| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 934 | 372,956 | BRK-B, NVDA, QQQ, AAPL | 13F-HR | 11/13/2024 | 000175040524000010 |
| Q2 2024 | 218 | 250,987 | AVGO, QCOM, AAPL, BRK-B | 13F-HR | 8/14/2024 | 000175040524000006 |
| Q1 2024 | 729 | 259,845 | AVGO, BRK-B, QCOM, AAPL | 13F-HR | 5/14/2024 | 000175040524000004 |
| Q4 2023 | 796 | 221,436 | AVGO, AAPL, QCOM, PG | 13F-HR | 2/14/2024 | 000175040524000002 |
| Q3 2023 | 683 | 192,036 | AVGO, AAPL, PG, IRM | 13F-HR | 11/13/2023 | 000175040523000007 |
| Q2 2023 | 693 | 200,940 | AAPL, AVGO, PG, QCOM | 13F-HR | 8/10/2023 | 000175040523000005 |
| Q1 2023 | 670 | 187,677 | AAPL, PG, QCOM, AVGO | 13F-HR | 5/12/2023 | 000175040523000003 |
| Q4 2022 | 921 | 177,246 | PG, NEE, AAPL, QCOM | 13F-HR | 2/13/2023 | 000175040523000002 |
| Q3 2022 | 641 | 158,549 | AAPL, NEE, PG, QCOM | 13F-HR | 11/14/2022 | 000175040522000006 |
| Q2 2022 | 659 | 170,837 | PG, AAPL, QCOM, NEE | 13F-HR | 8/9/2022 | 000175040522000004 |
| Q1 2022 | 177 | 182,345 | AAPL, QCOM, PG, IRM | 13F-HR | 5/2/2022 | 000175040522000003 |
| Q4 2021 | 614 | 199,168 | QCOM, AAPL, PG, NEE | 13F-HR | 2/14/2022 | 000175040522000001 |
| Q3 2021 | 623 | 181,290 | PG, AAPL, QCOM, NEE | 13F-HR | 10/29/2021 | 000175040521000007 |
| Q2 2021 | 625 | 182,215 | QCOM, PG, AAPL, IVZ | 13F-HR | 8/12/2021 | 000175040521000005 |
| Q1 2021 | 828 | 176,967 | AAPL, NEE, PG, QCOM | 13F-HR | 5/17/2021 | 000175040521000002 |
| Q4 2020 | 720 | 144,104 | AAPL, QCOM, PG, NEE | 13F-HR | 2/17/2021 | 000175040521000001 |
| Q3 2020 | 361 | 110,634 | AAPL, PG, QCOM, NEE | 13F-HR | 11/13/2020 | 000175040520000004 |
| Q2 2020 | 692 | 98,122 | PG, AAPL, NEE, INTC | 13F-HR | 8/6/2020 | 000160658720000852 |
| Q1 2020 | 548 | 78,697 | PG, AAPL, NEE, INTC | 13F-HR | 5/7/2020 | 000160658720000621 |
| Q4 2019 | 137 | 144,419 | VUG, AAPL, MSFT, VTV | 13F-HR | 1/29/2020 | 000160658720000133 |
| Q3 2019 | 704 | 153,568 | VUG, AAPL, VTV, MSFT | 13F-HR | 10/10/2019 | 000160658719000843 |
| Q2 2019 | 720 | 148,632 | VUG, AAPL, VTV, MSFT | 13F-HR | 7/15/2019 | 000160658719000609 |
| Q1 2019 | 730 | 130,272 | VUG, VTV, AAPL, VIG | 13F-HR | 4/12/2019 | 000160658719000345 |
| Q3 2018 | 889 | 207,977 | VUG, AAPL, VTV, VYM | 13F-HR | 10/22/2018 | 000160658718000769 |
| Q2 2018 | 169 | 159,294 | VUG, VTV, VYM, AAPL | 13F-HR | 8/28/2018 | 000160658718000690 |