| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 364 | 583,382 | AAPL, MSFT, JPM, UNH | 13F-HR | 2/14/2024 | 000090901224000026 |
| Q3 2023 | 377 | 648,422 | AAPL, MSFT, JPM, LLY | 13F-HR | 10/19/2023 | 000090901223000099 |
| Q2 2023 | 363 | 682,366 | AAPL, MSFT, JPM, JNJ | 13F-HR | 7/27/2023 | 000090901223000074 |
| Q1 2023 | 483 | 749,313 | AAPL, MSFT, JPM, XOM | 13F-HR | 4/18/2023 | 000090901223000043 |
| Q4 2022 | 397 | 786,336 | MSFT, JPM, AAPL, XOM | 13F-HR | 1/31/2023 | 000090901223000013 |
| Q3 2022 | 447 | 627,042 | AAPL, MSFT, UNH, LLY | 13F-HR | 10/18/2022 | 000090901222000115 |
| Q2 2022 | 429 | 423,196 | AAPL, MSFT, UNH, LLY | 13F-HR | 8/1/2022 | 000090901222000087 |
| Q1 2022 | 423 | 373,784 | AAPL, MSFT, UNH, GOOGL | 13F-HR | 5/10/2022 | 000090901222000066 |
| Q4 2021 | 437 | 497,098 | IWM, MSFT, SPY, JPM | 13F-HR | 2/11/2022 | 000090901222000036 |
| Q3 2021 | 98 | 475,314 | IWM, JPM, GLD, SPY | 13F-HR | 11/5/2021 | 000090901221000141 |
| Q2 2021 | 73 | 430,361 | IWM, SPY, IYR, EFA | 13F-HR | 8/5/2021 | 000090901221000105 |
| Q1 2021 | 71 | 351,735 | IWM, SPY, EFA, MS | 13F-HR | 5/13/2021 | 000090901221000077 |
| Q4 2020 | 64 | 333,771 | IWM, GLD, IYR, EFA | 13F-HR | 2/12/2021 | 000090901221000040 |
| Q3 2020 | 61 | 293,795 | IWM, GLD, IYR, EFA | 13F-HR | 10/9/2020 | 000090901220000130 |
| Q2 2020 | 61 | 320,089 | GLD, IWM, AAPL, MSFT | 13F-HR | 7/13/2020 | 000090901220000100 |
| Q1 2020 | 65 | 285,716 | GLD, IWM, MSFT, EFA | 13F-HR | 6/9/2020 | 000090901220000091 |
| Q4 2019 | 47 | 109,086 | AAPL, JPM, MSFT, AMGN | 13F-HR | 6/5/2020 | 000090901220000088 |