| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 427 | 127,494 | VGT, QQQ, VTI, IWF | 13F-HR | 8/13/2026 | 000178441826000007 |
| Q1 2026 | 493 | 122,539 | VGT, VTI, QQQ, IWF | 13F-HR | 5/15/2026 | 000178441826000006 |
| Q4 2025 | 353 | 106,909 | VGT, VTI, QQQ, IWF | 13F-HR | 3/16/2026 | 000178441826000004 |
| Q2 2019 | 50 | 94,007 | VTI, VB, SDY, VNQ | 13F-HR | 8/14/2019 | 000139834419014339 |