| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 91 | 353,393 | AAPL, AVGO, MSFT, JPM | 13F-HR | 10/11/2024 | 000195175724001014 |
| Q2 2024 | 92 | 343,970 | AAPL, MSFT, AVGO, JPM | 13F-HR | 7/18/2024 | 000195175724000539 |
| Q1 2024 | 89 | 337,401 | AAPL, MSFT, AVGO, ETN | 13F-HR | 5/10/2024 | 000195175724000450 |
| Q4 2023 | 95 | 321,502 | AAPL, MSFT, AVGO, XLV | 13F-HR | 1/22/2024 | 000195175724000082 |
| Q3 2023 | 100 | 293,524 | AAPL, MSFT, XLK, VEU | 13F-HR | 10/30/2023 | 000195175723000634 |
| Q2 2023 | 98 | 294,870 | AAPL, MSFT, XLK, AVGO | 13F-HR | 8/8/2023 | 000195175723000495 |
| Q1 2023 | 94 | 281,071 | AAPL, MSFT, XLK, VEU | 13F-HR | 5/4/2023 | 000195175723000270 |
| Q4 2022 | 93 | 254,416 | AAPL, XLV, VEU, XLK | 13F-HR | 2/13/2023 | 000180288223000001 |
| Q3 2022 | 91 | 239,305 | AAPL, XLV, VEU, XLK | 13F-HR | 11/14/2022 | 000180288222000004 |
| Q2 2022 | 92 | 244,914 | XLK, AAPL, VEU, XLV | 13F-HR | 8/15/2022 | 000180288222000003 |
| Q1 2022 | 99 | 282,647 | AAPL, XLK, VEU, MSFT | 13F-HR | 5/16/2022 | 000180288222000002 |
| Q4 2021 | 95 | 325,383 | AAPL, XLK, VCIT, VEU | 13F-HR | 2/14/2022 | 000180288222000001 |
| Q3 2021 | 101 | 310,749 | VCIT, AAPL, VEU, XLK | 13F-HR | 11/12/2021 | 000181180521000005 |
| Q2 2021 | 99 | 308,263 | VEU, AAPL, XLK, VCIT | 13F-HR | 8/16/2021 | 000184489521000005 |
| Q1 2021 | 100 | 282,889 | VEU, AAPL, XLK, VCIT | 13F-HR | 5/17/2021 | 000180288221000002 |
| Q4 2020 | 88 | 259,920 | AAPL, VEU, VCIT, XLK | 13F-HR | 2/16/2021 | 000180288221000001 |
| Q3 2020 | 82 | 229,480 | VEU, AAPL, XLK, XLV | 13F-HR | 11/13/2020 | 000180288220000004 |
| Q2 2020 | 75 | 196,466 | VEU, AAPL, XLK, XLV | 13F-HR | 8/14/2020 | 000180288220000003 |
| Q1 2020 | 81 | 183,766 | VEU, XLK, XLV, AAPL | 13F-HR | 5/14/2020 | 000180288220000002 |
| Q4 2019 | 79 | 219,451 | VEU, XLK, XLV, XLP | 13F-HR | 2/13/2020 | 000180288220000001 |