| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 191 | 917,849 | AAPL, VTI, QCOM, HD | 13F-HR | 4/30/2025 | 000156788925000003 |
| Q4 2024 | 197 | 937,626 | AAPL, VTI, QCOM, HD | 13F-HR | 1/27/2025 | 000156788925000001 |
| Q3 2024 | 196 | 952,832 | AAPL, QCOM, VTI, HD | 13F-HR | 10/21/2024 | 000156788924000004 |
| Q2 2024 | 192 | 902,225 | AAPL, QCOM, VTI, HD | 13F-HR | 7/31/2024 | 000156788924000003 |
| Q1 2024 | 194 | 886,891 | AAPL, QCOM, VTI, HD | 13F-HR | 4/24/2024 | 000156788924000002 |
| Q4 2023 | 196 | 820,544 | AAPL, QCOM, VTI, HD | 13F-HR | 1/30/2024 | 000156788924000001 |
| Q3 2023 | 187 | 719,351 | AAPL, VTI, QCOM, CSCO | 13F-HR | 11/1/2023 | 000156788923000005 |
| Q2 2023 | 192 | 750,158 | AAPL, QCOM, VTI, PEP | 13F-HR | 7/20/2023 | 000156788923000003 |
| Q1 2023 | 191 | 716,536 | AAPL, QCOM, VTI, PEP | 13F-HR | 4/27/2023 | 000156788923000002 |
| Q4 2022 | 194 | 686,865 | AAPL, QCOM, VTI, BMY | 13F-HR | 1/27/2023 | 000156788923000001 |
| Q3 2022 | 171 | 607,641 | AAPL, QCOM, VTI, BMY | 13F-HR | 10/31/2022 | 000156788922000003 |
| Q2 2022 | 172 | 654,681 | AAPL, QCOM, VTI, BMY | 13F-HR | 8/8/2022 | 000156788922000002 |
| Q1 2022 | 185 | 770,022 | AAPL, QCOM, VTI, BMY | 13F-HR | 5/2/2022 | 000108514622001651 |
| Q4 2021 | 188 | 799,877 | AAPL, QCOM, VTI, CSCO | 13F-HR | 1/20/2022 | 000108514622000259 |
| Q3 2021 | 180 | 730,583 | AAPL, QCOM, VTI, MBB | 13F-HR | 10/19/2021 | 000108514621002833 |
| Q2 2021 | 184 | 755,623 | AAPL, MBB, QCOM, VTI | 13F-HR | 7/15/2021 | 000108514621001991 |
| Q1 2021 | 177 | 696,122 | MBB, AAPL, QCOM, VTI | 13F-HR | 4/28/2021 | 000108514621001340 |
| Q4 2020 | 170 | 656,206 | AAPL, MBB, QCOM, VTI | 13F-HR | 2/2/2021 | 000108514621000383 |
| Q3 2020 | 169 | 572,706 | AAPL, QCOM, MBB, VTI | 13F-HR | 10/27/2020 | 000108514620002665 |
| Q2 2020 | 170 | 516,710 | AAPL, QCOM, CSCO, VTI | 13F-HR | 7/23/2020 | 000108514620001865 |
| Q1 2020 | 168 | 403,630 | AAPL, QCOM, VTI, CSCO | 13F-HR | 5/1/2020 | 000108514620001280 |
| Q4 2019 | 181 | 438,209 | AAPL, VTI, QCOM, CSCO | 13F-HR | 1/23/2020 | 000108514620000261 |
| Q3 2019 | 170 | 365,043 | VTI, AAPL, VWO, CSCO | 13F-HR | 10/31/2019 | 000108514619002682 |
| Q2 2019 | 155 | 341,259 | VTI, AAPL, VWO, VEU | 13F-HR | 7/19/2019 | 000108514619001930 |
| Q1 2019 | 155 | 320,825 | VTI, AAPL, VWO, CSCO | 13F-HR | 4/18/2019 | 000108514619001190 |
| Q4 2018 | 147 | 270,227 | VTI, AAPL, VEU, VWO | 13F-HR | 1/31/2019 | 000108514619000273 |
| Q3 2018 | 156 | 312,684 | VTI, AAPL, VEU, CSCO | 13F-HR | 10/26/2018 | 000108514618002418 |
| Q2 2018 | 154 | 290,324 | VTI, AAPL, VEU, VWO | 13F-HR | 7/27/2018 | 000108514618001771 |
| Q1 2018 | 150 | 281,406 | VTI, AAPL, VEU, VWO | 13F-HR | 4/24/2018 | 000108514618001147 |
| Q4 2017 | 153 | 283,320 | VTI, AAPL, VEU, CSCO | 13F-HR | 1/31/2018 | 000108514618000262 |
| Q3 2017 | 147 | 259,140 | VTI, AAPL, VEU, VWO | 13F-HR | 11/3/2017 | 000108514617002202 |
| Q2 2017 | 146 | 250,262 | VTI, AAPL, VEU, VWO | 13F-HR | 7/28/2017 | 000108514617001583 |
| Q1 2017 | 146 | 240,105 | VTI, AAPL, CSCO, VWO | 13F-HR | 5/8/2017 | 000108514617001122 |
| Q4 2016 | 141 | 224,766 | VTI, AAPL, GE, CSCO | 13F-HR | 1/26/2017 | 000108514617000195 |
| Q3 2016 | 137 | 214,831 | VTI, AAPL, CSCO, GE | 13F-HR | 11/4/2016 | 000108514616004625 |
| Q2 2016 | 139 | 204,530 | VTI, GE, AAPL, CSCO | 13F-HR | 8/8/2016 | 000108514616004183 |
| Q1 2016 | 141 | 190,746 | VTI, AAPL, GE, CSCO | 13F-HR | 4/28/2016 | 000108514616003545 |
| Q4 2015 | 145 | 185,512 | VTI, AAPL, GE, CSCO | 13F-HR | 2/3/2016 | 000108514616002749 |
| Q3 2015 | 129 | 163,605 | VTI, AAPL, GE, QCOM | 13F-HR | 11/12/2015 | 000108514615002247 |
| Q2 2015 | 143 | 181,209 | AAPL, VTI, GE, QCOM | 13F-HR | 8/5/2015 | 000108514615001586 |
| Q1 2015 | 138 | 171,290 | AAPL, VTI, GE, QCOM | 13F-HR | 5/5/2015 | 000108514615001034 |
| Q4 2014 | 143 | 163,988 | AAPL, VTI, GE, QCOM | 13F-HR | 2/5/2015 | 000108514615000258 |
| Q3 2014 | 144 | 160,793 | AAPL, VTI, QCOM, GE | 13F-HR | 11/14/2014 | 000108514614002295 |
| Q2 2014 | 146 | 161,677 | AAPL, VTI, QCOM, GE | 13F-HR | 8/6/2014 | 000108514614001515 |
| Q1 2014 | 143 | 142,982 | AAPL, VTI, GE, QCOM | 13F-HR | 5/14/2014 | 000108514614001127 |
| Q4 2013 | 140 | 136,394 | VTI, AAPL, GE, QCOM | 13F-HR | 2/4/2014 | 000108514614000232 |