| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 824 | 893,587 | USFR, ISRG, CAT, WWJD | 13F-HR | 1/17/2025 | 000117266125000257 |
| Q3 2024 | 827 | 977,493 | SMCI, IBD, CAT, USFR | 13F-HR | 10/10/2024 | 000117266124004224 |
| Q2 2024 | 802 | 867,646 | IBD, USFR, CAT, ISRG | 13F-HR | 8/12/2024 | 000117266124003257 |
| Q1 2024 | 792 | 977,358 | CAT, USFR, ISRG, IBD | 13F-HR | 5/7/2024 | 000117266124002053 |
| Q4 2023 | 785 | 909,261 | IBD, USFR, CAT, NOW | 13F-HR | 2/12/2024 | 000117266124000689 |
| Q3 2023 | 791 | 783,231 | IBD, USFR, CAT, NOW | 13F-HR | 10/26/2023 | 000117266123003502 |
| Q2 2023 | 788 | 826,677 | IBD, USFR, ISRG, PLD | 13F-HR | 7/31/2023 | 000117266123002672 |
| Q1 2023 | 782 | 785,805 | USFR, IBD, PLD, ADI | 13F-HR | 4/24/2023 | 000117266123001754 |
| Q4 2022 | 743 | 777,062 | TFLO, USFR, IBD, WWJD | 13F-HR | 1/26/2023 | 000117266123000304 |
| Q3 2022 | 754 | 707,779 | TFLO, USFR, IBD, UUP | 13F-HR | 11/7/2022 | 000160658722002178 |
| Q2 2022 | 762 | 753,659 | USFR, IBD, UUP, WWJD | 13F-HR | 8/10/2022 | 000160658722001690 |
| Q1 2022 | 788 | 864,069 | VGSH, IBD, PHYS, BLES | 13F-HR | 4/21/2022 | 000160658722000721 |
| Q4 2021 | 786 | 872,157 | IBD, VGLT, ISRG, NOW | RESTATEMENT | 2/14/2022 | 000160658722000520 |
| Q3 2021 | 794 | 791,140 | IBD, VGLT, ISRG, NOW | 13F-HR | 11/9/2021 | 000160658721001550 |
| Q2 2021 | 593 | 759,958 | NVDA, IBD, BLES, VGLT | 13F-HR | 8/10/2021 | 000160658721001106 |
| Q1 2021 | 597 | 652,117 | NVDA, IBD, VGIT, BLES | 13F-HR | 4/30/2021 | 000160658721000516 |
| Q4 2020 | 630 | 452,176 | IBD, BLES, NVDA, ISMD | 13F-HR | 2/12/2021 | 000160658721000314 |
| Q3 2020 | 465 | 363,409 | VGIT, IBD, BLES, NVDA | 13F-HR | 11/16/2020 | 000160658720001268 |
| Q2 2020 | 485 | 289,563 | IBD, BLES, WWJD, ISMD | 13F-HR | 8/12/2020 | 000160658720000949 |
| Q1 2020 | 818 | 250,330 | IBD, BLES, WWJD, ISMD | 13F-HR | 5/8/2020 | 000160658720000638 |
| Q4 2019 | 351 | 278,872 | IBD, BLES, ISMD, BIBL | 13F-HR | 1/24/2020 | 000160658720000099 |
| Q3 2019 | 375 | 262,280 | IBD, BLES, ISMD, BIBL | 13F-HR | 11/13/2019 | 000160658719001019 |
| Q2 2019 | 328 | 237,739 | IBD, BLES, ISMD, BIBL | 13F-HR | 7/16/2019 | 000160658719000613 |
| Q1 2019 | 297 | 215,351 | IBD, BLES, ISMD, BIBL | 13F-HR | 5/16/2019 | 000160658719000564 |
| Q4 2018 | 242 | 148,727 | BLES, IBD, ISMD, BIBL | RESTATEMENT | 2/22/2019 | 000160658719000294 |
| Q3 2018 | 237 | 162,265 | BLES, IBD, ISMD, BIBL | RESTATEMENT | 2/22/2019 | 000160658719000293 |
| Q2 2018 | 220 | 140,705 | BLES, IBD, ISMD, BIBL | RESTATEMENT | 2/22/2019 | 000160658719000292 |
| Q1 2018 | 199 | 98,156 | BLES, IBD, ISMD, BIBL | RESTATEMENT | 2/22/2019 | 000160658719000295 |
| Q4 2017 | 938 | 117,638 | BLES, IBD, ISMD, BIBL | RESTATEMENT | 2/22/2019 | 000160658719000291 |