| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,142 | 869,761 | MSFT, SPY, GOOG, AAPL | 13F-HR | 11/12/2024 | 000157027124000005 |
| Q2 2024 | 1,104 | 942,621 | AAPL, AMZN, MSFT, TSLA | 13F-HR | 8/7/2024 | 000157027124000004 |
| Q1 2024 | 1,215 | 416,345 | NVDA, VOO, AAPL, MSFT | 13F-HR | 5/7/2024 | 000157027124000003 |
| Q4 2023 | 923 | 335,341 | AAPL, TSLA, AMZN, GOOG | 13F-HR | 2/2/2024 | 000157027124000002 |
| Q3 2023 | 888 | 203,409 | GOOGL, HON, AAPL, HYG | 13F-HR | 11/9/2023 | 000157027123000006 |
| Q2 2023 | 771 | 312,535 | AAPL, BIL, QQQ, MSFT | 13F-HR | 8/3/2023 | 000157027123000004 |
| Q1 2023 | 489 | 150,435 | TSLA, ADP, AAPL, META | 13F-HR | 5/1/2023 | 000157027123000003 |
| Q4 2022 | 498 | 126,329 | SHY, CMCSA, XLU, V | 13F-HR | 2/14/2023 | 000157027123000002 |