Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 146 | 161,568 | NVDA, IVV, AAPL, MSFT | 13F-HR | 10/23/2024 | 000117266124004338 |
Q2 2024 | 143 | 151,512 | NVDA, MSFT, AAPL, IVV | 13F-HR | 8/7/2024 | 000117266124003131 |
Q1 2024 | 150 | 155,537 | NVDA, MSFT, IVV, AAPL | 13F-HR | 5/9/2024 | 000117266124002117 |
Q4 2023 | 145 | 141,798 | MSFT, AAPL, NVDA, IVV | 13F-HR | 2/8/2024 | 000117266124000538 |
Q3 2023 | 144 | 129,231 | MSFT, AAPL, NVDA, IVV | 13F-HR | 10/17/2023 | 000117266123003426 |
Q2 2023 | 151 | 138,803 | AAPL, MSFT, NVDA, IVV | 13F-HR | 7/25/2023 | 000117266123002617 |
Q1 2023 | 155 | 133,325 | AAPL, MSFT, NVDA, IVV | 13F-HR | 5/5/2023 | 000117266123001859 |
Q4 2022 | 140 | 122,265 | AAPL, MSFT, DHR, JNJ | 13F-HR | 2/1/2023 | 000117266123000401 |
Q3 2022 | 138 | 112,041 | AAPL, MSFT, DHR, JNJ | 13F-HR | 10/20/2022 | 000160658722001929 |
Q2 2022 | 146 | 120,488 | AAPL, MSFT, DHR, JNJ | 13F-HR | 8/10/2022 | 000160658722001691 |
Q1 2022 | 150 | 142,914 | AAPL, MSFT, NVDA, DHR | 13F-HR | 5/6/2022 | 000160658722000975 |
Q4 2021 | 152 | 150,711 | AAPL, MSFT, NVDA, DHR | 13F-HR | 2/14/2022 | 000160658722000535 |
Q3 2021 | 148 | 137,589 | AAPL, MSFT, SQ, DHR | 13F-HR | 11/4/2021 | 000160658721001509 |
Q2 2021 | 149 | 138,763 | AAPL, MSFT, SQ, DHR | 13F-HR | 8/2/2021 | 000160658721000989 |
Q1 2021 | 141 | 128,767 | AAPL, MSFT, SQ, AMZN | 13F-HR | 5/4/2021 | 000160658721000570 |
Q4 2020 | 139 | 124,272 | AAPL, SQ, MSFT, AMZN | 13F-HR | 1/28/2021 | 000160658721000112 |
Q3 2020 | 129 | 110,216 | AAPL, MSFT, SQ, AMZN | 13F-HR | 10/27/2020 | 000160658720001129 |
Q2 2020 | 125 | 101,017 | AAPL, MSFT, AMZN, SQ | 13F-HR | 8/3/2020 | 000160658720000766 |
Q1 2020 | 111 | 81,853 | MSFT, AAPL, AMZN, JNJ | 13F-HR | 4/20/2020 | 000160658720000388 |
Q4 2019 | 126 | 109,088 | AAPL, MSFT, JNJ, V | 13F-HR | 1/24/2020 | 000160658720000095 |
Q3 2019 | 127 | 101,020 | MSFT, AAPL, HD, JNJ | 13F-HR | 11/12/2019 | 000160658719000997 |
Q2 2019 | 128 | 99,679 | MSFT, AAPL, CVX, JNJ | 13F-HR | 7/30/2019 | 000176710719000004 |
Q1 2019 | 130 | 95,917 | MSFT, AAPL, CVX, JNJ | 13F-HR | 5/8/2019 | 000160658719000502 |
Q4 2018 | 120 | 81,021 | MSFT, CVX, JNJ, AAPL | 13F-HR | 2/11/2019 | 000176710719000002 |