Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 99 | 717,617 | VEA, MSFT, LIN, TJX | 13F-HR | 10/22/2024 | 000199937124013719 |
Q2 2024 | 87 | 654,197 | VEA, MSFT, LIN, TJX | 13F-HR | 7/22/2024 | 000199937124008888 |
Q1 2024 | 84 | 638,531 | VEA, MSFT, LIN, IJR | 13F-HR | 4/19/2024 | 000199937124005014 |
Q4 2023 | 81 | 593,124 | VEA, MSFT, IJR, LIN | 13F-HR | 1/25/2024 | 000199937124000787 |
Q3 2023 | 82 | 549,715 | VEA, MSFT, TJX, LIN | 13F-HR | 10/30/2023 | 000138713123012898 |
Q2 2023 | 80 | 557,442 | VEA, MSFT, TJX, IJR | 13F-HR | 7/19/2023 | 000138713123008505 |
Q1 2023 | 81 | 499,187 | MSFT, IJR, TJX, LIN | 13F-HR | 4/14/2023 | 000138713123004731 |
Q4 2022 | 76 | 461,771 | TJX, IJR, MSFT, LIN | 13F-HR | 1/25/2023 | 000138713123000585 |
Q3 2022 | 79 | 422,588 | IJR, MSFT, TJX, LIN | 13F-HR | 10/18/2022 | 000138713122010545 |
Q2 2022 | 83 | 492,638 | VEA, MSFT, IJR, JNJ | 13F-HR | 7/13/2022 | 000183988222015468 |
Q1 2022 | 72 | 577,804 | VEA, MSFT, IJR, AAPL | 13F-HR | 4/21/2022 | 000138713122005102 |
Q4 2021 | 77 | 655,619 | VEA, MSFT, IJR, AAPL | 13F-HR | 1/25/2022 | 000138713122000679 |
Q3 2021 | 78 | 600,911 | VEA, IJR, MSFT, MDT | 13F-HR | 10/20/2021 | 000138713121010132 |
Q2 2021 | 69 | 582,633 | VEA, IJR, MSFT, MDT | 13F-HR | 7/15/2021 | 000138713121007378 |
Q1 2021 | 68 | 551,930 | VEA, IJR, MSFT, MDT | 13F-HR | 4/16/2021 | 000138713121004607 |
Q4 2020 | 66 | 512,556 | VEA, MSFT, AAPL, V | 13F-HR | 1/12/2021 | 000138713121000524 |
Q3 2020 | 63 | 431,951 | VEA, MSFT, AAPL, V | 13F-HR | 10/16/2020 | 000138713120009039 |
Q2 2020 | 56 | 403,869 | VEA, MSFT, V, AMZN | 13F-HR | 7/17/2020 | 000138713120006475 |
Q1 2020 | 49 | 361,161 | VEA, MSFT, AMT, V | 13F-HR | 4/15/2020 | 000138713120003907 |
Q4 2019 | 61 | 471,161 | VEA, MSFT, MDT, IJR | 13F-HR | 2/5/2020 | 000138713120001038 |
Q3 2019 | 58 | 412,673 | VEA, HD, MSFT, MDT | 13F-HR | 11/13/2019 | 000160658719001022 |
Q2 2019 | 56 | 404,524 | VEA, MSFT, AMT, HD | 13F-HR | 8/13/2019 | 000160658719000786 |
Q1 2019 | 54 | 382,612 | VEA, AMT, MSFT, IJR | 13F-HR | 5/13/2019 | 000160658719000535 |
Q4 2018 | 51 | 334,135 | VEA, IJR, HD, MSFT | 13F-HR | 2/4/2019 | 000160658719000144 |
Q3 2018 | 57 | 418,593 | VEA, MSFT, IJR, HD | 13F-HR | 10/15/2018 | 000160658718000739 |
Q2 2018 | 56 | 390,903 | VEA, MSFT, IJR, HD | 13F-HR | 8/3/2018 | 000160658718000593 |
Q1 2018 | 58 | 377,509 | VEA, MSFT, IJR, MMM | 13F-HR | 5/8/2018 | 000160658718000404 |
Q4 2017 | 59 | 389,016 | VEA, MMM, IJR, MSFT | 13F-HR | 2/6/2018 | 000160658718000134 |
Q3 2017 | 61 | 376,938 | VEA, MSFT, IJR, MMM | 13F-HR | 11/14/2017 | 000160658717000699 |
Q2 2017 | 60 | 359,826 | VEA, MSFT, IJR, MMM | 13F-HR | 7/24/2017 | 000160658717000409 |
Q1 2017 | 60 | 351,385 | VEA, MSFT, IJR, MMM | 13F-HR | 5/12/2017 | 000160658717000333 |
Q4 2016 | 57 | 322,316 | VEA, MSFT, IJR, MMM | 13F-HR | 2/15/2017 | 000160658717000183 |
Q3 2016 | 57 | 304,381 | HON, MSFT, VEA, MMM | 13F-HR | 10/21/2016 | 000160658716000798 |
Q2 2016 | 61 | 320,400 | HON, VEA, MSFT, KR | 13F-HR | 8/3/2016 | 000160658716000692 |
Q1 2016 | 59 | 305,618 | HON, MSFT, VEA, CVS | 13F-HR | 5/5/2016 | 000160658716000581 |
Q4 2015 | 60 | 290,513 | KR, MSFT, HON, VEA | 13F-HR | 1/22/2016 | 000160658716000345 |
Q3 2015 | 57 | 278,062 | EFA, CVS, KR, HON | 13F-HR | 10/26/2015 | 000160658715000278 |
Q2 2015 | 56 | 312,224 | EFA, CVS, HON, KR | 13F-HR | 7/20/2015 | 000160658715000193 |
Q1 2015 | 57 | 319,956 | EFA, CVS, KR, HON | 13F-HR | 4/15/2015 | 000160658715000117 |
Q4 2014 | 108 | 312,491 | CVS, EFA, HON, MSFT | 13F-HR | 1/29/2015 | 000160658715000021 |
Q3 2014 | 112 | 295,538 | EFA, DIS, CVS, HON | 13F-HR | 10/28/2014 | 000160658714000225 |
Q2 2014 | 108 | 292,976 | EFA, DIS, HON, CVS | 13F-HR | 7/30/2014 | 000160658714000165 |
Q1 2014 | 121 | 284,283 | EFA, DIS, HON, CVS | 13F-HR | 5/14/2014 | 000160658714000089 |
Q4 2013 | 90 | 273,662 | EFA, DIS, HON, CVS | 13F-HR | 2/7/2014 | 000139834414000699 |