| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 147 | 338,525 | IVV, OMFL, AVUV, JGRO | 13F-HR | 10/24/2024 | 000110465924111116 |
| Q2 2024 | 81 | 189,410 | IVV, OMFL, JGRO, HELO | 13F-HR | 7/12/2024 | 000110465924079390 |
| Q1 2024 | 80 | 179,531 | IVV, OMFL, JGRO, VOO | 13F-HR | 4/4/2024 | 000110465924043487 |
| Q4 2023 | 74 | 125,019 | IVV, OMFL, BIV, MSFT | 13F-HR | 1/11/2024 | 000110465924003145 |
| Q1 2022 | 70 | 53,590 | IWB, MSFT, AAPL, GOOGL | 13F-HR | 4/12/2022 | 000110465922045015 |
| Q4 2021 | 70 | 65,509 | IWB, MSFT, EEM, VB | 13F-HR | 1/13/2022 | 000110465922003862 |
| Q3 2021 | 81 | 63,162 | IWB, MSFT, AAPL, GOOGL | 13F-HR | 10/1/2021 | 000110465921121859 |
| Q2 2021 | 83 | 69,127 | IWB, MSFT, AAPL, ADBE | 13F-HR | 7/8/2021 | 000110465921090298 |
| Q1 2021 | 83 | 70,795 | AAPL, MSFT, V, GOOGL | 13F-HR | 4/7/2021 | 000110465921047377 |
| Q4 2020 | 80 | 67,684 | AAPL, MSFT, V, ADBE | 13F-HR | 1/13/2021 | 000110465921003815 |
| Q3 2020 | 82 | 63,576 | MSFT, AAPL, ADBE, V | 13F-HR | 10/6/2020 | 000110465920112675 |
| Q2 2020 | 76 | 60,971 | MSFT, AAPL, V, ADBE | 13F-HR | 7/6/2020 | 000110465920080958 |
| Q1 2020 | 77 | 69,544 | BEISTLE COMPANY, MSFT, V, AAPL | 13F-HR | 4/2/2020 | 000110465920042402 |
| Q4 2019 | 86 | 69,996 | MSFT, V, PNC, PEP | 13F-HR | 1/17/2020 | 000110465920005061 |
| Q3 2019 | 228 | 74,586 | MSFT, V, PNC, PEP | 13F-HR | 10/1/2019 | 000114420419046706 |
| Q2 2019 | 220 | 73,239 | MSFT, V, PNC, PEP | 13F-HR | 7/11/2019 | 000114420419034356 |
| Q1 2019 | 224 | 71,367 | MSFT, V, AAPL, PEP | 13F-HR | 4/4/2019 | 000114420419018128 |
| Q4 2018 | 218 | 66,554 | IWB, PNC, MSFT, V | 13F-HR | 1/25/2019 | 000114420419002817 |
| Q3 2018 | 220 | 76,310 | PNC, MSFT, AAPL, XOM | 13F-HR | 10/23/2018 | 000114420418054937 |
| Q2 2018 | 321 | 80,250 | PNC, MSFT, AAPL, V | 13F-HR | 7/23/2018 | 000114420418039249 |
| Q1 2018 | 349 | 84,591 | PNC, MSFT, AAPL, V | 13F-HR | 4/16/2018 | 000114420418020656 |
| Q4 2017 | 348 | 87,087 | PNC, MSFT, XOM, AAPL | 13F-HR | 1/16/2018 | 000114420418002291 |
| Q3 2017 | 342 | 89,536 | PNC, MSFT, V, VCSH | 13F-HR | 10/12/2017 | 000114420417052209 |
| Q2 2017 | 274 | 91,389 | PNC, XOM, VCSH, PEP | 13F-HR | 7/17/2017 | 000157104917006762 |
| Q1 2017 | 260 | 99,338 | PNC, VBR, AAPL, MSFT | 13F-HR | 4/12/2017 | 000114420417020113 |
| Q4 2016 | 257 | 97,675 | ORRF, VBR, PNC, AAPL | 13F-HR | 1/13/2017 | 000114420417002136 |
| Q3 2016 | 261 | 94,999 | ORRF, VBR, PNC, AAPL | 13F-HR | 10/12/2016 | 000114420416127815 |
| Q2 2016 | 287 | 92,914 | ORRF, VBR, PNC, BEISTLE COMPANY | 13F-HR | 7/20/2016 | 000114420416113670 |
| Q1 2016 | 208 | 92,644 | ORRF, VBR, PNC, AAPL | 13F-HR | 4/8/2016 | 000114420416093450 |
| Q4 2015 | 224 | 92,473 | ORRF, VBR, PNC, V | 13F-HR | 1/22/2016 | 000114420416076592 |
| Q3 2015 | 237 | 85,250 | ORRF, VBR, PNC, V | 13F-HR | 10/8/2015 | 000114420415058566 |
| Q2 2015 | 199 | 91,655 | ORRF, VBR, PNC, SWKS | 13F-HR | 7/6/2015 | 000114420415041111 |
| Q1 2015 | 182 | 92,942 | ORRF, VBR, SWKS, PNC | 13F-HR | 4/21/2015 | 000114420415023955 |
| Q4 2014 | 196 | 94,363 | ORRF, VBR, PNC, V | 13F-HR | 1/6/2015 | 000114420415000799 |
| Q3 2014 | 195 | 92,285 | ORRF, VBR, PNC, MSFT | 13F-HR | 10/10/2014 | 000114420414060536 |
| Q2 2014 | 200 | 94,291 | ORRF, VBR, PNC, V | 13F-HR | 7/9/2014 | 000114420414042029 |
| Q1 2014 | 201 | 93,567 | ORRF, VBR, V, PNC | 13F-HR | 4/11/2014 | 000114420414022002 |
| Q4 2013 | 205 | 96,015 | ORRF, VBR, V, DIA | 13F-HR | 1/13/2014 | 000114420414001900 |