| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 444 | 1,431,703 | MSFT, AAPL, AMZN, ABBV | 13F-HR | 10/18/2024 | 000195094724000004 |
| Q2 2024 | 394 | 1,276,967 | MSFT, AMZN, AGG, AAPL | 13F-HR | 7/30/2024 | 000195094724000002 |
| Q1 2024 | 380 | 1,202,438 | MSFT, AGG, AMZN, ABBV | 13F-HR | 4/16/2024 | 000190058424000003 |
| Q4 2023 | 367 | 1,080,618 | MSFT, AGG, AMZN, AAPL | 13F-HR | 1/12/2024 | 000195094724000001 |
| Q3 2023 | 339 | 959,492 | MSFT, AGG, FIXD, AMZN | 13F-HR | 10/10/2023 | 000195094723000005 |
| Q2 2023 | 324 | 956,786 | MSFT, AGG, FIXD, AAPL | 13F-HR | 7/27/2023 | 000195094723000004 |
| Q1 2023 | 320 | 927,733 | AGG, MSFT, FIXD, ABBV | RESTATEMENT | 4/25/2023 | 000195094723000003 |
| Q4 2022 | 311 | 851,508 | BND, MSFT, SPLV, AGG | 13F-HR | 1/25/2023 | 000195094723000001 |