| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 650 | 1,309,780 | AAPL, FLOT, BIL, MSFT | 13F-HR | 5/2/2025 | 000171930525000004 |
| Q4 2024 | 633 | 1,244,031 | AAPL, MSFT, SPY, VONV | 13F-HR | 2/6/2025 | 000171930525000002 |
| Q3 2024 | 638 | 1,255,160 | AAPL, MSFT, SPY, VOO | 13F-HR | 11/1/2024 | 000171930524000007 |
| Q2 2024 | 591 | 1,123,587 | AAPL, MSFT, SPY, VOO | 13F-HR | 7/25/2024 | 000171930524000004 |
| Q1 2024 | 586 | 1,098,744 | AAPL, MSFT, SPY, JPM | 13F-HR | 4/25/2024 | 000171930524000003 |
| Q4 2023 | 566 | 1,033,650 | AAPL, MSFT, SPY, VONV | 13F-HR | 1/31/2024 | 000171930524000001 |
| Q3 2023 | 559 | 921,323 | AAPL, MSFT, SPY, JPM | 13F-HR | 10/25/2023 | 000171930523000006 |
| Q2 2023 | 534 | 861,376 | AAPL, MSFT, SPY, JPM | 13F-HR | 7/31/2023 | 000171930523000005 |
| Q1 2023 | 538 | 827,318 | AAPL, MSFT, SPY, JPM | 13F-HR | 4/24/2023 | 000171930523000004 |
| Q4 2022 | 496 | 813,286 | VONV, EFA, AAPL, SCHG | 13F-HR | 1/23/2023 | 000171930523000001 |
| Q3 2022 | 518 | 725,144 | AAPL, FLOT, MSFT, SPY | 13F-HR | 11/15/2022 | 000171930522000004 |
| Q2 2022 | 509 | 773,027 | AAPL, EFA, FLOT, SPY | 13F-HR | 8/8/2022 | 000171930522000003 |
| Q1 2022 | 510 | 882,733 | AAPL, FLOT, EFA, SPY | 13F-HR | 5/2/2022 | 000171930522000002 |
| Q4 2021 | 505 | 849,615 | AAPL, EFA, FLOT, SPY | 13F-HR | 1/25/2022 | 000171930522000001 |
| Q3 2021 | 494 | 760,540 | AAPL, FLOT, SPY, EFA | 13F-HR | 11/12/2021 | 000171930521000005 |
| Q2 2021 | 476 | 721,035 | AAPL, FLOT, SPY, EFA | 13F-HR | 8/6/2021 | 000171930521000004 |
| Q1 2021 | 431 | 593,290 | AAPL, SPY, EFA, VONV | 13F-HR | 5/10/2021 | 000171930521000003 |
| Q4 2020 | 412 | 527,393 | AAPL, VONV, EFA, SPY | 13F-HR | 2/12/2021 | 000171930521000001 |
| Q3 2020 | 369 | 436,436 | AAPL, AGG, SPY, EFA | 13F-HR | 11/9/2020 | 000171930520000012 |
| Q2 2020 | 349 | 405,768 | AAPL, SPY, AGG, EFA | 13F-HR | 8/11/2020 | 000171930520000011 |
| Q1 2020 | 317 | 334,167 | SCZ, AAPL, SPY, JNJ | 13F-HR | 5/13/2020 | 000171930520000010 |
| Q4 2019 | 322 | 408,565 | SPY, SCZ, AAPL, EFA | 13F-HR | 2/3/2020 | 000171930520000003 |
| Q3 2019 | 305 | 355,857 | SCZ, AAPL, XOM, JNJ | 13F-HR | 3/6/2020 | 000171930520000009 |
| Q2 2019 | 290 | 348,068 | SCZ, AAPL, JNJ, XOM | 13F-HR | 3/2/2020 | 000171930520000008 |
| Q1 2019 | 269 | 369,233 | AAPL, SCZ, JNJ, FLOT | 13F-HR | 3/2/2020 | 000171930520000007 |
| Q4 2018 | 239 | 357,162 | FLOT, PFE, IWD, JNJ | 13F-HR | 2/25/2020 | 000171930520000006 |
| Q3 2018 | 264 | 403,097 | FLOT, PFE, JNJ, CSCO | 13F-HR | 2/25/2020 | 000171930520000005 |
| Q2 2018 | 293 | 411,104 | FLOT, PFE, CSCO, JNJ | 13F-HR | 2/11/2020 | 000171930520000004 |
| Q1 2018 | 298 | 415,204 | FLOT, CSCO, PFE, MSFT | 13F-HR | 1/30/2020 | 000171930520000002 |
| Q4 2017 | 291 | 419,524 | FLOT, VZ, MSFT, PFE | 13F-HR | 1/30/2020 | 000171930520000001 |