| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2020 | 351 | 2,140,571 | MSFT, AAPL, IVV, JNJ | 13F-HR | 4/27/2020 | 000108514620001219 |
| Q4 2019 | 321 | 2,690,448 | EZU, OEF, AAPL, MSFT | 13F-HR | 1/8/2020 | 000108514620000034 |
| Q3 2019 | 374 | 2,513,173 | MSFT, AAPL, IVV, JNJ | 13F-HR | 10/9/2019 | 000108514619002489 |
| Q2 2019 | 368 | 2,438,477 | IVV, MSFT, JNJ, AAPL | 13F-HR | 7/10/2019 | 000108514619001816 |
| Q1 2019 | 319 | 2,341,728 | EEMV, IAU, JNJ, MSFT | RESTATEMENT | 4/18/2019 | 000108514619001192 |
| Q4 2018 | 310 | 2,012,937 | EIS, IAU, JNJ, AAPL | 13F-HR | 1/14/2019 | 000108514619000137 |
| Q3 2018 | 346 | 2,402,181 | LEMB, IAU, AAPL, JNJ | 13F-HR | 10/9/2018 | 000108514618002248 |
| Q2 2018 | 337 | 2,224,129 | LEMB, IAU, AAPL, JNJ | 13F-HR | 7/11/2018 | 000108514618001672 |
| Q1 2018 | 370 | 2,150,472 | IVV, ACWX, JNJ, AAPL | 13F-HR | 4/6/2018 | 000108514618001006 |
| Q4 2017 | 376 | 2,237,126 | IVV, JNJ, XOM, AAPL | 13F-HR | 1/16/2018 | 000108514618000121 |
| Q3 2017 | 330 | 2,072,094 | IVV, JNJ, IGSB, SLQD | 13F-HR | 10/13/2017 | 000108514617002042 |
| Q2 2017 | 400 | 2,026,994 | IVV, JNJ, XOM, AAPL | 13F-HR | 7/12/2017 | 000108514617001486 |
| Q1 2017 | 318 | 1,326,460 | JNJ, IVV, XOM, IWR | 13F-HR | 4/11/2017 | 000108514617000958 |
| Q4 2016 | 307 | 1,261,787 | XOM, JNJ, GE, IVV | 13F-HR | 1/18/2017 | 000108514617000129 |
| Q3 2016 | 307 | 1,240,128 | JNJ, XOM, GE, IWR | 13F-HR | 10/14/2016 | 000108514616004500 |
| Q2 2016 | 299 | 1,231,798 | XOM, JNJ, GE, IWR | 13F-HR | 7/19/2016 | 000108514616003994 |
| Q1 2016 | 297 | 1,180,524 | XOM, GE, JNJ, IWR | 13F-HR | 5/13/2016 | 000108514616003733 |
| Q4 2015 | 297 | 1,173,424 | GE, JNJ, XOM, IWR | 13F-HR | 1/15/2016 | 000108514616002622 |
| Q3 2015 | 303 | 1,073,373 | XOM, JNJ, IWR, GE | 13F-HR | 10/15/2015 | 000108514615002004 |
| Q2 2015 | 391 | 1,691,628 | XOM, GE, JNJ, IWR | 13F-HR | 7/9/2015 | 000108514615001411 |
| Q1 2015 | 350 | 1,547,733 | XOM, JNJ, IWR, GE | 13F-HR | 4/17/2015 | 000108514615000940 |
| Q4 2014 | 357 | 1,506,669 | XOM, JNJ, GE, IWR | 13F-HR | 1/21/2015 | 000108514615000133 |
| Q3 2014 | 355 | 1,455,133 | XOM, JNJ, GE, IWR | 13F-HR | 10/14/2014 | 000108514614001889 |
| Q2 2014 | 355 | 1,449,752 | XOM, JNJ, GE, IWR | 13F-HR | 7/8/2014 | 000108514614001290 |
| Q1 2014 | 342 | 1,368,922 | XOM, GE, JNJ, IWR | 13F-HR | 4/4/2014 | 000108514614000799 |
| Q4 2013 | 335 | 1,344,721 | XOM, GE, JNJ, IWR | 13F-HR | 1/16/2014 | 000108514614000105 |