| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 202 | 751,168 | AAPL, SPY, MSFT, GOOGL | 13F-HR | 10/10/2024 | 000108514624004835 |
| Q2 2024 | 197 | 698,966 | SPY, MSFT, AAPL, GOOGL | 13F-HR | 7/12/2024 | 000108514624002884 |
| Q1 2024 | 192 | 681,268 | SPY, MSFT, AAPL, GOOGL | 13F-HR | 4/12/2024 | 000108514624001759 |
| Q4 2023 | 183 | 641,103 | SPY, AAPL, MSFT, LQD | 13F-HR | 1/10/2024 | 000108514624000191 |
| Q3 2023 | 166 | 598,977 | SPY, AAPL, MSFT, LQD | 13F-HR | 10/10/2023 | 000108514623003661 |
| Q2 2023 | 170 | 626,678 | SPY, AAPL, MSFT, LQD | 13F-HR | 7/10/2023 | 000108514623002622 |
| Q1 2023 | 171 | 594,348 | SPY, AAPL, MSFT, LQD | 13F-HR | 4/10/2023 | 000108514623001597 |
| Q4 2022 | 168 | 578,556 | SPY, AAPL, LQD, MSFT | 13F-HR | 1/23/2023 | 000108514623000308 |
| Q3 2022 | 166 | 528,747 | SPY, AAPL, LQD, MSFT | 13F-HR | 10/18/2022 | 000108514622003466 |
| Q2 2022 | 164 | 561,217 | SPY, LQD, AAPL, MSFT | 13F-HR | 7/13/2022 | 000108514622002368 |
| Q1 2022 | 173 | 646,963 | SPY, AAPL, LQD, MSFT | 13F-HR | 5/2/2022 | 000108514622001640 |
| Q4 2021 | 173 | 676,855 | SPY, LQD, AAPL, MSFT | 13F-HR | 1/25/2022 | 000108514622000306 |
| Q3 2021 | 176 | 618,432 | SPY, LQD, AAPL, MSFT | 13F-HR | 10/28/2021 | 000108514621002937 |
| Q2 2021 | 175 | 609,789 | SPY, LQD, AAPL, MSFT | 13F-HR | 7/29/2021 | 000108514621002156 |
| Q1 2021 | 173 | 580,748 | SPY, LQD, MSFT, AAPL | 13F-HR | 4/30/2021 | 000108514621001388 |
| Q4 2020 | 168 | 556,122 | SPY, AAPL, LQD, MSFT | RESTATEMENT | 2/2/2021 | 000108514621000392 |
| Q3 2020 | 162 | 504,209 | SPY, AAPL, LQD, MSFT | 13F-HR | 11/5/2020 | 000108514620002751 |
| Q2 2020 | 157 | 477,415 | SPY, LQD, MSFT, AAPL | 13F-HR | 7/24/2020 | 000108514620001886 |
| Q1 2020 | 147 | 409,719 | SPY, LQD, MSFT, AAPL | 13F-HR | 4/16/2020 | 000108514620001141 |
| Q4 2019 | 176 | 510,246 | SPY, LQD, MSFT, AAPL | 13F-HR | 1/23/2020 | 000108514620000273 |
| Q3 2019 | 226 | 497,961 | SPY, LQD, MSFT, AAPL | 13F-HR | 10/18/2019 | 000108514619002588 |
| Q2 2019 | 152 | 442,529 | SPY, LQD, MSFT, CVX | 13F-HR | 7/17/2019 | 000108514619001914 |
| Q1 2019 | 151 | 438,658 | SPY, LQD, CVX, MSFT | 13F-HR | 4/24/2019 | 000108514619001239 |
| Q4 2018 | 150 | 395,408 | SPY, LQD, CVX, JNJ | 13F-HR | 1/29/2019 | 000108514619000256 |
| Q3 2018 | 158 | 467,784 | SPY, LQD, CVX, MSFT | 13F-HR | 10/26/2018 | 000108514618002420 |
| Q2 2018 | 158 | 437,554 | SPY, CVX, LQD, XOM | 13F-HR | 7/23/2018 | 000108514618001736 |
| Q1 2018 | 158 | 426,211 | SPY, LQD, CVX, VUG | 13F-HR | 4/23/2018 | 000108514618001136 |
| Q4 2017 | 159 | 442,541 | SPY, LQD, CVX, JNJ | 13F-HR | 1/29/2018 | 000108514618000217 |
| Q3 2017 | 155 | 419,465 | SPY, LQD, CVX, XOM | 13F-HR | 10/27/2017 | 000108514617002126 |
| Q2 2017 | 167 | 418,916 | SPY, LQD, XOM, CVX | 13F-HR | 7/25/2017 | 000108514617001565 |
| Q1 2017 | 165 | 409,267 | SPY, LQD, XOM, CVX | 13F-HR | 4/24/2017 | 000108514617001023 |
| Q4 2016 | 167 | 412,896 | SPY, LQD, XOM, CVX | 13F-HR | 1/25/2017 | 000108514617000175 |
| Q3 2016 | 163 | 410,025 | SPY, LQD, XOM, CVX | 13F-HR | 10/26/2016 | 000108514616004569 |
| Q2 2016 | 119 | 271,301 | XOM, CVX, JNJ, MO | 13F-HR | 7/19/2016 | 000108514616004001 |
| Q1 2016 | 116 | 257,275 | XOM, CVX, JNJ, MO | 13F-HR | 4/21/2016 | 000108514616003497 |
| Q4 2015 | 117 | 255,011 | XOM, CVX, JNJ, MO | 13F-HR | 1/27/2016 | 000108514616002685 |
| Q3 2015 | 118 | 250,566 | XOM, CVX, JNJ, MO | 13F-HR | 10/20/2015 | 000108514615002041 |
| Q2 2015 | 127 | 284,852 | XOM, CVX, BMY, JNJ | 13F-HR | 7/28/2015 | 000108514615001523 |
| Q1 2015 | 131 | 308,808 | XOM, CVX, JNJ, BMY | 13F-HR | 4/30/2015 | 000108514615001014 |
| Q4 2014 | 139 | 321,639 | XOM, CVX, JNJ, BMY | 13F-HR | 1/26/2015 | 000108514615000162 |
| Q3 2014 | 145 | 329,955 | XOM, CVX, JNJ, BMY | 13F-HR | 11/4/2014 | 000108514614002080 |
| Q2 2014 | 150 | 349,435 | XOM, CVX, JNJ, PFE | 13F-HR | 7/24/2014 | 000108514614001395 |
| Q1 2014 | 160 | 439,222 | XOM, META, CVX, JNJ | 13F-HR | 4/30/2014 | 000108514614000938 |
| Q4 2013 | 153 | 413,688 | XOM, CVX, JNJ, GOOGL | 13F-HR | 1/23/2014 | 000108514614000137 |