| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 147 | 212,043 | AAPL, BIL, MSFT, NVDA | 13F-HR | 11/12/2024 | 000179326924000005 |
| Q2 2024 | 153 | 191,174 | AAPL, MSFT, NVDA, BIL | 13F-HR | 8/13/2024 | 000179326924000003 |
| Q1 2024 | 154 | 185,064 | PG, MSFT, AAPL, NVDA | 13F-HR | 5/13/2024 | 000179326924000002 |
| Q4 2023 | 146 | 160,416 | AAPL, MSFT, VIG, VYM | 13F-HR | 2/14/2024 | 000179326924000001 |
| Q3 2023 | 142 | 142,905 | AAPL, VYM, MSFT, BIL | 13F-HR | 11/13/2023 | 000179326923000004 |
| Q2 2023 | 144 | 141,994 | AAPL, MSFT, VYM, VIG | 13F-HR | 8/11/2023 | 000179326923000003 |
| Q1 2023 | 146 | 136,569 | AAPL, VYM, MSFT, VIG | 13F-HR | 5/12/2023 | 000179326923000002 |
| Q4 2022 | 146 | 127,774 | VYM, AAPL, VIG, MSFT | 13F-HR | 2/10/2023 | 000179326923000001 |
| Q3 2022 | 145 | 122,181 | AAPL, VYM, MSFT, VIG | 13F-HR | 11/10/2022 | 000179326922000005 |
| Q2 2022 | 144 | 130,335 | AAPL, VYM, MSFT, VIG | 13F-HR | 8/10/2022 | 000179326922000004 |
| Q1 2022 | 160 | 151,365 | MSFT, AAPL, VYM, VIG | 13F-HR | 5/12/2022 | 000179326922000002 |
| Q4 2021 | 156 | 153,797 | MSFT, AAPL, VYM, VIG | 13F-HR | 2/8/2022 | 000179326922000001 |
| Q3 2021 | 652 | 160,127 | MSFT, AAPL, VYM, BX | 13F-HR | 11/15/2021 | 000179326921000005 |
| Q2 2021 | 912 | 166,252 | MSFT, AAPL, VYM, VIG | 13F-HR | 8/16/2021 | 000179326921000004 |
| Q1 2021 | 916 | 151,340 | MSFT, VYM, AAPL, VIG | 13F-HR | 5/17/2021 | 000179326921000003 |
| Q4 2020 | 934 | 138,911 | MSFT, AAPL, VYM, VIG | 13F-HR | 2/16/2021 | 000179326921000001 |
| Q3 2020 | 935 | 124,420 | MSFT, AAPL, VYM, VIG | 13F-HR | 11/16/2020 | 000179326920000005 |
| Q2 2020 | 987 | 127,511 | MSFT, VYM, AAPL, VIG | 13F-HR | 8/12/2020 | 000179326920000004 |
| Q1 2020 | 944 | 101,097 | VYM, MSFT, VRP, AAPL | 13F-HR | 5/12/2020 | 000179326920000003 |
| Q4 2019 | 961 | 123,332 | VYM, MSFT, AAPL, VTV | 13F-HR | 2/13/2020 | 000179326920000001 |
| Q3 2019 | 209 | 93,334 | VYM, MSFT, AAPL, SPLG | 13F-HR | 11/18/2019 | 000179326919000001 |