| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 115 | 621,234 | SPY, IVV, IEFA, VYM | 13F-HR | 2/14/2024 | 000108514624001501 |
| Q3 2023 | 111 | 609,610 | SPY, IVV, IEFA, WFC-L | 13F-HR | 11/14/2023 | 000108514623004494 |
| Q2 2023 | 101 | 689,610 | SPY, IVV, IEFA, DVY | 13F-HR | 8/14/2023 | 000108514623003425 |
| Q1 2023 | 101 | 671,551 | SPY, IVV, IEFA, DVY | 13F-HR | 5/15/2023 | 000108514623002452 |
| Q4 2022 | 117 | 5,430,611 | AAPL, CVX, BAC, HPQ | 13F-HR | 2/14/2023 | 000108514623001342 |
| Q3 2022 | 184 | 5,876,593 | AAPL, BAC, USB, CVX | 13F-HR | 11/14/2022 | 000108514622004125 |
| Q2 2022 | 178 | 5,922,770 | AAPL, USB, BAC, HPQ | 13F-HR | 8/15/2022 | 000108514622003133 |
| Q1 2022 | 161 | 6,310,752 | AAPL, USB, BAC, SPY | 13F-HR | 5/16/2022 | 000108514622002194 |
| Q4 2021 | 170 | 6,508,168 | AAPL, BAC, USB, BK | 13F-HR | 2/14/2022 | 000108514622001104 |
| Q3 2021 | 172 | 5,725,519 | AAPL, USB, BAC, SPY | 13F-HR | 11/15/2021 | 000108514621003367 |
| Q2 2021 | 149 | 5,517,181 | AAPL, USB, BAC, SPY | 13F-HR | 8/16/2021 | 000108514621002605 |
| Q1 2021 | 167 | 5,101,544 | AAPL, USB, BAC, SPY | 13F-HR | 5/17/2021 | 000108514621001803 |
| Q4 2020 | 154 | 4,935,361 | AAPL, USB, BAC, SPY | 13F-HR | 2/16/2021 | 000108514621000999 |
| Q3 2020 | 155 | 4,171,616 | AAPL, USB, BAC, SPY | 13F-HR | 11/16/2020 | 000108514620003069 |
| Q2 2020 | 154 | 4,065,761 | AAPL, USB, BAC, WFC | 13F-HR | 8/17/2020 | 000108514620002332 |
| Q1 2020 | 156 | 4,179,802 | AAPL, WFC, USB, BAC | 13F-HR | 5/15/2020 | 000108514620001611 |
| Q4 2019 | 160 | 6,131,343 | AAPL, WFC, USB, BAC | 13F-HR | 2/14/2020 | 000108514620000888 |
| Q3 2019 | 164 | 5,416,109 | AAPL, WFC, USB, BAC | 13F-HR | 11/14/2019 | 000108514619003020 |
| Q2 2019 | 164 | 5,109,171 | AAPL, WFC, USB, BAC | 13F-HR | 8/14/2019 | 000108514619002341 |
| Q1 2019 | 166 | 5,192,257 | WFC, AAPL, USB, BAC | 13F-HR | 5/15/2019 | 000108514619001666 |
| Q4 2018 | 168 | 4,748,181 | WFC, AAPL, USB, BAC | 13F-HR | 2/14/2019 | 000108514619000936 |
| Q3 2018 | 220 | 5,851,196 | AAPL, WFC, USB, BAC | 13F-HR | 11/14/2018 | 000108514618002756 |
| Q2 2018 | 219 | 5,542,374 | WFC, AAPL, USB, BAC | 13F-HR | 8/14/2018 | 000108514618002153 |
| Q1 2018 | 154 | 5,362,956 | WFC, AAPL, USB, BAC | 13F-HR | 5/15/2018 | 000108514618001522 |
| Q4 2017 | 153 | 4,782,852 | WFC, USB, AAPL, BAC | 13F-HR | 2/14/2018 | 000108514618000878 |
| Q3 2017 | 147 | 4,409,024 | WFC, USB, AAPL, BAC | 13F-HR | 11/14/2017 | 000108514617002458 |
| Q2 2017 | 151 | 3,132,510 | WFC, USB, VRSK, USG | 13F-HR | 8/14/2017 | 000108514617001904 |
| Q1 2017 | 183 | 6,063,075 | WFC, USB, AAPL, GS | 13F-HR | 5/15/2017 | 000108514617001380 |
| Q4 2016 | 216 | 3,624,310 | WFC, USB, AAPL, VRSK | 13F-HR | 2/14/2017 | 000108514617000760 |
| Q3 2016 | 165 | 2,711,151 | WFC, USB, VRSK, USG | 13F-HR | 11/14/2016 | 000108514616004864 |
| Q2 2016 | 147 | 2,781,121 | WFC, USB, VRSK, USG | 13F-HR | 8/15/2016 | 000108514616004345 |
| Q1 2016 | 150 | 3,234,269 | WFC, USB, WMT, VRSK | 13F-HR | 5/16/2016 | 000108514616003850 |
| Q4 2015 | 153 | 4,002,274 | WFC, USB, SYA, WMT | 13F-HR | 2/16/2016 | 000108514616003266 |
| Q3 2015 | 149 | 3,959,495 | WFC, USB, SYA, WMT | 13F-HR | 11/16/2015 | 000108514615002374 |
| Q2 2015 | 161 | 4,044,906 | WFC, USB, WMT, SYA | 13F-HR | 8/14/2015 | 000108514615001867 |
| Q1 2015 | 174 | 4,078,890 | WFC, USB, WMT, SYA | 13F-HR | 5/15/2015 | 000108514615001309 |
| Q4 2014 | 141 | 4,063,235 | WFC, USB, WMT, SYA | 13F-HR | 2/17/2015 | 000108514615000730 |
| Q3 2014 | 144 | 4,124,481 | WFC, USB, WMT, SYA | 13F-HR | 11/14/2014 | 000108514614002350 |
| Q2 2014 | 144 | 4,200,709 | WFC, USB, WMT, SYA | 13F-HR | 8/14/2014 | 000108514614001782 |
| Q1 2014 | 125 | 3,980,898 | WFC, USB, WMT, SYA | 13F-HR | 5/15/2014 | 000108514614001219 |
| Q4 2013 | 125 | 3,844,209 | WFC, USB, WMT, SYA | 13F-HR | 2/14/2014 | 000108514614000725 |