| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 724 | 360,631 | MDT, VGT, VYM, MSFT | 13F-HR | 10/22/2025 | 000200328725000006 |
| Q2 2025 | 724 | 330,793 | MDT, VGT, VYM, MSFT | 13F-HR | 7/29/2025 | 000200328725000004 |
| Q1 2025 | 724 | 292,102 | MDT, VYM, VGT, AAPL | 13F-HR | 4/18/2025 | 000200328725000003 |
| Q4 2024 | 726 | 297,736 | MDT, VYM, VGT, AAPL | 13F-HR | 2/3/2025 | 000200328725000001 |
| Q3 2024 | 685 | 288,482 | MDT, VYM, AAPL, MSFT | 13F-HR | 10/17/2024 | 000200328724000021 |
| Q2 2024 | 681 | 270,794 | MDT, VYM, MSFT, VGT | 13F-HR | 8/9/2024 | 000200328724000020 |
| Q1 2024 | 669 | 263,816 | MDT, VYM, MSFT, VGT | 13F-HR | 4/19/2024 | 000200328724000018 |
| Q4 2023 | 706 | 246,409 | MDT, VYM, AAPL, MSFT | 13F-HR | 2/1/2024 | 000200328724000017 |
| Q3 2023 | 705 | 218,462 | MDT, VYM, AAPL, VGT | 13F-HR | 1/9/2024 | 000200328724000016 |
| Q2 2023 | 686 | 227,314 | MDT, VYM, AAPL, VGT | 13F-HR | 1/9/2024 | 000200328724000015 |
| Q1 2023 | 685 | 209,264 | MDT, VYM, AAPL, VGT | 13F-HR | 1/9/2024 | 000200328724000014 |
| Q4 2022 | 691 | 195,136 | MDT, VYM, AAPL, VGT | 13F-HR | 1/9/2024 | 000200328724000013 |
| Q3 2022 | 698 | 178,353 | MDT, VYM, VGT, AAPL | 13F-HR | 1/9/2024 | 000200328724000012 |
| Q2 2022 | 694 | 177,246 | MDT, VYM, VGT, AAPL | 13F-HR | 1/9/2024 | 000200328724000011 |
| Q1 2022 | 689 | 214,098 | MDT, VGT, VYM, AAPL | 13F-HR | 1/9/2024 | 000200328724000010 |
| Q4 2021 | 659 | 211,469 | MDT, VGT, VYM, AAPL | 13F-HR | 1/9/2024 | 000200328724000009 |
| Q3 2021 | 641 | 198,505 | MDT, VYM, VGT, MSFT | 13F-HR | 1/9/2024 | 000200328724000008 |
| Q2 2021 | 652 | 205,447 | MDT, VGT, VYM, MSFT | 13F-HR | 1/9/2024 | 000200328724000007 |
| Q1 2021 | 625 | 2,012,208 | MDT, BSX, JPST, VYM | 13F-HR | 1/9/2024 | 000200328724000006 |
| Q4 2020 | 597 | 176,047 | MDT, VGT, AAPL, VYM | 13F-HR | 1/9/2024 | 000200328724000005 |
| Q3 2020 | 559 | 151,999 | MDT, JPST, AAPL, BSX | 13F-HR | 1/9/2024 | 000200328724000004 |
| Q2 2020 | 547 | 139,763 | MDT, JPST, VYM, BSX | 13F-HR | 1/9/2024 | 000200328724000003 |
| Q1 2020 | 529 | 123,705 | MDT, JPST, ICSH, VYM | 13F-HR | 1/9/2024 | 000200328724000002 |
| Q4 2019 | 514 | 146,522 | JPST, MDT, ICSH, BSX | 13F-HR | 1/9/2024 | 000200328724000001 |