| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 704 | 2,436,512 | AAPL, MSFT, JPM, AMZN | 13F-HR | 5/9/2025 | 000162529225000005 |
| Q4 2024 | 700 | 2,452,917 | AAPL, MSFT, JPM, AMZN | 13F-HR | 2/13/2025 | 000162529225000002 |
| Q3 2024 | 708 | 2,415,666 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 11/13/2024 | 000162529224000008 |
| Q2 2024 | 702 | 2,271,364 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 8/12/2024 | 000162529224000006 |
| Q1 2024 | 698 | 2,223,051 | MSFT, AAPL, JPM, SPY | 13F-HR | 5/10/2024 | 000162529224000004 |
| Q4 2023 | 648 | 2,010,293 | AAPL, MSFT, JPM, SPY | 13F-HR | 2/9/2024 | 000162529224000002 |
| Q3 2023 | 642 | 1,824,269 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 11/8/2023 | 000162529223000008 |
| Q2 2023 | 666 | 1,845,981 | AAPL, MSFT, JPM, SPY | 13F-HR | 8/11/2023 | 000162529223000006 |
| Q1 2023 | 526 | 1,578,695 | AAPL, MSFT, JPM, SPY | 13F-HR | 5/12/2023 | 000162529223000004 |
| Q4 2022 | 506 | 1,511,970 | AAPL, MSFT, JPM, CVX | 13F-HR | 2/10/2023 | 000162529223000002 |
| Q3 2022 | 490 | 1,381,445 | AAPL, MSFT, SPY, JNJ | 13F-HR | 11/10/2022 | 000162529222000010 |
| Q2 2022 | 512 | 1,457,517 | AAPL, MSFT, SPY, JNJ | 13F-HR | 8/11/2022 | 000162529222000008 |
| Q1 2022 | 535 | 1,640,301 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 5/11/2022 | 000162529222000006 |
| Q4 2021 | 542 | 1,708,239 | AAPL, MSFT, JPM, SPY | 13F-HR | 2/9/2022 | 000162529222000004 |
| Q3 2021 | 525 | 1,556,252 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 11/9/2021 | 000162529221000008 |
| Q2 2021 | 510 | 1,523,781 | AAPL, MSFT, JPM, GOOGL | 13F-HR | 8/9/2021 | 000162529221000006 |
| Q1 2021 | 483 | 1,422,830 | AAPL, MSFT, JPM, JNJ | 13F-HR | 5/12/2021 | 000162529221000004 |
| Q4 2020 | 462 | 1,293,957 | AAPL, MSFT, JPM, JNJ | 13F-HR | 2/11/2021 | 000162529221000002 |
| Q3 2020 | 445 | 1,135,024 | AAPL, MSFT, JPM, AMZN | 13F-HR | 11/13/2020 | 000162529220000008 |
| Q2 2020 | 439 | 1,067,239 | AAPL, MSFT, JPM, JNJ | 13F-HR | 8/4/2020 | 000162529220000006 |
| Q1 2020 | 412 | 889,850 | AAPL, MSFT, JPM, JNJ | 13F-HR | 5/11/2020 | 000162529220000004 |
| Q4 2019 | 463 | 1,124,328 | AAPL, MSFT, JPM, JNJ | 13F-HR | 2/11/2020 | 000162529220000002 |
| Q3 2019 | 452 | 1,037,213 | AAPL, MSFT, JPM, BA | 13F-HR | 11/12/2019 | 000162529219000012 |
| Q2 2019 | 435 | 986,103 | MSFT, AAPL, JPM, BA | 13F-HR | 8/13/2019 | 000162529219000010 |
| Q1 2019 | 425 | 955,069 | AAPL, MSFT, JPM, BA | 13F-HR | 5/15/2019 | 000162529219000008 |
| Q4 2018 | 414 | 852,070 | AAPL, MSFT, JPM, BA | 13F-HR | 2/6/2019 | 000162529219000002 |
| Q3 2018 | 427 | 867,324 | AAPL, MSFT, JPM, XOM | 13F-HR | 11/14/2018 | 000162529218000015 |
| Q2 2018 | 430 | 819,940 | AAPL, MSFT, XOM, JPM | NEW HOLDINGS | 4/15/2019 | 000162529219000005 |
| Q2 2018 | 375 | 739,930 | AAPL, XOM, MSFT, JPM | 13F-HR | 8/15/2018 | 000162529218000013 |
| Q1 2018 | 292 | 348,676 | MMM, AAPL, HD, JPM | 13F-HR | 5/15/2018 | 000162529218000009 |
| Q4 2017 | 255 | 255,549 | MMM, AAPL, VEA, VOO | 13F-HR | 2/12/2018 | 000162529218000002 |
| Q3 2017 | 264 | 253,542 | MMM, AAPL, VOO, VEA | 13F-HR | 11/13/2017 | 000162529217000007 |
| Q2 2017 | 254 | 242,273 | MMM, AAPL, VOO, LEG | 13F-HR | 8/9/2017 | 000162529217000005 |
| Q1 2017 | 251 | 241,933 | MMM, AAPL, VOO, LEG | 13F-HR | 5/8/2017 | 000162529217000003 |
| Q4 2016 | 250 | 226,044 | MMM, VOO, LEG, XOM | 13F-HR | 2/14/2017 | 000162529217000002 |
| Q3 2016 | 257 | 235,663 | MMM, VOO, AAPL, IVV | 13F-HR | 11/9/2016 | 000162529216000016 |
| Q2 2016 | 245 | 227,246 | MMM, XOM, IVV, LEG | 13F-HR | 8/4/2016 | 000162529216000014 |
| Q1 2016 | 240 | 206,238 | MMM, XOM, AAPL, LEG | 13F-HR | 5/10/2016 | 000162529216000012 |
| Q4 2015 | 227 | 200,908 | MMM, AAPL, XOM, LEG | 13F-HR | 2/11/2016 | 000162529216000010 |
| Q3 2015 | 221 | 175,898 | MMM, IVV, AAPL, LEG | 13F-HR | 11/6/2015 | 000162529215000008 |
| Q2 2015 | 243 | 198,487 | MMM, IVV, AAPL, LEG | 13F-HR | 8/10/2015 | 000162529215000006 |
| Q1 2015 | 245 | 197,979 | MMM, IVV, AAPL, XOM | 13F-HR | 5/7/2015 | 000162529215000004 |
| Q4 2014 | 210 | 166,311 | MMM, XOM, LEG, AAPL | 13F-HR | 2/13/2015 | 000162529215000002 |