| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 233 | 308,730 | AAPL, NVDA, MSFT, IVV | 13F-HR | 10/7/2024 | 000108514624004663 |
| Q2 2024 | 228 | 292,583 | AAPL, NVDA, MSFT, IVV | 13F-HR | 7/19/2024 | 000108514624003100 |
| Q1 2024 | 232 | 273,801 | AAPL, MSFT, NVDA, IVV | 13F-HR | 4/17/2024 | 000108514624001879 |
| Q4 2023 | 216 | 237,388 | AAPL, MSFT, NVDA, IVV | 13F-HR | 1/11/2024 | 000108514624000212 |
| Q3 2023 | 204 | 209,389 | AAPL, MSFT, NVDA, IVV | 13F-HR | 10/19/2023 | 000108514623003822 |
| Q2 2023 | 223 | 210,710 | AAPL, MSFT, NVDA, IVV | 13F-HR | 8/30/2023 | 000108514623003496 |
| Q1 2023 | 228 | 193,354 | AAPL, MSFT, IVV, NVDA | 13F-HR | 4/12/2023 | 000108514623001655 |
| Q4 2022 | 203 | 172,215 | AAPL, MSFT, IVV, SPY | 13F-HR | 1/30/2023 | 000108514623000434 |