| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 161 | 449,197 | VTI, AAPL, COST, INTU | 13F-HR | 4/16/2025 | 000108514625002121 |
| Q4 2024 | 159 | 450,741 | VTI, AAPL, NVDA, COST | 13F-HR | 1/28/2025 | 000108514625000565 |
| Q3 2024 | 160 | 451,959 | VTI, AAPL, COST, NVDA | 13F-HR | 10/22/2024 | 000108514624005043 |
| Q2 2024 | 157 | 421,573 | VTI, AAPL, NVDA, COST | 13F-HR | 7/29/2024 | 000108514624003303 |
| Q1 2024 | 154 | 405,746 | VTI, AAPL, INTU, COST | 13F-HR | 4/11/2024 | 000108514624001732 |
| Q4 2023 | 155 | 381,072 | VTI, AAPL, INTU, COST | 13F-HR | 1/24/2024 | 000108514624000447 |
| Q3 2023 | 145 | 338,639 | VTI, AAPL, INTU, COST | 13F-HR | 10/18/2023 | 000108514623003777 |
| Q2 2023 | 145 | 333,538 | AAPL, VTI, INTU, COST | 13F-HR | 7/25/2023 | 000108514623002895 |
| Q1 2023 | 133 | 303,983 | AAPL, VTI, INTU, TMO | 13F-HR | 4/11/2023 | 000108514623001609 |
| Q4 2022 | 141 | 288,388 | AAPL, VTI, TMO, DHR | 13F-HR | 1/23/2023 | 000108514623000273 |
| Q3 2022 | 130 | 267,170 | AAPL, VTI, DHR, INTU | RESTATEMENT | 11/9/2022 | 000108514622003842 |
| Q2 2022 | 133 | 281,103 | AAPL, VTI, TMO, DHR | 13F-HR | 7/25/2022 | 000108514622002565 |
| Q1 2022 | 142 | 342,337 | AAPL, VTI, INTU, AMZN | 13F-HR | 5/4/2022 | 000108514622001710 |
| Q4 2021 | 135 | 370,559 | AAPL, INTU, VTI, DHR | 13F-HR | 2/14/2022 | 000136683822000005 |
| Q3 2021 | 126 | 339,392 | AAPL, VTI, INTU, DHR | 13F-HR | 10/22/2021 | 000136683821000012 |
| Q2 2021 | 126 | 328,937 | AAPL, VTI, INTU, AMZN | 13F-HR | 7/16/2021 | 000136683821000010 |
| Q1 2021 | 123 | 289,665 | AAPL, VTI, AMZN, INTU | 13F-HR | 4/19/2021 | 000136683821000007 |
| Q4 2020 | 122 | 276,036 | AAPL, VTI, INTU, TMO | 13F-HR | 1/20/2021 | 000136683821000005 |
| Q2 2020 | 116 | 230,724 | VTI, AAPL, AMZN, V | 13F-HR | 7/22/2020 | 000136683820000002 |
| Q1 2020 | 107 | 191,623 | VTI, AAPL, AMZN, V | 13F-HR | 4/13/2020 | 000160704520000044 |
| Q4 2019 | 124 | 242,990 | AAPL, VTI, V, FISV | 13F-HR | 1/21/2020 | 000160704520000013 |
| Q3 2019 | 119 | 226,905 | V, AAPL, INTU, VTI | 13F-HR | 10/15/2019 | 000160704519000110 |
| Q2 2019 | 121 | 222,858 | V, INTU, AMZN, AAPL | 13F-HR | 7/15/2019 | 000160704519000074 |
| Q1 2019 | 111 | 198,376 | INTU, V, AMZN, AAPL | 13F-HR | 4/22/2019 | 000160704519000042 |
| Q4 2018 | 98 | 162,668 | V, INTU, AAPL, FISV | 13F-HR | 1/24/2019 | 000160704519000005 |
| Q3 2018 | 105 | 191,492 | AMZN, AAPL, V, INTU | 13F-HR | 10/26/2018 | 000160704518000062 |
| Q2 2018 | 108 | 171,002 | INTU, AAPL, V, STZ | 13F-HR | 7/17/2018 | 000160704518000042 |
| Q1 2018 | 107 | 165,362 | STZ, V, INTU, AAPL | 13F-HR | 4/25/2018 | 000160704518000020 |
| Q4 2017 | 264 | 189,069 | STZ, AAPL, V, ITW | 13F-HR | 1/16/2018 | 000114036118002029 |
| Q3 2017 | 275 | 182,455 | STZ, AAPL, V, ITW | 13F-HR | 10/25/2017 | 000114036117039502 |
| Q2 2017 | 279 | 164,939 | STZ, V, AAPL, ITW | 13F-HR | 7/13/2017 | 000114036117027742 |
| Q1 2017 | 257 | 166,252 | V, AAPL, STZ, FISV | 13F-HR | 4/4/2017 | 000114036117014517 |
| Q4 2016 | 254 | 154,308 | V, STZ, INTU, FISV | 13F-HR | 1/20/2017 | 000114036117002398 |
| Q3 2016 | 249 | 153,680 | STZ, V, INTU, AAPL | 13F-HR | 10/6/2016 | 000114036116082089 |
| Q2 2016 | 110 | 148,056 | STZ, DHR, FISV, INTU | 13F-HR | 8/15/2016 | 000114036116076679 |
| Q1 2016 | 100 | 133,306 | STZ, DHR, V, CVS | 13F-HR | 4/26/2016 | 000114036116062030 |
| Q4 2015 | 94 | 132,494 | V, DHR, STZ, CVS | 13F-HR | 1/25/2016 | 000114036116048524 |
| Q3 2015 | 93 | 127,014 | DHR, V, CVS, APPLE COMPUTER INC COM | 13F-HR | 10/6/2015 | 000114036115036930 |
| Q2 2015 | 104 | 148,880 | APPLE COMPUTER INC COM, CVS, INTU, DHR | 13F-HR | 7/16/2015 | 000114036115027688 |
| Q1 2015 | 105 | 149,765 | APPLE COMPUTER INC COM, CVS, INTU, DHR | 13F-HR | 4/22/2015 | 000114036115016046 |
| Q4 2014 | 102 | 143,890 | CVS, AAPL, DHR, INTU | 13F-HR | 1/7/2015 | 000114036115000946 |
| Q3 2014 | 100 | 137,806 | AAPL, CVS, INTU, DHR | 13F-HR | 10/9/2014 | 000114036114037730 |
| Q2 2014 | 99 | 141,449 | AAPL, DHR, CVS, SLB | 13F-HR | 7/16/2014 | 000114036114028542 |
| Q1 2014 | 99 | 136,042 | GOOGL, DHR, CVS, BWA | 13F-HR | 4/10/2014 | 000114036114016253 |
| Q4 2013 | 97 | 139,919 | GOOGL, DHR, CVS, V | 13F-HR | 1/14/2014 | 000114036114002010 |