| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,598 | 8,781,126 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 4/19/2024 | 000137010224000005 |
| Q4 2023 | 1,602 | 8,395,358 | MSFT, AAPL, AMZN, NVDA | 13F-HR | 1/19/2024 | 000137010224000002 |
| Q3 2023 | 1,610 | 7,914,802 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 10/16/2023 | 000137010223000011 |
| Q2 2023 | 1,620 | 8,396,419 | AAPL, MSFT, AMZN, NVDA | 13F-HR | 7/24/2023 | 000137010223000009 |
| Q1 2023 | 1,627 | 8,444,175 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 4/17/2023 | 000137010223000006 |
| Q4 2022 | 1,630 | 8,041,904 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 1/11/2023 | 000137010223000002 |
| Q3 2022 | 1,639 | 7,442,080 | AAPL, MSFT, AMZN, TSLA | 13F-HR | 10/20/2022 | 000137010222000009 |
| Q2 2022 | 1,632 | 8,173,455 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 7/8/2022 | 000137010222000007 |
| Q1 2022 | 1,609 | 9,498,760 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 4/14/2022 | 000137010222000005 |
| Q4 2021 | 1,640 | 10,369,470 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 1/12/2022 | 000137010222000003 |
| Q3 2021 | 1,635 | 9,950,603 | AAPL, MSFT, AMZN, META | 13F-HR | 10/6/2021 | 000137010221000011 |
| Q2 2021 | 1,642 | 9,883,779 | AAPL, MSFT, AMZN, META | 13F-HR | 7/12/2021 | 000137010221000008 |
| Q1 2021 | 1,653 | 9,198,126 | AAPL, MSFT, AMZN, META | 13F-HR | 4/9/2021 | 000137010221000006 |
| Q4 2020 | 1,668 | 8,824,041 | AAPL, MSFT, AMZN, META | 13F-HR | 1/8/2021 | 000137010221000003 |
| Q3 2020 | 1,637 | 8,113,391 | AAPL, MSFT, AMZN, META | 13F-HR | 10/5/2020 | 000137010220000010 |
| Q2 2020 | 1,632 | 7,825,418 | MSFT, AAPL, AMZN, META | 13F-HR | 7/6/2020 | 000137010220000008 |
| Q1 2020 | 1,628 | 6,325,639 | MSFT, AAPL, AMZN, META | 13F-HR | 4/6/2020 | 000137010220000005 |
| Q4 2019 | 1,630 | 7,659,309 | AAPL, MSFT, AMZN, META | 13F-HR | 1/7/2020 | 000137010220000003 |
| Q3 2019 | 1,630 | 7,399,775 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 10/2/2019 | 000137010219000010 |
| Q2 2019 | 1,661 | 5,948,359 | MSFT, AAPL, AMZN, XOM | 13F-HR | 7/23/2019 | 000137010219000008 |
| Q1 2019 | 1,670 | 5,653,020 | MSFT, AAPL, AMZN, XOM | 13F-HR | 4/9/2019 | 000137010219000006 |
| Q4 2018 | 1,663 | 5,182,481 | MSFT, AAPL, AMZN, XOM | 13F-HR | 1/10/2019 | 000137010219000004 |
| Q3 2018 | 1,667 | 5,948,097 | AAPL, MSFT, AMZN, XOM | 13F-HR | 10/9/2018 | 000137010218000009 |
| Q2 2018 | 1,639 | 5,615,038 | AAPL, MSFT, AMZN, XOM | 13F-HR | 7/10/2018 | 000137010218000007 |
| Q1 2018 | 1,618 | 4,804,236 | AAPL, MSFT, AMZN, XOM | 13F-HR | 4/19/2018 | 000137010218000005 |
| Q4 2017 | 1,624 | 4,189,514 | AAPL, MSFT, JNJ, XOM | 13F-HR | 1/19/2018 | 000137010218000003 |
| Q3 2017 | 1,286 | 1,971,271 | AMT, SPG, PFE, XOM | 13F-HR | 10/16/2017 | 000137010217000014 |
| Q2 2017 | 1,220 | 1,469,469 | MO, AMT, PFE, SPG | 13F-HR | 7/13/2017 | 000137010217000007 |
| Q1 2017 | 1,211 | 1,371,687 | AMT, SPG, MO, JNJ | 13F-HR | 4/20/2017 | 000137010217000005 |
| Q4 2016 | 923 | 1,042,442 | MO, VZ, SPG, CLX | RESTATEMENT | 2/2/2017 | 000137010217000003 |
| Q3 2016 | 355 | 956,397 | SPG, VZ, MO, CLX | 13F-HR | 10/25/2016 | 000137010216000017 |
| Q2 2016 | 347 | 959,587 | SPG, VZ, CLX, MO | 13F-HR | 7/19/2016 | 000137010216000015 |
| Q1 2016 | 343 | 963,162 | SPG, PSA, AMT, VZ | 13F-HR | 4/12/2016 | 000137010216000013 |
| Q4 2015 | 1 | 358 | GMCR | NEW HOLDINGS | 2/8/2016 | 000137010216000011 |
| Q4 2015 | 347 | 710,800 | SPG, AMT, PSA, WELL | 13F-HR | 2/4/2016 | 000137010216000009 |
| Q3 2015 | 232 | 458,038 | SPG, AMT, PSA, EQR | 13F-HR | 11/2/2015 | 000137010215000007 |
| Q2 2015 | 227 | 461,056 | SPG, AMT, PSA, EQR | 13F-HR | 7/17/2015 | 000137010215000005 |
| Q1 2015 | 227 | 498,671 | SPG, AMT, EQR, WELL | 13F-HR | 4/6/2015 | 000137010215000004 |
| Q4 2014 | 226 | 484,697 | SPG, AMT, EQR, WELL | 13F-HR | 1/26/2015 | 000137010215000002 |
| Q3 2014 | 208 | 440,038 | SPG, AMT, CROWN CASTLE INTL CORP, EQR | 13F-HR | 10/8/2014 | 000137010214000010 |
| Q2 2014 | 209 | 494,035 | SPG, AMT, CROWN CASTLE INTL CORP, EQR | 13F-HR | 7/24/2014 | 000137010214000008 |
| Q1 2014 | 204 | 463,709 | SPG, AMT, CROWN CASTLE INTL CORP, EQR | 13F-HR | 4/14/2014 | 000137010214000005 |
| Q4 2013 | 201 | 435,079 | SPG, AMT, EQR, PLD | 13F-HR | 1/15/2014 | 000137010214000002 |