| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 148 | 210,967 | AAPL, MSFT, JPM, IJH | 13F-HR | 10/7/2024 | 000137647424000580 |
| Q2 2024 | 147 | 194,540 | AAPL, MSFT, JPM, IJH | 13F-HR | 7/10/2024 | 000137647424000297 |
| Q1 2024 | 149 | 190,245 | AAPL, MSFT, JPM, IJH | 13F-HR | 4/10/2024 | 000137647424000158 |
| Q4 2023 | 143 | 172,821 | AAPL, MSFT, JPM, IJH | 13F-HR | 1/5/2024 | 000137647424000003 |
| Q3 2023 | 143 | 159,292 | AAPL, MSFT, IJH, JPM | 13F-HR | 10/10/2023 | 000137647423000445 |
| Q2 2023 | 134 | 147,636 | AAPL, MSFT, MA, HD | 13F-HR | 7/7/2023 | 000137647423000353 |
| Q1 2023 | 135 | 153,799 | AAPL, MSFT, IJH, IJR | 13F-HR | 4/12/2023 | 000137647423000194 |
| Q4 2022 | 134 | 151,210 | AAPL, MSFT, HD, IJH | 13F-HR | 1/12/2023 | 000137647423000019 |
| Q3 2022 | 135 | 138,423 | AAPL, MSFT, HD, UNH | 13F-HR | 10/6/2022 | 000137647422000413 |
| Q2 2022 | 138 | 149,171 | AAPL, MSFT, UNH, HD | 13F-HR | 7/29/2022 | 000137647422000345 |