| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 579 | 6,589,287 | AAPL, MSFT, VO, NVDA | 13F-HR | 4/29/2025 | 000094962325000006 |
| Q4 2024 | 576 | 6,850,526 | AAPL, MSFT, NVDA, VO | 13F-HR | 2/11/2025 | 000094962325000002 |
| Q3 2024 | 586 | 6,752,859 | AAPL, MSFT, NVDA, VO | 13F-HR | 11/13/2024 | 000094962324000014 |
| Q2 2024 | 559 | 6,215,543 | MSFT, AAPL, NVDA, VO | 13F-HR | 8/1/2024 | 000094962324000009 |
| Q1 2024 | 569 | 5,934,477 | MSFT, AAPL, VO, NVDA | 13F-HR | 5/2/2024 | 000094962324000007 |
| Q4 2023 | 569 | 5,602,487 | AAPL, MSFT, VO, AMZN | 13F-HR | 1/26/2024 | 000094962324000002 |
| Q3 2023 | 554 | 5,002,201 | AAPL, MSFT, VO, AMZN | 13F-HR | 11/7/2023 | 000094962323000009 |
| Q2 2023 | 498 | 4,923,783 | AAPL, MSFT, VO, AMZN | 13F-HR | 7/27/2023 | 000094962323000007 |
| Q1 2023 | 499 | 4,646,257 | AAPL, MSFT, VO, AMZN | 13F-HR | 5/2/2023 | 000094962323000004 |
| Q4 2022 | 502 | 4,459,431 | AAPL, MSFT, VO, MRK | 13F-HR | 2/14/2023 | 000094962323000002 |
| Q3 2022 | 483 | 4,056,604 | AAPL, MSFT, VO, AMZN | 13F-HR | 11/1/2022 | 000094962322000009 |
| Q2 2022 | 502 | 4,275,991 | AAPL, MSFT, VO, AMZN | 13F-HR | 8/2/2022 | 000094962322000007 |
| Q1 2022 | 516 | 4,828,071 | AAPL, MSFT, VO, AMZN | 13F-HR | 4/28/2022 | 000094962322000005 |
| Q4 2021 | 517 | 4,868,265 | AAPL, MSFT, VO, AMZN | 13F-HR | 2/10/2022 | 000094962322000002 |
| Q3 2021 | 539 | 4,670,302 | AAPL, MSFT, VO, AMZN | 13F-HR | 10/26/2021 | 000094962321000010 |
| Q2 2021 | 529 | 4,601,512 | AAPL, MSFT, VO, AMZN | 13F-HR | 8/3/2021 | 000094962321000008 |
| Q1 2021 | 528 | 4,300,620 | AAPL, MSFT, VO, AMZN | 13F-HR | 4/29/2021 | 000094962321000006 |
| Q4 2020 | 528 | 3,982,001 | AAPL, MSFT, AMZN, VO | 13F-HR | 2/10/2021 | 000094962321000004 |
| Q3 2020 | 502 | 3,412,787 | AAPL, MSFT, AMZN, VO | 13F-HR | 11/16/2020 | 000094962320000010 |
| Q2 2020 | 517 | 3,124,869 | AAPL, MSFT, AMZN, JPM | 13F-HR | 8/7/2020 | 000094962320000007 |
| Q1 2020 | 477 | 2,257,290 | MSFT, AAPL, AMZN, VZ | 13F-HR | 4/23/2020 | 000094962320000004 |
| Q4 2019 | 546 | 2,806,985 | AAPL, MSFT, JPM, SPY | 13F-HR | 1/31/2020 | 000094962320000002 |
| Q3 2019 | 538 | 2,545,960 | MSFT, AAPL, JPM, SPY | 13F-HR | 11/8/2019 | 000094962319000008 |
| Q2 2019 | 525 | 2,461,013 | MSFT, AAPL, SPY, JPM | 13F-HR | 8/14/2019 | 000094962319000006 |
| Q1 2019 | 530 | 2,354,208 | AAPL, MSFT, SPY, VZ | 13F-HR | 5/10/2019 | 000094962319000004 |
| Q4 2018 | 472 | 2,031,479 | MSFT, AAPL, VEA, SPY | 13F-HR | 2/1/2019 | 000094962319000002 |
| Q3 2018 | 499 | 2,283,987 | AAPL, MSFT, SPY, JPM | 13F-HR | 10/30/2018 | 000094962318000008 |
| Q2 2018 | 495 | 2,163,957 | AAPL, MSFT, SPY, JPM | 13F-HR | 8/3/2018 | 000094962318000006 |
| Q1 2018 | 488 | 2,101,684 | MSFT, AAPL, SPY, JPM | 13F-HR | 4/26/2018 | 000094962318000004 |
| Q4 2017 | 482 | 2,182,999 | MSFT, SPY, AAPL, JPM | 13F-HR | 2/12/2018 | 000094962318000002 |
| Q3 2017 | 489 | 2,052,928 | SPY, MSFT, AAPL, SCHV | 13F-HR | 11/13/2017 | 000094962317000009 |
| Q2 2017 | 491 | 2,013,228 | SPY, AAPL, MSFT, SCHV | 13F-HR | 8/10/2017 | 000094962317000007 |
| Q1 2017 | 494 | 1,955,708 | SPY, AAPL, MSFT, GE | 13F-HR | 5/12/2017 | 000094962317000005 |
| Q4 2016 | 496 | 1,876,558 | IWF, SPY, GE, MSFT | 13F-HR | 2/13/2017 | 000094962317000002 |
| Q2 2016 | 439 | 1,673,219 | IWF, IWD, GE, MSFT | 13F-HR | 8/9/2016 | 000094962316000014 |
| Q1 2016 | 440 | 1,611,277 | IWF, IWD, GE, AAPL | 13F-HR | 5/10/2016 | 000094962316000012 |
| Q4 2015 | 444 | 1,550,776 | IWF, IWD, GE, MSFT | 13F-HR | 2/9/2016 | 000094962316000010 |
| Q3 2015 | 442 | 1,453,794 | IWF, IWD, AAPL, GE | 13F-HR | 11/12/2015 | 000094962315000008 |
| Q2 2015 | 450 | 1,570,825 | IWF, IWD, AAPL, GE | 13F-HR | 8/11/2015 | 000094962315000006 |
| Q1 2015 | 457 | 1,607,632 | IWF, IWD, AAPL, MDY | 13F-HR | 5/4/2015 | 000094962315000004 |
| Q4 2014 | 447 | 1,577,909 | IWF, IWD, AAPL, MDY | 13F-HR | 2/2/2015 | 000094962315000002 |
| Q3 2014 | 432 | 1,425,667 | IWF, MDY, SDY, IWD | 13F-HR | 11/7/2014 | 000094962314000009 |
| Q2 2014 | 424 | 1,436,093 | MDY, IWF, SDY, IWD | 13F-HR | 8/11/2014 | 000094962314000007 |
| Q1 2014 | 437 | 1,389,095 | IWF, MDY, SDY, XOM | 13F-HR | 5/6/2014 | 000094962314000005 |
| Q4 2013 | 408 | 1,334,163 | MDY, IWF, EGOV, SDY | 13F-HR | 2/7/2014 | 000094962314000002 |