| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 128 | 184,061 | BOXX, VTI, RSP, EAGL | 13F-HR | 8/4/2026 | 000117266126003048 |
| Q1 2026 | 122 | 118,976 | BOXX, EAGL, KO, NVDA | 13F-HR | 5/12/2026 | 000117266126001734 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 8/7/2026. View all