| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 511 | 2,730,620 | JNJ, SPY, IVV, AAPL | 13F-HR | 11/12/2024 | 000190931624000006 |
| Q2 2024 | 399 | 2,353,653 | JNJ, SPY, IVV, AAPL | 13F-HR | 8/14/2024 | 000190931624000002 |
| Q1 2024 | 316 | 2,259,774 | JNJ, SPY, IVV, AAPL | 13F-HR | 5/13/2024 | 000142050624000764 |
| Q4 2023 | 231 | 2,124,330 | JNJ, SPY, IVV, AAPL | 13F-HR | 2/9/2024 | 000142050624000198 |
| Q3 2023 | 203 | 2,095,719 | JNJ, SPY, IVV, AAPL | 13F-HR | 11/8/2023 | 000142050623001932 |
| Q2 2023 | 200 | 2,209,054 | JNJ, SPY, IVV, AAPL | 13F-HR | 8/14/2023 | 000142050623001650 |
| Q1 2023 | 253 | 951,515 | SPY, IVV, AAPL, IJH | 13F-HR | 5/11/2023 | 000195175723000301 |
| Q4 2022 | 244 | 850,101 | SPY, IVV, AAPL, IJH | 13F-HR | 2/14/2023 | 000190931623000001 |
| Q3 2022 | 181 | 741,105 | SPY, IVV, AAPL, IJH | 13F-HR | 11/14/2022 | 000190931622000004 |
| Q2 2022 | 127 | 747,074 | SPY, IVV, AAPL, IJR | 13F-HR | 8/15/2022 | 000190931622000003 |
| Q1 2022 | 184 | 917,215 | DVY, SPY, AAPL, PEP | 13F-HR | 5/16/2022 | 000190931622000002 |
| Q4 2021 | 211 | 960,748 | SPY, IVV, AAPL, IJH | 13F-HR | 2/14/2022 | 000190931622000001 |