| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2022 | 345 | 330,676 | AAPL, MSFT, PFF, IVV | 13F-HR | 9/2/2022 | 000163386122000005 |
| Q1 2022 | 437 | 521,014 | IWF, AAPL, MSFT, PFF | 13F-HR | 5/11/2022 | 000163386122000004 |
| Q4 2021 | 428 | 542,188 | IWF, AAPL, MSFT, PFF | 13F-HR | 2/14/2022 | 000163386122000003 |
| Q3 2021 | 403 | 584,593 | IWF, AAPL, MSFT, PFF | RESTATEMENT | 2/7/2022 | 000163386122000001 |
| Q2 2021 | 375 | 565,754 | IWF, AAPL, MSFT, PFF | 13F-HR | 8/10/2021 | 000163386121000003 |
| Q1 2021 | 336 | 494,101 | IWF, AAPL, MSFT, PFF | 13F-HR | 4/20/2021 | 000163386121000002 |
| Q4 2020 | 291 | 454,015 | IWF, AAPL, PFF, MSFT | 13F-HR | 2/1/2021 | 000163386121000001 |
| Q3 2020 | 242 | 371,338 | IWF, AAPL, PFF, MSFT | 13F-HR | 11/3/2020 | 000160658720001190 |
| Q2 2020 | 189 | 310,186 | IWF, PFF, AAPL, MSFT | 13F-HR | 8/10/2020 | 000160658720000914 |
| Q1 2020 | 166 | 251,496 | IWF, PFF, MSFT, AAPL | 13F-HR | 5/8/2020 | 000160658720000629 |
| Q4 2019 | 169 | 299,029 | IWF, PFF, AAPL, MSFT | 13F-HR | 2/10/2020 | 000160658720000231 |
| Q3 2019 | 164 | 267,802 | IWF, PFF, AAPL, MSFT | 13F-HR | 11/5/2019 | 000160658719000965 |
| Q2 2019 | 171 | 258,652 | IWF, PFF, MSFT, AAPL | 13F-HR | 8/9/2019 | 000160658719000776 |
| Q1 2019 | 142 | 237,305 | IWF, PFF, AAPL, MSFT | 13F-HR | 4/26/2019 | 000160658719000423 |
| Q4 2018 | 128 | 208,674 | IWF, PFF, AAPL, MSFT | 13F-HR | 2/5/2019 | 000160658719000162 |
| Q3 2018 | 128 | 229,134 | IWF, PFF, AAPL, MSFT | 13F-HR | 11/8/2018 | 000160658718000839 |
| Q2 2018 | 126 | 207,669 | IWF, PFF, AAPL, INTC | 13F-HR | 7/31/2018 | 000160658718000573 |
| Q1 2018 | 118 | 189,132 | IWF, PFF, AAPL, INTC | 13F-HR | 5/3/2018 | 000160658718000382 |
| Q4 2017 | 115 | 185,395 | IWF, PFF, AAPL, T | 13F-HR | 2/5/2018 | 000160658718000106 |
| Q3 2017 | 110 | 176,227 | PFF, IWF, T, AAPL | 13F-HR | 11/13/2017 | 000160658717000681 |
| Q2 2017 | 108 | 166,708 | PFF, IWF, T, AAPL | 13F-HR | 8/7/2017 | 000160658717000457 |
| Q1 2017 | 88 | 114,811 | PFF, IWF, T, IVV | 13F-HR | 5/8/2017 | 000160658717000287 |
| Q4 2016 | 95 | 133,619 | PFF, IWF, T, IVV | 13F-HR | 2/3/2017 | 000160658717000089 |
| Q3 2016 | 92 | 126,626 | PFF, IWF, T, IVV | 13F-HR | 10/27/2016 | 000160658716000814 |
| Q2 2016 | 110 | 166,058 | PFF, IWF, T, VZ | 13F-HR | 8/9/2016 | 000160658716000717 |
| Q1 2016 | 109 | 159,035 | PFF, IWF, AAPL, T | 13F-HR | 5/5/2016 | 000160658716000575 |
| Q4 2015 | 92 | 116,451 | PFF, IWF, AAPL, IVV | 13F-HR | 2/1/2016 | 000160658716000367 |
| Q3 2015 | 92 | 108,875 | PFF, IWF, AAPL, IVV | 13F-HR | 11/3/2015 | 000160658715000294 |
| Q2 2015 | 100 | 117,890 | PFF, IWF, IVV, AAPL | 13F-HR | 8/3/2015 | 000160658715000224 |
| Q1 2015 | 481 | 129,985 | PFF, IWF, IVV, VZ | 13F-HR | 5/11/2015 | 000160658715000156 |
| Q4 2014 | 459 | 119,400 | PFF, IWF, IVV, INTC | 13F-HR | 2/17/2015 | 000160658715000074 |