| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 114 | 266,904 | AAPL, MSFT, LLY, VOO | 13F-HR | 2/13/2025 | 000139834425002616 |
| Q3 2024 | 113 | 265,885 | AAPL, MSFT, LLY, VOO | 13F-HR | 11/12/2024 | 000139834424020421 |
| Q2 2024 | 97 | 254,948 | MSFT, AAPL, LLY, VOO | 13F-HR | 8/12/2024 | 000139834424014318 |
| Q1 2024 | 98 | 247,422 | MSFT, AAPL, LLY, VOO | 13F-HR | 5/10/2024 | 000139834424009131 |
| Q4 2023 | 104 | 243,745 | AAPL, MSFT, LLY, V | 13F-HR | 2/12/2024 | 000139834424002564 |
| Q3 2023 | 102 | 195,897 | AAPL, MSFT, LLY, V | 13F-HR | 11/13/2023 | 000139834423020451 |
| Q2 2023 | 107 | 219,037 | AAPL, MSFT, V, LLY | 13F-HR | 8/14/2023 | 000139834423014759 |
| Q1 2023 | 92 | 160,038 | AAPL, MSFT, V, HD | 13F-HR | 5/15/2023 | 000139834423009783 |
| Q4 2022 | 96 | 163,814 | AAPL, MSFT, HD, V | 13F-HR | 2/14/2023 | 000139834423003287 |
| Q3 2022 | 90 | 148,805 | AAPL, MSFT, V, HD | 13F-HR | 11/8/2022 | 000139834422021592 |
| Q2 2022 | 96 | 160,260 | AAPL, MSFT, V, HD | 13F-HR | 8/15/2022 | 000139834422015685 |
| Q1 2022 | 101 | 217,677 | AAPL, MSFT, V, HD | 13F-HR | 6/8/2022 | 000139834422011689 |
| Q4 2021 | 110 | 238,351 | AAPL, MSFT, SCHG, HD | 13F-HR | 2/11/2022 | 000139834422002707 |
| Q3 2021 | 91 | 204,499 | AAPL, MSFT, SCHG, V | 13F-HR | 11/8/2021 | 000139834421021077 |
| Q2 2021 | 94 | 204,889 | AAPL, MSFT, SCHG, V | 13F-HR | 7/27/2021 | 000139834421014847 |
| Q1 2021 | 91 | 174,038 | AAPL, MSFT, MA, V | 13F-HR | 5/5/2021 | 000139834421009741 |
| Q4 2020 | 100 | 171,820 | AAPL, MSFT, MA, V | 13F-HR | 2/16/2021 | 000139834421003461 |
| Q3 2020 | 75 | 145,264 | AAPL, MSFT, MA, V | 13F-HR | 11/3/2020 | 000139834420021285 |
| Q2 2020 | 70 | 121,815 | MSFT, AAPL, V, SCHG | 13F-HR | 8/13/2020 | 000139834420015707 |
| Q1 2020 | 67 | 99,938 | MSFT, V, MA, AAPL | 13F-HR | 5/15/2020 | 000139834420010524 |
| Q4 2019 | 82 | 144,886 | V, MSFT, MA, AAPL | 13F-HR | 2/4/2020 | 000139834420002130 |
| Q3 2019 | 63 | 125,573 | V, MA, MSFT, HD | 13F-HR | 11/14/2019 | 000139834419020239 |
| Q2 2019 | 67 | 127,240 | V, MA, MSFT, HD | 13F-HR | 7/17/2019 | 000139834419012035 |
| Q1 2019 | 65 | 118,534 | V, MA, MSFT, UNH | 13F-HR | 5/14/2019 | 000139834419008810 |
| Q4 2018 | 52 | 88,068 | V, MA, UNH, MSFT | 13F-HR | 2/19/2019 | 000139834419003061 |