| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 280 | 4,994,356 | SPY, AAPL, IJH, MSFT | 13F-HR | 5/8/2025 | 000089128725000004 |
| Q4 2024 | 275 | 5,124,327 | SPY, AAPL, NVDA, IJH | 13F-HR | 2/7/2025 | 000089128725000002 |
| Q3 2024 | 272 | 5,174,916 | SPY, AAPL, IJH, MSFT | 13F-HR | 11/12/2024 | 000089128724000011 |
| Q2 2024 | 274 | 4,925,083 | SPY, AAPL, MSFT, NVDA | 13F-HR | 8/9/2024 | 000089128724000006 |
| Q1 2024 | 260 | 4,776,647 | SPY, AAPL, MSFT, IJH | 13F-HR | 5/10/2024 | 000089128724000005 |
| Q4 2023 | 263 | 4,334,641 | AAPL, SPY, MSFT, IJH | 13F-HR | 2/9/2024 | 000089128724000003 |
| Q3 2023 | 269 | 3,986,222 | AAPL, SPY, MSFT, IJH | 13F-HR | 11/14/2023 | 000089128723000005 |
| Q2 2023 | 277 | 4,163,365 | AAPL, SPY, MSFT, IJH | 13F-HR | 8/10/2023 | 000089128723000004 |
| Q1 2023 | 270 | 3,926,858 | AAPL, SPY, IJH, MSFT | 13F-HR | 5/1/2023 | 000089128723000003 |
| Q4 2022 | 277 | 3,710,257 | AAPL, SPY, IJH, MSFT | 13F-HR | 2/14/2023 | 000089128723000002 |
| Q3 2022 | 258 | 3,447,718 | AAPL, DHR, MSFT, GOOGL | 13F-HR | 11/8/2022 | 000089128722000004 |
| Q2 2022 | 260 | 3,586,687 | AAPL, GOOGL, MSFT, DHR | 13F-HR | 8/8/2022 | 000089128722000003 |
| Q1 2022 | 275 | 4,199,636 | AAPL, GOOGL, MSFT, DHR | 13F-HR | 5/5/2022 | 000089128722000002 |
| Q4 2021 | 270 | 4,486,913 | AAPL, GOOGL, MSFT, DHR | 13F-HR | 2/8/2022 | 000089128722000001 |
| Q3 2021 | 260 | 4,032,681 | AAPL, GOOGL, DHR, MSFT | 13F-HR | 11/8/2021 | 000089128721000009 |
| Q2 2021 | 259 | 3,977,800 | AAPL, GOOGL, MSFT, DHR | 13F-HR | 8/12/2021 | 000089128721000008 |
| Q1 2021 | 262 | 3,639,452 | AAPL, GOOGL, MSFT, MCHP | 13F-HR | 5/10/2021 | 000089128721000006 |
| Q4 2020 | 266 | 3,484,530 | AAPL, DHR, DIS, GOOGL | 13F-HR | 1/27/2021 | 000089128721000004 |
| Q3 2020 | 243 | 3,059,852 | AAPL, DHR, AMT, AMZN | 13F-HR | 12/1/2020 | 000089128720000006 |
| Q2 2020 | 230 | 2,806,112 | AAPL, AMT, DHR, GOOGL | 13F-HR | 7/20/2020 | 000089128720000005 |
| Q1 2020 | 228 | 2,406,269 | AAPL, AMT, IWV, DHR | 13F-HR | 4/24/2020 | 000089128720000004 |
| Q4 2019 | 241 | 3,050,289 | AAPL, IWV, AMT, DIS | 13F-HR | 1/23/2020 | 000089128720000002 |
| Q3 2019 | 238 | 2,838,988 | AAPL, IWV, AMT, DHR | 13F-HR | 10/24/2019 | 000089128719000008 |
| Q2 2019 | 233 | 2,810,129 | IWV, AAPL, AMT, DHR | 13F-HR | 7/31/2019 | 000089128719000005 |
| Q1 2019 | 224 | 2,686,718 | IWV, AAPL, AMT, WCN | 13F-HR | 4/29/2019 | 000089128719000004 |
| Q4 2018 | 214 | 2,442,664 | IWV, AAPL, AMT, RHT | 13F-HR | 1/18/2019 | 000089128719000001 |
| Q3 2018 | 227 | 2,755,904 | AAPL, IWV, WCN, VEA | 13F-HR | 10/17/2018 | 000089128718000006 |
| Q2 2018 | 223 | 2,570,244 | AAPL, IWV, WCN, VEA | 13F-HR | 7/19/2018 | 000089128718000004 |
| Q1 2018 | 232 | 2,509,047 | AAPL, IWV, VEA, WCN | 13F-HR | 4/19/2018 | 000089128718000003 |
| Q4 2017 | 239 | 2,550,162 | AAPL, IWV, WCN, VEA | 13F-HR | 1/16/2018 | 000089128718000001 |
| Q3 2017 | 219 | 2,419,684 | AAPL, WCN, IWV, VEA | 13F-HR | 10/24/2017 | 000089128717000007 |
| Q2 2017 | 220 | 2,365,879 | AAPL, WCN, IWV, VEA | 13F-HR | 7/31/2017 | 000089128717000005 |
| Q1 2017 | 219 | 2,212,154 | AAPL, WCN, AMT, JNJ | 13F-HR | 5/3/2017 | 000089128717000004 |
| Q4 2016 | 217 | 2,092,608 | AAPL, WCN, IWV, VEA | 13F-HR | 1/18/2017 | 000089128717000002 |
| Q3 2016 | 198 | 2,049,973 | AAPL, WCN, IWV, VEA | 13F-HR | 10/19/2016 | 000089128716000014 |
| Q2 2016 | 211 | 2,035,003 | WCN, IWV, AAPL, XOM | 13F-HR | 7/14/2016 | 000089128716000013 |
| Q1 2016 | 195 | 1,964,215 | AAPL, WCN, IWV, VEA | 13F-HR | 4/18/2016 | 000089128716000012 |
| Q4 2015 | 196 | 1,955,527 | AAPL, IWV, WCN, EFA | 13F-HR | 1/14/2016 | 000089128716000008 |
| Q3 2015 | 194 | 1,871,643 | AAPL, IWV, CB, VEA | 13F-HR | 10/16/2015 | 000089128715000005 |
| Q2 2015 | 191 | 1,935,834 | AAPL, IWV, VEA, XOM | 13F-HR | 7/16/2015 | 000089128715000004 |
| Q1 2015 | 192 | 1,901,003 | AAPL, IWV, VEA, CERN | 13F-HR | 4/17/2015 | 000089128715000003 |
| Q4 2014 | 193 | 1,814,446 | AAPL, XOM, CB, JNJ | 13F-HR | 1/23/2015 | 000089128715000001 |
| Q3 2014 | 193 | 1,740,999 | AAPL, XOM, JNJ, PEP | NEW HOLDINGS | 10/20/2014 | 000089128714000006 |
| Q3 2014 | 193 | 1,740,999 | AAPL, XOM, JNJ, PEP | RESTATEMENT | 10/20/2014 | 000089128714000007 |
| Q2 2014 | 187 | 1,738,597 | AAPL, XOM, JNJ, QCOM | 13F-HR | 7/15/2014 | 000089128714000004 |
| Q1 2014 | 184 | 1,646,601 | XOM, AAPL, JNJ, QCOM | 13F-HR | 4/15/2014 | 000089128714000003 |
| Q4 2013 | 186 | 1,634,581 | VWO, XOM, AAPL, CB | 13F-HR | 1/27/2014 | 000089128714000001 |