| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 89 | 208,740 | TJX, AAPL, BSV, VGSH | 13F-HR | 4/24/2025 | 000179083725000004 |
| Q4 2024 | 89 | 207,413 | AAPL, TJX, BSV, VGSH | 13F-HR | 1/30/2025 | 000179083725000001 |
| Q3 2024 | 91 | 215,457 | AAPL, BSV, TJX, VGSH | 13F-HR | 11/4/2024 | 000179083724000004 |
| Q2 2024 | 91 | 207,272 | BSV, AAPL, VGSH, TJX | 13F-HR | 7/26/2024 | 000179083724000003 |
| Q1 2024 | 92 | 208,911 | BSV, VGSH, JNJ, MSFT | 13F-HR | 4/29/2024 | 000179083724000002 |
| Q4 2023 | 89 | 197,562 | BSV, VGSH, AAPL, JNJ | 13F-HR | 1/29/2024 | 000179083724000001 |
| Q3 2023 | 90 | 188,970 | VGSH, BSV, JNJ, AAPL | 13F-HR | 10/30/2023 | 000179083723000005 |
| Q2 2023 | 90 | 194,955 | VGSH, BSV, JNJ, AAPL | 13F-HR | 7/28/2023 | 000179083723000004 |
| Q1 2023 | 89 | 192,798 | VGSH, BSV, JNJ, AAPL | 13F-HR | 4/26/2023 | 000179083723000003 |
| Q4 2022 | 90 | 192,767 | VGSH, BSV, JNJ, KO | 13F-HR | 2/28/2023 | 000179083723000002 |
| Q3 2022 | 89 | 177,777 | BSV, VGSH, JNJ, KO | 13F-HR | 11/8/2022 | 000179083722000005 |
| Q2 2022 | 91 | 187,018 | BSV, VGSH, JNJ, KO | 13F-HR | 8/3/2022 | 000179083722000003 |
| Q1 2022 | 94 | 205,723 | BSV, VGSH, JNJ, AAPL | 13F-HR | 5/10/2022 | 000179083722000002 |
| Q4 2021 | 95 | 209,776 | BSV, VGSH, JNJ, HD | 13F-HR | 2/3/2022 | 000179083722000001 |
| Q3 2021 | 94 | 193,967 | BSV, VGSH, JNJ, DHR | 13F-HR | 11/5/2021 | 000179083721000005 |
| Q2 2021 | 94 | 187,264 | VGSH, JNJ, BSV, TIP | 13F-HR | 7/29/2021 | 000179083721000004 |
| Q1 2021 | 93 | 177,201 | VGSH, JNJ, TIP, BSV | 13F-HR | 5/10/2021 | 000179083721000003 |
| Q4 2020 | 90 | 165,842 | VGSH, JNJ, TIP, AAPL | 13F-HR | 1/28/2021 | 000179083721000001 |
| Q3 2020 | 90 | 146,497 | JNJ, TIP, HD, AAPL | 13F-HR | 11/6/2020 | 000179083720000007 |
| Q2 2020 | 88 | 129,917 | JNJ, HD, MSFT, AAPL | 13F-HR | 8/6/2020 | 000179083720000006 |
| Q1 2020 | 81 | 111,665 | JNJ, KO, MSFT, BSV | 13F-HR | 5/1/2020 | 000179083720000004 |
| Q4 2019 | 87 | 114,102 | JNJ, KO, BSV, VCIT | 13F-HR | 1/29/2020 | 000179083720000002 |
| Q3 2019 | 87 | 107,294 | JNJ, KO, VCIT, BSV | 13F-HR | 11/8/2019 | 000179083719000001 |