| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 212 | 233,352 | AAPL, TLT, IVV, MSFT | 13F-HR | 5/28/2025 | 000121465925008456 |
| Q4 2024 | 210 | 234,034 | AAPL, TLT, IVV, MSFT | 13F-HR | 5/28/2025 | 000121465925008455 |
| Q3 2024 | 209 | 227,425 | AAPL, TLT, IVV, MSFT | 13F-HR | 5/28/2025 | 000121465925008454 |
| Q2 2024 | 204 | 213,210 | AAPL, TLT, IVV, MSFT | 13F-HR | 5/28/2025 | 000121465925008453 |
| Q1 2024 | 204 | 213,210 | AAPL, TLT, IVV, MSFT | 13F-HR | 5/28/2025 | 000121465925008452 |
| Q4 2023 | 198 | 189,437 | AAPL, TLT, MSFT, VTI | 13F-HR | 5/28/2025 | 000121465925008444 |
| Q3 2023 | 190 | 171,212 | AAPL, TLT, MSFT, DVY | 13F-HR | 5/28/2025 | 000121465925008443 |
| Q2 2023 | 191 | 176,609 | AAPL, TLT, MSFT, DVY | 13F-HR | 5/28/2025 | 000121465925008442 |
| Q1 2023 | 193 | 161,929 | AAPL, DVY, MSFT, VTI | 13F-HR | 5/28/2025 | 000121465925008441 |
| Q4 2022 | 186 | 150,182 | AAPL, DVY, VTI, VYM | 13F-HR | 5/28/2025 | 000121465925008435 |
| Q3 2022 | 174 | 141,969 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008434 |
| Q2 2022 | 175 | 146,597 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008433 |
| Q1 2022 | 187 | 176,279 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008432 |
| Q4 2021 | 195 | 185,886 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008427 |
| Q3 2021 | 192 | 170,943 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008426 |
| Q2 2021 | 197 | 176,217 | AAPL, DVY, VTI, MSFT | 13F-HR | 5/28/2025 | 000121465925008425 |
| Q1 2021 | 186 | 157,529 | AAPL, DVY, VTI, T | 13F-HR | 5/28/2025 | 000121465925008424 |
| Q4 2020 | 177 | 152,273 | AAPL, VTI, DVY, T | 13F-HR | 5/28/2025 | 000121465925008423 |
| Q3 2020 | 157 | 129,412 | AAPL, DVY, VTI, T | 13F-HR | 5/28/2025 | 000121465925008422 |
| Q2 2020 | 150 | 118,616 | AAPL, DVY, T, VTI | 13F-HR | 5/28/2025 | 000121465925008421 |
| Q1 2020 | 122 | 98,973 | VTI, AAPL, DVY, T | 13F-HR | 5/28/2025 | 000121465925008420 |
| Q4 2019 | 149 | 139,780 | VTI, DVY, AAPL, T | 13F-HR | 5/28/2025 | 000121465925008419 |
| Q3 2019 | 144 | 124,285 | VTI, DVY, AAPL, T | 13F-HR | 5/28/2025 | 000121465925008418 |
| Q2 2019 | 100 | 100,412 | VTI, DVY, AAPL, T | 13F-HR | 5/28/2025 | 000121465925008417 |
| Q1 2019 | 93 | 91,755 | VTI, DVY, AAPL, IVV | 13F-HR | 5/28/2025 | 000121465925008416 |
| Q4 2018 | 86 | 74,261 | VTI, DVY, AAPL, VYM | 13F-HR | 5/28/2025 | 000121465925008415 |