| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 86 | 527,446 | SCHD, VHT, MSFT, VPU | 13F-HR | 4/8/2025 | 000172986925000004 |
| Q4 2024 | 79 | 496,216 | SCHD, VHT, MSFT, VPU | 13F-HR | 1/31/2025 | 000172986925000002 |
| Q3 2024 | 74 | 504,881 | SCHD, VHT, MSFT, VPU | 13F-HR | 10/4/2024 | 000108514624004652 |
| Q2 2024 | 74 | 426,194 | VHT, MSFT, VPU, AAPL | 13F-HR | 7/12/2024 | 000108514624002916 |
| Q1 2024 | 70 | 414,157 | VHT, MSFT, VPU, CAT | 13F-HR | 4/11/2024 | 000108514624001709 |
| Q4 2023 | 63 | 367,637 | VHT, MSFT, VPU, AAPL | 13F-HR | 1/9/2024 | 000108514624000116 |
| Q3 2023 | 58 | 334,188 | VHT, MSFT, AAPL, VPU | 13F-HR | 10/5/2023 | 000108514623003567 |
| Q2 2023 | 59 | 345,147 | VHT, MSFT, AAPL, LOW | 13F-HR | 7/10/2023 | 000108514623002611 |
| Q1 2023 | 58 | 322,750 | VHT, MSFT, AAPL, XOM | 13F-HR | 4/17/2023 | 000108514623001734 |
| Q4 2022 | 57 | 319,782 | VHT, MSFT, CVX, XOM | 13F-HR | 1/12/2023 | 000108514623000097 |
| Q3 2022 | 55 | 268,092 | VHT, MSFT, AAPL, XOM | 13F-HR | 10/13/2022 | 000108514622003369 |
| Q2 2022 | 55 | 278,767 | VHT, MSFT, AAPL, XOM | 13F-HR | 7/13/2022 | 000108514622002373 |
| Q1 2022 | 62 | 306,959 | VHT, MSFT, AAPL, CVX | 13F-HR | 4/11/2022 | 000108514622001345 |
| Q4 2021 | 61 | 292,265 | VHT, MSFT, AAPL, LOW | 13F-HR | 1/19/2022 | 000108514622000231 |
| Q3 2021 | 56 | 264,376 | VHT, MSFT, AAPL, LOW | 13F-HR | 10/12/2021 | 000108514621002737 |
| Q2 2021 | 56 | 265,520 | VHT, MSFT, AAPL, TGT | 13F-HR | 7/16/2021 | 000108514621002000 |
| Q1 2021 | 52 | 233,508 | VHT, MSFT, AAPL, CAT | 13F-HR | 4/20/2021 | 000108514621001244 |
| Q4 2020 | 49 | 208,077 | VHT, MSFT, AAPL, LOW | 13F-HR | 1/19/2021 | 000108514621000122 |
| Q3 2020 | 46 | 185,902 | VHT, MSFT, AAPL, LOW | 13F-HR | 10/13/2020 | 000108514620002499 |
| Q2 2020 | 46 | 173,597 | VHT, MSFT, AAPL, LOW | 13F-HR | 7/10/2020 | 000108514620001750 |
| Q1 2020 | 44 | 138,485 | VHT, MSFT, AAPL, JNJ | 13F-HR | 4/17/2020 | 000108514620001158 |
| Q4 2019 | 45 | 169,246 | VHT, MSFT, VDE, AAPL | 13F-HR | 1/24/2020 | 000108514620000280 |
| Q3 2019 | 46 | 155,240 | VHT, MSFT, VDE, AAPL | 13F-HR | 10/17/2019 | 000108514619002563 |
| Q2 2019 | 48 | 149,087 | VHT, MSFT, VDE, AAPL | 13F-HR | 7/17/2019 | 000108514619001909 |
| Q1 2019 | 45 | 144,222 | VHT, VDE, MSFT, AAPL | 13F-HR | 4/22/2019 | 000108514619001229 |
| Q4 2018 | 43 | 121,082 | VHT, MSFT, VDE, JNJ | 13F-HR | 2/1/2019 | 000108514619000287 |
| Q3 2018 | 44 | 134,602 | VHT, VDE, MSFT, AAPL | 13F-HR | 10/23/2018 | 000108514618002379 |
| Q2 2018 | 47 | 122,749 | VHT, MSFT, VDE, AAPL | 13F-HR | 7/26/2018 | 000108514618001761 |
| Q1 2018 | 48 | 121,429 | VHT, MSFT, VDE, JPM | 13F-HR | 4/26/2018 | 000108514618001152 |
| Q4 2017 | 48 | 118,667 | VHT, MSFT, VGT, CAT | 13F-HR | 2/1/2018 | 000108514618000287 |