| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 385 | 906,552 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 2/8/2024 | 000176538024000037 |
| Q3 2023 | 365 | 803,998 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 11/7/2023 | 000176538023000208 |
| Q2 2023 | 363 | 762,776 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 8/8/2023 | 000176538023000136 |
| Q1 2023 | 365 | 728,649 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 5/12/2023 | 000176538023000122 |
| Q4 2022 | 385 | 906,552 | AAPL, MSFT, IBDR, IBDQ | RESTATEMENT | 2/13/2024 | 000176538024000127 |
| Q3 2022 | 267 | 445,908 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 11/8/2022 | 000176538022000143 |
| Q2 2022 | 280 | 477,696 | AAPL, MSFT, IBDR, IBDQ | 13F-HR | 8/5/2022 | 000176538022000109 |
| Q1 2022 | 286 | 525,992 | AAPL, MSFT, IBDR, TSLA | 13F-HR | 5/11/2022 | 000176538022000072 |
| Q4 2021 | 290 | 529,104 | AAPL, MSFT, IBDR, TSLA | 13F-HR | 1/20/2022 | 000176538022000009 |
| Q3 2021 | 284 | 478,820 | AAPL, MSFT, IBDR, IBDO | 13F-HR | 10/21/2021 | 000176538021000099 |
| Q2 2021 | 284 | 475,757 | AAPL, MSFT, JNJ, IBDO | 13F-HR | 7/21/2021 | 000176538021000071 |
| Q1 2021 | 267 | 429,485 | AAPL, MSFT, JNJ, IBDO | 13F-HR | 4/28/2021 | 000176538021000050 |
| Q4 2020 | 255 | 409,313 | AAPL, MSFT, JNJ, IBDQ | 13F-HR | 2/2/2021 | 000176538021000013 |
| Q3 2020 | 247 | 379,752 | AAPL, MSFT, JNJ, IBDO | 13F-HR | 11/9/2020 | 000176538020000092 |
| Q2 2020 | 242 | 355,073 | AAPL, MSFT, JNJ, IBDO | 13F-HR | 8/7/2020 | 000176538020000069 |
| Q1 2020 | 213 | 289,460 | JNJ, AAPL, MSFT, IBDO | 13F-HR | 5/12/2020 | 000176538020000053 |
| Q4 2019 | 238 | 354,306 | AAPL, JNJ, VZ, IBDO | 13F-HR | 1/27/2020 | 000176538020000011 |
| Q3 2019 | 238 | 335,526 | JNJ, PG, VZ, AAPL | 13F-HR | 11/7/2019 | 000176538019000118 |
| Q2 2019 | 247 | 338,270 | JNJ, PG, KO, VZ | 13F-HR | 8/7/2019 | 000176538019000085 |