| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 59 | 211,547 | FDX, AAPL, MSFT, BSCW | 13F-HR | 1/25/2024 | 000174643824000001 |
| Q3 2023 | 55 | 176,488 | FDX, AAPL, MSFT, IJR | 13F-HR | 10/26/2023 | 000174643823000010 |
| Q2 2023 | 55 | 168,231 | AAPL, FDX, MSFT, IJR | 13F-HR | 7/19/2023 | 000174643823000007 |
| Q1 2023 | 55 | 156,301 | AAPL, FDX, IJR, MSFT | 13F-HR | 4/17/2023 | 000174643823000005 |
| Q4 2022 | 59 | 143,456 | AAPL, FDX, IJR, PAVE | 13F-HR | 2/1/2023 | 000174643823000003 |
| Q3 2022 | 56 | 148,537 | AAPL, IJR, FDX, AMZN | 13F-HR | 10/27/2022 | 000174643822000009 |
| Q2 2022 | 58 | 150,282 | AAPL, FDX, IJR, MSFT | 13F-HR | 8/4/2022 | 000174643822000007 |
| Q1 2022 | 59 | 180,998 | AAPL, FDX, IJR, AMZN | 13F-HR | 5/3/2022 | 000174643822000005 |
| Q4 2021 | 65 | 214,899 | AAPL, LMBS, FDX, IJR | 13F-HR | 1/27/2022 | 000174643822000002 |
| Q3 2021 | 62 | 190,555 | LMBS, AAPL, IJR, FDX | 13F-HR | 10/15/2021 | 000174643821000009 |
| Q2 2021 | 58 | 203,184 | FDX, AAPL, IJR, AMZN | 13F-HR | 8/2/2021 | 000174643821000007 |
| Q1 2021 | 54 | 181,228 | FDX, IJR, AAPL, FMB | 13F-HR | 4/27/2021 | 000174643821000005 |
| Q4 2020 | 49 | 175,530 | VCSH, AAPL, FDX, IJR | 13F-HR | 1/26/2021 | 000174643821000002 |
| Q3 2020 | 45 | 159,030 | VCSH, GSY, AAPL, AMZN | 13F-HR | 11/2/2020 | 000174643820000009 |
| Q2 2020 | 41 | 127,885 | VCSH, AAPL, AMZN, FMB | 13F-HR | 7/20/2020 | 000174643820000007 |
| Q1 2020 | 43 | 95,449 | AAPL, SCHX, AMZN, SPY | 13F-HR | 4/13/2020 | 000174643820000005 |
| Q4 2019 | 48 | 103,066 | AAPL, SPY, BAC, AMZN | 13F-HR | 1/9/2020 | 000174643820000002 |
| Q3 2019 | 48 | 87,359 | SPY, GOOGL, FDX, META | 13F-HR | 10/15/2019 | 000174643819000008 |
| Q2 2019 | 51 | 100,155 | SPY, AMZN, AAPL, FDX | 13F-HR | 7/15/2019 | 000174643819000006 |
| Q1 2019 | 50 | 98,851 | SPY, AMZN, AAPL, FDX | 13F-HR | 4/5/2019 | 000174643819000005 |
| Q4 2018 | 48 | 90,391 | SPY, AMZN, CHI, FDX | 13F-HR | 1/17/2019 | 000174643819000003 |
| Q3 2018 | 50 | 116,605 | CHI, SPY, AMZN, AMJ | 13F-HR | 10/30/2018 | 000174643818000006 |
| Q2 2018 | 48 | 107,815 | AMZN, CHI, AMJ, SPY | 13F-HR | 8/6/2018 | 000174643818000004 |