| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 523 | 4,961,886 | MSFT, AAPL, SPY, VOO | 13F-HR | 4/28/2025 | 000111505525000120 |
| Q4 2024 | 517 | 4,937,089 | MSFT, AAPL, SPY, VOO | 13F-HR | 2/3/2025 | 000111505525000034 |
| Q3 2024 | 519 | 4,977,469 | MSFT, AAPL, VOO, SPY | 13F-HR | 11/5/2024 | 000111505524000172 |
| Q2 2024 | 535 | 4,674,772 | MSFT, AAPL, VOO, AMZN | 13F-HR | 8/6/2024 | 000111505524000155 |
| Q1 2024 | 530 | 4,620,268 | MSFT, AAPL, VOO, AMZN | 13F-HR | 4/30/2024 | 000111505524000130 |
| Q4 2023 | 526 | 4,211,398 | MSFT, AAPL, VOO, SPY | 13F-HR | 1/22/2024 | 000111505524000020 |
| Q3 2023 | 510 | 3,867,577 | MSFT, AAPL, VOO, AMZN | 13F-HR | 11/3/2023 | 000111505523000069 |
| Q2 2023 | 558 | 3,988,204 | AAPL, MSFT, VOO, AMZN | 13F-HR | 8/7/2023 | 000111505523000062 |
| Q1 2023 | 553 | 3,722,586 | AAPL, MSFT, VOO, SPY | 13F-HR | 4/26/2023 | 000111505523000046 |
| Q4 2022 | 542 | 3,466,202 | AAPL, MSFT, VOO, UNH | 13F-HR | 2/3/2023 | 000156761923001768 |
| Q3 2022 | 546 | 2,763,615 | AAPL, VOO, MSFT, SPY | 13F-HR | 10/31/2022 | 000156761922018934 |
| Q2 2022 | 438 | 2,807,532 | VOO, AAPL, MSFT, SPY | 13F-HR | 7/29/2022 | 000156761922014622 |
| Q1 2022 | 440 | 3,157,822 | VOO, AAPL, MSFT, SPY | 13F-HR | 5/2/2022 | 000156761922009216 |
| Q4 2021 | 474 | 3,204,073 | VOO, AAPL, MSFT, SPY | 13F-HR | 2/1/2022 | 000156761922002199 |
| Q3 2021 | 473 | 2,838,138 | VOO, AAPL, MSFT, SPY | 13F-HR | 10/26/2021 | 000156761921018690 |
| Q2 2021 | 464 | 2,470,796 | VOO, SPY, AAPL, MSFT | 13F-HR | 7/21/2021 | 000156761921013771 |
| Q1 2021 | 420 | 2,212,750 | VOO, SPY, AAPL, MSFT | 13F-HR | 4/19/2021 | 000156761921008260 |
| Q4 2020 | 462 | 2,029,690 | VOO, SPY, AAPL, MSFT | 13F-HR | 1/13/2021 | 000156761921000964 |
| Q3 2020 | 453 | 1,840,328 | VOO, SPY, AAPL, MSFT | 13F-HR | 10/27/2020 | 000156761920018217 |
| Q2 2020 | 437 | 1,751,426 | VOO, SPY, MSFT, AAPL | 13F-HR | 7/28/2020 | 000156761920013805 |
| Q1 2020 | 441 | 1,446,460 | VOO, SPY, MSFT, AAPL | 13F-HR | 4/16/2020 | 000156761920008018 |
| Q4 2019 | 477 | 1,614,197 | PNFP, SPY, MSFT, AAPL | 13F-HR | 2/6/2020 | 000156761920002271 |
| Q3 2019 | 342 | 1,392,815 | PNFP, SPY, MSFT, VCIT | 13F-HR | 10/25/2019 | 000156761919019987 |
| Q2 2019 | 349 | 1,332,158 | PNFP, SPY, MSFT, VCIT | 13F-HR | 8/13/2019 | 000156761919016415 |
| Q1 2019 | 457 | 1,241,736 | PNFP, SPY, VCSH, MSFT | 13F-HR | 5/2/2019 | 000156761919009602 |
| Q4 2018 | 312 | 1,055,699 | PNFP, VCSH, SPY, MSFT | 13F-HR | 2/4/2019 | 000156761919002230 |
| Q3 2018 | 432 | 1,191,310 | PNFP, SPY, VCSH, IWF | 13F-HR | 10/31/2018 | 000156761918004817 |
| Q2 2018 | 400 | 1,053,009 | PNFP, SPY, IWF, BIV | 13F-HR | 7/27/2018 | 000114036118033877 |
| Q1 2018 | 412 | 985,309 | PNFP, SPY, BIV, IWF | 13F-HR | 5/3/2018 | 000114036118021498 |
| Q4 2017 | 313 | 948,319 | PNFP, BIV, SPY, IWF | 13F-HR | 2/8/2018 | 000114036118005734 |
| Q3 2017 | 275 | 779,378 | PNFP, IWF, SPY, IWD | 13F-HR | 11/8/2017 | 000114036117041604 |
| Q2 2017 | 477 | 704,460 | BIV, SPY, PNFP, AAPL | 13F-HR | 8/2/2017 | 000114036117029880 |
| Q1 2017 | 248 | 506,934 | PNFP, AAPL, MSFT, SPY | 13F-HR | 5/3/2017 | 000114036117018041 |
| Q4 2016 | 232 | 462,512 | PNFP, SPY, AAPL, MSFT | 13F-HR | 2/15/2017 | 000114036117007783 |
| Q3 2016 | 289 | 444,271 | PNFP, SPY, AAPL, MSFT | 13F-HR | 11/15/2016 | 000114036116086640 |
| Q2 2016 | 282 | 435,073 | PNFP, SPY, MSFT, XOM | 13F-HR | 8/2/2016 | 000114036116074271 |
| Q1 2016 | 254 | 389,899 | PNFP, AAPL, MSFT, XOM | 13F-HR | 5/4/2016 | 000114036116063195 |
| Q4 2015 | 241 | 321,229 | PNFP, SPY, MSFT, AAPL | 13F-HR | 1/28/2016 | 000114036116049024 |
| Q3 2015 | 236 | 318,117 | PNFP, EFA, AAPL, MSFT | 13F-HR | 11/6/2015 | 000114036115039924 |
| Q2 2015 | 235 | 315,576 | PNFP, EFA, AAPL, HCA | 13F-HR | 8/28/2015 | 000114036115033692 |
| Q1 2015 | 232 | 298,845 | PNFP, EFA, AAPL, HCA | 13F-HR | 5/5/2015 | 000114036115017711 |
| Q4 2014 | 217 | 286,590 | PNFP, AAPL, XOM, HCA | 13F-HR | 1/30/2015 | 000114036115003196 |
| Q3 2014 | 201 | 262,089 | PNFP, AAPL, XOM, HCA | 13F-HR | 11/12/2014 | 000114036114041199 |
| Q2 2014 | 193 | 251,089 | PNFP, XOM, AAPL, JPM | 13F-HR | 7/29/2014 | 000114036114029603 |
| Q1 2014 | 183 | 223,484 | PNFP, XOM, SPY, JPM | 13F-HR | 5/2/2014 | 000114036114018491 |
| Q4 2013 | 166 | 218,845 | PNFP, XOM, AMZN, SPY | 13F-HR | 2/10/2014 | 000114036114005553 |