| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 170 | 456,092 | 13F-HR | 10/20/2023 | 000139834423019509 | HCR Wealth Advisors |
| Q2 2023 | 179 | 539,956 | 13F-HR | 8/9/2023 | 000139834423014448 | HCR Wealth Advisors |
| Q1 2023 | 175 | 505,232 | 13F-HR | 5/12/2023 | 000139834423009625 | HCR Wealth Advisors |
| Q4 2022 | 178 | 476,486 | 13F-HR | 2/13/2023 | 000139834423002932 | HCR Wealth Advisors |
| Q3 2022 | 168 | 470,614 | 13F-HR | 11/7/2022 | 000139834422021516 | HCR Wealth Advisors |
| Q2 2022 | 177 | 498,182 | 13F-HR | 8/11/2022 | 000139834422015388 | HCR Wealth Advisors |
| Q1 2022 | 187 | 611,818 | 13F-HR | 5/4/2022 | 000139834422008813 | HCR Wealth Advisors |
| Q4 2021 | 201 | 645,184 | 13F-HR | 2/4/2022 | 000139834422002124 | HCR Wealth Advisors |
| Q3 2021 | 197 | 599,237 | 13F-HR | 11/1/2021 | 000139834421020790 | HCR Wealth Advisors |
| Q2 2021 | 190 | 576,051 | 13F-HR | 7/21/2021 | 000139834421014637 | HCR Wealth Advisors |
| Q1 2021 | 180 | 505,760 | 13F-HR | 5/12/2021 | 000139834421010569 | HCR Wealth Advisors |
| Q4 2020 | 267 | 477,807 | 13F-HR | 2/4/2021 | 000139834421002330 | HCR Wealth Advisors |
| Q3 2020 | 240 | 437,375 | 13F-HR | 11/5/2020 | 000139834420021394 | HCR Wealth Advisors |
| Q2 2020 | 246 | 426,180 | 13F-HR | 7/30/2020 | 000139834420014646 | HCR Wealth Advisors |
| Q1 2020 | 236 | 349,565 | 13F-HR | 5/8/2020 | 000139834420009723 | HCR Wealth Advisors |
| Q4 2019 | 236 | 412,222 | 13F-HR | 2/7/2020 | 000139834420002388 | HCR Wealth Advisors |
| Q3 2019 | 146 | 301,210 | 13F-HR | 11/7/2019 | 000139834419019242 | HCR Wealth Advisors |
| Q2 2019 | 154 | 351,663 | 13F-HR | 7/25/2019 | 000139834419012428 | HCR Wealth Advisors |
| Q1 2019 | 176 | 348,036 | 13F-HR | 5/10/2019 | 000139834419008437 | HCR Wealth Advisors |
| Q4 2018 | 160 | 309,542 | 13F-HR | 1/31/2019 | 000139834419001670 | HCR Wealth Advisors |
| Q3 2018 | 156 | 306,986 | 13F-HR | 11/9/2018 | 000139834418016189 | HCR Wealth Advisors |
| Q2 2018 | 171 | 304,765 | 13F-HR | 8/14/2018 | 000139834418011876 | HCR Wealth Advisors |
| Q1 2018 | 168 | 288,349 | 13F-HR | 5/15/2018 | 000139834418007625 | HCR Wealth Advisors |
| Q4 2017 | 170 | 286,287 | 13F-HR | 2/13/2018 | 000139834418002001 | HCR Wealth Advisors |
| Q3 2017 | 161 | 237,589 | 13F-HR | 11/13/2017 | 000139834417014462 | HCR Wealth Advisors |
| Q2 2017 | 143 | 202,490 | RESTATEMENT | 8/16/2017 | 000139834417010423 | HCR Wealth Advisors |
| Q2 2017 | 34 | 18,894 | 13F-HR | 8/15/2017 | 000139834417010341 | HCR Wealth Advisors |
| Q1 2017 | 155 | 195,227 | 13F-HR | 5/11/2017 | 000139834417006244 | HCR Wealth Advisors |
| Q4 2016 | 154 | 189,300 | 13F-HR | 2/14/2017 | 000139834417002098 | HCR Wealth Advisors |