| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 190 | 281,264 | MSFT, SPY, RSP, LLY | 13F-HR | 4/5/2024 | 000143774924011196 |
| Q4 2023 | 184 | 261,178 | MSFT, SPY, RSP, IJR | 13F-HR | 1/12/2024 | 000143774924001259 |
| Q3 2023 | 178 | 237,857 | MSFT, SPY, RSP, IJR | 13F-HR | 10/17/2023 | 000143774923028399 |
| Q2 2023 | 186 | 257,144 | MSFT, SPY, RSP, IJR | 13F-HR | 7/13/2023 | 000143774923019866 |
| Q1 2023 | 190 | 263,792 | HON, MSFT, SPY, RSP | 13F-HR | 4/11/2023 | 000143774923009997 |
| Q4 2022 | 193 | 252,388 | MSFT, SPY, RSP, JNJ | 13F-HR | 1/9/2023 | 000114036123001027 |
| Q3 2022 | 190 | 240,771 | MSFT, SPY, SMMF, AGG | RESTATEMENT | 11/16/2022 | 000114036122041817 |
| Q2 2022 | 196 | 259,090 | MSFT, SMMF, AGG, JNJ | 13F-HR | 7/7/2022 | 000156761922013782 |
| Q1 2022 | 214 | 295,358 | MSFT, SPY, AGG, IDV | 13F-HR | 4/8/2022 | 000156761922008304 |
| Q4 2021 | 214 | 307,171 | MSFT, IJR, AGG, SPY | 13F-HR | 1/10/2022 | 000156761922000883 |
| Q3 2021 | 204 | 276,360 | MSFT, AGG, IJR, PG | 13F-HR | 10/8/2021 | 000156761921018146 |
| Q2 2021 | 196 | 267,345 | MSFT, AGG, IJR, PG | 13F-HR | 7/6/2021 | 000156761921012991 |
| Q1 2021 | 182 | 240,826 | AGG, IJR, MSFT, IEI | 13F-HR | 4/7/2021 | 000156761921007748 |
| Q4 2020 | 166 | 228,463 | AGG, IEI, MSFT, IJR | 13F-HR | 1/7/2021 | 000156761921000696 |
| Q3 2020 | 154 | 201,585 | AGG, MSFT, IEI, PG | 13F-HR | 10/5/2020 | 000156761920017551 |
| Q2 2020 | 153 | 192,150 | AGG, MSFT, IEI, PG | 13F-HR | 7/6/2020 | 000156761920012901 |
| Q1 2020 | 138 | 167,551 | AGG, IEI, MSFT, EFA | 13F-HR | 4/3/2020 | 000156761920007476 |
| Q4 2019 | 155 | 208,660 | AGG, IEI, EFA, MSFT | 13F-HR | 1/6/2020 | 000156761920000447 |
| Q3 2019 | 154 | 196,745 | AGG, IEI, EFA, IJR | 13F-HR | 10/9/2019 | 000156761919019386 |
| Q2 2019 | 159 | 221,215 | AGG, IEI, IJH, JNJ | 13F-HR | 7/3/2019 | 000156761919014383 |
| Q1 2019 | 110 | 127,991 | JNJ, PG, MSFT, XOM | 13F-HR | 4/3/2019 | 000156761919008302 |
| Q4 2018 | 111 | 117,840 | JNJ, PG, MSFT, XOM | 13F-HR | 1/4/2019 | 000156761919000434 |
| Q3 2018 | 120 | 134,188 | JNJ, MSFT, XOM, PG | 13F-HR | 10/3/2018 | 000156761918003624 |
| Q2 2018 | 124 | 128,502 | JNJ, XOM, MSFT, PG | 13F-HR | 7/3/2018 | 000114036118031256 |
| Q1 2018 | 126 | 127,801 | JNJ, PG, MSFT, XOM | 13F-HR | 4/4/2018 | 000114036118016945 |
| Q4 2017 | 117 | 122,262 | JNJ, PG, XOM, SMMF | 13F-HR | 1/4/2018 | 000114036118000659 |
| Q3 2017 | 118 | 120,155 | JNJ, XOM, PG, SMMF | 13F-HR | 10/10/2017 | 000114036117038013 |
| Q2 2017 | 109 | 115,446 | JNJ, SMMF, XOM, PG | 13F-HR | 8/1/2017 | 000114036117029552 |