| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 906 | 1,793,230 | SPY, IVV, AAPL, MSFT | 13F-HR | 2/7/2024 | 000082940724000001 |
| Q3 2023 | 905 | 1,584,082 | IVV, SPY, AAPL, MDY | 13F-HR | 11/9/2023 | 000082940723000005 |
| Q2 2023 | 920 | 1,623,900 | IVV, SPY, AAPL, MDY | 13F-HR | 8/9/2023 | 000082940723000004 |
| Q1 2023 | 925 | 1,529,541 | SPY, IVV, AAPL, MDY | 13F-HR | 5/11/2023 | 000082940723000003 |
| Q4 2022 | 947 | 1,493,447 | IVV, SPY, JPST, MDY | 13F-HR | 2/2/2023 | 000082940723000001 |
| Q3 2022 | 889 | 1,444,067 | SPY, IVV, AAPL, MDY | 13F-HR | 11/9/2022 | 000082940722000006 |
| Q2 2022 | 853 | 1,545,887 | IVV, SPY, MDY, VCSH | 13F-HR | 8/10/2022 | 000082940722000005 |
| Q1 2022 | 857 | 1,883,732 | SPY, IVV, VCSH, AAPL | 13F-HR | 5/2/2022 | 000082940722000004 |
| Q4 2021 | 874 | 2,027,800 | SPY, IVV, VCSH, AAPL | 13F-HR | 2/9/2022 | 000082940722000001 |
| Q3 2021 | 884 | 1,862,130 | VCSH, SPY, IVV, MDY | 13F-HR | 11/8/2021 | 000082940721000009 |
| Q2 2021 | 873 | 1,883,140 | VCSH, IVV, SPY, MDY | 13F-HR | 8/3/2021 | 000082940721000008 |
| Q1 2021 | 875 | 1,775,964 | VCSH, SPY, MDY, IVV | 13F-HR | 5/14/2021 | 000082940721000005 |
| Q4 2020 | 793 | 1,628,063 | SPY, IVV, VCSH, MDY | 13F-HR | 2/12/2021 | 000082940721000004 |
| Q3 2020 | 306 | 1,239,788 | SPY, IVV, MDY, AAPL | 13F-HR | 11/12/2020 | 000082940720000010 |
| Q2 2020 | 299 | 1,142,952 | SPY, IVV, MDY, MSFT | 13F-HR | 8/4/2020 | 000082940720000009 |
| Q1 2020 | 286 | 1,002,392 | SPY, IVV, MDY, FISV | 13F-HR | 5/6/2020 | 000082940720000006 |
| Q4 2019 | 307 | 1,251,028 | SPY, IVV, MDY, KO | 13F-HR | 2/5/2020 | 000082940720000002 |
| Q3 2019 | 303 | 1,149,347 | SPY, IVV, MDY, KO | 13F-HR | 11/4/2019 | 000082940719000007 |
| Q2 2019 | 307 | 1,121,748 | SPY, IVV, MDY, KO | 13F-HR | 8/6/2019 | 000082940719000006 |
| Q1 2019 | 310 | 1,078,536 | SPY, IVV, MDY, KO | 13F-HR | 5/1/2019 | 000082940719000005 |
| Q4 2018 | 291 | 929,645 | SPY, IVV, MDY, KO | 13F-HR | 2/6/2019 | 000082940719000002 |
| Q3 2018 | 320 | 1,141,464 | SPY, IVV, MDY, JNJ | 13F-HR | 11/7/2018 | 000082940718000007 |
| Q2 2018 | 279 | 974,014 | SPY, IVV, MDY, KO | RESTATEMENT | 8/8/2018 | 000082940718000006 |
| Q1 2018 | 280 | 971,393 | SPY, IVV, MDY, KO | 13F-HR | 5/7/2018 | 000082940718000004 |
| Q4 2017 | 271 | 1,034,063 | SPY, IVV, MDY, KO | 13F-HR | 2/9/2018 | 000082940718000002 |
| Q3 2017 | 249 | 931,629 | SPY, IVV, MDY, KO | 13F-HR | 11/6/2017 | 000082940717000006 |
| Q2 2017 | 243 | 892,309 | SPY, IVV, MDY, KO | 13F-HR | 8/4/2017 | 000082940717000005 |
| Q1 2017 | 240 | 894,446 | SPY, IVV, MDY, KO | 13F-HR | 5/2/2017 | 000082940717000004 |
| Q4 2016 | 240 | 845,358 | SPY, MDY, IVV, KO | 13F-HR | 2/3/2017 | 000082940717000003 |
| Q3 2016 | 244 | 786,370 | SPY, MDY, IVV, EFX | 13F-HR | 11/7/2016 | 000082940716000008 |
| Q2 2016 | 240 | 757,367 | SPY, MDY, IVV, GE | 13F-HR | 8/2/2016 | 000082940716000007 |
| Q1 2016 | 234 | 711,199 | SPY, MDY, IVV, AAPL | 13F-HR | 5/5/2016 | 000082940716000006 |
| Q4 2015 | 234 | 682,122 | SPY, MDY, IVV, GOOG | 13F-HR | 2/11/2016 | 000082940716000005 |
| Q3 2015 | 236 | 639,649 | MDY, SPY, IVV, GOOG | 13F-HR | 11/6/2015 | 000082940715000004 |
| Q2 2015 | 248 | 686,777 | MDY, SPY, IVV, MRK | 13F-HR | 8/17/2015 | 000082940715000003 |
| Q1 2015 | 256 | 691,206 | MDY, SPY, IVV, GE | 13F-HR | 5/12/2015 | 000082940715000002 |
| Q4 2014 | 244 | 665,049 | MDY, SPY, IVV, GE | 13F-HR | 2/4/2015 | 000082940715000001 |
| Q3 2014 | 239 | 606,240 | MDY, SPY, KO, IVV | 13F-HR | 11/4/2014 | 000082940714000006 |
| Q2 2014 | 243 | 613,382 | MDY, SPY, KO, VGK | 13F-HR | 8/6/2014 | 000082940714000005 |
| Q1 2014 | 233 | 591,671 | MDY, SPY, KO, VGK | 13F-HR | 5/6/2014 | 000082940714000003 |
| Q4 2013 | 225 | 582,146 | MDY, SPY, AIG, KO | 13F-HR | 3/5/2014 | 000082940714000002 |