| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 189 | 309,991 | PG, AAPL, GOOGL, AMZN | 13F-HR | 10/29/2024 | 000108514624005221 |
| Q2 2024 | 182 | 289,075 | PG, AAPL, GOOGL, DFAC | 13F-HR | 7/22/2024 | 000108514624003160 |
| Q1 2024 | 173 | 251,757 | PG, JPM, AMZN, XOM | 13F-HR | 4/25/2024 | 000108514624002035 |
| Q4 2023 | 174 | 239,162 | PG, AAPL, AMZN, GOOGL | 13F-HR | 1/23/2024 | 000108514624000417 |
| Q3 2023 | 150 | 207,211 | PG, AAPL, XOM, AMZN | 13F-HR | 10/19/2023 | 000108514623003809 |
| Q2 2023 | 155 | 208,538 | PG, AAPL, AMZN, XOM | 13F-HR | 7/20/2023 | 000108514623002785 |
| Q1 2023 | 136 | 190,581 | PG, AAPL, XOM, AMZN | 13F-HR | 4/19/2023 | 000108514623001754 |
| Q4 2022 | 129 | 173,011 | PG, XOM, AAPL, JPM | 13F-HR | 1/18/2023 | 000108514623000212 |
| Q3 2022 | 128 | 177,097 | PG, AAPL, XOM, AMZN | 13F-HR | 10/24/2022 | 000108514622003559 |
| Q2 2022 | 124 | 185,259 | PG, AAPL, XOM, AMZN | 13F-HR | 7/21/2022 | 000108514622002498 |
| Q1 2022 | 143 | 239,817 | PG, AAPL, AMZN, BA | RESTATEMENT | 5/2/2022 | 000108514622001667 |
| Q4 2021 | 143 | 248,074 | PG, AAPL, AMZN, JPM | 13F-HR | 1/19/2022 | 000108514622000218 |
| Q3 2021 | 140 | 227,999 | PG, AAPL, AMZN, JPM | 13F-HR | 10/14/2021 | 000108514621002776 |
| Q2 2021 | 136 | 219,383 | PG, AAPL, AMZN, JPM | 13F-HR | 7/15/2021 | 000108514621001993 |
| Q1 2021 | 136 | 200,941 | PG, AAPL, AMZN, JPM | 13F-HR | 4/14/2021 | 000108514621001183 |
| Q4 2020 | 136 | 183,438 | PG, AAPL, AMZN, JPM | 13F-HR | 1/19/2021 | 000108514621000143 |
| Q3 2020 | 133 | 159,739 | PG, AAPL, SPY, AMZN | 13F-HR | 10/13/2020 | 000108514620002492 |
| Q2 2020 | 98 | 130,136 | PG, AAPL, AGG, SPY | 13F-HR | 7/9/2020 | 000108514620001710 |
| Q1 2020 | 88 | 100,526 | PG, AAPL, AGG, SPY | 13F-HR | 4/9/2020 | 000108514620001041 |
| Q4 2019 | 92 | 118,020 | PG, SPY, AAPL, AGG | 13F-HR | 1/13/2020 | 000108514620000110 |
| Q3 2019 | 94 | 110,382 | PG, AGG, SPY, XOM | 13F-HR | 10/11/2019 | 000108514619002518 |
| Q2 2019 | 91 | 104,827 | PG, XOM, SPY, AGG | 13F-HR | 7/15/2019 | 000108514619001880 |
| Q1 2019 | 83 | 99,111 | PG, XOM, AGG, SPY | 13F-HR | 5/6/2019 | 000108514619001369 |
| Q4 2018 | 133 | 89,449 | PG, AGG, XOM, SPY | 13F-HR | 3/28/2019 | 000108514619001061 |