| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 393 | 2,481,770 | AAPL, SPYV, SPYG, MSFT | 13F-HR | 5/8/2025 | 000095012325004260 |
| Q4 2024 | 401 | 2,663,732 | AAPL, SPYG, SPYV, MSFT | 13F-HR | 2/10/2025 | 000095012325001359 |
| Q3 2024 | 403 | 2,587,648 | AAPL, SPYG, SPYV, MSFT | 13F-HR | 11/5/2024 | 000095012324010352 |
| Q2 2024 | 390 | 2,430,108 | AAPL, SPYG, SPYV, MSFT | 13F-HR | 8/2/2024 | 000095012324007059 |
| Q1 2024 | 393 | 2,462,857 | SPYG, SPYV, AAPL, MSFT | 13F-HR | 4/26/2024 | 000095012324003557 |
| Q4 2023 | 379 | 2,277,596 | AAPL, SPYV, SPYG, MSFT | 13F-HR | 2/6/2024 | 000095012324000839 |
| Q3 2023 | 374 | 2,095,601 | AAPL, MSFT, GLD, SPY | 13F-HR | 11/6/2023 | 000095012323009428 |
| Q2 2023 | 382 | 2,159,034 | AAPL, MSFT, GLD, MDYG | 13F-HR | 8/1/2023 | 000095012323006526 |
| Q1 2023 | 381 | 1,880,179 | MSFT, SPY, MDYG, IEFA | 13F-HR | 4/26/2023 | 000095012323003419 |
| Q4 2022 | 375 | 1,891,582 | AAPL, SPY, MSFT, MDYG | 13F-HR | 2/2/2023 | 000095012323000652 |
| Q3 2022 | 364 | 1,715,298 | AAPL, SPY, MSFT, MDYG | 13F-HR | 11/2/2022 | 000095012322010697 |
| Q2 2022 | 371 | 1,776,867 | AAPL, MSFT, SPY, GLD | 13F-HR | 8/3/2022 | 000095012322007701 |
| Q1 2022 | 384 | 1,929,852 | AAPL, SPY, MSFT, GLD | 13F-HR | 5/3/2022 | 000095012322004476 |
| Q4 2021 | 383 | 1,902,971 | AAPL, MSFT, GLD, SPY | 13F-HR | 2/3/2022 | 000095012322000882 |
| Q3 2021 | 359 | 1,673,701 | GLD, MSFT, AAPL, SPY | 13F-HR | 11/5/2021 | 000095012321014048 |
| Q2 2021 | 349 | 1,644,426 | GLD, MSFT, AAPL, SPY | 13F-HR | 8/6/2021 | 000095012321009806 |
| Q1 2021 | 341 | 1,527,009 | GLD, MSFT, AAPL, SPY | 13F-HR | 5/6/2021 | 000095012321005412 |
| Q4 2020 | 314 | 1,449,503 | GLD, AAPL, MSFT, SPY | 13F-HR | 2/10/2021 | 000095012321001455 |
| Q3 2020 | 288 | 1,285,386 | GLD, AAPL, MSFT, SPY | 13F-HR | 11/4/2020 | 000095012320010787 |
| Q2 2020 | 290 | 1,183,365 | GLD, MSFT, AAPL, SPY | 13F-HR | 8/6/2020 | 000095012320007754 |
| Q1 2020 | 287 | 1,000,915 | GLD, MSFT, SPY, AAPL | 13F-HR | 4/29/2020 | 000095012320003649 |
| Q4 2019 | 324 | 1,230,796 | GLD, MSFT, AAPL, SPY | 13F-HR | 2/4/2020 | 000095012320000841 |
| Q3 2019 | 314 | 1,113,703 | GLD, MSFT, SPY, AAPL | 13F-HR | 11/1/2019 | 000095012319009949 |
| Q2 2019 | 331 | 1,072,964 | MSFT, SPY, AAPL, IJH | 13F-HR | 7/22/2019 | 000095012319006524 |
| Q1 2019 | 330 | 999,605 | SPY, MSFT, AAPL, IJH | 13F-HR | 4/25/2019 | 000095012319003587 |
| Q4 2018 | 323 | 896,731 | SPY, MSFT, IJH, SPYG | 13F-HR | 1/28/2019 | 000095012319000358 |
| Q3 2018 | 335 | 982,010 | SPY, IJH, MSFT, AAPL | 13F-HR | 10/31/2018 | 000095012318010369 |
| Q2 2018 | 326 | 907,447 | SPY, IJH, MSFT, AAPL | 13F-HR | 7/30/2018 | 000095012318007089 |
| Q1 2018 | 328 | 877,937 | SPY, IJH, EFA, MSFT | 13F-HR | 4/30/2018 | 000095012318003906 |
| Q4 2017 | 334 | 909,311 | SPY, IJH, EFA, AAPL | 13F-HR | 1/17/2018 | 000095012318000250 |
| Q3 2017 | 325 | 862,541 | SPY, IJH, EFA, AAPL | 13F-HR | 11/6/2017 | 000095012317009580 |
| Q2 2017 | 324 | 817,980 | SPY, IJH, EFA, AAPL | 13F-HR | 8/7/2017 | 000095012317006749 |
| Q1 2017 | 312 | 771,243 | SPY, IJH, EFA, PFF | 13F-HR | 5/9/2017 | 000095012317004126 |
| Q4 2016 | 291 | 709,902 | FNB, IJH, SPY, AAPL | 13F-HR | 1/30/2017 | 000095012317000566 |
| Q3 2016 | 278 | 663,979 | XOM, FNB, AAPL, SPY | 13F-HR | 11/2/2016 | 000095012316021065 |
| Q2 2016 | 275 | 651,583 | XOM, FNB, AAPL, SPY | 13F-HR | 7/27/2016 | 000095012316018566 |
| Q1 2016 | 293 | 652,997 | FNB, XOM, AAPL, IJH | 13F-HR | 5/9/2016 | 000095012316016388 |
| Q4 2015 | 296 | 631,839 | FNB, XOM, AAPL, IJH | 13F-HR | 2/3/2016 | 000095012316013350 |
| Q3 2015 | 295 | 582,729 | FNB, XOM, AAPL, IJH | 13F-HR | 11/9/2015 | 000095012315011028 |
| Q2 2015 | 295 | 622,393 | FNB, XOM, AAPL, IJH | 13F-HR | 7/20/2015 | 000095012315007520 |
| Q1 2015 | 268 | 585,394 | FNB, XOM, AAPL, IJH | 13F-HR | 5/8/2015 | 000095012315005208 |
| Q4 2014 | 241 | 560,552 | FNB, XOM, AAPL, MSFT | 13F-HR | 1/28/2015 | 000095012315000488 |
| Q3 2014 | 247 | 528,646 | FNB, XOM, AAPL, MSFT | 13F-HR | 11/6/2014 | 000095012314011039 |
| Q2 2014 | 246 | 518,581 | FNB, XOM, IJH, JNJ | 13F-HR | 8/8/2014 | 000095012314008107 |
| Q1 2014 | 240 | 559,109 | HAINX, FEDERATED WORLD INVT SER INC, FNB, XOM | 13F-HR | 5/7/2014 | 000095012314005081 |
| Q4 2013 | 247 | 549,059 | HAINX, FNB, FEDERATED WORLD INVT SER INC, XOM | 13F-HR | 2/4/2014 | 000095012314000989 |