| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 564 | 909,925 | SPY, VOO, AAPL, MSFT | 13F-HR | 4/4/2025 | 000110583725000005 |
| Q4 2024 | 569 | 930,988 | SPY, VOO, AAPL, NVDA | 13F-HR | 1/22/2025 | 000110583725000002 |
| Q3 2024 | 582 | 940,028 | SPY, VOO, AAPL, NVDA | 13F-HR | 10/10/2024 | 000110583724000009 |
| Q2 2024 | 612 | 912,231 | SPY, VOO, AAPL, NVDA | 13F-HR | 7/12/2024 | 000110583724000007 |
| Q1 2024 | 613 | 894,958 | SPY, VOO, AAPL, USFR | 13F-HR | 4/16/2024 | 000110583724000004 |
| Q4 2023 | 578 | 816,649 | SPY, VOO, AAPL, USFR | 13F-HR | 1/23/2024 | 000110583724000002 |
| Q3 2023 | 565 | 739,310 | SPY, VOO, AAPL, USFR | 13F-HR | 10/10/2023 | 000110583723000010 |
| Q2 2023 | 555 | 773,821 | SPY, VOO, AAPL, USFR | 13F-HR | 7/13/2023 | 000110583723000007 |
| Q1 2023 | 568 | 767,192 | SPY, VOO, AAPL, XOM | 13F-HR | 4/13/2023 | 000110583723000005 |
| Q4 2022 | 537 | 739,784 | SPY, VOO, AAPL, XOM | 13F-HR | 1/18/2023 | 000110583723000003 |
| Q3 2022 | 536 | 689,998 | SPY, VOO, AAPL, XOM | 13F-HR | 10/24/2022 | 000110583722000010 |
| Q2 2022 | 534 | 732,755 | SPY, VOO, AAPL, XOM | 13F-HR | 7/12/2022 | 000110583722000008 |
| Q1 2022 | 541 | 862,989 | SPY, VOO, AAPL, XOM | 13F-HR | 4/13/2022 | 000110583722000006 |
| Q4 2021 | 547 | 965,756 | SPY, VOO, AAPL, MSFT | 13F-HR | 1/12/2022 | 000110583722000003 |
| Q3 2021 | 544 | 895,424 | SPY, VOO, AAPL, MSFT | 13F-HR | 10/12/2021 | 000110583721000008 |
| Q2 2021 | 527 | 913,881 | SPY, VOO, AAPL, MSFT | 13F-HR | 7/20/2021 | 000110583721000006 |
| Q1 2021 | 546 | 877,999 | SPY, VOO, AAPL, AGG | 13F-HR | 5/6/2021 | 000110583721000004 |
| Q4 2020 | 542 | 850,842 | SPY, VOO, AAPL, AMZN | 13F-HR | 1/7/2021 | 000110583721000002 |
| Q3 2020 | 525 | 761,776 | SPY, VOO, AAPL, AMZN | 13F-HR | 10/22/2020 | 000110583720000008 |
| Q2 2020 | 518 | 705,248 | SPY, VOO, AAPL, VTIP | 13F-HR | 7/9/2020 | 000110583720000006 |
| Q1 2020 | 513 | 601,674 | SPY, VOO, AAPL, VTIP | 13F-HR | 4/21/2020 | 000110583720000004 |
| Q4 2019 | 532 | 782,744 | SPY, VOO, AAPL, XOM | 13F-HR | 1/14/2020 | 000110583720000002 |
| Q3 2019 | 511 | 738,667 | SPY, VOO, JPST, XOM | 13F-HR | 10/2/2019 | 000110583719000008 |
| Q2 2019 | 503 | 726,231 | SPY, VOO, JPST, XOM | 13F-HR | 7/11/2019 | 000110583719000006 |
| Q1 2019 | 504 | 699,502 | SPY, VOO, JPST, XOM | 13F-HR | 4/10/2019 | 000110583719000004 |
| Q4 2018 | 503 | 619,289 | SPY, VOO, XOM, VTIP | 13F-HR | 1/9/2019 | 000110583719000002 |
| Q3 2018 | 517 | 717,662 | SPY, VOO, XOM, AAPL | 13F-HR | 10/12/2018 | 000110583718000008 |
| Q2 2018 | 500 | 692,220 | SPY, VOO, XOM, AAPL | 13F-HR | 7/12/2018 | 000110583718000006 |
| Q1 2018 | 535 | 692,588 | SPY, VOO, XOM, BND | 13F-HR | 4/19/2018 | 000110583718000004 |
| Q4 2017 | 562 | 727,067 | SPY, VOO, XOM, BND | 13F-HR | 1/23/2018 | 000110583718000002 |
| Q3 2017 | 532 | 688,034 | SPY, VOO, XOM, BND | 13F-HR | 10/12/2017 | 000110583717000008 |
| Q2 2017 | 556 | 675,597 | SPY, VOO, XOM, BND | 13F-HR | 7/12/2017 | 000110583717000006 |
| Q1 2017 | 567 | 663,192 | SPY, XOM, VOO, BND | 13F-HR | 5/1/2017 | 000110583717000004 |
| Q4 2016 | 592 | 684,040 | XOM, SPY, VOO, GE | 13F-HR | 2/15/2017 | 000110583717000002 |
| Q3 2016 | 212 | 687,202 | XOM, SPY, GE, BND | 13F-HR | 10/14/2016 | 000110583716000015 |
| Q2 2016 | 208 | 681,992 | XOM, SPY, GE, USMV | 13F-HR | 7/11/2016 | 000110583716000013 |
| Q1 2016 | 206 | 640,556 | XOM, SPY, GE, BND | 13F-HR | 4/12/2016 | 000110583716000011 |
| Q4 2015 | 213 | 623,152 | XOM, SPY, GE, VOO | 13F-HR | 1/13/2016 | 000110583716000009 |
| Q3 2015 | 193 | 542,814 | XOM, SPY, GE, BND | 13F-HR | 11/12/2015 | 000110583715000007 |
| Q2 2015 | 190 | 597,427 | XOM, SPY, GE, BND | 13F-HR | 7/9/2015 | 000110583715000005 |
| Q1 2015 | 191 | 604,943 | XOM, SPY, GE, BND | 13F-HR | 4/30/2015 | 000110583715000004 |
| Q4 2014 | 200 | 596,245 | XOM, SPY, GE, BND | 13F-HR | 1/15/2015 | 000110583715000002 |
| Q3 2014 | 197 | 565,559 | XOM, SPY, GE, AAPL | 13F-HR | 10/15/2014 | 000110583714000008 |
| Q2 2014 | 193 | 579,517 | XOM, SPY, GE, AAPL | 13F-HR | 7/9/2014 | 000110583714000006 |
| Q1 2014 | 211 | 723,875 | XOM, SPY, GE, AAPL | 13F-HR | 4/11/2014 | 000110583714000004 |
| Q4 2013 | 211 | 714,427 | XOM, SPY, GE, AAPL | 13F-HR | 1/28/2014 | 000110583714000002 |