| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 362 | 1,309,153 | XOM, AAPL, IVV, CVX | 13F-HR | 10/27/2026 | 000139834426018878 |
| Q2 2026 | 356 | 1,231,384 | XOM, IVV, AAPL, CVX | 13F-HR | 7/31/2026 | 000139834426013208 |
| Q1 2026 | 343 | 1,134,356 | XOM, CVX, IVV, AAPL | 13F-HR | 5/1/2026 | 000139834426008115 |
| Q4 2025 | 347 | 1,117,072 | XOM, IVV, AAPL, MSFT | 13F-HR | 2/5/2026 | 000139834426002304 |
| Q3 2025 | 328 | 928,092 | XOM, IVV, AAPL, MSFT | 13F-HR | 10/30/2025 | 000139834425020058 |
| Q2 2025 | 258 | 856,641 | XOM, IVV, MSFT, AAPL | 13F-HR | 8/7/2025 | 000106299325013790 |
| Q1 2025 | 247 | 812,304 | XOM, AAPL, IVV, CVX | 13F-HR | 5/12/2025 | 000106299325009136 |
| Q4 2024 | 233 | 808,869 | XOM, AAPL, IVV, MSFT | 13F-HR | 2/13/2025 | 000106299325002262 |
| Q3 2024 | 234 | 809,349 | XOM, AAPL, IVV, MSFT | 13F-HR | 11/5/2024 | 000106299324018306 |
| Q2 2024 | 231 | 761,482 | XOM, AAPL, MSFT, CVX | 13F-HR | 8/12/2024 | 000106299324014817 |
| Q1 2024 | 233 | 764,329 | XOM, MSFT, CVX, AAPL | 13F-HR | 5/13/2024 | 000106299324009993 |
| Q4 2023 | 232 | 707,769 | XOM, AAPL, CVX, MSFT | 13F-HR | 2/7/2024 | 000106299324002264 |
| Q3 2023 | 229 | 660,137 | XOM, CVX, AAPL, MSFT | 13F-HR | 11/13/2023 | 000106299323020622 |
| Q2 2023 | 231 | 672,237 | XOM, AAPL, CVX, MSFT | 13F-HR | 8/14/2023 | 000106299323016293 |
| Q1 2023 | 229 | 640,151 | XOM, CVX, AAPL, MSFT | 13F-HR | 5/2/2023 | 000106299323009926 |
| Q4 2022 | 228 | 624,616 | XOM, CVX, AAPL, MSFT | 13F-HR | 2/13/2023 | 000106299323002915 |
| Q3 2022 | 221 | 558,778 | XOM, CVX, AAPL, MSFT | 13F-HR | 11/7/2022 | 000106299322021682 |
| Q2 2022 | 227 | 577,601 | XOM, CVX, AAPL, MSFT | 13F-HR | 8/11/2022 | 000106299322017715 |
| Q1 2022 | 224 | 642,263 | XOM, CVX, AAPL, MSFT | 13F-HR | 5/9/2022 | 000106299322011860 |
| Q4 2021 | 224 | 640,428 | AAPL, XOM, MSFT, CVX | 13F-HR | 2/7/2022 | 000106299322002763 |
| Q3 2021 | 222 | 584,063 | XOM, AAPL, MSFT, CVX | 13F-HR | 11/8/2021 | 000106299321010378 |
| Q2 2021 | 222 | 584,388 | XOM, AAPL, CVX, MSFT | 13F-HR | 8/13/2021 | 000106299321007465 |
| Q1 2021 | 214 | 533,466 | XOM, AAPL, CVX, MSFT | 13F-HR | 5/10/2021 | 000106299321004283 |
| Q4 2020 | 200 | 493,256 | XOM, AAPL, MSFT, CVX | 13F-HR | 2/10/2021 | 000106299321001161 |
| Q3 2020 | 192 | 425,513 | XOM, AAPL, MSFT, CVX | 13F-HR | 11/10/2020 | 000106299320005488 |
| Q2 2020 | 169 | 362,071 | XOM, CVX, MSFT, AAPL | 13F-HR | 8/5/2020 | 000106299320003696 |
| Q1 2020 | 148 | 289,246 | XOM, CVX, MSFT, IVV | 13F-HR | 5/7/2020 | 000106299320002180 |
| Q4 2019 | 136 | 324,150 | XOM, CVX, IVV, IEFA | 13F-HR | 2/10/2020 | 000106299320000515 |
| Q3 2019 | 136 | 297,357 | XOM, CVX, IVV, IEFA | 13F-HR | 11/5/2019 | 000106299319004156 |
| Q2 2019 | 130 | 283,088 | XOM, CVX, IVV, IEFA | 13F-HR | 8/5/2019 | 000106299319003158 |
| Q1 2019 | 128 | 271,583 | XOM, CVX, IVV, IEFA | 13F-HR | 4/30/2019 | 000106299319001919 |
| Q4 2018 | 124 | 235,928 | XOM, CVX, IVV, SCHW | 13F-HR | 1/22/2019 | 000106299319000303 |
| Q3 2018 | 128 | 250,102 | XOM, CVX, IVV, SCHW | 13F-HR | 10/26/2018 | 000106299318004225 |
| Q2 2018 | 111 | 154,916 | CVX, XOM, SCHW, IVV | 13F-HR | 7/20/2018 | 000106299318002981 |
| Q1 2018 | 99 | 98,792 | SCHW, IVV, IEMG, IEFA | 13F-HR | 5/4/2018 | 000106299318001937 |
| Q4 2017 | 460 | 99,253 | SCHW, IVV, VEA, VB | 13F-HR | 3/15/2018 | 000095012318002994 |