| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 91 | 238,477 | AVGO, MSFT, JPM, ABBV | 13F-HR | 11/5/2024 | 000196378724000005 |
| Q2 2024 | 92 | 218,392 | AVGO, MSFT, JPM, IVV | 13F-HR | 8/5/2024 | 000196378724000004 |
| Q1 2024 | 80 | 209,442 | AVGO, MSFT, JPM, IVV | 13F-HR | 5/3/2024 | 000196378724000003 |
| Q4 2023 | 83 | 188,752 | AVGO, MSFT, IVV, JPM | 13F-HR | 1/24/2024 | 000196378724000001 |
| Q3 2023 | 68 | 173,271 | AVGO, MSFT, XOM, IVV | 13F-HR | 11/6/2023 | 000196378723000005 |
| Q2 2023 | 63 | 179,299 | AVGO, MSFT, CSCO, JPM | 13F-HR | 7/24/2023 | 000196378723000004 |
| Q1 2023 | 59 | 168,582 | AVGO, CSCO, XOM, MSFT | 13F-HR | 5/3/2023 | 000196378723000003 |
| Q4 2022 | 67 | 164,969 | AVGO, MRK, CSCO, PEP | 13F-HR | 2/7/2023 | 000196378723000002 |