| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 143 | 595,461 | ODFL, AAPL, MSFT, LQD | 13F-HR | 4/23/2024 | 000142050624000633 |
| Q4 2023 | 155 | 540,034 | ODFL, AAPL, IEF, MSFT | 13F-HR | 1/24/2024 | 000142050624000054 |
| Q3 2023 | 149 | 490,356 | ODFL, AAPL, IGSB, IEF | 13F-HR | 10/25/2023 | 000142050623001863 |
| Q2 2023 | 149 | 494,416 | ODFL, AAPL, IGSB, MO | 13F-HR | 7/26/2023 | 000142050623001321 |
| Q1 2023 | 146 | 453,500 | ODFL, AAPL, IGSB, VGSH | 13F-HR | 5/4/2023 | 000142050623000854 |
| Q4 2022 | 153 | 412,190 | ODFL, MO, AAPL, SCHG | RESTATEMENT | 2/13/2023 | 000142050623000423 |
| Q3 2022 | 131 | 342,708 | ODFL, MO, AAPL, MSFT | 13F-HR | 10/24/2022 | 000142050622001897 |
| Q2 2022 | 137 | 335,308 | ODFL, MO, AAPL, MSFT | 13F-HR | 7/25/2022 | 000142050622001287 |
| Q1 2022 | 144 | 370,651 | ODFL, AAPL, MSFT, IVV | 13F-HR | 4/20/2022 | 000142050622000637 |
| Q4 2021 | 143 | 414,388 | ODFL, AAPL, IVV, VWO | 13F-HR | 1/27/2022 | 000142050622000074 |
| Q3 2021 | 128 | 351,054 | ODFL, AAPL, IVV, BX | 13F-HR | 10/14/2021 | 000142050621001378 |
| Q2 2021 | 135 | 346,063 | ODFL, AAPL, IVV, IJR | 13F-HR | 7/14/2021 | 000142050621000886 |
| Q1 2021 | 129 | 293,312 | ODFL, AAPL, IVV, IJR | 13F-HR | 4/20/2021 | 000142050621000428 |
| Q4 2020 | 121 | 265,318 | ODFL, AAPL, IJR, IVV | 13F-HR | 1/27/2021 | 000142050621000048 |
| Q3 2020 | 115 | 228,372 | ODFL, AAPL, IVV, MSFT | 13F-HR | 10/21/2020 | 000142050620001077 |
| Q2 2020 | 107 | 204,502 | ODFL, AAPL, IVV, MSFT | 13F-HR | 7/22/2020 | 000142050620000752 |
| Q1 2020 | 97 | 177,534 | ODFL, WRK, AAPL, GBIL | 13F-HR | 4/21/2020 | 000142050620000380 |
| Q4 2019 | 114 | 198,106 | ODFL, GBIL, WRK, IVV | 13F-HR | 1/21/2020 | 000142050620000043 |
| Q3 2019 | 115 | 166,570 | ODFL, WRK, AAPL, TOTL | RESTATEMENT | 10/30/2019 | 000142050619000977 |
| Q2 2019 | 111 | 165,166 | ODFL, WRK, GBIL, TOTL | 13F-HR | 7/31/2019 | 000142050619000668 |
| Q1 2019 | 102 | 157,724 | ODFL, GBIL, TOTL, IVV | 13F-HR | 5/3/2019 | 000142050619000340 |
| Q4 2018 | 111 | 147,605 | ODFL, VWO, VEA, WRK | 13F-HR | 2/5/2019 | 000142050619000076 |
| Q3 2018 | 115 | 176,055 | ODFL, VEA, TOTL, WRK | 13F-HR | 10/17/2018 | 000142050618000833 |
| Q2 2018 | 124 | 179,125 | ODFL, TOTL, AGG, VEA | 13F-HR | 8/1/2018 | 000142050618000600 |
| Q1 2018 | 124 | 173,654 | ODFL, TOTL, VEA, AGG | 13F-HR | 4/27/2018 | 000142050618000319 |
| Q4 2017 | 120 | 181,228 | TOTL, AGG, VEA, WRK | 13F-HR | 1/24/2018 | 000142050618000038 |
| Q3 2017 | 114 | 169,593 | VEA, TOTL, AGG, WRK | 13F-HR | 10/20/2017 | 000142050617000635 |
| Q2 2017 | 113 | 161,995 | VEA, TOTL, AGG, WRK | 13F-HR | 7/17/2017 | 000142050617000464 |
| Q1 2017 | 109 | 146,592 | VEA, TOTL, AGG, VWO | 13F-HR | 4/28/2017 | 000142050617000274 |
| Q4 2016 | 82 | 123,748 | VEA, TOTL, AGG, WRK | 13F-HR | 1/18/2017 | 000142050617000016 |
| Q3 2016 | 72 | 107,661 | TOTL, VEA, AGG, EFA | 13F-HR | 10/11/2016 | 000142050616001252 |
| Q2 2016 | 66 | 94,866 | TOTL, VEA, AGG, EFA | 13F-HR | 8/8/2016 | 000142050616001147 |
| Q1 2016 | 70 | 99,685 | TOTL, VEA, AGG, FSK | 13F-HR | 4/29/2016 | 000142050616000915 |
| Q4 2015 | 70 | 110,763 | FSK, TOTL, OEF, VEA | 13F-HR | 2/19/2016 | 000142050616000852 |
| Q3 2015 | 68 | 99,460 | FSK, XLK, VWO, XLP | 13F-HR | 2/19/2016 | 000142050616000850 |
| Q2 2015 | 66 | 106,937 | FSK, XLK, VWO, EFA | 13F-HR | 2/19/2016 | 000142050616000848 |
| Q1 2015 | 61 | 108,060 | FSK, XLK, VWO, EFA | 13F-HR | 2/19/2016 | 000142050616000844 |
| Q4 2014 | 57 | 105,637 | FSK, XLK, EFA, VWO | 13F-HR | 2/19/2016 | 000142050616000843 |