Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 395 | 539,187 | SPY, MSFT, VGT, IVV | 13F-HR | 8/1/2025 | 000117266125002843 |
Q1 2025 | 689 | 1,773,028 | SPY, IVV, QQQ, NVDA | 13F-HR | 5/15/2025 | 000117266125002180 |
Q4 2024 | 357 | 374,119 | AAPL, NVDA, AMZN, MSFT | 13F-HR | 2/10/2025 | 000117266125000609 |