| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 175 | 287,992 | AAPL, NVDA, ITOT, SPY | 13F-HR | 10/15/2024 | 000173626024000011 |
| Q2 2024 | 166 | 262,999 | AAPL, NVDA, SPY, ITOT | RESTATEMENT | 7/17/2024 | 000173626024000007 |
| Q1 2024 | 168 | 252,079 | AAPL, SPY, NVDA, ITOT | 13F-HR | 4/23/2024 | 000173626024000004 |
| Q4 2023 | 171 | 241,347 | AAPL, SPY, MSFT, ITOT | 13F-HR | 1/18/2024 | 000173626024000002 |
| Q3 2023 | 167 | 229,519 | AAPL, SPY, ABBV, MSFT | 13F-HR | 10/13/2023 | 000173626023000008 |
| Q2 2023 | 167 | 243,109 | AAPL, SPY, MSFT, TMP | 13F-HR | 7/20/2023 | 000173626023000006 |
| Q1 2023 | 166 | 233,497 | AAPL, SPY, ABBV, TMP | 13F-HR | 4/17/2023 | 000173626023000004 |
| Q4 2022 | 170 | 223,935 | AAPL, TMP, ABBV, SPY | 13F-HR | 2/1/2023 | 000173626023000002 |
| Q3 2022 | 164 | 228,501 | VTI, AAPL, TMP, SPY | 13F-HR | 10/12/2022 | 000173626022000010 |
| Q2 2022 | 164 | 224,118 | AAPL, SPY, TMP, ABBV | 13F-HR | 7/20/2022 | 000173626022000008 |
| Q1 2022 | 166 | 256,914 | AAPL, SPY, TMP, ABBV | RESTATEMENT | 4/29/2022 | 000173626022000006 |
| Q4 2021 | 163 | 256,871 | AAPL, SPY, TMP, ABBV | 13F-HR | 1/19/2022 | 000173626022000003 |
| Q3 2021 | 160 | 231,016 | AAPL, SPY, TMP, ITOT | 13F-HR | 10/21/2021 | 000173626021000013 |
| Q2 2021 | 159 | 227,472 | AAPL, SPY, TMP, ITOT | 13F-HR | 7/23/2021 | 000173626021000010 |
| Q1 2021 | 147 | 208,461 | AAPL, SPY, TMP, ABT | 13F-HR | 4/22/2021 | 000173626021000008 |
| Q4 2020 | 150 | 208,003 | AAPL, VOO, SPY, TMP | 13F-HR | 2/1/2021 | 000173626021000004 |
| Q3 2020 | 141 | 174,350 | AAPL, SPY, ABT, TMP | 13F-HR | 10/14/2020 | 000173626020000007 |
| Q2 2020 | 138 | 161,167 | AAPL, SPY, TMP, ABBV | 13F-HR | 7/24/2020 | 000173626020000004 |
| Q1 2020 | 127 | 134,885 | AAPL, TMP, SPY, ABBV | RESTATEMENT | 4/23/2020 | 000122107320000063 |
| Q4 2019 | 135 | 167,590 | AAPL, TMP, SPY, ABBV | 13F-HR | 1/29/2020 | 000122107320000013 |
| Q3 2019 | 132 | 156,434 | TMP, AAPL, SPY, ABT | 13F-HR | 11/8/2019 | 000122107319000115 |
| Q2 2019 | 146 | 397,945 | IJH, TMP, AAPL, SPY | 13F-HR | 7/22/2019 | 000122107319000074 |
| Q1 2019 | 128 | 146,523 | TMP, AAPL, SPY, ABBV | 13F-HR | 4/19/2019 | 000122107319000044 |
| Q4 2018 | 132 | 154,504 | TMP, AAPL, ABBV, SPY | 13F-HR | 2/6/2019 | 000122107319000016 |
| Q3 2018 | 127 | 147,686 | AAPL, TMP, SPY, ABBV | 13F-HR | 10/26/2018 | 000122107318000072 |
| Q2 2018 | 125 | 144,778 | TMP, AAPL, SPY, ABBV | 13F-HR | 8/3/2018 | 000122107318000052 |
| Q1 2018 | 125 | 141,157 | TMP, AAPL, SPY, ABBV | 13F-HR | 4/25/2018 | 000122107318000026 |
| Q4 2017 | 127 | 154,946 | TMP, AAPL, SPY, ABBV | 13F-HR | 4/5/2018 | 000122107318000017 |