| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 275 | 3,075,922 | MSFT, AAPL, JPM, VTI | 13F-HR | 11/8/2024 | 000194104024000491 |
| Q2 2024 | 266 | 2,914,014 | MSFT, AAPL, JPM, VUG | 13F-HR | 8/13/2024 | 000194104024000375 |
| Q1 2024 | 263 | 2,910,443 | MSFT, AAPL, JPM, VTI | 13F-HR | 5/15/2024 | 000194104024000261 |
| Q4 2023 | 263 | 2,772,960 | MSFT, AAPL, JPM, VUG | 13F-HR | 2/14/2024 | 000194104024000144 |
| Q3 2023 | 261 | 2,520,466 | MSFT, AAPL, VTI, JPM | 13F-HR | 11/14/2023 | 000194104023000351 |
| Q2 2023 | 272 | 2,642,511 | AAPL, MSFT, JPM, VTI | 13F-HR | 8/14/2023 | 000194104023000216 |
| Q1 2023 | 256 | 2,529,090 | AAPL, MSFT, ERJN.MX, VTI | 13F-HR | 5/15/2023 | 000194104023000146 |
| Q4 2022 | 187 | 2,146,474 | MSFT, AAPL, SCHW, JPM | 13F-HR | 2/13/2023 | 000194104023000072 |
| Q3 2022 | 191 | 1,904,820 | AAPL, MSFT, SCHW, JPM | 13F-HR | 11/14/2022 | 000079900422000011 |
| Q2 2022 | 193 | 2,076,439 | MSFT, AAPL, SCHW, JPM | 13F-HR | 8/4/2022 | 000079900422000008 |
| Q1 2022 | 201 | 2,478,953 | AAPL, MSFT, SCHW, JPM | 13F-HR | 5/12/2022 | 000079900422000006 |
| Q4 2021 | 199 | 2,528,922 | MSFT, AAPL, JPM, SCHW | 13F-HR | 2/8/2022 | 000079900422000003 |
| Q3 2021 | 198 | 2,373,456 | MSFT, AAPL, JPM, ERJN.MX | 13F-HR | 10/14/2021 | 000079900421000008 |
| Q2 2021 | 194 | 2,355,654 | MSFT, AAPL, JPM, SCHW | 13F-HR | 8/12/2021 | 000079900421000006 |
| Q1 2021 | 193 | 2,219,568 | MSFT, AAPL, JPM, SCHW | 13F-HR | 5/13/2021 | 000079900421000004 |
| Q4 2020 | 181 | 2,023,895 | AAPL, MSFT, JPM, DIS | 13F-HR | 2/10/2021 | 000079900421000002 |
| Q3 2020 | 171 | 1,801,503 | AAPL, MSFT, KR, JPM | 13F-HR | 11/9/2020 | 000079900420000014 |
| Q2 2020 | 166 | 1,765,285 | MSFT, AAPL, KR, JPM | 13F-HR | 8/11/2020 | 000079900420000011 |
| Q1 2020 | 167 | 1,644,620 | MSFT, AAPL, JPM, KR | 13F-HR | 5/7/2020 | 000079900420000006 |
| Q4 2019 | 172 | 2,819,717 | MSFT, JPM, AAPL, T | 13F-HR | 2/11/2020 | 000079900420000004 |
| Q3 2019 | 162 | 2,617,589 | MSFT, AAPL, JPM, T | 13F-HR | 11/14/2019 | 000079900419000010 |
| Q2 2019 | 169 | 2,760,571 | MSFT, JPM, AAPL, KR | 13F-HR | 8/8/2019 | 000079900419000006 |
| Q1 2019 | 188 | 2,698,946 | AAPL, MSFT, JPM, CSCO | 13F-HR | 5/8/2019 | 000079900419000004 |
| Q4 2018 | 173 | 2,563,581 | AAPL, JPM, MSFT, PFE | 13F-HR | 2/4/2019 | 000079900419000002 |
| Q3 2018 | 181 | 3,141,725 | AAPL, MSFT, JPM, PFE | 13F-HR | 11/5/2018 | 000079900418000006 |
| Q2 2018 | 158 | 3,012,809 | MSFT, JPM, AAPL, WFC | 13F-HR | 8/3/2018 | 000079900418000004 |
| Q1 2018 | 166 | 3,014,858 | MSFT, JPM, CSCO, STT | 13F-HR | 5/7/2018 | 000079900418000003 |
| Q4 2017 | 166 | 3,026,265 | AAPL, JPM, MSFT, WMT | 13F-HR | 2/13/2018 | 000079900418000002 |
| Q3 2017 | 154 | 2,910,742 | AAPL, JPM, MSFT, WMT | 13F-HR | 11/2/2017 | 000079900417000009 |
| Q2 2017 | 136 | 2,791,730 | AAPL, JPM, WMT, MSFT | 13F-HR | 8/11/2017 | 000079900417000007 |
| Q1 2017 | 139 | 2,749,801 | AAPL, JPM, WMT, MSFT | 13F-HR | 5/12/2017 | 000079900417000005 |
| Q4 2016 | 139 | 2,701,278 | JPM, AAPL, WFC, MSFT | RESTATEMENT | 2/28/2017 | 000079900417000003 |
| Q3 2016 | 139 | 2,552,609 | AAPL, WMT, JPM, MSFT | 13F-HR | 11/1/2016 | 000079900416000012 |
| Q2 2016 | 136 | 2,452,529 | EMC, WMT, JPM, AAPL | 13F-HR | 8/2/2016 | 000079900416000010 |
| Q1 2016 | 128 | 2,318,609 | MSFT, GE, EMC, WMT | 13F-HR | 5/25/2016 | 000079900416000009 |
| Q4 2015 | 138 | 2,277,821 | MSFT, GE, JPM, EMC | 13F-HR | 2/3/2016 | 000079900416000008 |
| Q3 2015 | 135 | 2,215,816 | MSFT, JPM, PFE, WMT | 13F-HR | 11/2/2015 | 000079900415000006 |
| Q2 2015 | 139 | 2,543,656 | JPM, MSFT, PFE, AET | 13F-HR | 8/11/2015 | 000079900415000005 |
| Q1 2015 | 141 | 2,569,143 | MSFT, AAPL, PFE, AET | 13F-HR | 5/6/2015 | 000079900415000003 |
| Q4 2014 | 141 | 2,572,798 | MSFT, AAPL, BBBY, JPM | 13F-HR | 2/3/2015 | 000079900415000002 |
| Q3 2014 | 151 | 2,435,976 | MSFT, JPM, AAPL, MRK | 13F-HR | 11/3/2014 | 000079900414000005 |
| Q2 2014 | 150 | 2,444,921 | MSFT, RDS.A, JPM, AET | 13F-HR | 8/13/2014 | 000079900414000004 |
| Q1 2014 | 142 | 2,437,877 | MSFT, JPM, MRK, AET | 13F-HR | 4/30/2014 | 000079900414000003 |
| Q4 2013 | 143 | 2,438,000 | MSFT, INTC, VOD, GE | 13F-HR | 2/3/2014 | 000079900414000002 |