| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 711 | 8,511,134 | IVV, AAPL, PG, IWB | 13F-HR | 2/7/2024 | 000110465924011555 |
| Q3 2023 | 677 | 7,776,333 | IVV, AAPL, PG, IWB | 13F-HR | 11/13/2023 | 000110465923116627 |
| Q2 2023 | 669 | 8,059,171 | IVV, AAPL, PG, IWB | 13F-HR | 8/10/2023 | 000110465923089648 |
| Q1 2023 | 660 | 7,532,499 | IVV, PG, AAPL, IWB | 13F-HR | 5/15/2023 | 000110465923060951 |
| Q4 2022 | 659 | 7,327,148 | IVV, PG, AAPL, IWB | 13F-HR | 2/14/2023 | 000110465923021028 |
| Q3 2022 | 645 | 6,745,926 | IVV, PG, AAPL, IWB | 13F-HR | 11/14/2022 | 000110465922118196 |
| Q2 2022 | 652 | 7,047,076 | IVV, PG, AAPL, IWB | 13F-HR | 8/15/2022 | 000110465922090187 |
| Q1 2022 | 667 | 8,066,640 | IVV, AAPL, PG, IWB | 13F-HR | 5/11/2022 | 000110465922058731 |
| Q4 2021 | 667 | 8,174,158 | IVV, PG, AAPL, IWB | 13F-HR | 2/15/2022 | 000110465922023562 |
| Q3 2021 | 648 | 7,468,246 | IVV, PG, IWB, AAPL | 13F-HR | 11/12/2021 | 000110465921138150 |
| Q2 2021 | 15 | 215,907 | MDT, NVT, WTW, ALC.SW | NEW HOLDINGS | 11/9/2021 | 000110465921136295 |
| Q2 2021 | 617 | 7,013,520 | IVV, PG, IWB, AAPL | 13F-HR | 8/13/2021 | 000110465921104872 |
| Q1 2021 | 602 | 6,649,398 | IVV, PG, IWB, AAPL | 13F-HR | 5/14/2021 | 000110465921066697 |
| Q4 2020 | 589 | 6,002,491 | IVV, PG, AAPL, IWB | 13F-HR | 2/12/2021 | 000110465921022069 |
| Q3 2020 | 573 | 5,396,526 | IVV, PG, AAPL, IWB | 13F-HR | 11/16/2020 | 000110465920125554 |
| Q2 2020 | 577 | 4,945,953 | IVV, PG, AAPL, IWB | 13F-HR | 8/13/2020 | 000110465920094392 |
| Q1 2020 | 524 | 4,519,563 | IVV, PG, IWB, AAPL | 13F-HR | 5/20/2020 | 000110465920063859 |
| Q4 2019 | 601 | 5,312,436 | IVV, PG, IWB, AAPL | 13F-HR | 2/13/2020 | 000110465920019967 |
| Q3 2019 | 596 | 5,020,675 | IVV, PG, IWB, AAPL | 13F-HR | 11/14/2019 | 000110465919063928 |
| Q2 2019 | 604 | 4,832,987 | IVV, PG, IWB, AAPL | 13F-HR | 8/14/2019 | 000114420419039782 |
| Q1 2019 | 601 | 4,682,122 | IVV, PG, IWB, AAPL | 13F-HR | 5/13/2019 | 000114420419025544 |
| Q4 2018 | 601 | 4,111,506 | IVV, PG, IWB, AAPL | 13F-HR | 2/13/2019 | 000114420419006928 |
| Q3 2018 | 633 | 4,500,650 | IVV, PG, IWB, AAPL | 13F-HR | 11/14/2018 | 000114420418059579 |
| Q2 2018 | 629 | 4,079,557 | IVV, PG, IWB, AAPL | 13F-HR | 8/14/2018 | 000114420418044268 |
| Q1 2018 | 606 | 3,910,929 | IVV, PG, IWB, AAPL | 13F-HR | 5/15/2018 | 000114420418028513 |
| Q4 2017 | 614 | 4,003,386 | IVV, PG, IWB, AAPL | 13F-HR | 2/14/2018 | 000114420418008904 |
| Q3 2017 | 606 | 3,783,564 | IVV, PG, IWB, AAPL | 13F-HR | 11/14/2017 | 000114420417058793 |
| Q2 2017 | 608 | 3,590,398 | IVV, PG, IWB, AAPL | 13F-HR | 8/14/2017 | 000114420417042722 |
| Q1 2017 | 609 | 3,459,956 | IVV, PG, IWB, AAPL | 13F-HR | 5/12/2017 | 000114420417026846 |
| Q4 2016 | 587 | 3,249,856 | IVV, PG, IWB, AAPL | 13F-HR | 2/14/2017 | 000114420417008299 |
| Q3 2016 | 567 | 3,124,717 | IVV, PG, IWB, AAPL | 13F-HR | 11/14/2016 | 000114420416133998 |
| Q2 2016 | 559 | 3,036,961 | IVV, PG, IWB, AAPL | 13F-HR | 8/11/2016 | 000114420416118297 |
| Q1 2016 | 546 | 2,856,266 | IVV, PG, IWB, AAPL | 13F-HR | 5/13/2016 | 000114420416101536 |
| Q4 2015 | 535 | 2,852,617 | IVV, PG, IWB, AAPL | 13F-HR | 2/12/2016 | 000114420416081380 |
| Q3 2015 | 544 | 2,724,618 | PG, IVV, IWB, AAPL | 13F-HR | 11/16/2015 | 000114420415065833 |
| Q2 2015 | 544 | 2,977,635 | PG, IVV, IWB, AAPL | 13F-HR | 8/14/2015 | 000114420415049605 |
| Q1 2015 | 544 | 2,982,556 | PG, IVV, IWB, AAPL | 13F-HR | 5/14/2015 | 000114420415030739 |
| Q4 2014 | 565 | 3,039,135 | PG, IVV, IWB, AAPL | 13F-HR | 2/17/2015 | 000114420415009835 |
| Q3 2014 | 559 | 2,985,896 | PG, IVV, IWB, AAPL | 13F-HR | 11/14/2014 | 000114420414068691 |
| Q2 2014 | 502 | 2,799,305 | PG, IVV, IWB, CVX | 13F-HR | 8/14/2014 | 000114420414049828 |
| Q1 2014 | 506 | 2,725,807 | PG, IVV, IWB, EMR | 13F-HR | 5/15/2014 | 000114420414031059 |
| Q4 2013 | 507 | 2,709,678 | PG, IVV, IWB, EMR | 13F-HR | 2/13/2014 | 000114420414008392 |