| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 206 | 356,747 | SPY, QQQ, RSP, AAPL | 13F-HR | 4/8/2025 | 000128761825000002 |
| Q4 2024 | 202 | 372,536 | SPY, QQQ, AAPL, RSP | 13F-HR | 1/23/2025 | 000128761825000001 |
| Q3 2024 | 201 | 375,144 | SPY, QQQ, RSP, AAPL | 13F-HR | 10/23/2024 | 000128761824000006 |
| Q2 2024 | 198 | 706,351 | SPY, QQQ, RSP, AAPL | 13F-HR | 7/23/2024 | 000128761824000003 |
| Q1 2024 | 199 | 347,441 | SPY, QQQ, RSP, MSFT | 13F-HR | 4/17/2024 | 000128761824000002 |
| Q4 2023 | 201 | 323,277 | SPY, QQQ, RSP, AAPL | 13F-HR | 1/23/2024 | 000128761824000001 |
| Q3 2023 | 190 | 295,651 | SPY, QQQ, RSP, AAPL | 13F-HR | 10/30/2023 | 000128761823000005 |
| Q2 2023 | 191 | 307,592 | SPY, RSP, QQQ, AAPL | 13F-HR | 8/3/2023 | 000128761823000003 |
| Q1 2023 | 195 | 295,014 | SPY, RSP, QQQ, AAPL | 13F-HR | 4/14/2023 | 000128761823000002 |
| Q4 2022 | 190 | 282,485 | SPY, RSP, QQQ, AAPL | 13F-HR | 1/26/2023 | 000128761823000001 |
| Q3 2022 | 191 | 267,192 | SPY, RSP, QQQ, AAPL | 13F-HR | 10/24/2022 | 000128761822000004 |
| Q2 2022 | 202 | 306,140 | SPY, RSP, QQQ, AAPL | 13F-HR | 8/3/2022 | 000128761822000003 |
| Q1 2022 | 214 | 366,160 | SPY, RSP, QQQ, AAPL | 13F-HR | 4/27/2022 | 000128761822000002 |
| Q4 2021 | 210 | 383,696 | SPY, QQQ, RSP, AAPL | 13F-HR | 1/31/2022 | 000128761822000001 |
| Q3 2021 | 209 | 349,829 | SPY, QQQ, RSP, AAPL | 13F-HR | 11/2/2021 | 000128761821000004 |
| Q2 2021 | 208 | 351,653 | SPY, QQQ, RSP, AAPL | 13F-HR | 7/22/2021 | 000128761821000003 |
| Q1 2021 | 203 | 325,860 | SPY, QQQ, RSP, AAPL | 13F-HR | 5/3/2021 | 000128761821000002 |
| Q4 2020 | 198 | 292,625 | SPY, QQQ, RSP, AAPL | 13F-HR | 1/29/2021 | 000128761821000001 |
| Q3 2020 | 187 | 263,222 | SPY, QQQ, AAPL, RSP | 13F-HR | 10/30/2020 | 000128761820000004 |
| Q2 2020 | 177 | 239,316 | SPY, QQQ, RSP, AAPL | 13F-HR | 7/31/2020 | 000128761820000003 |
| Q1 2020 | 171 | 194,996 | SPY, QQQ, RSP, MSFT | 13F-HR | 5/5/2020 | 000128761820000002 |
| Q4 2019 | 185 | 254,286 | SPY, RSP, QQQ, MDY | 13F-HR | 2/5/2020 | 000128761820000001 |
| Q3 2019 | 184 | 237,571 | SPY, RSP, QQQ, MDY | 13F-HR | 11/12/2019 | 000128761819000004 |
| Q2 2019 | 185 | 240,104 | SPY, RSP, QQQ, MDY | 13F-HR | 8/1/2019 | 000128761819000003 |
| Q1 2019 | 183 | 236,212 | SPY, RSP, QQQ, DVY | 13F-HR | 4/4/2019 | 000128761819000002 |
| Q4 2018 | 181 | 213,449 | SPY, RSP, QQQ, DVY | 13F-HR | 2/7/2019 | 000128761819000001 |
| Q3 2018 | 186 | 256,439 | SPY, RSP, DVY, QQQ | 13F-HR | 10/19/2018 | 000128761818000004 |
| Q2 2018 | 189 | 238,469 | SPY, DVY, RSP, QQQ | 13F-HR | 7/25/2018 | 000128761818000003 |
| Q1 2018 | 193 | 234,560 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 4/26/2018 | 000128761818000002 |
| Q4 2017 | 201 | 246,363 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 2/15/2018 | 000128761818000001 |
| Q3 2017 | 197 | 233,570 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 10/31/2017 | 000128761817000004 |
| Q2 2017 | 198 | 225,620 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 7/28/2017 | 000128761817000003 |
| Q1 2017 | 191 | 221,676 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 5/4/2017 | 000128761817000002 |
| Q4 2016 | 193 | 213,214 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 1/11/2017 | 000128761817000001 |
| Q3 2016 | 188 | 203,712 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 11/2/2016 | 000128761816000009 |
| Q2 2016 | 190 | 199,401 | SPY, DVY, RSP.MX, XOM | RESTATEMENT | 8/3/2016 | 000128761816000008 |
| Q1 2016 | 179 | 193,352 | SPY, DVY, RSP.MX, XOM | 13F-HR | 4/21/2016 | 000128761816000006 |
| Q4 2015 | 182 | 196,099 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 1/27/2016 | 000128761816000005 |
| Q3 2015 | 170 | 185,122 | SPY, DVY, RSP.MX, XOM | 13F-HR | 10/28/2015 | 000128761815000004 |
| Q2 2015 | 170 | 204,605 | SPY, DVY, RSP.MX, QQQ | 13F-HR | 7/20/2015 | 000128761815000003 |
| Q1 2015 | 168 | 206,059 | SPY, DVY, RSP.MX, XOM | 13F-HR | 4/28/2015 | 000128761815000002 |
| Q4 2014 | 161 | 202,176 | SPY, DVY, RSP.MX, XOM | 13F-HR | 2/3/2015 | 000128761815000001 |
| Q3 2014 | 161 | 193,880 | SPY, DVY, XOM, RSP.MX | 13F-HR | 10/28/2014 | 000128761814000005 |
| Q2 2014 | 158 | 199,168 | SPY, DVY, XOM, RSP.MX | 13F-HR | 7/22/2014 | 000128761814000003 |
| Q1 2014 | 154 | 192,219 | SPY, DVY, XOM, RSP.MX | 13F-HR | 4/29/2014 | 000128761814000002 |
| Q4 2013 | 153 | 193,982 | SPY, DVY, XOM, RSP.MX | 13F-HR | 2/3/2014 | 000128761814000001 |