| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 236 | 570,880 | DSTL, VTI, VBR, STIP | 13F-HR | 4/14/2025 | 000160273025000003 |
| Q4 2024 | 223 | 568,624 | DSTL, VTI, VBR, STIP | 13F-HR | 2/3/2025 | 000160273025000002 |
| Q3 2024 | 218 | 559,503 | DSTL, VTI, VBR, VXUS | 13F-HR | 10/2/2024 | 000160273024000006 |
| Q2 2024 | 218 | 515,567 | DSTL, VTI, VBR, VXUS | 13F-HR | 7/30/2024 | 000160273024000004 |
| Q1 2024 | 209 | 511,649 | DSTL, VTI, VBR, VXUS | 13F-HR | 4/11/2024 | 000160273024000003 |
| Q4 2023 | 203 | 474,242 | DSTL, VTI, VBR, VXUS | 13F-HR | 1/19/2024 | 000160273024000002 |
| Q3 2023 | 189 | 410,924 | DSTL, VTI, VBR, VXUS | 13F-HR | 10/11/2023 | 000160273023000005 |
| Q2 2023 | 200 | 413,354 | DSTL, VTI, VBR, VXUS | 13F-HR | 7/6/2023 | 000160273023000004 |
| Q1 2023 | 193 | 388,090 | DSTL, VTI, VBR, VXUS | 13F-HR | 4/17/2023 | 000160273023000003 |
| Q4 2022 | 181 | 365,679 | DSTL, VTI, VBR, VXUS | 13F-HR | 1/19/2023 | 000160273023000001 |
| Q3 2022 | 178 | 331,241 | DSTL, VTI, VBR, AAPL | 13F-HR | 10/18/2022 | 000160273022000006 |
| Q2 2022 | 194 | 339,377 | DSTL, VBR, VTI, UNP | 13F-HR | 7/18/2022 | 000160273022000005 |
| Q1 2022 | 206 | 371,482 | UNP, VBR, VXUS, AMZN | 13F-HR | 4/12/2022 | 000160273022000003 |
| Q4 2021 | 212 | 374,489 | VXUS, VBR, UNP, AMZN | 13F-HR | 1/18/2022 | 000160273022000001 |
| Q3 2021 | 192 | 314,089 | VXUS, AMZN, VBR, UNP | 13F-HR | 10/19/2021 | 000160273021000005 |
| Q2 2021 | 196 | 327,498 | AMZN, VXUS, VBR, UNP | 13F-HR | 7/20/2021 | 000160273021000004 |
| Q1 2021 | 191 | 312,531 | AMZN, UNP, VXUS, VBR | 13F-HR | 4/26/2021 | 000160273021000003 |
| Q4 2020 | 190 | 323,926 | BOC, AMZN, VXUS, UNP | 13F-HR | 2/1/2021 | 000160273021000001 |
| Q3 2020 | 174 | 274,167 | BOC, AMZN, UNP, VXUS | 13F-HR | 11/3/2020 | 000160273020000006 |
| Q2 2020 | 166 | 245,639 | BOC, AMZN, UNP, VXUS | 13F-HR | 8/11/2020 | 000160273020000005 |
| Q1 2020 | 159 | 203,493 | BOC, UNP, AMZN, VXUS | 13F-HR | 4/30/2020 | 000160273020000003 |
| Q4 2019 | 175 | 217,734 | BOC, UNP, AAPL, AMZN | 13F-HR | 1/30/2020 | 000160273020000001 |
| Q3 2019 | 171 | 201,821 | BOC, UNP, AMZN, AAPL | 13F-HR | 11/1/2019 | 000160273019000006 |
| Q2 2019 | 166 | 166,473 | UNP, AMZN, BOC, AAPL | 13F-HR | 8/12/2019 | 000160273019000005 |
| Q1 2019 | 154 | 159,980 | UNP, AMZN, AAPL, BOC | 13F-HR | 4/25/2019 | 000160273019000004 |
| Q4 2018 | 142 | 131,892 | UNP, AMZN, AAPL, SCHO | RESTATEMENT | 2/15/2019 | 000160273019000003 |
| Q3 2018 | 149 | 149,065 | UNP, AAPL, AMZN, SCHO | 13F-HR | 10/31/2018 | 000160273018000005 |
| Q2 2018 | 146 | 133,124 | UNP, AAPL, AMZN, M&T BANK CORP | 13F-HR | 7/27/2018 | 000160273018000004 |
| Q1 2018 | 130 | 122,683 | UNP, AAPL, AMZN, M&T BANK CORP | 13F-HR | 5/4/2018 | 000160273018000003 |
| Q4 2017 | 121 | 98,648 | AAPL, UNP, AMZN, M&T BANK CORP | 13F-HR | 3/6/2018 | 000160273018000002 |