| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 181 | 1,118,596 | IEFA, UNH, VEA, JPM | 13F-HR | 5/7/2025 | 000117266125001611 |
| Q4 2024 | 182 | 1,116,719 | IEFA, LULU, AMZN, JPM | 13F-HR | 1/17/2025 | 000117266125000260 |
| Q3 2024 | 184 | 1,122,090 | IEFA, UNH, VEA, MSFT | 13F-HR | 11/1/2024 | 000117266124004443 |
| Q2 2024 | 183 | 1,074,785 | IEFA, UNH, MSFT, VEA | 13F-HR | 7/17/2024 | 000117266124002806 |
| Q1 2024 | 184 | 1,086,357 | IEFA, MSFT, VEA, JPM | 13F-HR | 4/15/2024 | 000117266124001840 |
| Q4 2023 | 183 | 1,069,310 | IEFA, UNH, MSFT, VEA | 13F-HR | 1/11/2024 | 000117266124000206 |
| Q3 2023 | 168 | 986,979 | IEFA, UNH, MSFT, VEA | 13F-HR | 10/18/2023 | 000117266123003440 |
| Q2 2023 | 165 | 1,031,460 | IEFA, MSFT, UNH, AMZN | 13F-HR | 7/24/2023 | 000117266123002602 |
| Q1 2023 | 160 | 1,014,936 | IEFA, MSFT, UNH, AMZN | 13F-HR | 4/17/2023 | 000117266123001708 |
| Q4 2022 | 162 | 993,070 | UNH, JPM, MSFT, KO | 13F-HR | 2/13/2023 | 000117266123000696 |
| Q3 2022 | 158 | 944,095 | UNH, MSFT, AMZN, JPM | 13F-HR | 10/26/2022 | 000122107322000080 |
| Q2 2022 | 164 | 986,403 | UNH, MSFT, KO, JPM | 13F-HR | 7/21/2022 | 000122107322000056 |
| Q1 2022 | 168 | 1,109,410 | UNH, MSFT, AMZN, JPM | 13F-HR | 4/27/2022 | 000122107322000028 |
| Q4 2021 | 174 | 1,157,997 | UNH, MSFT, JPM, AAPL | 13F-HR | 1/31/2022 | 000122107322000009 |
| Q3 2021 | 176 | 1,035,562 | JPM, MSFT, UNH, VZ | 13F-HR | 10/29/2021 | 000122107321000104 |
| Q2 2021 | 190 | 1,050,550 | MSFT, JPM, AMZN, UNH | 13F-HR | 7/29/2021 | 000122107321000083 |
| Q1 2021 | 188 | 993,880 | JPM, MSFT, VZ, UNH | 13F-HR | 4/19/2021 | 000122107321000048 |
| Q4 2020 | 183 | 952,105 | JPM, MSFT, VZ, AAPL | 13F-HR | 2/4/2021 | 000122107321000008 |