| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 474 | 5,198,700 | NVDA, AAPL, MSFT, IVV | 13F-HR | 11/12/2024 | 000095012324010922 |
| Q2 2024 | 463 | 4,970,261 | NVDA, AAPL, MSFT, LLY | 13F-HR | 8/14/2024 | 000095012324008592 |
| Q1 2024 | 472 | 4,655,125 | NVDA, MSFT, AAPL, LLY | 13F-HR | 5/14/2024 | 000095012324005040 |
| Q4 2023 | 464 | 4,071,920 | AAPL, NVDA, MSFT, IVV | 13F-HR | 2/12/2024 | 000095012324001446 |
| Q3 2023 | 445 | 3,624,166 | NVDA, AAPL, MSFT, IVV | 13F-HR | 11/13/2023 | 000095012323010020 |
| Q2 2023 | 454 | 3,664,085 | AAPL, NVDA, MSFT, IVV | 13F-HR | 8/14/2023 | 000095012323007783 |
| Q1 2023 | 445 | 3,340,574 | AAPL, NVDA, MSFT, IVV | 13F-HR | 5/9/2023 | 000095012323004082 |
| Q4 2022 | 426 | 3,018,081 | AAPL, IVV, GSLC, MSFT | 13F-HR | 2/8/2023 | 000095012323001029 |
| Q3 2022 | 413 | 2,639,168 | AAPL, FLOT, GSLC, IVV | 13F-HR | 11/4/2022 | 000095012322010826 |
| Q2 2022 | 403 | 2,722,124 | FLOT, AAPL, GSLC, IVV | 13F-HR | 8/10/2022 | 000095012322008270 |
| Q1 2022 | 416 | 3,079,377 | AAPL, FLOT, GSLC, IVV | 13F-HR | 5/11/2022 | 000095012322005115 |
| Q4 2021 | 414 | 3,021,789 | AAPL, GSLC, IVV, NVDA | 13F-HR | 2/10/2022 | 000095012322001586 |
| Q3 2021 | 402 | 2,588,318 | AAPL, GSLC, IVV, MSFT | 13F-HR | 11/12/2021 | 000095012321014758 |
| Q2 2021 | 405 | 2,588,888 | GSLC, AAPL, IVV, MSFT | 13F-HR | 8/11/2021 | 000095012321010197 |
| Q1 2021 | 391 | 2,322,457 | GSLC, AAPL, IVV, MSFT | 13F-HR | 5/12/2021 | 000095012321006094 |
| Q4 2020 | 345 | 2,151,306 | AAPL, GSLC, IVV, MSFT | 13F-HR | 2/2/2021 | 000095012321000889 |
| Q3 2020 | 331 | 1,929,774 | AAPL, GSLC, IVV, MSFT | 13F-HR | 11/12/2020 | 000095012320011293 |
| Q2 2020 | 326 | 1,755,043 | GSLC, AAPL, IVV, MSFT | 13F-HR | 8/12/2020 | 000095012320008374 |
| Q1 2020 | 314 | 1,442,022 | IVV, AAPL, MSFT, GSLC | 13F-HR | 4/28/2020 | 000095012320003632 |
| Q4 2019 | 343 | 1,787,375 | IVV, AAPL, GSLC, MSFT | 13F-HR | 2/6/2020 | 000095012320001016 |
| Q3 2019 | 346 | 1,653,595 | IVV, GSLC, MSFT, AAPL | 13F-HR | 11/14/2019 | 000095012319011229 |
| Q2 2019 | 327 | 1,609,657 | IVV, GSLC, MSFT, MA | 13F-HR | 8/8/2019 | 000095012319007281 |
| Q1 2019 | 319 | 1,559,273 | IVV, GSLC, MSFT, AAPL | 13F-HR | 5/14/2019 | 000095012319004901 |
| Q4 2018 | 318 | 1,353,287 | IVV, MSFT, AAPL, MA | 13F-HR | 2/14/2019 | 000095012319001914 |
| Q3 2018 | 334 | 1,586,290 | IVV, AAPL, MSFT, MA | 13F-HR | 11/14/2018 | 000095012318011585 |
| Q2 2018 | 304 | 1,345,060 | IVV, GSIE, MSFT, MA | 13F-HR | 8/10/2018 | 000095012318008012 |
| Q1 2018 | 333 | 1,448,436 | IVV, AAPL, GSIE, JPM | RESTATEMENT | 5/15/2018 | 000095012318005812 |
| Q4 2017 | 335 | 1,449,905 | IVV, AAPL, JPM, PG | 13F-HR | 2/6/2018 | 000095012318000857 |
| Q3 2017 | 323 | 1,365,635 | IVV, AAPL, PG, EFA | 13F-HR | 11/7/2017 | 000095012317009657 |
| Q2 2017 | 316 | 1,288,155 | IVV, AAPL, IBM, PG | 13F-HR | 8/11/2017 | 000095012317007380 |
| Q1 2017 | 322 | 1,265,379 | IVV, IBM, AAPL, PG | 13F-HR | 5/10/2017 | 000095012317004292 |
| Q4 2016 | 308 | 1,206,477 | IVV, IBM, PG, JPM | RESTATEMENT | 2/14/2017 | 000095012317002522 |
| Q4 2015 | 253 | 962,718 | PG, IBM, XOM, AAPL | 13F-HR | 4/28/2017 | 000095012317003648 |
| Q4 2014 | 229 | 938,272 | PG, IBM, XOM, ABBV | 13F-HR | 5/1/2017 | 000095012317003681 |
| Q4 2013 | 226 | 869,326 | IBM, XOM, PG, GE | 13F-HR | 5/2/2017 | 000095012317003742 |
| Q4 2012 | 176 | 675,776 | IBM, XOM, PG, PM | 13F-HR | 5/3/2017 | 000095012317003788 |
| Q4 2011 | 160 | 592,138 | IBM, XOM, PG, JNJ | 13F-HR | 5/4/2017 | 000095012317003860 |
| Q4 2010 | 151 | 579,085 | IBM, XOM, PG, FSP | 13F-HR | 5/5/2017 | 000095012317003922 |
| Q4 2009 | 139 | 521,372 | IBM, PG, XOM, FSP | 13F-HR | 5/8/2017 | 000095012317004038 |
| Q4 2008 | 141 | 414,210 | XOM, PG, FSP, IBM | 13F-HR | 5/9/2017 | 000095012317004094 |