 4 | 146,258 | WFC, BAC, USB, PKX | 13F-HR | 2/1/2017 | 000143774917001404 |
| Q3 2016 | 4 | 112,983 | WFC, BAC, USB, PKX | 13F-HR | 11/7/2016 | 000143774916041267 |
| Q2 2016 | 4 | 111,941 | WFC, BAC, USB, PKX | 13F-HR | 8/9/2016 | 000143774916036846 |
| Q1 2016 | 4 | 114,219 | WFC, BAC, USB, PKX | 13F-HR | 5/10/2016 | 000143774916031407 |
| Q4 2015 | 4 | 131,558 | WFC, BAC, USB, PKX | 13F-HR | 2/10/2016 | 000143774916025091 |
| Q3 2015 | 4 | 123,655 | WFC, BAC, USB, PKX | 13F-HR | 11/12/2015 | 000143774915020433 |
| Q2 2015 | 4 | 135,222 | WFC, BAC, USB, PKX | 13F-HR | 8/7/2015 | 000143774915015198 |
| Q1 2015 | 4 | 128,638 | WFC, BAC, USB, PKX | 13F-HR | 5/8/2015 | 000143774915009520 |
| Q4 2014 | 4 | 135,324 | WFC, BAC, USB, PKX | 13F-HR | 2/9/2015 | 000143774915002111 |
| Q3 2014 | 4 | 132,541 | WFC, BAC, USB, PKX | 13F-HR | 11/7/2014 | 000143774914019877 |
| Q2 2014 | 4 | 129,889 | WFC, BAC, USB, PKX | 13F-HR | 8/11/2014 | 000143774914014916 |
| Q1 2014 | 4 | 129,220 | WFC, BAC, USB, PKX | 13F-HR | 5/12/2014 | 000143774914008706 |
| Q4 2013 | 4 | 118,773 | WFC, BAC, USB, PKX | 13F-HR | 2/11/2014 | 000143774914001834 |