| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 552 | 4,235,456 | SPY, MSFT, AAPL, IVV | 13F-HR | 11/14/2024 | 000090514824003125 |
| Q2 2024 | 542 | 3,501,999 | SPY, MSFT, AAPL, NVDA | 13F-HR | 8/14/2024 | 000090514824002200 |
| Q1 2024 | 550 | 3,340,505 | SPY, MSFT, AAPL, NVDA | 13F-HR | 5/14/2024 | 000090514824001373 |
| Q4 2023 | 555 | 4,266,488 | SPY, IVV, MSFT, AAPL | 13F-HR | 2/13/2024 | 000090514824000599 |
| Q3 2023 | 546 | 4,257,119 | SPY, IVV, MSFT, AAPL | 13F-HR | 11/13/2023 | 000090514823001366 |
| Q2 2023 | 1 | 24,270 | GOVT | NEW HOLDINGS | 10/10/2023 | 000090514823001110 |
| Q2 2023 | 552 | 5,934,810 | SPY, IVV, AAPL, MSFT | 13F-HR | 8/14/2023 | 000090514823000708 |
| Q1 2023 | 557 | 5,076,790 | SPY, IVV, AAPL, MSFT | 13F-HR | 5/12/2023 | 000090514823000387 |
| Q4 2022 | 547 | 4,641,562 | SPY, IVV, AAPL, MSFT | 13F-HR | 2/13/2023 | 000090514823000182 |
| Q3 2022 | 538 | 4,910,785 | SPY, IVV, AAPL, MSFT | 13F-HR | 11/14/2022 | 000156761922020093 |
| Q2 2022 | 539 | 5,110,357 | SPY, IVV, VOO, AAPL | 13F-HR | 8/10/2022 | 000156761922015404 |
| Q1 2022 | 552 | 7,504,172 | SPY, IVV, AAPL, MSFT | 13F-HR | 5/12/2022 | 000156761922010204 |
| Q4 2021 | 550 | 7,926,494 | SPY, IVV, AAPL, MSFT | 13F-HR | 2/10/2022 | 000156761922003214 |
| Q3 2021 | 546 | 7,195,466 | SPY, IVV, AAPL, MSFT | 13F-HR | 11/9/2021 | 000156761921019521 |
| Q2 2021 | 539 | 6,916,643 | SPY, IVV, AAPL, MSFT | 13F-HR | 8/11/2021 | 000156761921014994 |
| Q1 2021 | 536 | 7,261,375 | SPY, IVV, AAPL, MSFT | 13F-HR | 5/12/2021 | 000156761921009625 |
| Q4 2020 | 534 | 7,026,412 | SPY, IVV, MSFT, AAPL | 13F-HR | 2/12/2021 | 000156761921003285 |
| Q3 2020 | 518 | 6,325,255 | SPY, IVV, MSFT, AAPL | 13F-HR | 11/12/2020 | 000156761920019178 |
| Q2 2020 | 513 | 5,860,253 | SPY, IVV, MSFT, AAPL | 13F-HR | 8/12/2020 | 000156761920014802 |
| Q1 2020 | 505 | 5,121,698 | SPY, IVV, VOO, MSFT | 13F-HR | 5/13/2020 | 000156761920009677 |
| Q4 2019 | 511 | 7,656,492 | SPY, IVV, VOO, MSFT | 13F-HR | 2/12/2020 | 000156761920002869 |
| Q3 2019 | 509 | 7,081,543 | SPY, IVV, VOO, MSFT | 13F-HR | 11/12/2019 | 000156761919020925 |
| Q2 2019 | 520 | 6,511,039 | SPY, IVV, MSFT, AAPL | 13F-HR | 8/9/2019 | 000156761919016103 |
| Q1 2019 | 518 | 7,842,676 | SPY, IVV, MSFT, AAPL | 13F-HR | 5/10/2019 | 000156761919010357 |
| Q4 2018 | 519 | 7,146,174 | SPY, IVV, MSFT, AAPL | 13F-HR | 2/8/2019 | 000156761919002698 |
| Q3 2018 | 520 | 7,374,761 | SPY, IVV, MSFT, AAPL | 13F-HR | 11/8/2018 | 000156761918005322 |
| Q2 2018 | 522 | 6,702,479 | SPY, IVV, MSFT, AAPL | 13F-HR | 8/10/2018 | 000156761918000292 |
| Q1 2018 | 512 | 5,976,166 | SPY, IVV, MSFT, AAPL | 13F-HR | 5/10/2018 | 000114036118022788 |
| Q4 2017 | 531 | 5,713,422 | SPY, IVV, MSFT, AAPL | 13F-HR | 2/9/2018 | 000114036118006317 |
| Q3 2017 | 530 | 5,165,292 | SPY, IVV, MSFT, AAPL | 13F-HR | 11/8/2017 | 000114036117041592 |
| Q2 2017 | 528 | 4,867,311 | SPY, IVV, MSFT, AAPL | 13F-HR | 8/10/2017 | 000114036117031123 |
| Q1 2017 | 540 | 4,642,195 | SPY, IVV, MSFT, AAPL | 13F-HR | 5/8/2017 | 000114036117018831 |
| Q4 2016 | 534 | 4,290,519 | SPY, IVV, MSFT, VOO | 13F-HR | 2/8/2017 | 000114036117005013 |
| Q3 2016 | 533 | 4,161,501 | SPY, IVV, MSFT, VOO | 13F-HR | 11/8/2016 | 000114036116085343 |
| Q2 2016 | 519 | 4,106,443 | SPY, IVV, MSFT, VOO | 13F-HR | 8/8/2016 | 000114036116075121 |
| Q1 2016 | 517 | 4,121,205 | SPY, IVV, AAPL, MSFT | 13F-HR | 5/11/2016 | 000114036116064478 |
| Q4 2015 | 508 | 3,941,986 | SPY, IVV, MSFT, AAPL | 13F-HR | 2/9/2016 | 000114036116050768 |
| Q3 2015 | 520 | 3,834,095 | SPY, IVV, AAPL, MSFT | 13F-HR | 11/9/2015 | 000114036115040137 |
| Q2 2015 | 518 | 3,921,280 | SPY, IVV, AAPL, MSFT | 13F-HR | 7/31/2015 | 000114036115029249 |
| Q1 2015 | 527 | 4,133,871 | SPY, IVV, EEM, AAPL | 13F-HR | 5/8/2015 | 000114036115018355 |
| Q4 2014 | 529 | 4,098,494 | SPY, IVV, EEM, AAPL | 13F-HR | 2/10/2015 | 000114036115005039 |
| Q3 2014 | 493 | 3,504,726 | SPY, IVV, EEM, AAPL | 13F-HR | 10/31/2014 | 000114036114039625 |
| Q2 2014 | 469 | 3,394,899 | SPY, IVV, EEM, AAPL | 13F-HR | 7/31/2014 | 000114036114030046 |
| Q1 2014 | 491 | 3,530,980 | SPY, IVV, EEM, DIA | 13F-HR | 5/13/2014 | 000114036114020347 |
| Q4 2013 | 468 | 3,716,773 | SPY, IVV, EEM, DIA | 13F-HR | 2/14/2014 | 000114036114007355 |