| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 408 | 909,332 | AAPL, MSFT, AVGO, IVV | 13F-HR | 1/11/2024 | 000158215124000001 |
| Q3 2023 | 398 | 825,171 | AAPL, MSFT, VOO, VV | 13F-HR | 10/16/2023 | 000158215123000006 |
| Q2 2023 | 395 | 852,465 | AAPL, MSFT, VOO, VV | 13F-HR | 7/17/2023 | 000158215123000004 |
| Q1 2023 | 387 | 802,110 | AAPL, MSFT, VV, VOO | 13F-HR | 4/17/2023 | 000158215123000003 |
| Q4 2022 | 386 | 786,897 | AAPL, MSFT, PG, VV | RESTATEMENT | 4/17/2023 | 000158215123000002 |
| Q3 2022 | 369 | 726,594 | AAPL, IVV, MSFT, PG | 13F-HR | 10/20/2022 | 000158215122000004 |
| Q2 2022 | 374 | 770,592 | AAPL, MSFT, PG, IVV | 13F-HR | 8/11/2022 | 000158215122000003 |
| Q1 2022 | 394 | 866,071 | AAPL, MSFT, VUSB, PG | 13F-HR | 4/28/2022 | 000158215122000002 |
| Q4 2021 | 392 | 862,905 | AAPL, MSFT, VUSB, PG | 13F-HR | 2/4/2022 | 000158215122000001 |
| Q3 2021 | 382 | 761,390 | AAPL, MSFT, PG, VV | RESTATEMENT | 10/29/2021 | 000158215121000005 |
| Q2 2021 | 379 | 719,162 | AAPL, MSFT, PG, VV | 13F-HR | 8/6/2021 | 000158215121000003 |
| Q1 2021 | 370 | 657,988 | AAPL, MSFT, PG, VV | 13F-HR | 5/10/2021 | 000158215121000002 |
| Q4 2020 | 354 | 591,384 | AAPL, PG, MSFT, VV | 13F-HR | 2/8/2021 | 000158215121000001 |
| Q3 2020 | 343 | 512,996 | AAPL, PG, MSFT, VV | 13F-HR | 10/26/2020 | 000158215120000004 |
| Q2 2020 | 337 | 464,115 | AAPL, PG, MSFT, VV | 13F-HR | 8/4/2020 | 000158215120000003 |
| Q1 2020 | 317 | 381,568 | PG, AAPL, MSFT, VV | 13F-HR | 4/27/2020 | 000158215120000002 |
| Q4 2019 | 318 | 476,257 | PG, AAPL, MSFT, VV | 13F-HR | 2/5/2020 | 000158215120000001 |
| Q3 2019 | 312 | 428,158 | VV, AAPL, MSFT, BA | 13F-HR | 10/28/2019 | 000158215119000004 |
| Q2 2019 | 308 | 411,029 | VV, MSFT, AAPL, BA | 13F-HR | 7/10/2019 | 000158215119000003 |
| Q1 2019 | 297 | 391,161 | VV, AAPL, MSFT, BA | 13F-HR | 4/29/2019 | 000158215119000002 |
| Q4 2018 | 288 | 351,349 | VV, BA, MSFT, AAPL | 13F-HR | 2/1/2019 | 000158215119000001 |
| Q3 2018 | 292 | 376,883 | VV, AAPL, BA, MSFT | RESTATEMENT | 11/13/2018 | 000158215118000005 |
| Q2 2018 | 294 | 354,988 | VV, AAPL, BA, MSFT | 13F-HR | 7/23/2018 | 000158215118000003 |
| Q1 2018 | 281 | 337,070 | VV, BA, AAPL, MSFT | 13F-HR | 4/17/2018 | 000158215118000002 |
| Q4 2017 | 287 | 338,692 | VV, BA, AAPL, PG | 13F-HR | 1/19/2018 | 000158215118000001 |
| Q3 2017 | 269 | 299,556 | VV, PG, BA, ITOT | 13F-HR | 10/16/2017 | 000158215117000004 |
| Q2 2017 | 263 | 281,938 | VV, PG, ITOT, AAPL | 13F-HR | 7/25/2017 | 000158215117000003 |
| Q1 2017 | 267 | 278,647 | VV, PG, ITOT, AAPL | 13F-HR | 4/21/2017 | 000158215117000002 |
| Q4 2016 | 252 | 256,842 | VV, PG, ITOT, MDY | 13F-HR | 1/30/2017 | 000158215117000001 |
| Q3 2016 | 252 | 255,723 | VV, PG, ITOT, AAPL | 13F-HR | 10/11/2016 | 000158215116000009 |
| Q2 2016 | 246 | 244,330 | VV, PG, ITOT, MDY | 13F-HR | 7/13/2016 | 000158215116000008 |
| Q1 2016 | 248 | 238,636 | VV, PG, ITOT, AAPL | 13F-HR | 4/13/2016 | 000158215116000007 |
| Q4 2015 | 214 | 206,407 | VV, PG, MDY, MSFT | 13F-HR | 1/25/2016 | 000158215116000006 |
| Q3 2015 | 222 | 194,620 | VV, PG, MDY, AAPL | 13F-HR | 10/14/2015 | 000158215115000005 |
| Q2 2015 | 234 | 208,364 | VV, PG, MDY, AAPL | 13F-HR | 7/27/2015 | 000158215115000004 |
| Q1 2015 | 234 | 210,396 | VV, PG, MDY, AAPL | 13F-HR | 4/15/2015 | 000158215115000002 |
| Q4 2014 | 218 | 189,038 | VV, MDY, AAPL, GE | 13F-HR | 1/22/2015 | 000158215115000001 |
| Q3 2014 | 217 | 169,691 | VV, MDY, GE, AAPL | 13F-HR | 10/16/2014 | 000158215114000004 |
| Q2 2014 | 227 | 168,653 | VV, MDY, GE, TSM | 13F-HR | 7/14/2014 | 000158215114000003 |
| Q1 2014 | 249 | 163,515 | VV, MDY, GE, TSM | 13F-HR | 4/7/2014 | 000158215114000002 |
| Q4 2013 | 255 | 149,947 | VV, MDY, GE, VFC | 13F-HR | 1/16/2014 | 000158215114000001 |