Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 275 | 1,399,958 | AVGO, MSFT, MRK, KO | 13F-HR | 11/6/2024 | 000108514624005381 |
Q2 2024 | 268 | 1,298,754 | AVGO, MSFT, MRK, KO | 13F-HR | 8/1/2024 | 000108514624003412 |
Q1 2024 | 274 | 1,269,091 | AVGO, MSFT, MRK, ABBV | 13F-HR | 5/10/2024 | 000108514624002375 |
Q4 2023 | 281 | 1,204,078 | AVGO, MSFT, MRK, KO | 13F-HR | 2/9/2024 | 000108514624000928 |
Q3 2023 | 278 | 1,093,596 | AVGO, MSFT, MRK, KO | 13F-HR | 11/9/2023 | 000108514623004225 |
Q2 2023 | 269 | 1,061,682 | AVGO, MSFT, MRK, KO | 13F-HR | 8/1/2023 | 000108514623002991 |
Q1 2023 | 255 | 1,104,407 | AVGO, MRK, MSFT, ABBV | 13F-HR | 4/18/2023 | 000131586323000459 |
Q4 2022 | 272 | 1,186,664 | MRK, AVGO, ABBV, DVY | 13F-HR | 1/31/2023 | 000131586323000080 |
Q3 2022 | 257 | 1,065,248 | MRK, MSFT, AVGO, PFF | 13F-HR | 11/2/2022 | 000131586322000742 |
Q2 2022 | 317 | 1,179,250 | MSFT, MRK, AVGO, DVY | 13F-HR | 7/29/2022 | 000131586322000533 |
Q1 2022 | 312 | 1,318,242 | AVGO, MSFT, DVY, VNQ | 13F-HR | 5/10/2022 | 000156761922009928 |
Q4 2021 | 316 | 1,352,542 | AVGO, PFF, VNQ, MSFT | 13F-HR | 1/25/2022 | 000156761922001643 |
Q3 2021 | 326 | 1,278,767 | PFF, AVGO, VNQ, DVY | 13F-HR | 11/9/2021 | 000156761921019516 |
Q2 2021 | 324 | 1,248,230 | PFF, VNQ, AVGO, DVY | 13F-HR | 8/12/2021 | 000156761921015146 |
Q1 2021 | 305 | 1,038,384 | PFF, AVGO, DVY, EMB | 13F-HR | 4/30/2021 | 000156761921008771 |
Q4 2020 | 305 | 969,521 | PFF, EMB, AVGO, VNQ | 13F-HR | 1/27/2021 | 000156761921001587 |
Q3 2020 | 305 | 946,013 | PFF, EMB, AVGO, VNQ | 13F-HR | 11/3/2020 | 000156761920018587 |
Q2 2020 | 302 | 884,098 | PFF, VNQ, CSCO, DVY | 13F-HR | 8/11/2020 | 000156761920014678 |
Q1 2020 | 294 | 689,422 | PFF, VNQ, MRK, DVY | 13F-HR | 5/1/2020 | 000156761920008729 |
Q4 2019 | 314 | 915,778 | PFF, VNQ, DVY, IDV | 13F-HR | 1/31/2020 | 000156761920001772 |
Q3 2019 | 316 | 863,521 | PFF, VNQ, DVY, IDV | 13F-HR | 11/12/2019 | 000156761919020927 |
Q2 2019 | 312 | 818,302 | PFF, VNQ, DVY, CSCO | 13F-HR | 7/31/2019 | 000156761919015499 |
Q1 2019 | 297 | 779,762 | PFF, VNQ, DVY, IDV | 13F-HR | 5/1/2019 | 000156761919009518 |
Q4 2018 | 301 | 719,162 | PFF, DVY, VNQ, IDV | 13F-HR | 1/30/2019 | 000156761919001885 |
Q3 2018 | 308 | 777,782 | PFF, DVY, VNQ, IDV | 13F-HR | 11/13/2018 | 000156761918005667 |
Q2 2018 | 305 | 703,293 | PFF, DVY, VNQ, IDV | 13F-HR | 8/6/2018 | 000114036118035519 |
Q1 2018 | 303 | 652,261 | PFF, DVY, IDV, VNQ | 13F-HR | 5/8/2018 | 000114036118022078 |
Q4 2017 | 297 | 662,852 | PFF, DVY, VNQ, IDV | 13F-HR | 2/14/2018 | 000114036118007627 |
Q3 2017 | 304 | 677,559 | PFF, VNQ, DVY, IDV | 13F-HR | 11/14/2017 | 000114036117042462 |
Q2 2017 | 308 | 678,822 | PFF, VNQ, DVY, IDV | 13F-HR | 8/14/2017 | 000114036117031834 |
Q1 2017 | 296 | 607,346 | PFF, VNQ, DVY, IDV | 13F-HR | 5/2/2017 | 000114036117017861 |
Q4 2016 | 302 | 594,983 | PFF, VNQ, DVY, IDV | 13F-HR | 2/8/2017 | 000114036117005015 |
Q3 2016 | 294 | 553,733 | PFF, VNQ, DVY, IDV | 13F-HR | 11/14/2016 | 000114036116086092 |
Q2 2016 | 295 | 511,188 | PFF, DVY, IXC, IDV | 13F-HR | 8/9/2016 | 000114036116075409 |
Q1 2016 | 292 | 459,104 | PFF, DVY, IDV, IXC | 13F-HR | 5/11/2016 | 000114036116064447 |
Q4 2015 | 321 | 589,315 | PFF, DVY, IYR, VNQ | 13F-HR | 2/9/2016 | 000114036116050756 |
Q3 2015 | 325 | 529,965 | PFF, DVY, IYR, VNQ | 13F-HR | 11/12/2015 | 000114036115040792 |
Q2 2015 | 328 | 632,330 | PFF, IDV, IXC, VNQ | 13F-HR | 8/5/2015 | 000114036115029849 |
Q1 2015 | 322 | 608,212 | PFF, VNQ, IYR, EWA | 13F-HR | 5/8/2015 | 000114036115018372 |
Q4 2014 | 321 | 566,993 | PFF, IYR, VNQ, EWA | 13F-HR | 2/2/2015 | 000114036115003388 |
Q3 2014 | 315 | 545,138 | PFF, EWA, EWM, VNQ | 13F-HR | 11/12/2014 | 000114036114041175 |
Q2 2014 | 316 | 529,444 | PFF, EWA, EWM, VNQ | 13F-HR | 8/12/2014 | 000114036114031855 |
Q1 2014 | 306 | 483,104 | PFF, EWA, EWM, XLU | 13F-HR | 5/12/2014 | 000114036114020050 |
Q4 2013 | 312 | 496,703 | PFF, EWA, EWM, XLU | 13F-HR | 1/31/2014 | 000114036114003975 |