| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 244 | 593,655 | SPY, QQQ, AAPL, LLY | 13F-HR | 2/6/2024 | 000095012324000829 |
| Q3 2023 | 252 | 552,025 | SPY, QQQ, AAPL, LLY | 13F-HR | 11/6/2023 | 000095012323009445 |
| Q2 2023 | 258 | 573,469 | SPY, QQQ, AAPL, LLY | 13F-HR | 8/2/2023 | 000095012323006576 |
| Q1 2023 | 253 | 537,511 | SPY, AAPL, QQQ, RSP | 13F-HR | 5/5/2023 | 000095012323003856 |
| Q4 2022 | 247 | 509,082 | SPY, AAPL, QQQ, RSP | 13F-HR | 2/8/2023 | 000095012323001104 |
| Q3 2022 | 238 | 475,468 | SPY, AAPL, QQQ, LLY | 13F-HR | 11/7/2022 | 000095012322010942 |
| Q2 2022 | 247 | 511,306 | SPY, AAPL, QQQ, DVY | 13F-HR | 7/28/2022 | 000095012322007476 |
| Q1 2022 | 257 | 596,364 | SPY, AAPL, QQQ, MSFT | 13F-HR | 5/6/2022 | 000095012322004687 |
| Q4 2021 | 264 | 602,645 | SPY, AAPL, QQQ, MSFT | 13F-HR | 2/4/2022 | 000095012322000999 |
| Q3 2021 | 261 | 575,964 | SPY, AAPL, QQQ, MSFT | 13F-HR | 11/10/2021 | 000095012321014482 |
| Q2 2021 | 246 | 565,488 | SPY, QQQ, AAPL, MSFT | 13F-HR | 8/9/2021 | 000095012321009910 |
| Q1 2021 | 240 | 540,408 | SPY, QQQ, AAPL, DVY | 13F-HR | 5/10/2021 | 000095012321005647 |
| Q4 2020 | 216 | 497,104 | SPY, AAPL, QQQ, SHY | 13F-HR | 2/5/2021 | 000095012321001093 |
| Q3 2020 | 189 | 421,100 | SPY, AAPL, QQQ, SHY | 13F-HR | 10/29/2020 | 000095012320010561 |
| Q2 2020 | 188 | 386,357 | SPY, QQQ, SHY, AAPL | 13F-HR | 8/7/2020 | 000095012320007871 |
| Q1 2020 | 165 | 304,422 | SPY, QQQ, DVY, AAPL | 13F-HR | 5/6/2020 | 000095012320003995 |
| Q4 2019 | 187 | 392,537 | SPY, QQQ, DVY, IJH | 13F-HR | 1/30/2020 | 000095012320000666 |
| Q3 2019 | 172 | 351,273 | SPY, QQQ, DVY, IJH | 13F-HR | 11/4/2019 | 000095012319010006 |
| Q2 2019 | 176 | 348,455 | SPY, QQQ, DVY, IJH | 13F-HR | 7/29/2019 | 000095012319006685 |
| Q1 2019 | 175 | 350,384 | SPY, QQQ, DVY, IJH | 13F-HR | 4/29/2019 | 000095012319003639 |
| Q4 2018 | 174 | 308,624 | SPY, QQQ, DVY, IJH | 13F-HR | 1/28/2019 | 000095012319000375 |
| Q3 2018 | 184 | 370,207 | SPY, QQQ, IJH, DVY | 13F-HR | 11/8/2018 | 000095012318010776 |
| Q2 2018 | 179 | 355,139 | SPY, QQQ, IJH, DVY | 13F-HR | 8/6/2018 | 000095012318007418 |
| Q1 2018 | 182 | 352,291 | SPY, TFC, DVY, IJH | 13F-HR | 5/4/2018 | 000095012318004146 |
| Q4 2017 | 182 | 359,181 | SPY, TFC, DVY, IJH | 13F-HR | 2/6/2018 | 000095012318000890 |
| Q3 2017 | 180 | 344,822 | SPY, TFC, DVY, IJH | 13F-HR | 11/6/2017 | 000095012317009591 |
| Q2 2017 | 172 | 328,194 | SPY, TFC, DVY, IJH | 13F-HR | 8/8/2017 | 000095012317006861 |
| Q1 2017 | 167 | 315,530 | SPY, TFC, DVY, IJH | 13F-HR | 5/3/2017 | 000095012317003798 |
| Q4 2016 | 157 | 289,700 | TFC, SPY, DVY, IJH | 13F-HR | 2/14/2017 | 000114036117007317 |
| Q3 2016 | 154 | 277,385 | SPY, DVY, TFC, QQQ | 13F-HR | 11/8/2016 | 000114036116085291 |
| Q2 2016 | 155 | 263,976 | SPY, DVY, TFC, IJH | 13F-HR | 8/8/2016 | 000114036116075174 |
| Q1 2016 | 157 | 260,492 | SPY, DVY, TFC, GE | 13F-HR | 5/2/2016 | 000114036116062811 |
| Q4 2015 | 161 | 253,437 | SPY, TFC, DVY, QQQ | 13F-HR | 2/2/2016 | 000114036116049761 |
| Q3 2015 | 198 | 307,763 | SPY, DVY, TFC, IJH | 13F-HR | 11/5/2015 | 000114036115039775 |
| Q2 2015 | 205 | 340,931 | SPY, TFC, DVY, IJH | 13F-HR | 8/5/2015 | 000114036115029850 |
| Q1 2015 | 202 | 335,832 | SPY, DVY, TFC, IJH | 13F-HR | 5/5/2015 | 000114036115017639 |
| Q4 2014 | 201 | 337,758 | SPY, TFC, DVY, IJH | 13F-HR | 2/23/2015 | 000114036115008325 |
| Q3 2014 | 196 | 329,799 | SPY, TFC, DVY, XOM | 13F-HR | 10/31/2014 | 000114036114039699 |
| Q2 2014 | 195 | 329,735 | SPY, TFC, DVY, XOM | 13F-HR | 7/31/2014 | 000114036114030112 |
| Q1 2014 | 190 | 311,976 | SPY, TFC, DVY, XOM | 13F-HR | 5/5/2014 | 000114036114018654 |
| Q4 2013 | 194 | 294,689 | TFC, SPY, DVY, XOM | 13F-HR | 2/11/2014 | 000114036114005781 |