| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 161 | 415,862 | NVDA, XOM, AAPL, IVV | 13F-HR | 10/8/2024 | 000195175724000993 |
| Q2 2024 | 153 | 388,280 | NVDA, XOM, AAPL, IVV | 13F-HR | 7/18/2024 | 000195175724000547 |
| Q1 2024 | 154 | 381,683 | NVDA, XOM, AAPL, IVV | 13F-HR | 5/3/2024 | 000195175724000436 |
| Q4 2023 | 149 | 328,200 | XOM, NVDA, AAPL, AGG | 13F-HR | 2/6/2024 | 000195175724000222 |
| Q3 2023 | 143 | 299,876 | XOM, NVDA, AAPL, AGG | 13F-HR | 10/10/2023 | 000195175723000535 |
| Q2 2023 | 142 | 303,978 | XOM, NVDA, AAPL, AGG | 13F-HR | 8/7/2023 | 000195175723000486 |
| Q1 2023 | 147 | 287,882 | XOM, AAPL, NVDA, AGG | 13F-HR | 5/4/2023 | 000195175723000251 |
| Q4 2022 | 136 | 258,370 | XOM, AAPL, CVX, IVV | 13F-HR | 2/2/2023 | 000159784323000001 |
| Q3 2022 | 141 | 243,531 | XOM, AAPL, CVX, IVV | 13F-HR | 11/14/2022 | 000159784322000003 |
| Q2 2022 | 145 | 255,606 | XOM, AAPL, NVDA, IVV | 13F-HR | 8/1/2022 | 000159784322000002 |
| Q1 2022 | 156 | 308,517 | XOM, AAPL, NVDA, IVV | 13F-HR | 5/16/2022 | 000159784322000001 |
| Q4 2021 | 144 | 302,665 | XOM, AAPL, NVDA, IVV | 13F-HR | 2/7/2022 | 000081067222000003 |
| Q3 2021 | 139 | 280,761 | XOM, AAPL, NVDA, IVV | 13F-HR | 11/15/2021 | 000159784321000004 |
| Q2 2021 | 144 | 286,100 | XOM, AAPL, NVDA, IVV | 13F-HR | 8/16/2021 | 000159784321000003 |
| Q1 2021 | 152 | 261,756 | XOM, AAPL, NVDA, IVV | 13F-HR | 5/17/2021 | 000159784321000002 |
| Q4 2020 | 267 | 192,014 | XOM, AAPL, NVDA, IVV | 13F-HR | 2/12/2021 | 000159784321000001 |
| Q3 2020 | 105 | 163,207 | XOM, NVDA, AAPL, IVV | 13F-HR | 11/16/2020 | 000159784320000005 |
| Q2 2020 | 100 | 158,539 | XOM, AAPL, NVDA, IVV | 13F-HR | 8/11/2020 | 000159784320000003 |
| Q1 2020 | 100 | 133,737 | XOM, AGG, IVV, AAPL | 13F-HR | 5/13/2020 | 000159784320000002 |
| Q4 2019 | 248 | 195,307 | XOM, CVX, IVV, AAPL | 13F-HR | 1/24/2020 | 000159784320000001 |
| Q3 2019 | 112 | 180,149 | XOM, CVX, IVV, AGG | 13F-HR | 10/16/2019 | 000159784319000005 |
| Q2 2019 | 109 | 187,773 | XOM, CVX, IVV, AGG | 13F-HR | 8/6/2019 | 000159784319000003 |
| Q1 2019 | 252 | 184,697 | XOM, CVX, IVV, AAPL | 13F-HR | 5/14/2019 | 000159784319000002 |
| Q4 2018 | 255 | 168,600 | XOM, CVX, IVV, AGG | 13F-HR | 2/13/2019 | 000159784319000001 |
| Q3 2018 | 267 | 207,553 | XOM, CVX, NVDA, IVV | 13F-HR | 11/14/2018 | 000159784318000004 |
| Q2 2018 | 268 | 199,852 | XOM, CVX, IVV, NVDA | 13F-HR | 8/3/2018 | 000159784318000003 |
| Q1 2018 | 256 | 189,713 | XOM, CVX, IVV, NVDA | 13F-HR | 5/4/2018 | 000159784318000002 |
| Q4 2017 | 253 | 199,453 | XOM, CVX, IVV, NVDA | 13F-HR | 2/2/2018 | 000159784318000001 |
| Q3 2017 | 252 | 195,213 | XOM, CVX, IVV, NVDA | 13F-HR | 11/14/2017 | 000159784317000005 |
| Q2 2017 | 253 | 188,330 | XOM, CVX, NVDA, IVV | 13F-HR | 8/4/2017 | 000159784317000004 |
| Q1 2017 | 238 | 172,999 | XOM, CVX, IVV, NVDA | 13F-HR | 5/5/2017 | 000159784317000002 |
| Q4 2016 | 232 | 170,618 | XOM, CVX, IVV, NVDA | 13F-HR | 2/3/2017 | 000159784317000001 |
| Q3 2016 | 244 | 162,681 | XOM, CVX, IVV, STZ | 13F-HR | 10/14/2016 | 000159784316000002 |
| Q2 2016 | 92 | 156,756 | XOM, CVX, IVV, STZ | 13F-HR | 7/15/2016 | 000122107316000176 |
| Q1 2016 | 88 | 132,232 | XOM, CVX, IVV, STZ | 13F-HR | 4/19/2016 | 000122107316000151 |
| Q4 2015 | 91 | 130,647 | XOM, CVX, STZ, BIV | 13F-HR | 1/19/2016 | 000122107316000119 |
| Q3 2015 | 98 | 109,723 | XOM, BIV, STZ, IVV | 13F-HR | 10/19/2015 | 000122107315000096 |
| Q2 2015 | 103 | 122,723 | XOM, BIV, IVV, STZ | 13F-HR | 7/23/2015 | 000122107315000077 |
| Q1 2015 | 99 | 121,065 | XOM, BIV, IVV, STZ | 13F-HR | 4/16/2015 | 000122107315000046 |
| Q4 2014 | 99 | 123,513 | XOM, BIV, IVV, RSP.MX | 13F-HR | 1/14/2015 | 000122107315000002 |
| Q3 2014 | 89 | 122,701 | XOM, IVV, RSP.MX, IWM | 13F-HR | 10/22/2014 | 000122107314000076 |
| Q2 2014 | 90 | 132,752 | XOM, IVV, RSP.MX, IWM | 13F-HR | 7/23/2014 | 000122107314000050 |
| Q1 2014 | 89 | 127,630 | XOM, IVV, RSP.MX, IWM | 13F-HR | 4/14/2014 | 000122107314000028 |
| Q4 2013 | 85 | 128,765 | XOM, IVV, RSP.MX, IWM | 13F-HR | 1/29/2014 | 000122107314000003 |