| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 751 | 1,156,328 | AAPL, MSFT, IVV, LLY | 13F-HR | 11/12/2024 | 000139834424020481 |
| Q2 2024 | 759 | 1,044,426 | AAPL, MSFT, LLY, IVV | 13F-HR | 8/14/2024 | 000139834424014588 |
| Q1 2024 | 1,022 | 1,011,257 | AAPL, MSFT, IVV, LLY | 13F-HR | 5/13/2024 | 000139834424009325 |
| Q4 2023 | 912 | 942,507 | AAPL, MSFT, IVV, LLY | 13F-HR | 2/14/2024 | 000139834424002876 |
| Q3 2023 | 920 | 873,091 | AAPL, MSFT, IVV, LLY | 13F-HR | 11/13/2023 | 000139834423020467 |
| Q2 2023 | 916 | 899,777 | AAPL, MSFT, IVV, LLY | 13F-HR | 8/14/2023 | 000139834423014756 |
| Q1 2023 | 910 | 851,163 | AAPL, MSFT, IVV, JNJ | 13F-HR | 5/11/2023 | 000139834423009519 |
| Q4 2022 | 913 | 815,103 | AAPL, MSFT, IVV, JNJ | 13F-HR | 2/14/2023 | 000139834423003331 |
| Q3 2022 | 251 | 738,300 | AAPL, MSFT, UNH, IVV | 13F-HR | 11/14/2022 | 000139834422021988 |
| Q2 2022 | 167 | 711,214 | AAPL, MSFT, IVV, JNJ | 13F-HR | 8/12/2022 | 000139834422015500 |
| Q1 2022 | 183 | 844,881 | AAPL, MSFT, IVV, JNJ | 13F-HR | 5/9/2022 | 000139834422009111 |
| Q4 2021 | 185 | 893,994 | AAPL, MSFT, IVV, AMZN | 13F-HR | 2/14/2022 | 000139834422002945 |
| Q3 2021 | 189 | 810,748 | AAPL, MSFT, IVV, AMZN | 13F-HR | 11/12/2021 | 000139834421021302 |
| Q2 2021 | 191 | 819,076 | AAPL, MSFT, AMZN, IVV | 13F-HR | 8/5/2021 | 000139834421015565 |
| Q1 2021 | 181 | 760,915 | AAPL, MSFT, IVV, AMZN | 13F-HR | 5/10/2021 | 000139834421010024 |
| Q4 2020 | 164 | 720,697 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 1/29/2021 | 000139834421001781 |
| Q3 2020 | 154 | 636,444 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 10/26/2020 | 000139834420020741 |
| Q2 2020 | 149 | 586,175 | AAPL, MSFT, AMZN, V | 13F-HR | 8/10/2020 | 000139834420015381 |
| Q1 2020 | 143 | 477,818 | AAPL, MSFT, JNJ, V | 13F-HR | 5/6/2020 | 000139834420009554 |
| Q4 2019 | 159 | 602,524 | AAPL, MSFT, JNJ, V | 13F-HR | 2/14/2020 | 000139834420003554 |
| Q3 2019 | 159 | 565,408 | AAPL, MSFT, IVV, V | 13F-HR | 11/15/2019 | 000139834419020397 |
| Q2 2019 | 157 | 552,523 | AAPL, MSFT, JNJ, V | 13F-HR | 8/21/2019 | 000139834419014944 |
| Q1 2019 | 151 | 526,969 | AAPL, MSFT, JNJ, V | 13F-HR | 5/15/2019 | 000139834419009018 |
| Q4 2018 | 142 | 409,425 | AAPL, MSFT, JNJ, V | 13F-HR | 2/12/2019 | 000139834419002444 |
| Q3 2018 | 150 | 534,753 | AAPL, MSFT, JNJ, V | 13F-HR | 11/14/2018 | 000139834418016503 |
| Q2 2018 | 148 | 504,647 | AAPL, MSFT, JNJ, IVV | 13F-HR | 8/14/2018 | 000139834418011769 |
| Q1 2018 | 150 | 490,488 | AAPL, MSFT, JNJ, IVV | 13F-HR | 5/10/2018 | 000139834418007184 |
| Q4 2017 | 160 | 645,209 | AAPL, JNJ, MSFT, IVV | 13F-HR | 2/21/2018 | 000139834418002621 |
| Q3 2017 | 141 | 455,198 | AAPL, JNJ, MSFT, PG | 13F-HR | 11/14/2017 | 000139834417014641 |
| Q2 2017 | 143 | 440,493 | AAPL, JNJ, MSFT, DIS | 13F-HR | 8/14/2017 | 000139834417010332 |
| Q1 2017 | 125 | 325,031 | AAPL, JNJ, MSFT, DIS | 13F-HR | 5/15/2017 | 000139834417006462 |
| Q4 2016 | 129 | 309,795 | AAPL, JNJ, XOM, DIS | 13F-HR | 2/13/2017 | 000139834417001904 |
| Q3 2016 | 135 | 318,348 | AAPL, JNJ, PG, DUK | 13F-HR | 10/18/2016 | 000139834416019709 |
| Q2 2016 | 136 | 312,565 | JNJ, AAPL, DUK, XOM | 13F-HR | 8/22/2016 | 000139834416017139 |
| Q1 2016 | 135 | 306,448 | AAPL, JNJ, DUK, DIS | 13F-HR | 5/13/2016 | 000139834416013353 |
| Q4 2015 | 136 | 300,727 | AAPL, JNJ, DIS, PG | 13F-HR | 2/12/2016 | 000139834416009865 |
| Q3 2015 | 133 | 297,756 | AAPL, JNJ, DIS, DUK | 13F-HR | 11/18/2015 | 000139834415007717 |
| Q2 2015 | 134 | 322,624 | AAPL, JNJ, DIS, XOM | 13F-HR | 8/5/2015 | 000139834415004922 |
| Q1 2015 | 136 | 327,298 | AAPL, JNJ, DIS, DUK | 13F-HR | 6/1/2015 | 000139834415003623 |
| Q4 2014 | 138 | 258,564 | AAPL, JNJ, XOM, DUK | 13F-HR | 2/13/2015 | 000139834415000975 |
| Q3 2014 | 140 | 322,867 | AAPL, JNJ, XOM, PG | 13F-HR | 11/14/2014 | 000139834414005920 |
| Q2 2014 | 137 | 329,032 | XOM, JNJ, AAPL, DUK | 13F-HR | 8/14/2014 | 000139834414004200 |
| Q1 2014 | 134 | 319,800 | XOM, JNJ, AAPL, PG | 13F-HR | 5/15/2014 | 000139834414002797 |
| Q4 2013 | 114 | 318,397 | XOM, JNJ, AAPL, PG | 13F-HR | 2/14/2014 | 000139834414001030 |