| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 121 | 282,261 | SYK, VOO, IJR, AAPL | 13F-HR | 11/14/2024 | 000110465924118471 |
| Q2 2024 | 106 | 254,232 | SYK, VOO, IJR, AAPL | 13F-HR | 7/31/2024 | 000110465924084440 |
| Q1 2024 | 106 | 244,136 | SYK, VOO, IJR, AAPL | 13F-HR | 5/1/2024 | 000110465924055807 |
| Q4 2023 | 144 | 266,478 | SYK, VOO, IJR, AAPL | 13F-HR | 2/8/2024 | 000110465924012213 |
| Q3 2023 | 173 | 249,423 | SYK, VOO, IJR, AAPL | 13F-HR | 11/14/2023 | 000110465923117881 |
| Q2 2023 | 150 | 263,686 | SYK, VOO, IJR, AAPL | 13F-HR | 8/14/2023 | 000110465923091486 |
| Q1 2023 | 142 | 251,357 | SYK, VOO, VXF, IJR | 13F-HR | 5/9/2023 | 000110465923057610 |
| Q4 2022 | 141 | 231,977 | SYK, VXF, VOO, VXUS | 13F-HR | 2/10/2023 | 000110465923018023 |
| Q3 2022 | 135 | 208,915 | SYK, VXF, VOO, AAPL | 13F-HR | 11/9/2022 | 000110465922116418 |
| Q2 2022 | 163 | 218,700 | SYK, VXF, VOO, AAPL | 13F-HR | 8/8/2022 | 000110465922087153 |
| Q1 2022 | 153 | 264,766 | SYK, VXF, VOO, AAPL | 13F-HR | 5/3/2022 | 000110465922055144 |
| Q4 2021 | 151 | 283,655 | SYK, VXF, VOO, AAPL | 13F-HR | 2/15/2022 | 000110465922023535 |
| Q2 2021 | 145 | 250,799 | SYK, VXF, VOO, VXUS | 13F-HR | 8/6/2021 | 000110465921101355 |
| Q1 2021 | 141 | 231,977 | SYK, VXF, VOO, VXUS | 13F-HR | 5/13/2021 | 000110465921065686 |
| Q4 2020 | 136 | 172,004 | SYK, AAPL, MSFT, PEP | 13F-HR | 2/12/2021 | 000110465921021851 |
| Q3 2020 | 124 | 150,307 | SYK, AAPL, MSFT, PEP | 13F-HR | 11/10/2020 | 000110465920123369 |
| Q2 2020 | 119 | 138,699 | SYK, AAPL, MSFT, PEP | 13F-HR | 8/11/2020 | 000110465920093373 |
| Q1 2020 | 124 | 135,074 | SYK, AAPL, MSFT, PEP | 13F-HR | 4/2/2020 | 000110465920042178 |
| Q4 2019 | 124 | 137,091 | SYK, AAPL, MSFT, PEP | 13F-HR | 2/14/2020 | 000110465920020468 |