| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 209 | 817,726 | AAPL, MSFT, WMT, HD | 13F-HR | 4/15/2025 | 000185085825000003 |
| Q4 2024 | 209 | 833,822 | AAPL, MSFT, WMT, HD | 13F-HR | 1/6/2025 | 000185085825000001 |
| Q3 2024 | 212 | 847,211 | AAPL, MSFT, HD, WMT | RESTATEMENT | 11/20/2024 | 000185085824000006 |
| Q2 2024 | 225 | 967,117 | AAPL, MSFT, WMT, BRK-B | 13F-HR | 7/9/2024 | 000185085824000003 |
| Q1 2024 | 234 | 941,482 | AAPL, MSFT, WMT, BRK-B | 13F-HR | 5/6/2024 | 000185085824000002 |
| Q4 2023 | 234 | 891,935 | AAPL, MSFT, WMT, HD | 13F-HR | 2/9/2024 | 000185085824000001 |
| Q3 2023 | 233 | 809,116 | AAPL, MSFT, WMT, BRK-B | 13F-HR | 10/16/2023 | 000185085823000004 |
| Q2 2023 | 323 | 1,320,675 | AAPL, MSFT, SCHD, VIG | 13F-HR | 7/11/2023 | 000185085823000003 |
| Q1 2023 | 329 | 1,249,298 | AAPL, MSFT, SCHD, VIG | 13F-HR | 4/26/2023 | 000185085823000002 |
| Q4 2022 | 307 | 1,177,220 | AAPL, SCHD, MSFT, VIG | 13F-HR | 1/25/2023 | 000185085823000001 |
| Q3 2022 | 296 | 1,066,873 | AAPL, MSFT, SCHD, VIG | 13F-HR | 10/26/2022 | 000185085822000004 |
| Q2 2022 | 294 | 1,094,781 | AAPL, MSFT, VIG, SCHD | 13F-HR | 7/6/2022 | 000185085822000003 |
| Q1 2022 | 301 | 1,228,316 | AAPL, MSFT, VIG, SCHD | 13F-HR | 4/13/2022 | 000185085822000002 |
| Q4 2021 | 291 | 1,239,679 | AAPL, MSFT, VIG, SDY | 13F-HR | 1/24/2022 | 000185085822000001 |
| Q3 2021 | 278 | 1,129,298 | AAPL, MSFT, VIG, SDY | 13F-HR | 10/15/2021 | 000185085821000004 |
| Q2 2021 | 279 | 1,124,210 | AAPL, MSFT, VIG, SDY | 13F-HR | 7/13/2021 | 000185085821000003 |
| Q1 2021 | 262 | 1,031,078 | AAPL, MSFT, VIG, SDY | 13F-HR | 5/13/2021 | 000185085821000002 |
| Q4 2020 | 265 | 998,423 | AAPL, MSFT, VIG, SDY | 13F-HR | 3/26/2021 | 000185085821000001 |