| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 208 | 1,528,002 | VEU, AAPL, MSFT, VWO | 13F-HR | 1/22/2024 | 000100560724000002 |
| Q3 2023 | 195 | 1,350,760 | VEU, AAPL, VWO, MSFT | 13F-HR | 10/26/2023 | 000100560723000010 |
| Q2 2023 | 205 | 1,386,984 | VEU, AAPL, MSFT, VWO | 13F-HR | 7/20/2023 | 000100560723000008 |
| Q1 2023 | 209 | 1,363,764 | VEU, AAPL, VWO, MSFT | 13F-HR | 4/24/2023 | 000100560723000006 |
| Q4 2022 | 204 | 1,273,771 | VEU, AAPL, VWO, MSFT | 13F-HR | 1/24/2023 | 000100560723000002 |
| Q3 2022 | 200 | 1,195,457 | VEU, AAPL, VWO, MSFT | 13F-HR | 10/27/2022 | 000100560722000009 |
| Q2 2022 | 203 | 1,306,736 | VEU, MSFT, AAPL, VWO | 13F-HR | 8/1/2022 | 000100560722000007 |
| Q1 2022 | 206 | 1,355,029 | VEU, VWO, AAPL, VNQ | 13F-HR | 5/4/2022 | 000100560722000005 |
| Q4 2021 | 216 | 1,370,659 | VEU, AAPL, VWO, VNQ | 13F-HR | 1/31/2022 | 000100560722000003 |
| Q3 2021 | 195 | 1,245,001 | VEU, VWO, AAPL, VNQ | 13F-HR | 10/25/2021 | 000100560721000011 |
| Q2 2021 | 200 | 1,214,740 | VEU, VWO, AAPL, VNQ | 13F-HR | 8/9/2021 | 000100560721000007 |
| Q1 2021 | 192 | 1,098,821 | VEU, VWO, AAPL, VNQ | RESTATEMENT | 8/9/2021 | 000100560721000009 |
| Q4 2020 | 183 | 818,029 | SPY, AAPL, MSFT, DHR | 13F-HR | 2/1/2021 | 000100560721000003 |
| Q3 2020 | 155 | 496,921 | AAPL, MSFT, TMO, JPM | 13F-HR | 10/28/2020 | 000100560720000009 |
| Q2 2020 | 150 | 467,217 | AAPL, MSFT, JPM, DHR | 13F-HR | 7/23/2020 | 000100560720000007 |
| Q1 2020 | 145 | 384,036 | AAPL, MSFT, JPM, DHR | 13F-HR | 4/29/2020 | 000100560720000005 |
| Q4 2019 | 154 | 493,953 | AAPL, JPM, MSFT, PRF | 13F-HR | 1/27/2020 | 000100560720000002 |
| Q3 2019 | 162 | 497,920 | MSFT, AAPL, JPM, DHR | 13F-HR | 10/25/2019 | 000100560719000009 |
| Q2 2019 | 165 | 522,650 | MSFT, AAPL, JPM, PRF | 13F-HR | 7/18/2019 | 000100560719000007 |
| Q1 2019 | 163 | 512,071 | MSFT, JPM, AAPL, PRF | 13F-HR | 4/24/2019 | 000100560719000005 |
| Q4 2018 | 178 | 668,512 | MSFT, SPY, JPM, DHR | 13F-HR | 1/28/2019 | 000100560719000002 |
| Q3 2018 | 185 | 782,334 | MSFT, SPY, AAPL, JPM | 13F-HR | 10/26/2018 | 000100560718000010 |
| Q2 2018 | 182 | 733,890 | SPY, MSFT, AAPL, JPM | 13F-HR | 7/19/2018 | 000100560718000008 |
| Q1 2018 | 181 | 726,208 | SPY, MSFT, JPM, AAPL | 13F-HR | 4/19/2018 | 000100560718000006 |
| Q4 2017 | 192 | 754,920 | SPY, MSFT, JPM, AAPL | 13F-HR | 1/25/2018 | 000100560718000002 |
| Q3 2017 | 187 | 730,395 | SPY, MSFT, JPM, AAPL | 13F-HR | 10/19/2017 | 000100560717000009 |
| Q2 2017 | 181 | 702,954 | SPY, MSFT, JPM, WFC | 13F-HR | 7/24/2017 | 000100560717000007 |
| Q1 2017 | 177 | 698,369 | SPY, MSFT, AAPL, JPM | 13F-HR | 4/24/2017 | 000100560717000005 |
| Q4 2016 | 175 | 683,400 | SPY, MSFT, JPM, WFC | 13F-HR | 1/26/2017 | 000100560717000002 |
| Q3 2016 | 174 | 667,958 | SPY, WFC, MSFT, AAPL | 13F-HR | 11/2/2016 | 000100560716000020 |
| Q2 2016 | 171 | 670,652 | SPY, WFC, XOM, DHR | 13F-HR | 7/19/2016 | 000100560716000017 |
| Q1 2016 | 171 | 681,613 | SPY, WFC, MSFT, XOM | 13F-HR | 4/14/2016 | 000100560716000015 |
| Q4 2015 | 174 | 687,529 | WFC, SPY, MSFT, DHR | 13F-HR | 1/20/2016 | 000100560716000011 |
| Q3 2015 | 174 | 680,454 | WFC, SPY, PG, DIS | 13F-HR | 10/16/2015 | 000100560715000009 |
| Q2 2015 | 179 | 747,031 | WFC, SPY, PG, DIS | 13F-HR | 7/21/2015 | 000100560715000007 |
| Q1 2015 | 179 | 760,964 | WFC, SPY, PG, AAPL | 13F-HR | 4/28/2015 | 000100560715000005 |
| Q4 2014 | 185 | 826,824 | WFC, PG, SPY, XOM | 13F-HR | 1/20/2015 | 000100560715000002 |
| Q3 2014 | 177 | 774,096 | WFC, PG, SPY, XOM | 13F-HR | 10/22/2014 | 000100560714000011 |
| Q2 2014 | 176 | 777,140 | WFC, SPY, PG, XOM | 13F-HR | 7/16/2014 | 000100560714000008 |
| Q1 2014 | 182 | 763,600 | WFC, PG, SPY, XOM | 13F-HR | 4/18/2014 | 000100560714000005 |
| Q4 2013 | 181 | 766,998 | WFC, PG, SPY, XOM | 13F-HR | 1/29/2014 | 000100560714000002 |