| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,189 | 1,446,801 | AAPL, JPM, IVW, MSFT | 13F-HR | 10/30/2024 | 000106299324018117 |
| Q2 2024 | 1,165 | 1,363,367 | JPM, AAPL, IVW, MSFT | 13F-HR | 8/5/2024 | 000106299324014461 |
| Q1 2024 | 1,239 | 1,401,681 | JPM, AAPL, IVW, MSFT | 13F-HR | 4/30/2024 | 000106299324009047 |
| Q4 2023 | 1,194 | 1,300,653 | AAPL, JPM, IVW, MSFT | 13F-HR | 1/10/2024 | 000106299324000753 |
| Q3 2023 | 1,280 | 1,184,918 | AAPL, JPM, IVW, MSFT | 13F-HR | 11/6/2023 | 000106299323020138 |
| Q2 2023 | 1,296 | 1,233,152 | AAPL, JPM, IVW, MSFT | 13F-HR | 8/2/2023 | 000106299323015633 |
| Q1 2023 | 1,311 | 1,212,100 | AAPL, JPM, IVW, MSFT | 13F-HR | 4/27/2023 | 000106299323009584 |
| Q4 2022 | 1,316 | 1,126,289 | JPM, AAPL, IVW, VTI | 13F-HR | 1/11/2023 | 000106299323000823 |
| Q3 2022 | 1,186 | 1,019,764 | AAPL, VTIP, JPM, IVW | 13F-HR | 11/2/2022 | 000106299322021401 |
| Q2 2022 | 1,180 | 1,099,784 | AAPL, VTIP, JPM, IVW | 13F-HR | 7/19/2022 | 000106299322016472 |
| Q1 2022 | 1,177 | 1,282,427 | AAPL, JPM, IVW, VTIP | 13F-HR | 5/3/2022 | 000106299322011344 |
| Q4 2021 | 1,204 | 1,427,942 | LAZR, AAPL, JPM, IVW | 13F-HR | 2/7/2022 | 000106299322002791 |
| Q3 2021 | 1,145 | 1,231,804 | JPM, AAPL, IVW, VTI | 13F-HR | 10/20/2021 | 000106299321009734 |
| Q2 2021 | 1,118 | 1,260,373 | JPM, AAPL, IVW, LAZR | 13F-HR | 7/13/2021 | 000106299321006494 |
| Q1 2021 | 1,073 | 1,060,451 | JPM, AAPL, IVW, VTI | 13F-HR | 4/19/2021 | 000106299321003715 |
| Q4 2020 | 1,049 | 961,248 | AAPL, IVW, OESX, JPM | 13F-HR | 1/12/2021 | 000106299321000283 |
| Q3 2020 | 1,029 | 847,858 | AAPL, JPM, IVW, OESX | 13F-HR | 10/13/2020 | 000106299320004901 |
| Q2 2020 | 997 | 766,601 | JPM, IVW, AAPL, SPY | 13F-HR | 7/16/2020 | 000106299320003328 |
| Q1 2020 | 1,030 | 675,914 | JPM, IVW, SPY, AAPL | 13F-HR | 4/23/2020 | 000106299320001906 |
| Q4 2019 | 1,063 | 958,467 | JPM, IVW, AAPL, IVE | 13F-HR | 1/29/2020 | 000106299320000377 |
| Q3 2019 | 1,119 | 900,421 | JPM, IVW, IVE, VTI | 13F-HR | 10/3/2019 | 000106299319003808 |
| Q2 2019 | 389 | 866,050 | IVW, JPM, IVE, AAPL | 13F-HR | 7/15/2019 | 000106299319002909 |
| Q1 2019 | 1,081 | 856,874 | IVW, JPM, IVE, AAPL | 13F-HR | 4/10/2019 | 000106299319001639 |
| Q4 2018 | 1,079 | 765,972 | JPM, IVW, IVE, ORI | 13F-HR | 1/7/2019 | 000106299319000034 |
| Q3 2018 | 1,102 | 893,732 | JPM, IVW, AAPL, VTI | 13F-HR | 10/11/2018 | 000106299318004041 |
| Q2 2018 | 1,114 | 862,053 | JPM, IVW, VTI, IVE | 13F-HR | 7/20/2018 | 000106299318002974 |
| Q1 2018 | 1,099 | 836,748 | JPM, IVW, VTI, IVE | 13F-HR | 4/13/2018 | 000106299318001631 |
| Q4 2017 | 1,086 | 824,647 | JPM, IVW, IVE, DVY | 13F-HR | 1/11/2018 | 000106299318000120 |
| Q3 2017 | 1,114 | 789,572 | JPM, IVW, DVY, VTI | 13F-HR | 10/6/2017 | 000106299317004336 |
| Q2 2017 | 1,102 | 747,941 | JPM, DVY, IVW, VTI | 13F-HR | 7/18/2017 | 000106299317003286 |
| Q1 2017 | 1,078 | 726,816 | JPM, DVY, VTI, ACU | 13F-HR | 4/28/2017 | 000106299317002095 |
| Q4 2016 | 980 | 664,918 | JPM, DVY, VTI, ORI | 13F-HR | 1/13/2017 | 000106299317000188 |
| Q3 2016 | 810 | 562,606 | JPM, DVY, VTI, IVW | 13F-HR | 10/12/2016 | 000106299316011699 |
| Q2 2016 | 806 | 543,526 | DVY, JPM, VTI, ORI | 13F-HR | 7/12/2016 | 000106299316010514 |
| Q1 2016 | 773 | 522,048 | DVY, JPM, VTI, ORI | 13F-HR | 4/25/2016 | 000106299316009189 |
| Q4 2015 | 773 | 514,118 | JPM, VTI, DVY, ORI | 13F-HR | 1/20/2016 | 000106299316007172 |
| Q3 2015 | 860 | 486,510 | JPM, VTI, DVY, IVW | 13F-HR | 10/14/2015 | 000106299315005404 |
| Q2 2015 | 833 | 543,383 | JPM, VTI, DVY, IVW | 13F-HR | 7/30/2015 | 000106299315004086 |
| Q1 2015 | 799 | 533,968 | JPM, DVY, VTI, IVW | 13F-HR | 4/13/2015 | 000106299315001907 |
| Q4 2014 | 797 | 524,168 | JPM, DVY, VTI, IVW | 13F-HR | 2/5/2015 | 000106299315000508 |
| Q3 2014 | 648 | 499,129 | JPM, VTI, KEX, IVW | 13F-HR | 11/4/2014 | 000106299314006281 |
| Q2 2014 | 689 | 497,998 | JPM, ORI, KEX, VTI | 13F-HR | 8/18/2014 | 000106299314005058 |
| Q1 2014 | 685 | 479,094 | JPM, ORI, KEX, VTI | 13F-HR | 4/29/2014 | 000106299314002406 |
| Q4 2013 | 292 | 460,233 | JPM, ORI, KEX, VTI | 13F-HR | 1/30/2014 | 000106299314000419 |