| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2016 | 931 | 471,005 | XOM, IVV, IWF, EOG | 13F-HR | 1/23/2017 | 000108582517000003 |
| Q3 2016 | 919 | 472,051 | XOM, IVV, IWF, EOG | 13F-HR | 11/8/2016 | 000108582516000023 |
| Q2 2016 | 921 | 493,327 | XOM, IVV, IWF, EOG | 13F-HR | 7/21/2016 | 000108582516000021 |
| Q1 2016 | 906 | 493,932 | XOM, IVV, IWF, IWD | 13F-HR | 4/13/2016 | 000108582516000019 |
| Q4 2015 | 901 | 487,308 | XOM, IVV, IWF, IWD | 13F-HR | 1/25/2016 | 000108582516000015 |
| Q3 2015 | 895 | 453,325 | XOM, IVV, IWF, IWD | 13F-HR | 10/19/2015 | 000108582515000011 |
| Q2 2015 | 867 | 504,552 | XOM, IVV, IWF, IWD | 13F-HR | 7/20/2015 | 000108582515000008 |
| Q1 2015 | 714 | 512,781 | XOM, IVV, IWF, IWD | 13F-HR | 4/28/2015 | 000108582515000006 |
| Q4 2014 | 727 | 500,291 | XOM, IWF, IWD, IVV | 13F-HR | 1/26/2015 | 000108582515000002 |
| Q3 2014 | 825 | 510,932 | XOM, IWF, IWD, EOG | 13F-HR | 10/29/2014 | 000108582514000030 |
| Q2 2014 | 721 | 548,828 | XOM, IWF, EOG, IWD | 13F-HR | 7/28/2014 | 000108582514000028 |
| Q1 2014 | 696 | 514,125 | XOM, IWF, EOG, IVV | 13F-HR | 5/1/2014 | 000108582514000024 |
| Q4 2013 | 558 | 501,629 | XOM, IWF, IVV, EOG | 13F-HR | 2/5/2014 | 000108582514000017 |