| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 797 | 10,965,190 | SYK, IVV, IEFA, V | 13F-HR | 4/30/2025 | 000116217025000005 |
| Q4 2024 | 806 | 10,986,632 | SYK, IVV, IEFA, AAPL | 13F-HR | 1/24/2025 | 000116217025000001 |
| Q3 2024 | 832 | 11,241,436 | SYK, IVV, IEFA, AAPL | 13F-HR | 10/22/2024 | 000116217024000006 |
| Q2 2024 | 792 | 10,544,835 | SYK, IVV, IEFA, AAPL | 13F-HR | 7/22/2024 | 000116217024000005 |
| Q1 2024 | 776 | 10,760,567 | SYK, IVV, IEFA, IJH | 13F-HR | 4/29/2024 | 000116217024000004 |
| Q4 2023 | 750 | 9,326,456 | SYK, IVV, IEFA, AAPL | 13F-HR | 1/31/2024 | 000116217024000001 |
| Q3 2023 | 743 | 8,669,573 | SYK, IVV, IEFA, AAPL | 13F-HR | 11/9/2023 | 000116217023000006 |
| Q2 2023 | 766 | 9,407,181 | SYK, IVV, IEFA, AAPL | 13F-HR | 8/9/2023 | 000116217023000005 |
| Q1 2023 | 771 | 8,849,844 | SYK, IVV, IEFA, AAPL | 13F-HR | 5/11/2023 | 000116217023000004 |
| Q4 2022 | 744 | 7,896,878 | SYK, IVV, IEFA, EEM | 13F-HR | 1/25/2023 | 000116217023000001 |
| Q3 2022 | 707 | 6,756,619 | SYK, IVV, IEFA, AAPL | 13F-HR | 11/10/2022 | 000116217022000006 |
| Q2 2022 | 713 | 6,607,929 | SYK, IVV, IEFA, IJH | 13F-HR | 8/11/2022 | 000116217022000005 |
| Q1 2022 | 755 | 8,376,890 | SYK, IVV, IEFA, IJH | 13F-HR | 4/27/2022 | 000116217022000004 |
| Q4 2021 | 759 | 8,530,757 | SYK, IVV, IEFA, IJH | 13F-HR | 2/11/2022 | 000116217022000003 |
| Q3 2021 | 721 | 8,202,095 | SYK, IVV, IEFA, IJH | 13F-HR | 11/12/2021 | 000116217021000008 |
| Q2 2021 | 721 | 8,065,474 | SYK, IVV, IEFA, IJH | 13F-HR | 8/10/2021 | 000116217021000007 |
| Q1 2021 | 708 | 7,569,287 | SYK, IVV, IEFA, IJH | 13F-HR | 4/30/2021 | 000116217021000004 |
| Q4 2020 | 624 | 7,525,303 | SYK, IVV, IEFA, IJH | 13F-HR | 2/8/2021 | 000116217021000001 |
| Q3 2020 | 565 | 6,452,128 | SYK, IVV, IEFA, IJH | 13F-HR | 10/30/2020 | 000116217020000006 |
| Q2 2020 | 549 | 5,704,254 | SYK, IVV, IEFA, IJH | 13F-HR | 8/12/2020 | 000116217020000005 |
| Q1 2020 | 492 | 5,030,815 | SYK, IVV, IEFA, IJH | 13F-HR | 4/29/2020 | 000116217020000004 |
| Q4 2019 | 547 | 6,382,955 | SYK, IVV, EFA, IJH | 13F-HR | 2/11/2020 | 000116217020000003 |
| Q3 2019 | 555 | 6,436,522 | SYK, IVV, IJH, EFA | 13F-HR | 11/8/2019 | 000116217019000007 |
| Q2 2019 | 541 | 6,319,270 | SYK, IVV, IJH, EFA | 13F-HR | 7/24/2019 | 000116217019000006 |
| Q1 2019 | 525 | 6,067,651 | SYK, IVV, EFA, IJH | 13F-HR | 5/8/2019 | 000116217019000005 |
| Q4 2018 | 490 | 5,055,440 | SYK, IVV, EFA, IJH | 13F-HR | 2/7/2019 | 000116217019000001 |
| Q3 2018 | 531 | 5,529,840 | SYK, IVV, IJH, IJR | 13F-HR | 10/29/2018 | 000116217018000006 |
| Q2 2018 | 513 | 5,251,381 | SYK, IVV, IJH, IJR | 13F-HR | 8/7/2018 | 000116217018000005 |
| Q1 2018 | 530 | 5,035,894 | SYK, IVV, IJH, IJR | 13F-HR | 4/30/2018 | 000116217018000004 |
| Q4 2017 | 683 | 4,929,256 | SYK, IVV, IJH, IJR | 13F-HR | 2/8/2018 | 000116217018000001 |
| Q3 2017 | 698 | 4,559,301 | SYK, IVV, IJH, IJR | 13F-HR | 11/13/2017 | 000116217017000006 |
| Q2 2017 | 372 | 4,381,213 | SYK, IVV, IJH, IJR | 13F-HR | 7/24/2017 | 000116217017000005 |
| Q1 2017 | 321 | 4,157,340 | SYK, IVV, IJH, IJR | 13F-HR | 4/28/2017 | 000116217017000004 |
| Q4 2016 | 243 | 3,808,635 | SYK, IVV, IJR, XLE | 13F-HR | 1/24/2017 | 000116217017000001 |
| Q3 2016 | 209 | 3,799,666 | SYK, IVV, AAPL, XLE | 13F-HR | 10/19/2016 | 000116217016000012 |
| Q2 2016 | 172 | 3,904,241 | SYK, IVV, WFC, CB | 13F-HR | 7/28/2016 | 000116217016000011 |
| Q1 2016 | 162 | 3,677,205 | SYK, IVV, WFC, CELG | 13F-HR | 4/28/2016 | 000116217016000010 |
| Q4 2015 | 166 | 3,313,278 | SYK, CELG, WFC, BR | 13F-HR | 2/5/2016 | 000116217016000007 |
| Q3 2015 | 181 | 3,350,072 | SYK, CELG, WFC, CHKP | 13F-HR | 10/30/2015 | 000116217015000006 |
| Q2 2015 | 160 | 3,465,384 | SYK, CELG, MKL, AVGO | 13F-HR | 8/12/2015 | 000116217015000005 |
| Q1 2015 | 157 | 3,329,034 | SYK, CELG, AVGO, MKL | 13F-HR | 4/20/2015 | 000116217015000004 |
| Q4 2014 | 164 | 3,453,091 | SYK, CELG, OMC, WFC | 13F-HR | 2/2/2015 | 000116217015000002 |
| Q3 2014 | 160 | 3,031,369 | SYK, DEM, CELG, WFC | 13F-HR | 10/20/2014 | 000116217014000005 |
| Q2 2014 | 163 | 3,150,602 | SYK, DEM, DGS, WFC | 13F-HR | 8/12/2014 | 000116217014000004 |
| Q1 2014 | 158 | 3,110,296 | SYK, DEM, DGS, WFC | 13F-HR | 5/13/2014 | 000116217014000003 |
| Q4 2013 | 163 | 2,910,436 | SYK, DEM, VWO, CHKP | 13F-HR | 2/12/2014 | 000116217014000001 |