| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 140 | 382,306 | AGG, MRK, SHEL, XOM | 13F-HR | 5/14/2025 | 000117266125001896 |
| Q4 2024 | 126 | 426,124 | AGG, BP, SHEL, XOM | 13F-HR | 2/13/2025 | 000117266125000774 |
| Q3 2024 | 127 | 424,945 | AGG, CVX, BP, XOM | 13F-HR | 11/13/2024 | 000117266124004638 |
| Q2 2024 | 137 | 471,330 | AGG, SHEL, XOM, BP | 13F-HR | 8/13/2024 | 000117266124003303 |
| Q1 2024 | 123 | 440,528 | AGG, XOM, CVX, SHEL | 13F-HR | 5/14/2024 | 000117266124002298 |
| Q4 2023 | 121 | 368,549 | AGG, SHEL, BP, CVX | 13F-HR | 2/13/2024 | 000117266124000808 |
| Q3 2023 | 109 | 448,893 | AGG, T, CVX, BAC | 13F-HR | 11/13/2023 | 000117266123003764 |
| Q2 2023 | 106 | 427,536 | AGG, BAC, JPM, CVX | 13F-HR | 8/11/2023 | 000117266123002912 |
| Q1 2023 | 103 | 387,603 | AGG, JPM, BAC, CVX | 13F-HR | 5/12/2023 | 000117266123002035 |
| Q4 2022 | 125 | 315,983 | AGG, CVX, XOM, JPM | 13F-HR | 2/13/2023 | 000117266123000694 |
| Q3 2022 | 183 | 393,232 | CVX, SHEL, T, XOM | 13F-HR | 11/14/2022 | 000117266122002370 |
| Q2 2022 | 116 | 330,668 | T, VZ, BP, BCS | 13F-HR | 8/12/2022 | 000117266122001803 |
| Q1 2022 | 87 | 299,580 | T, VZ, BP, CVX | 13F-HR | 5/13/2022 | 000117266122001277 |
| Q4 2021 | 52 | 215,548 | AGG, T, VZ, XLE | 13F-HR | 2/14/2022 | 000117266122000432 |
| Q3 2021 | 43 | 178,798 | AGG, XLE, JPM, RDS.B | 13F-HR | 11/12/2021 | 000117266121002151 |
| Q2 2021 | 45 | 189,726 | AGG, T, CVX, JPM | 13F-HR | 8/13/2021 | 000117266121001651 |
| Q1 2021 | 47 | 198,099 | AGG, XLE, JPM, CVX | 13F-HR | 5/14/2021 | 000117266121001131 |
| Q4 2020 | 53 | 234,474 | AGG, T, JPM, CVX | 13F-HR | 2/12/2021 | 000117266121000378 |
| Q3 2020 | 68 | 269,129 | AGG, BA, JPM, CVX | 13F-HR | 11/16/2020 | 000117266120002287 |
| Q2 2020 | 53 | 174,622 | AGG, SPY, MSFT, CVX | 13F-HR | 8/14/2020 | 000117266120001871 |
| Q1 2020 | 80 | 189,911 | BA, AAPL, JPM, MSFT | 13F-HR | 5/15/2020 | 000117266120001381 |
| Q4 2019 | 52 | 123,935 | AGG, AAPL, M, F | 13F-HR | 2/14/2020 | 000117266120000815 |
| Q3 2019 | 42 | 112,474 | AGG, M, JWN, AAPL | 13F-HR | 11/14/2019 | 000090266419004327 |
| Q2 2019 | 53 | 99,966 | AGG, T, AAPL, BOND | 13F-HR | 8/14/2019 | 000090266419003338 |
| Q1 2019 | 76 | 78,029 | AAPL, BA, MSFT, XBI | 13F-HR | 5/10/2019 | 000090266419002202 |
| Q4 2018 | 87 | 132,614 | XOP, AAPL, JPM, MSFT | 13F-HR | 2/14/2019 | 000090266419000990 |