| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 267 | 545,022 | AAPL, SCHD, AMZN, SCHG | 13F-HR | 10/10/2024 | 000176559424000007 |
| Q2 2024 | 251 | 495,550 | AAPL, SCHD, AMZN, SCHG | 13F-HR | 7/11/2024 | 000176559424000003 |
| Q1 2024 | 240 | 460,359 | AAPL, SCHD, AMZN, SCHG | 13F-HR | 4/17/2024 | 000176559424000002 |
| Q4 2023 | 217 | 408,665 | AAPL, SCHD, AMZN, SCHG | 13F-HR | 1/31/2024 | 000176559424000001 |
| Q3 2023 | 203 | 363,327 | AAPL, SCHD, AMZN, SCHG | 13F-HR | 10/13/2023 | 000176559423000004 |
| Q2 2023 | 208 | 370,020 | AAPL, SCHD, AMZN, VIG | 13F-HR | 7/11/2023 | 000176559423000003 |
| Q1 2023 | 204 | 336,754 | AAPL, SCHD, VIG, SDY | 13F-HR | 4/6/2023 | 000176559423000002 |
| Q4 2022 | 204 | 305,535 | AAPL, SCHD, SDY, VIG | 13F-HR | 1/24/2023 | 000176559423000001 |
| Q3 2022 | 191 | 277,909 | AAPL, AMZN, SCHD, SDY | 13F-HR | 10/24/2022 | 000176559422000004 |
| Q2 2022 | 203 | 291,812 | AAPL, SCHD, AMZN, SDY | 13F-HR | 7/21/2022 | 000176559422000003 |
| Q1 2022 | 207 | 332,444 | AAPL, AMZN, MSFT, SCHD | 13F-HR | 4/15/2022 | 000176559422000002 |
| Q4 2021 | 206 | 336,381 | AAPL, AMZN, MSFT, VIG | 13F-HR | 1/20/2022 | 000176559422000001 |
| Q3 2021 | 200 | 295,510 | AAPL, AMZN, VIG, MSFT | 13F-HR | 10/12/2021 | 000176559421000004 |
| Q2 2021 | 195 | 287,561 | AAPL, AMZN, SDY, VIG | 13F-HR | 7/22/2021 | 000176559421000003 |
| Q1 2021 | 184 | 258,465 | AAPL, AMZN, SDY, VIG | 13F-HR | 4/16/2021 | 000176559421000002 |
| Q4 2020 | 162 | 237,954 | AAPL, AMZN, SDY, VIG | 13F-HR | 1/27/2021 | 000176559421000001 |
| Q3 2020 | 145 | 209,239 | AAPL, AMZN, SDY, VIG | 13F-HR | 10/14/2020 | 000176559420000007 |
| Q2 2020 | 140 | 189,365 | AAPL, AMZN, SDY, MSFT | 13F-HR | 7/22/2020 | 000176559420000006 |
| Q1 2020 | 128 | 156,244 | AAPL, AMZN, SDY, VIG | 13F-HR | 4/14/2020 | 000176559420000003 |
| Q4 2019 | 149 | 183,232 | SDY, AAPL, AMZN, VIG | 13F-HR | 1/28/2020 | 000176559420000002 |
| Q3 2019 | 139 | 165,316 | SDY, AAPL, AMZN, VIG | 13F-HR | 11/7/2019 | 000176559419000001 |
| Q2 2019 | 141 | 166,459 | SDY, AMZN, AAPL, VIG | 13F-HR | 7/24/2019 | 000122107319000080 |
| Q1 2019 | 141 | 153,478 | AMZN, AAPL, VIG, VB | 13F-HR | 4/15/2019 | 000122107319000037 |
| Q4 2018 | 133 | 138,541 | AMZN, VIG, AAPL, VB | 13F-HR | 2/8/2019 | 000122107319000018 |