| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 256 | 815,186 | IVV, AAPL, LLY, MSFT | 13F-HR | 2/6/2025 | 000117266125000527 |
| Q3 2024 | 310 | 889,822 | IVV, AAPL, LLY, MSFT | 13F-HR | 11/8/2024 | 000117266124004536 |
| Q2 2024 | 294 | 834,443 | LLY, IVV, AAPL, MSFT | 13F-HR | 7/25/2024 | 000117266124002918 |
| Q1 2024 | 292 | 834,708 | IVV, LLY, AAPL, MSFT | 13F-HR | 5/8/2024 | 000117266124002064 |
| Q4 2023 | 294 | 768,738 | AAPL, IVV, LLY, MSFT | 13F-HR | 1/24/2024 | 000117266124000318 |
| Q3 2023 | 294 | 692,316 | AAPL, LLY, MSFT, IVV | 13F-HR | 11/2/2023 | 000117266123003572 |
| Q2 2023 | 298 | 691,403 | AAPL, LLY, MSFT, V | 13F-HR | 7/26/2023 | 000117266123002631 |
| Q1 2023 | 293 | 651,533 | AAPL, MSFT, LLY, ABBV | 13F-HR | 5/4/2023 | 000117266123001837 |
| Q4 2022 | 291 | 662,710 | AAPL, LLY, LMT, MSFT | 13F-HR | 2/14/2023 | 000117266123001015 |
| Q3 2022 | 275 | 599,954 | AAPL, LLY, MSFT, LMT | 13F-HR | 11/4/2022 | 000160658722002136 |
| Q2 2022 | 279 | 656,422 | AAPL, LLY, MSFT, LMT | 13F-HR | 7/26/2022 | 000160658722001452 |
| Q1 2022 | 303 | 811,947 | AAPL, MSFT, LLY, ABBV | 13F-HR | 5/16/2022 | 000160658722001183 |
| Q4 2021 | 318 | 798,588 | AAPL, MSFT, LLY, ACN | 13F-HR | 2/14/2022 | 000160658722000566 |
| Q3 2021 | 278 | 735,518 | AAPL, MSFT, V, LLY | 13F-HR | 10/12/2021 | 000134174821000008 |
| Q2 2021 | 279 | 738,069 | AAPL, MSFT, V, LLY | 13F-HR | 7/13/2021 | 000134174821000006 |
| Q1 2021 | 276 | 704,882 | AAPL, V, MSFT, IGSB | 13F-HR | 4/14/2021 | 000134174821000004 |
| Q4 2020 | 266 | 664,020 | AAPL, V, IGSB, MSFT | 13F-HR | 1/12/2021 | 000134174821000002 |
| Q3 2020 | 253 | 600,401 | AAPL, V, MSFT, IGSB | 13F-HR | 10/8/2020 | 000134174820000008 |
| Q2 2020 | 242 | 545,643 | AAPL, V, MSFT, LMT | 13F-HR | 7/10/2020 | 000134174820000005 |
| Q1 2020 | 203 | 433,278 | V, AAPL, LMT, MSFT | 13F-HR | 4/8/2020 | 000134174820000003 |
| Q4 2019 | 239 | 561,375 | V, AAPL, LMT, MSFT | 13F-HR | 1/10/2020 | 000134174820000001 |
| Q3 2019 | 234 | 519,119 | V, LMT, AAPL, CME | 13F-HR | 10/10/2019 | 000134174819000004 |
| Q2 2019 | 238 | 506,850 | V, LMT, JNJ, CME | 13F-HR | 8/15/2019 | 000134174819000003 |
| Q1 2019 | 237 | 488,495 | V, LMT, JNJ, ABBV | 13F-HR | 5/14/2019 | 000134174819000002 |
| Q4 2018 | 229 | 436,362 | V, ABBV, LMT, CME | 13F-HR | 2/19/2019 | 000134174819000001 |
| Q3 2018 | 233 | 527,793 | LMT, V, AAPL, ABBV | 13F-HR | 11/15/2018 | 000134174818000007 |
| Q2 2018 | 225 | 484,574 | V, LMT, ABBV, AAPL | 13F-HR | 8/15/2018 | 000134174818000005 |
| Q1 2018 | 212 | 476,551 | LMT, ABBV, V, JNJ | 13F-HR | 5/21/2018 | 000134174818000004 |
| Q4 2017 | 202 | 480,625 | LMT, IGSB, ABBV, JNJ | 13F-HR | 2/14/2018 | 000134174818000002 |
| Q3 2017 | 202 | 469,342 | LMT, IGSB, ABBV, JNJ | 13F-HR | 11/16/2017 | 000134174817000011 |
| Q2 2017 | 201 | 451,688 | IGSB, LMT, JNJ, ABBV | 13F-HR | 8/15/2017 | 000134174817000008 |
| Q1 2017 | 186 | 428,059 | IGSB, LMT, JNJ, V | 13F-HR | 5/15/2017 | 000134174817000006 |
| Q4 2016 | 182 | 421,237 | IGSB, LMT, AGG, JNJ | 13F-HR | 2/15/2017 | 000134174817000002 |
| Q3 2016 | 181 | 419,116 | IGSB, LMT, AGG, JNJ | 13F-HR | 11/14/2016 | 000134174816000015 |
| Q2 2016 | 170 | 427,375 | IGSB, LMT, AGG, JNJ | 13F-HR | 8/17/2016 | 000134174816000013 |
| Q1 2016 | 165 | 408,097 | IGSB, LMT, AGG, JNJ | 13F-HR | 5/17/2016 | 000134174816000011 |
| Q4 2015 | 179 | 414,795 | IGSB, LMT, AGG, SBUX | 13F-HR | 2/16/2016 | 000134174816000009 |
| Q3 2015 | 192 | 405,544 | IGSB, LMT, SBUX, AGG | 13F-HR | 11/17/2015 | 000134174815000006 |
| Q2 2015 | 199 | 434,302 | ABBV, IGSB, LMT, AGG | 13F-HR | 8/18/2015 | 000134174815000005 |
| Q1 2015 | 205 | 438,437 | IGSB, AGG, LMT, ABBV | 13F-HR | 5/18/2015 | 000134174815000004 |
| Q4 2014 | 215 | 431,458 | IGSB, AGG, ABBV, LMT | 13F-HR | 2/19/2015 | 000134174815000002 |
| Q3 2014 | 204 | 420,877 | IGSB, XOM, JNJ, LMT | 13F-HR | 11/18/2014 | 000134174814000008 |
| Q2 2014 | 207 | 426,643 | IGSB, XOM, JNJ, COP | 13F-HR | 8/18/2014 | 000134174814000006 |
| Q1 2014 | 207 | 407,545 | IGSB, XOM, LMT, JNJ | 13F-HR | 5/19/2014 | 000134174814000004 |
| Q4 2013 | 206 | 407,066 | IGSB, XOM, TJX, ABBV | 13F-HR | 2/18/2014 | 000134174814000002 |