| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 462 | 1,572,913 | MGC, NVDA, AAPL, VO | 13F-HR | 1/23/2024 | 000092418124000001 |
| Q3 2023 | 453 | 1,429,635 | MGC, NVDA, AAPL, VO | 13F-HR | 10/16/2023 | 000092418123000005 |
| Q2 2023 | 457 | 1,472,479 | MGC, NVDA, AAPL, VO | 13F-HR | 7/19/2023 | 000092418123000004 |
| Q1 2023 | 445 | 1,402,129 | MGC, AAPL, NVDA, VO | 13F-HR | 4/13/2023 | 000092418123000003 |
| Q4 2022 | 433 | 1,332,262 | MGC, AAPL, VO, SCHD | 13F-HR | 1/17/2023 | 000092418123000001 |
| Q3 2022 | 430 | 1,260,917 | AAPL, MGC, VO, MAA | 13F-HR | 10/17/2022 | 000092418122000005 |
| Q2 2022 | 424 | 1,306,429 | MGC, AAPL, VO, MAA | 13F-HR | 7/28/2022 | 000092418122000004 |
| Q1 2022 | 420 | 1,455,249 | AAPL, MGC, NVDA, VO | 13F-HR | 4/21/2022 | 000092418122000003 |
| Q4 2021 | 429 | 1,503,366 | AAPL, MGC, NVDA, VO | 13F-HR | 1/20/2022 | 000092418122000001 |
| Q3 2021 | 395 | 1,342,405 | AAPL, MGC, VO, NVDA | 13F-HR | 10/26/2021 | 000092418121000005 |
| Q2 2021 | 392 | 1,227,298 | AAPL, MGC, VO, VV | 13F-HR | 7/21/2021 | 000092418121000004 |
| Q1 2021 | 392 | 1,227,298 | AAPL, MGC, VO, VV | 13F-HR | 4/15/2021 | 000092418121000003 |
| Q4 2020 | 374 | 1,157,606 | AAPL, MGC, VO, NVDA | 13F-HR | 1/26/2021 | 000092418121000001 |
| Q3 2020 | 366 | 1,150,958 | BSV, AAPL, MGC, NVDA | 13F-HR | 10/27/2020 | 000092418120000005 |
| Q2 2020 | 360 | 1,027,635 | AAPL, MGC, BSV, MGK | 13F-HR | 7/23/2020 | 000092418120000004 |
| Q1 2020 | 351 | 863,103 | MGC, AAPL, BSV, VEA | 13F-HR | 4/16/2020 | 000092418120000003 |
| Q4 2019 | 387 | 1,068,148 | MGC, AAPL, VEA, MAA | 13F-HR | 1/22/2020 | 000092418120000001 |
| Q3 2019 | 381 | 974,594 | MGC, MAA, BSV, VO | 13F-HR | 10/28/2019 | 000092418119000005 |
| Q2 2019 | 382 | 949,865 | MGC, BSV, VO, MAA | 13F-HR | 7/18/2019 | 000092418119000004 |
| Q1 2019 | 371 | 895,218 | MGC, BSV, MAA, VV | 13F-HR | 4/16/2019 | 000092418119000003 |
| Q4 2018 | 352 | 796,057 | BSV, MGC, MAA, SCHO | 13F-HR | 1/24/2019 | 000092418119000001 |
| Q3 2018 | 370 | 929,123 | MGC, AAPL, VO, BSV | 13F-HR | 10/22/2018 | 000092418118000005 |
| Q2 2018 | 369 | 880,250 | MGC, MAA, BSV, VO | 13F-HR | 7/23/2018 | 000092418118000004 |
| Q1 2018 | 370 | 858,962 | BSV, MAA, VO, MGC | 13F-HR | 4/25/2018 | 000092418118000003 |
| Q4 2017 | 377 | 849,060 | BSV, VO, SCHO, AAPL | 13F-HR | 1/11/2018 | 000092418118000001 |
| Q3 2017 | 369 | 809,897 | BSV, VO, SCHO, VV | 13F-HR | 10/25/2017 | 000092418117000006 |
| Q2 2017 | 368 | 789,189 | SCHO, BSV, VO, MAA | 13F-HR | 7/13/2017 | 000092418117000005 |
| Q1 2017 | 368 | 778,976 | SCHO, BSV, VO, MAA | 13F-HR | 4/26/2017 | 000092418117000004 |
| Q4 2016 | 363 | 726,228 | SCHO, BSV, VO, SCHX | NEW HOLDINGS | 2/22/2017 | 000092418117000003 |
| Q4 2016 | 363 | 726,199 | SCHO, BSV, VO, SCHX | 13F-HR | 1/30/2017 | 000092418117000001 |
| Q3 2016 | 369 | 678,720 | BSV, VO, MAA, VV | 13F-HR | 10/21/2016 | 000092418116000011 |
| Q2 2016 | 388 | 678,282 | BSV, MAA, VO, VV | 13F-HR | 7/18/2016 | 000092418116000010 |
| Q1 2016 | 372 | 667,588 | BSV, SCHO, MAA, VO | 13F-HR | 4/19/2016 | 000092418116000009 |
| Q4 2015 | 370 | 682,227 | SCHO, BSV, VO, AAPL | 13F-HR | 1/22/2016 | 000092418116000007 |
| Q3 2015 | 375 | 632,656 | SCHO, VO, AAPL, IJH | 13F-HR | 10/22/2015 | 000092418115000006 |
| Q2 2015 | 386 | 644,254 | AMJ, VO, AAPL, IJH | 13F-HR | 7/17/2015 | 000092418115000003 |
| Q1 2015 | 391 | 661,408 | AMJ, VO, AAPL, IJH | 13F-HR | 4/17/2015 | 000092418115000002 |
| Q4 2014 | 382 | 649,328 | AMJ, VO, AAPL, IJH | 13F-HR | 2/3/2015 | 000092418115000001 |
| Q3 2014 | 399 | 629,438 | AMJ, IJH, AAPL, BSV | 13F-HR | 10/20/2014 | 000092418114000004 |
| Q2 2014 | 401 | 632,523 | AMJ, IJH, BSV, AAPL | 13F-HR | 7/17/2014 | 000092418114000003 |
| Q1 2014 | 393 | 600,098 | AMJ, IJH, BSV, AAPL | 13F-HR | 4/25/2014 | 000092418114000002 |
| Q4 2013 | 392 | 592,154 | AMJ, IJH, BSV, AAPL | 13F-HR | 1/15/2014 | 000092418114000001 |