| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 76 | 343,840 | MSFT, TJX, COST, UNH | 13F-HR | 4/15/2024 | 000108514624001831 |
| Q4 2023 | 73 | 315,948 | MSFT, TJX, UNH, AAPL | 13F-HR | 1/16/2024 | 000108514624000244 |
| Q3 2023 | 79 | 286,637 | VIG, MSFT, TJX, UNH | 13F-HR | 10/10/2023 | 000108514623003645 |
| Q2 2023 | 80 | 296,895 | VIG, MSFT, AAPL, TJX | 13F-HR | 7/11/2023 | 000108514623002660 |
| Q1 2023 | 81 | 294,479 | MSFT, AAPL, VIG, TJX | 13F-HR | 4/12/2023 | 000108514623001639 |
| Q4 2022 | 85 | 290,376 | MSFT, VIG, TJX, UNH | 13F-HR | 1/18/2023 | 000108514623000186 |
| Q3 2022 | 81 | 268,873 | AAPL, MSFT, UNH, VIG | 13F-HR | 10/11/2022 | 000108514622003318 |
| Q2 2022 | 80 | 285,995 | AAPL, MSFT, JNJ, UNH | 13F-HR | 7/13/2022 | 000108514622002357 |
| Q1 2022 | 89 | 343,133 | AAPL, BIV, MSFT, BSV | 13F-HR | 5/9/2022 | 000108514622001893 |
| Q4 2021 | 86 | 336,038 | AAPL, MSFT, VCSH, IWY | 13F-HR | 1/31/2022 | 000108514622000411 |
| Q3 2021 | 80 | 309,875 | AAPL, MSFT, BIV, VCSH | 13F-HR | 10/20/2021 | 000108514621002858 |
| Q2 2021 | 83 | 305,023 | AAPL, MSFT, BIV, VCSH | 13F-HR | 7/13/2021 | 000108514621001963 |
| Q1 2021 | 67 | 243,879 | BIV, AAPL, MSFT, BSV | 13F-HR | 4/19/2021 | 000108514621001228 |
| Q4 2020 | 69 | 229,714 | BIV, AAPL, VCSH, VIG | 13F-HR | 1/19/2021 | 000108514621000161 |
| Q3 2020 | 67 | 207,995 | BIV, AAPL, VCSH, MSFT | 13F-HR | 10/16/2020 | 000108514620002538 |
| Q2 2020 | 69 | 188,931 | BIV, MSFT, VCSH, AAPL | 13F-HR | 7/15/2020 | 000108514620001795 |
| Q1 2020 | 69 | 166,759 | MINT, BOND, VIG, MSFT | 13F-HR | 4/10/2020 | 000108514620001079 |
| Q4 2019 | 70 | 198,176 | MINT, VIG, BOND, AAPL | 13F-HR | 1/23/2020 | 000108514620000263 |
| Q3 2019 | 75 | 185,044 | MINT, VIG, BOND, IWY | 13F-HR | 10/24/2019 | 000108514619002633 |
| Q2 2019 | 76 | 176,275 | MINT, VIG, BOND, IWY | 13F-HR | 7/15/2019 | 000108514619001884 |
| Q1 2019 | 77 | 165,929 | MINT, VIG, IWY, SMMU | 13F-HR | 5/3/2019 | 000108514619001346 |
| Q4 2018 | 81 | 144,596 | MINT, SMMU, MSFT, IJR | 13F-HR | 1/15/2019 | 000108514619000163 |
| Q3 2018 | 87 | 163,331 | MINT, IJR, VIG, MSFT | 13F-HR | 10/12/2018 | 000108514618002319 |
| Q2 2018 | 89 | 152,847 | MINT, IJR, VIG, SMMU | 13F-HR | 7/13/2018 | 000108514618001687 |
| Q1 2018 | 89 | 152,721 | MINT, BOND, SMMU, VIG | 13F-HR | 4/10/2018 | 000108514618001058 |
| Q4 2017 | 82 | 147,995 | BOND, MINT, VOO, VIG | 13F-HR | 4/5/2018 | 000108514618000986 |