| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 340 | 1,399,074 | JPM, AAPL, XLG, VIG | 13F-HR | 5/6/2025 | 000195175725000521 |
| Q4 2024 | 334 | 1,424,854 | AAPL, JPM, XLG, VUG | 13F-HR | 1/29/2025 | 000195175725000146 |
| Q3 2024 | 340 | 1,411,855 | AAPL, JPM, VIG, MSFT | 13F-HR | 11/13/2024 | 000195175724001201 |
| Q2 2024 | 325 | 1,313,872 | AAPL, JPM, MSFT, VIG | 13F-HR | 8/13/2024 | 000195175724000754 |
| Q1 2024 | 344 | 1,280,426 | JPM, AAPL, VIG, MSFT | RESTATEMENT | 4/23/2024 | 000195175724000375 |
| Q4 2023 | 335 | 1,161,610 | AAPL, JPM, VIG, MSFT | 13F-HR | 2/5/2024 | 000195175724000203 |
| Q3 2023 | 319 | 995,150 | AAPL, JPM, VIG, MSFT | 13F-HR | 11/1/2023 | 000195175723000662 |
| Q2 2023 | 321 | 995,133 | AAPL, JPM, VIG, MSFT | 13F-HR | 7/31/2023 | 000195175723000453 |
| Q1 2023 | 313 | 935,378 | AAPL, JPM, VIG, MSFT | 13F-HR | 5/10/2023 | 000195175723000281 |
| Q4 2022 | 312 | 882,437 | VIG, AAPL, JPM, VUG | 13F-HR | 2/2/2023 | 000174341323000001 |
| Q3 2022 | 293 | 1,060,330 | DOW, CVX, AAPL, VIG | 13F-HR | 11/14/2022 | 000174341322000004 |
| Q2 2022 | 303 | 830,972 | AAPL, VIG, VUG, JPM | 13F-HR | 8/2/2022 | 000174341322000003 |
| Q1 2022 | 315 | 950,987 | AAPL, VUG, VIG, JPM | 13F-HR | 5/12/2022 | 000174341322000002 |
| Q4 2021 | 319 | 952,433 | AAPL, VUG, JPM, VIG | 13F-HR | 2/11/2022 | 000174341322000001 |
| Q3 2021 | 307 | 866,100 | JPM, VUG, AAPL, VIG | 13F-HR | 11/15/2021 | 000174341321000004 |
| Q2 2021 | 311 | 880,678 | JPM, VUG, AAPL, OFLX | 13F-HR | 8/13/2021 | 000174341321000003 |
| Q1 2021 | 286 | 855,177 | JPM, OFLX, AAPL, VUG | 13F-HR | 5/17/2021 | 000174341321000002 |
| Q4 2020 | 272 | 758,955 | OFLX, AAPL, VUG, JPM | 13F-HR | 2/16/2021 | 000174341321000001 |
| Q3 2020 | 152 | 358,876 | OFLX, AAPL, VIG, VUG | 13F-HR | 11/16/2020 | 000174341320000005 |
| Q2 2020 | 476 | 340,567 | OFLX, VIG, VUG, AAPL | 13F-HR | 8/14/2020 | 000174341320000004 |
| Q1 2020 | 136 | 266,492 | OFLX, VIG, VUG, AAPL | 13F-HR | 5/13/2020 | 000174341320000002 |
| Q4 2019 | 166 | 313,135 | OFLX, AAPL, AMGN, BA | 13F-HR | 2/4/2020 | 000174341320000001 |
| Q3 2019 | 165 | 289,265 | OFLX, BA, AAPL, AMGN | 13F-HR | 11/5/2019 | 000174341319000005 |
| Q2 2019 | 139 | 194,378 | OFLX, AAPL, VIG, VIGI | 13F-HR | 11/5/2019 | 000174341319000004 |
| Q1 2019 | 128 | 174,851 | OFLX, AAPL, VIG, VIGI | 13F-HR | 10/30/2019 | 000174341319000003 |
| Q4 2018 | 112 | 119,166 | AAPL, VIG, VFH, VIGI | 13F-HR | 10/11/2019 | 000174341319000001 |