| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 70 | 262,040 | SCHB, AAPL, MSFT, ETN | 13F-HR | 10/21/2024 | 000172904924000006 |
| Q2 2024 | 71 | 260,897 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 7/25/2024 | 000172904924000005 |
| Q1 2024 | 69 | 258,323 | SCHB, MSFT, AAPL, ETN | 13F-HR | 5/2/2024 | 000172904924000002 |
| Q4 2023 | 69 | 233,277 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 2/8/2024 | 000172904924000001 |
| Q3 2023 | 70 | 215,080 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 11/2/2023 | 000172904923000004 |
| Q2 2023 | 72 | 224,653 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 8/1/2023 | 000172904923000003 |
| Q1 2023 | 70 | 201,807 | SCHB, AAPL, MSFT, MA | 13F-HR | 4/24/2023 | 000172904923000002 |
| Q4 2022 | 72 | 185,232 | SCHB, AAPL, MSFT, MA | 13F-HR | 1/25/2023 | 000172904923000001 |
| Q3 2022 | 72 | 176,865 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 11/8/2022 | 000172904922000004 |
| Q2 2022 | 72 | 183,873 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 8/1/2022 | 000172904922000003 |
| Q1 2022 | 77 | 230,353 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 4/20/2022 | 000172904922000002 |
| Q4 2021 | 76 | 243,969 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 1/18/2022 | 000172904922000001 |
| Q3 2021 | 76 | 217,834 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 11/12/2021 | 000172904921000004 |
| Q2 2021 | 74 | 214,420 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 7/29/2021 | 000172904921000003 |
| Q1 2021 | 73 | 197,072 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 4/27/2021 | 000172904921000002 |
| Q4 2020 | 71 | 182,448 | SCHB, AAPL, MSFT, MA | 13F-HR | 1/15/2021 | 000172904921000001 |
| Q3 2020 | 71 | 159,623 | SCHB, AAPL, MSFT, MA | 13F-HR | 10/13/2020 | 000172904920000004 |
| Q2 2020 | 70 | 146,331 | SCHB, AAPL, MSFT, MA | 13F-HR | 8/11/2020 | 000172904920000003 |
| Q1 2020 | 67 | 121,168 | SCHB, AAPL, MSFT, MA | 13F-HR | 4/27/2020 | 000172904920000002 |
| Q4 2019 | 72 | 152,007 | SCHB, AAPL, MSFT, MA | 13F-HR | 1/22/2020 | 000172904920000001 |
| Q3 2019 | 69 | 137,464 | SCHB, AAPL, MSFT, MA | 13F-HR | 10/31/2019 | 000172904919000004 |
| Q2 2019 | 68 | 129,221 | SCHB, AAPL, MSFT, MA | 13F-HR | 8/5/2019 | 000172904919000003 |
| Q1 2019 | 66 | 121,400 | SCHB, AAPL, BA, MSFT | 13F-HR | 4/24/2019 | 000172904919000002 |
| Q4 2018 | 67 | 105,870 | SCHB, AAPL, BA, MSFT | 13F-HR | 2/12/2019 | 000172904919000001 |
| Q3 2018 | 66 | 119,521 | SCHB, AAPL, MSFT, BA | 13F-HR | 11/5/2018 | 000172904918000004 |
| Q2 2018 | 65 | 106,760 | SCHB, AAPL, BA, MSFT | 13F-HR | 7/27/2018 | 000172904918000003 |
| Q1 2018 | 67 | 104,986 | SCHB, AAPL, BA, MSFT | 13F-HR | 5/1/2018 | 000172904918000002 |
| Q4 2017 | 68 | 100,041 | SCHB, AAPL, BA, VTI | 13F-HR | 2/12/2018 | 000172904918000001 |