| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 354 | 503,509 | MSFT, AAPL, GOOG, IVV | 13F-HR | 11/13/2024 | 000173081424000005 |
| Q2 2024 | 355 | 458,684 | MSFT, GOOG, AMZN, AAPL | 13F-HR | 8/14/2024 | 000173081424000004 |
| Q1 2024 | 342 | 458,344 | AAPL, MSFT, IVV, BAC | 13F-HR | 5/13/2024 | 000173081424000003 |
| Q4 2023 | 335 | 416,991 | AAPL, MSFT, ABT, IVV | 13F-HR | 2/13/2024 | 000173081424000002 |
| Q3 2023 | 350 | 381,978 | MSFT, IVV, AAPL, ABT | 13F-HR | 11/13/2023 | 000173081423000006 |
| Q2 2023 | 310 | 394,148 | MSFT, AAPL, IVV, DIS | 13F-HR | 8/10/2023 | 000173081423000005 |
| Q1 2023 | 308 | 5,530,960 | KMI, BAC, AES, GO | NEW HOLDINGS | 5/17/2023 | 000173081423000003 |
| Q1 2023 | 308 | 378,464 | MSFT, AAPL, IVV, DIS | RESTATEMENT | 5/17/2023 | 000173081423000004 |
| Q4 2022 | 297 | 370,300 | MSFT, AAPL, IVV, DIS | 13F-HR | 2/7/2023 | 000173081423000001 |
| Q3 2022 | 339 | 333,444 | AAPL, IVV, MSFT, DIS | 13F-HR | 11/9/2022 | 000173081422000008 |
| Q2 2022 | 312 | 343,638 | IVV, AAPL, MSFT, PFE | 13F-HR | 8/9/2022 | 000173081422000006 |
| Q1 2022 | 471 | 408,309 | AAPL, IVV, MSFT, DIS | 13F-HR | 5/12/2022 | 000173081422000004 |
| Q4 2021 | 352 | 362,891 | AAPL, IVV, MSFT, PFE | 13F-HR | 2/11/2022 | 000173081422000001 |
| Q3 2021 | 319 | 320,804 | AAPL, IVV, MSFT, JPM | 13F-HR | 11/9/2021 | 000173081421000004 |
| Q2 2021 | 322 | 309,333 | AAPL, MSFT, IVV, JPM | 13F-HR | 8/9/2021 | 000173081421000003 |
| Q1 2021 | 294 | 275,155 | AAPL, IVV, JPM, MSFT | 13F-HR | 5/13/2021 | 000173081421000002 |
| Q4 2020 | 327 | 244,685 | AAPL, IVV, CMCSA, MSFT | 13F-HR | 2/11/2021 | 000173081421000001 |
| Q3 2020 | 230 | 189,650 | AAPL, IVV, BAC, MSFT | 13F-HR | 11/13/2020 | 000173081420000004 |
| Q2 2020 | 192 | 176,283 | IVV, AAPL, MSFT, CMCSA | 13F-HR | 8/4/2020 | 000173081420000003 |
| Q1 2020 | 251 | 166,045 | IVV, AAPL, VZ, CMCSA | 13F-HR | 5/12/2020 | 000173081420000002 |
| Q4 2019 | 273 | 186,133 | IVV, AAPL, VZ, MSFT | 13F-HR | 2/13/2020 | 000173081420000001 |
| Q3 2019 | 221 | 170,262 | IVV, MSFT, GM, AAPL | 13F-HR | 11/13/2019 | 000173081419000004 |
| Q2 2019 | 257 | 168,640 | IVV, VZ, INTC, MSFT | 13F-HR | 8/13/2019 | 000173081419000003 |
| Q1 2019 | 302 | 158,911 | IVV, INTC, T, AAPL | 13F-HR | 5/8/2019 | 000173081419000002 |
| Q4 2018 | 252 | 145,473 | IVV, INTC, ORCL, PFE | 13F-HR | 2/1/2019 | 000173081419000001 |
| Q3 2018 | 255 | 153,219 | IVV, INTC, AAPL, PFE | 13F-HR | 11/8/2018 | 000173081418000004 |
| Q2 2018 | 251 | 142,657 | IVV, INTC, AAPL, PFE | 13F-HR | 8/8/2018 | 000173081418000003 |
| Q1 2018 | 247 | 133,634 | IVV, AAPL, PFE, ORCL | 13F-HR | 5/10/2018 | 000173081418000002 |
| Q4 2017 | 312 | 129,508 | IVV, T, AAPL, PFE | 13F-HR | 2/12/2018 | 000173081418000001 |