|
Q1 2025
|
165 |
1,351,876 |
AAPL, MSFT, AVGO, PEP
|
13F-HR
|
4/22/2025 |
000129142225000004 |
|
Q4 2024
|
169 |
1,419,468 |
AAPL, AVGO, MSFT, GOOGL
|
13F-HR
|
2/5/2025 |
000129142225000003 |
|
Q3 2024
|
166 |
1,391,755 |
AAPL, MSFT, AVGO, PEP
|
13F-HR
|
10/24/2024 |
000129142224000011 |
|
Q2 2024
|
168 |
1,335,840 |
AAPL, MSFT, AVGO, LLY
|
13F-HR
|
7/30/2024 |
000129142224000001 |
|
Q1 2024
|
169 |
1,324,139 |
AAPL, MSFT, PEP, AVGO
|
13F-HR
|
7/31/2024 |
000129142224000002 |
|
Q4 2023
|
168 |
1,196,905 |
AAPL, MSFT, PEP, AVGO
|
13F-HR
|
7/31/2024 |
000129142224000003 |
|
Q3 2023
|
165 |
1,105,801 |
AAPL, MSFT, PEP, GOOGL
|
13F-HR
|
7/31/2024 |
000129142224000004 |
|
Q2 2023
|
166 |
1,154,263 |
AAPL, MSFT, PEP, GOOGL
|
13F-HR
|
7/31/2024 |
000129142224000005 |
|
Q1 2023
|
164 |
1,090,627 |
AAPL, PEP, MSFT, VICTORY SYCAMORE
|
13F-HR
|
7/31/2024 |
000129142224000006 |
|
Q4 2022
|
166 |
1,042,651 |
AAPL, PEP, MSFT, VICTORY SYCAMORE
|
13F-HR
|
7/31/2024 |
000129142224000007 |
|
Q3 2022
|
158 |
957,224 |
AAPL, PEP, MSFT, VICTORY SYCAMORE
|
13F-HR
|
7/31/2024 |
000129142224000008 |
|
Q2 2022
|
157 |
982,201 |
AAPL, PEP, MSFT, GOOGL
|
13F-HR
|
7/31/2024 |
000129142224000009 |
|
Q1 2022
|
166 |
1,181,449 |
AAPL, MSFT, PEP, GOOGL
|
13F-HR
|
7/31/2024 |
000129142224000010 |
|
Q4 2021
|
266 |
1,892,251 |
AAPL, MFS, MSFT, PEP
|
13F-HR
|
2/7/2022 |
000129142222000001 |
|
Q3 2021
|
262 |
1,729,623 |
AAPL, MFS, MSFT, INVESCO OPPENHEIMER
|
13F-HR
|
10/28/2021 |
000129142221000005 |
|
Q2 2021
|
272 |
1,719,632 |
AAPL, MFS, MSFT, DOUBLELINE
|
13F-HR
|
7/13/2021 |
000129142221000004 |
|
Q1 2021
|
262 |
1,595,027 |
AAPL, MFS, INVESCO OPPENHEIMER, PEP
|
13F-HR
|
4/8/2021 |
000129142221000003 |
|
Q4 2020
|
258 |
1,495,037 |
AAPL, MFS, PEP, DOUBLELINE
|
13F-HR
|
1/6/2021 |
000129142221000001 |
|
Q3 2020
|
323 |
1,688,485 |
AAPL, VANGUARD, VFIAX, MFS
|
13F-HR
|
10/9/2020 |
000129142220000004 |
|
Q2 2020
|
315 |
1,587,364 |
AAPL, VANGUARD, VFIAX, MFS
|
13F-HR
|
7/13/2020 |
000129142220000003 |
|
Q1 2020
|
317 |
1,341,915 |
VANGUARD, AAPL, VFIAX, INVESCO OPPENHEIMER
|
13F-HR
|
4/7/2020 |
000129142220000002 |
|
Q4 2019
|
320 |
1,596,867 |
VANGUARD, AAPL, VFIAX, PEP
|
13F-HR
|
1/24/2020 |
000129142220000001 |
|
Q2 2019
|
312 |
1,456,506 |
VANGUARD, INVESCO OPPENHEIMER, VFIAX, PEP
|
13F-HR
|
7/19/2019 |
000129142219000005 |
|
Q1 2019
|
324 |
1,385,993 |
VANGUARD, VFIAX, PEP, DOUBLELINE
|
13F-HR
|
4/2/2019 |
000129142219000004 |
|
Q4 2018
|
313 |
1,277,879 |
DOUBLELINE, VFIAX, FIRST AMERICAN BALANCED INDEX, PEP
|
13F-HR
|
1/18/2019 |
000129142219000001 |
|
Q3 2018
|
343 |
1,452,226 |
DOUBLELINE, AMERICAN BEACON, VFIAX, AAPL
|
13F-HR
|
10/16/2018 |
000129142218000009 |
|
Q1 2018
|
328 |
1,321,359 |
DOUBLELINE, VFIAX, FIRST AMERICAN BALANCED INDEX, AMERICAN BEACON
|
13F-HR
|
4/18/2018 |
000129142218000002 |
|
Q4 2017
|
336 |
1,317,347 |
VFIAX, FEDERATED, AMERICAN BEACON, FIRST AMERICAN BALANCED INDEX
|
13F-HR
|
1/23/2018 |
000129142218000001 |
|
Q3 2017
|
335 |
1,315,458 |
FEDERATED, VFIAX, AMERICAN BEACON, FIRST AMERICAN BALANCED INDEX
|
13F-HR
|
10/6/2017 |
000129142217000011 |
|
Q2 2017
|
329 |
1,259,135 |
FEDERATED, AMERICAN BEACON, FIRST AMERICAN BALANCED INDEX, PEP
|
13F-HR
|
7/10/2017 |
000129142217000003 |
|
Q1 2017
|
329 |
1,229,928 |
AMERICAN BEACON, FEDERATED, JP MORGAN, PEP
|
13F-HR
|
4/11/2017 |
000129142217000002 |
|
Q4 2016
|
330 |
1,188,488 |
AMERICAN BEACON, FEDERATED, VFIAX, JP MORGAN
|
13F-HR
|
1/20/2017 |
000129142217000001 |
|
Q3 2016
|
331 |
1,091,192 |
WELLS FARGO, AMERICAN BEACON, LGILX, PEP
|
13F-HR
|
10/6/2016 |
000129142216000010 |
|
Q2 2016
|
305 |
1,040,023 |
WELLS FARGO, AMERICAN BEACON BRIDGEWAY, BSBIX, PEP
|
13F-HR
|
7/20/2016 |
000129142216000009 |
|
Q1 2016
|
298 |
1,008,700 |
WELLS FARGO, AMERICAN BEACON BRIDGEWAY, BSBIX, PEP
|
13F-HR
|
4/6/2016 |
000129142216000008 |
|
Q4 2015
|
269 |
985,664 |
WELLS FARGO ADVANTAGE, LGILX, BSBIX, PEP
|
13F-HR
|
1/14/2016 |
000129142216000006 |
|
Q3 2015
|
245 |
911,979 |
WELLS FARGO ADVANTAGE, LGILX, BSBIX, AMERICAN BEACON BRIDGEWAY
|
13F-HR
|
10/9/2015 |
000129142215000005 |
|
Q2 2015
|
255 |
1,013,765 |
WELLS FARGO ADVANTAGE, LGILX, AMERICAN BEACON BRIDGEWAY, BSBIX
|
13F-HR
|
7/17/2015 |
000129142215000004 |
|
Q1 2015
|
249 |
1,018,931 |
WELLS FARGO ADVANTAGE, RIDGEWORTH, LGILX, BSBIX
|
13F-HR
|
4/14/2015 |
000129142215000003 |
|
Q4 2014
|
225 |
942,938 |
WELLS FARGO ADVANTAGE, RIDGEWORTH, LGILX, BSBIX
|
13F-HR
|
1/22/2015 |
000129142215000002 |
|
Q3 2014
|
233 |
918,716 |
WELLS FARGO ADVANTAGE, RIDGEWORTH, LGILX, BSBIX
|
13F-HR
|
10/9/2014 |
000129142214000004 |
|
Q2 2014
|
232 |
929,457 |
WELLS FARGO ADVANTAGE, RIDGEWORTH, LGILX, BSBIX
|
13F-HR
|
7/7/2014 |
000129142214000003 |
|
Q1 2014
|
223 |
901,708 |
WELLS FARGO ADVANTAGE, RIDGEWORTH, LGILX, BSBIX
|
13F-HR
|
4/15/2014 |
000129142214000002 |
|
Q4 2013
|
206 |
874,615 |
WELLS FARGO ADVANTAGE, LGILX, RIDGEWORTH, BSBIX
|
13F-HR
|
1/8/2014 |
000129142214000001 |