| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 116 | 20,733 | MSFT, JPM, AAPL, ABBV | 13F-HR | 4/9/2025 | 000195055625000002 |
| Q4 2024 | 106 | 21,026 | MSFT, JPM, AAPL, VOO | 13F-HR | 1/15/2025 | 000195055625000001 |
| Q3 2024 | 103 | 19,911 | MSFT, JPM, AAPL, ABBV | 13F-HR | 10/8/2024 | 000195055624000004 |
| Q2 2024 | 104 | 18,589 | MSFT, JPM, AAPL, ABBV | 13F-HR | 7/16/2024 | 000195055624000003 |
| Q1 2024 | 105 | 18,489 | MSFT, JPM, ABBV, AMP | 13F-HR | 4/11/2024 | 000195055624000002 |
| Q4 2023 | 122 | 17,849 | MSFT, JPM, AAPL, VOO | 13F-HR | 1/10/2024 | 000195055624000001 |
| Q3 2023 | 128 | 15,716 | MSFT, JPM, AAPL, VOO | 13F-HR | 11/28/2023 | 000195055623000006 |
| Q2 2023 | 136 | 16,960 | MSFT, AAPL, VOO, JPM | 13F-HR | 7/10/2023 | 000195055623000003 |
| Q1 2023 | 124 | 16,178 | MSFT, AAPL, PEP, ABBV | 13F-HR | 4/17/2023 | 000195055623000002 |
| Q4 2022 | 131 | 17,599 | VOO, MSFT, HDV, MRK | 13F-HR | 1/10/2023 | 000195055623000001 |
| Q3 2022 | 127 | 14,418 | MSFT, PEP, AAPL, MRK | 13F-HR | 11/14/2022 | 000195055622000007 |